Effective July 1, 2026.
These Botdoc User Terms of Service (these “Terms”) govern your use of and access to the botdoc.io website, the Botdoc service, and any related software (collectively, the “Services”). This is a binding agreement between you (“you” or “your”) and ShortSave, Inc., a Colorado corporation doing business as Botdoc (“Botdoc,” “we,” “us,” or “our”).
If your use of the Services is provided by, paid for by, or associated with an organization (a “Prime User”) that has entered into a separate agreement with Botdoc (such as the Botdoc Corporate Terms of Service), the Prime User’s agreement governs Botdoc’s relationship with that organization. These Terms govern your use of the Services as an individual user, including where applicable as part of a Botdoc team established by a Prime User.
By clicking “I accept,” by creating a Botdoc account, or by accessing or using the Services, you agree to these Terms, the Botdoc Privacy Policy at https://botdoc.io/privacy-policy/, and the Botdoc Acceptable Use Policy at https://botdoc.io/acceptable-use-policy/.
“Account” means your individual user account on the Services.
“Botdoc Team” means an organizational workspace on the Services administered by a Prime User.
“Customer Data” means any data, files, documents, content, or information that you transmit, store, request, or receive through the Services.
“Paid Account” means a Botdoc Account that has been upgraded from the free trial to a paid plan as described in Section 5.
“Prime User” means a Botdoc customer organization (such as your employer or a Botdoc team owner) that has its own agreement with Botdoc and through which you have been provisioned access to a Botdoc Team.
“Services” has the meaning given in the introductory paragraph above.
“Term” has the meaning given in Section 11.
2.1 Account Use. You are responsible for: (a) the accuracy, quality, and legality of any Customer Data; (b) maintaining the confidentiality of your login credentials and not sharing them with any third party (except as part of a Botdoc Team in accordance with the Prime User’s policies); (c) keeping your account information current and secure; and (d) all activity that occurs under your Account.
2.2 Required Consents. You will not request, transmit, or receive Customer Data unless you have the right to do so. You are responsible for ensuring that recipients of communications from the Botdoc service have provided all consents required by applicable law (including the Telephone Consumer Protection Act and CAN-SPAM Act, as applicable) and that communications are delivered to the correct recipient.
2.3 Restrictions. You will not, and will not permit any third party to:
access, use, or distribute the Services other than as expressly permitted in these Terms;
disassemble, reverse engineer, modify, translate, alter, decompile, or create derivative works of the Services;
introduce any virus, worm, trojan horse, spyware, or other malicious code into the Services;
attempt to gain unauthorized access to the Services or related systems or data;
circumvent any usage limits or security features of the Services;
use the Services in violation of the Botdoc Acceptable Use Policy, the rights of any third party, or applicable law (including without limitation the Health Insurance Portability and Accountability Act of 1996 (“HIPAA”) and the Family Educational Rights and Privacy Act (“FERPA”)); or
use the Services or any Customer Data to develop, train, validate, or improve any artificial intelligence or machine learning model.
You represent and warrant that: (a) you have the right and authority to use the Services and to enter into these Terms; (b) you are responsible for your use of your Botdoc Account; and (c) you will comply with all laws and regulations applicable to your use of the Services.
4.1 Sharing With Recipients. Requesting Customer Data via the Services requires that we share your phone number or email address with the recipient of your request. You grant us permission to share this information with any person to whom you send a request for Customer Data through the Services.
4.2 Authentication and Account Communications. You give us permission to send requests, transmit Customer Data, and deliver authentication codes (including for two-factor authentication) to your registered mobile phone number and email address.
4.3 Account Access for Support and Compliance. You grant us permission to access and review your Botdoc Account to comply with technical and customer-service requests, and to verify compliance with these Terms. We have no obligation to ensure your or any other user’s compliance with these Terms.
4.4 Aggregated and De-Identified Data. We may collect, generate, and use aggregated and de-identified data and usage statistics derived from your use of the Services for product improvement, benchmarking, security, fraud detection, and analytics, provided that such data does not identify you, any individual, or any organization, and does not include the contents of Customer Data.
4.5 Billing Information. If you use a Paid Account, you grant us permission to share your billing information with our PCI-DSS-certified third-party billing services provider, subject to applicable law.
4.6 No AI / ML Training on Customer Data. Botdoc will not use Customer Data to train, validate, or improve any artificial intelligence or machine learning model for the benefit of any party other than you.
5.1 Free Trial. A free trial Botdoc Account includes a limited number of free Customer Data requests. Once you have used all your free requests, you will not be able to send additional requests (you may still receive Customer Data requests from other users) unless you upgrade to a Paid Account.
