Privacy Policy

This Privacy Policy applies to:

• visitors to Caterly's website;
• restaurant owners and operators who create or use a Caterly account;
• people who communicate with Caterly directly;
• people who submit information through Caterly-powered public catering pages; and
• individuals whose information is processed through a restaurant's use of Caterly, to the extent Caterly is responsible for that processing.

Restaurants using Caterly may have their own privacy obligations and policies. A restaurant's use of Caterly does not transfer its legal responsibilities to Caterly.

Depending on how you interact with Caterly, we may collect:

Account and business information

• name;
• email address;
• phone number;
• restaurant or business name;
• restaurant address;
• business type;
• website and social media information; and
• account and authentication information.

Catering and customer information

• names, email addresses, and telephone numbers;
• catering inquiry details, event dates, and guest counts;
• delivery addresses, dietary restrictions, special requests, and catering preferences;
• proposal, invoice, and booking information; and
• communications submitted through the platform.

Marketing information

• marketing subscriber information;
• consent and subscription preferences;
• email engagement information; and
• unsubscribe and communication-preference information.

Technical information

• IP address, browser type, device information, and operating system;
• pages visited and referring information;
• approximate location derived from technical information where applicable; and
• logs and diagnostic information.

Location information

When a restaurant uses Caterly's opportunity-finding features, we may process the restaurant's business address and geographic coordinates to identify nearby businesses, organizations, and other catering opportunities.

Information from integrations

Where a restaurant connects a third-party service, Caterly may receive information made available through that integration.

We use information for purposes including:

• creating and managing Caterly accounts;
• providing and improving the Caterly platform;
• providing catering opportunity discovery;
• creating catering pages and marketing materials;
• processing catering inquiries;
• managing proposals and invoices;
• supporting customer communications;
• sending transactional messages;
• sending marketing communications where legally permitted and where appropriate consent has been obtained;
• authenticating users;
• preventing fraud, abuse, and unauthorized access;
• diagnosing technical problems and providing customer support;
• measuring and improving product performance;
• maintaining security;
• complying with legal obligations; and
• operating and improving our business.

We do not collect personal information simply because it might be useful in the future. We seek to collect information for identified and reasonable purposes.

Caterly uses artificial intelligence and automated technologies to provide certain product features. Depending on the feature, AI may assist with:

• analyzing restaurant and catering information;
• identifying potential catering opportunities;
• generating recommendations;
• creating or improving catering content;
• assisting with responses to inquiries;
• organizing information; and
• generating marketing or business content.

AI-generated output may contain errors or omissions and should be reviewed by the restaurant before being relied upon where accuracy is important. Caterly does not represent that AI-generated recommendations or content are guaranteed to be accurate, complete, or appropriate for every situation.

Where third-party AI providers are used, information may be processed by those providers in accordance with their applicable terms and privacy practices and the agreements in place with Caterly.

Restaurants may use Caterly to collect and manage information about their own customers, prospects, and catering contacts. In these circumstances, the restaurant generally determines:

• what information it collects;
• why it collects that information;
• how it uses the information;
• what communications it sends; and
• how long it retains the information.

Caterly processes that information to provide the services requested by the restaurant.

If you provided your information to a restaurant through a Caterly-powered page, your primary relationship concerning that information may be with the restaurant. Questions about the restaurant's own collection or use of your information should generally be directed to that restaurant.

Caterly provides tools that restaurants may use to send email and SMS communications to their customers and prospects. Restaurants are responsible for obtaining and maintaining any consent required for their marketing communications and for complying with applicable laws governing those communications.

Caterly may maintain records relating to communication preferences, consent, unsubscribe requests, and delivery activity so that communication preferences can be respected and documented.

Caterly may also send its own transactional or service-related communications to users of the Caterly platform. Marketing communications from Caterly itself will include an appropriate unsubscribe mechanism where required.

