Privacy Policy

We collect information in the following ways:

• Information you provide directly — name, email address, phone number, location, profile details, waitlist responses, partner or team applications, member profile information, messages submitted through forms or chat, and any content you upload or share.
• Account and dashboard data — credentials, preferences, role (member, partner, admin), saved progress, offerings, services, products, referrals, reward activity, and other records created through your use of the dashboard.
• Partner submissions — organizational information, services or products offered, business credentials, and other details provided during application or onboarding.
• Automatically collected information — IP address, browser type, device identifiers, operating system, referral source, pages viewed, time spent, and similar usage data collected through cookies and analytics.
• Third-party integrations — limited information received from authentication providers, payment processors, communication providers, or other integrated services you choose to connect.

• To operate, maintain, and improve the Platform and your account experience.
• To process waitlist entries, applications, memberships, partnerships, and referrals.
• To deliver transactional communications (confirmations, account activity, support responses).
• To send service updates, community announcements, marketing, or promotional messages where you have consented.
• To personalize content, offerings, and dashboard experiences.
• To detect, prevent, and address fraud, abuse, and security issues.
• To comply with legal obligations and enforce our Terms & Conditions.

By providing your email address or phone number and opting in, you consent to receive transactional, informational, and (where applicable) marketing communications from Steps & Phases. Message and data rates may apply for SMS. You may withdraw consent at any time by replying STOP to SMS messages, using the unsubscribe link in email, or contacting us directly. Transactional messages related to your account may continue as needed.

We use cookies, local storage, and similar technologies to operate the Platform, remember preferences, measure usage, and improve performance. See our Cookie Policy for details on the categories of cookies we use and how to manage them.

We do not sell personal information. We share information only as follows:

• Service providers who help operate the Platform (hosting, analytics, email/SMS delivery, payment processing, customer support) under contractual confidentiality obligations.
• Partners only as necessary to fulfill a service, referral, or opportunity you have engaged with.
• Legal and safety — when required by law, subpoena, or to protect rights, safety, or property.
• Business transfers — in connection with a merger, acquisition, or sale of assets, subject to continued protection of your information.

We use commercially reasonable administrative, technical, and physical safeguards to protect information against unauthorized access, alteration, disclosure, or destruction. No system is completely secure, and we cannot guarantee absolute security. You are responsible for safeguarding your account credentials.

We retain information for as long as your account is active, as needed to provide the Platform, to comply with legal obligations, resolve disputes, and enforce our agreements. You may request deletion subject to legal retention requirements.

Depending on your jurisdiction, you may have rights to access, correct, delete, or restrict use of your personal information, and to opt out of certain communications or processing. To exercise these rights, contact us at the address below. We will respond within a reasonable time and in accordance with applicable law.

The Platform is not directed to children under 13 (or the minimum age required in your jurisdiction). We do not knowingly collect personal information from children. If you believe a child has provided information to us, please contact us so we can remove it.

The Platform may contain links to or integrations with third-party websites and services. We are not responsible for the privacy practices of third parties. Please review their policies before sharing information.

This Privacy Policy is governed by the laws of the State of Oklahoma, without regard to its conflict-of-law principles. Any dispute relating to this Policy will be handled in accordance with our Terms & Conditions.

We may update this Privacy Policy from time to time. Material changes will be communicated through the Platform or by email. Continued use of the Platform after changes take effect constitutes acceptance of the updated Policy.

Community Wellness Organization LLC — operator of Steps & Phases. For privacy questions or requests, please contact us through the Contact page on our website.