Caterly may use cookies, local storage, pixels, logs, and similar technologies to:

• keep users signed in;
• maintain application functionality;
• remember preferences;
• understand how the website and application are used;
• improve performance and security; and
• measure the effectiveness of certain product or marketing activities.

Google Analytics and Google Ads

With your permission, Caterly uses Google Analytics to understand how our website is used, and Google Ads conversion measurement to learn whether our Google ads lead to Caterly Launch subscriptions. When enabled, Google may set cookies or similar identifiers and receive information such as pages visited, device and browser details, IP address, the ad click that brought you to Caterly, and, when you buy the Launch plan, a purchase event with its value, currency, and a subscription reference. Google processes this information under its own terms and privacy policy. This information is not anonymous.

These optional cookies are off until you choose to allow them. Analytics and advertising can be allowed separately. You can change or withdraw your choice at any time using the “Cookie settings” link in the website footer; withdrawal stops further optional tracking from that point. Your choice, the date you made it, and the version of the notice shown are saved in your browser. Declining does not affect your ability to sign up, sign in, or pay for Caterly.

The specific technologies used may change as the product evolves.

We may disclose information to service providers that help us operate Caterly. Depending on the services being used, these providers may support cloud hosting and databases, authentication, payment processing, email and SMS delivery, maps and geographic services, artificial intelligence, analytics, security, infrastructure, and customer support.

We do not sell personal information as a standalone data product.

We may also disclose information:

• when you direct us to do so;
• with a restaurant's authorized users when the information relates to that restaurant's use of Caterly;
• when required by law;
• to protect the rights, safety, property, or security of Caterly, our users, or others;
• in connection with a merger, acquisition, financing, reorganization, sale of assets, or similar transaction; or
• with your consent.

Caterly relies on third-party infrastructure and service providers. These may include providers for hosting and databases, authentication, payments, email, SMS, maps and geographic data, artificial intelligence, and other infrastructure necessary to provide the service.

Third-party services may process information in jurisdictions outside your home province, territory, or country. Their own terms and privacy policies may apply to information they process.

Caterly may use third-party payment processors to process subscription payments. Caterly does not intend to store complete payment-card numbers on its own systems. Payment information is handled by the applicable payment processor according to its own security and privacy practices.

We retain personal information only for as long as reasonably necessary for the purposes described in this Privacy Policy, including providing the service, maintaining business and transaction records, resolving disputes, enforcing agreements, maintaining security, and complying with legal obligations.

Retention periods may vary depending on:

• the type of information;
• the reason it was collected;
• whether an account remains active;
• legal or accounting requirements; and
• legitimate business needs.

When information is no longer required, we may delete, anonymize, or securely dispose of it.

Caterly uses reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, disclosure, alteration, loss, and misuse.

No internet-based service can guarantee absolute security. If Caterly becomes aware of a security incident involving personal information, we will assess the incident and take steps required by applicable law.

Depending on applicable law, individuals may have rights relating to personal information held by Caterly, including requesting access to information, requesting correction of inaccurate information, or withdrawing consent where applicable.

Requests may be sent to privacy@getcaterly.app. If that address is not yet configured, route the request to hello@getcaterly.app.

Caterly may need to verify the identity of the requester before responding.

If you have a concern about how Caterly handles personal information, please contact us first at privacy@getcaterly.app so that we can investigate and attempt to resolve the concern.

If applicable law provides a right to complain to a privacy regulator or supervisory authority, you may also contact the appropriate authority.

Caterly is a business software service and is not directed to children. We do not knowingly design the service to collect personal information directly from children.

Caterly and its service providers may store or process information in Canada, the United States, or other jurisdictions where our service providers operate. Information processed outside your jurisdiction may be subject to the laws of that jurisdiction.

We may update this Privacy Policy from time to time. When we make material changes, we may provide additional notice where appropriate. The updated policy will be posted on this page with a new “Last updated” date.

For general questions: hello@getcaterly.app

For privacy questions: privacy@getcaterly.app

For customer support: support@getcaterly.app