5.2 Upgrade to Paid Account. You may upgrade to a Paid Account at any time. We will automatically bill you from the date you convert to a Paid Account and on each periodic renewal until cancellation. You are solely responsible for all applicable taxes, and we will charge tax when required to do so.
5.3 Auto-Renewal. Your Paid Account will automatically renew at the end of each billing period at then-current rates, unless you cancel prior to the renewal date. We will send you a reminder before each annual renewal between forty-five (45) and fifteen (15) days prior to the renewal date, to the email associated with your Account. You may cancel your Paid Account at any time through the Botdoc dashboard or by emailing support@botdoc.io. We will confirm cancellation in writing within five (5) business days.
5.4 Refunds. For an annual subscription, we will refund the unused portion if you cancel and request a refund within the first thirty (30) days of your annual subscription start date. In all other circumstances, refunds will be issued only if required by applicable law or as expressly set forth in these Terms.
5.5 Price Changes. We may change the fees in effect for new billing periods, and will provide advance notice of these changes via the email associated with your Paid Account at least thirty (30) days prior to the change taking effect. Pricing for any then-current billing period will not be affected.
5.6 Suspension for Non-Payment. If we are unable to charge your payment method on a renewal date, we will suspend your Paid Account and your ability to send or access Customer Data requests until full payment is received. We will notify you via the Botdoc dashboard or your registered email at least fifteen (15) days before your payment method on file expires. You will not receive these notifications if your account is paid for by your employer or another Prime User.
5.7 Upgrade to Corporate Account. If you upgrade your Paid Account to a Botdoc Corporate Account governed by the Botdoc Corporate Terms of Service, the unused portion of your current Paid Account subscription may be credited toward your Corporate Account subscription, or refunded.
5.8 Carrier Charges. Whether your Botdoc Account is in its free trial or a Paid Account, standard text messaging and data rates from your wireless carrier may apply.
6.1 Joining a Team. You may join a Botdoc Team only with an invitation received from a Prime User via the email address to which the invitation was sent. We will not allow you to associate a Paid Account with a Botdoc Team.
6.2 Prime User Control. Botdoc Teams are subject to the Prime User’s control. The Prime User and its administrators may restrict or terminate your access to a Botdoc Team, change your login information, and access your Customer Data within the Botdoc Team. Your use of a Botdoc Team is also subject to the Prime User’s policies.
6.3 Cross-Default. Any breach by you of these Terms while you are a member of a Botdoc Team also constitutes a material breach of the Prime User’s agreement with Botdoc. We may immediately terminate these Terms, suspend your Account or the Prime User’s access, or exercise any other right or remedy available to us at law or in equity.
7.1 Ownership. As between you and Botdoc, you retain all right, title, and interest in and to Customer Data. You grant Botdoc a non-exclusive, worldwide, royalty-free license to host, copy, transmit, display, store, and process Customer Data solely as necessary for Botdoc to provide the Services and to fulfill its obligations under these Terms.
7.2 Encryption. Customer Data is maintained in encrypted form. Botdoc does not have the ability to decrypt, scan, or access Customer Data, and does not scan Customer Data for malware or other malicious content. You are responsible for using best practices to secure your own systems, devices, and credentials, including unique passwords, anti-virus software, firewall protection, and timely security updates. Botdoc will never request your password by email; you should disregard any such request.
7.3 Storage and Retention. When you transmit or request Customer Data through the Services, the recipient receives a download or upload link that remains active for the period specified in the Botdoc dashboard. Botdoc has no obligation to retain Customer Data after the applicable retention period or following termination of these Terms, and will not be liable for the deletion, destruction, damage, loss, or failure to store Customer Data after such period. It is your responsibility to retrieve and store Customer Data that you request.
7.4 File Size Limits. You will not transmit or attempt to transmit Customer Data in excess of the file size limits specified in the Botdoc dashboard.
8.1 Information Security Program. Botdoc maintains an information security program designed to meet or exceed applicable industry standards, including SOC 2 Type II controls, designed to protect the confidentiality, integrity, and availability of Customer Data. Botdoc has implemented information security policies and safeguards consistent with the objectives of the Interagency Guidelines Establishing Standards for Safeguarding Customer Information promulgated under Section 501(b) of the Gramm-Leach-Bliley Act and the FTC Safeguards Rule (16 CFR Part 314). Customers that are automotive dealerships or other financial institutions subject to the FTC Safeguards Rule may request a copy of Botdoc’s most recent SOC 2 Type II audit report to support their vendor management and periodic assessment obligations under the Safeguards Rule by contacting support@botdoc.io.
8.2 Subprocessors. Botdoc uses the subprocessors listed at https://botdoc.io/botdoc-subprocessors/.
8.3 Security Incident Notification. Botdoc will notify you without undue delay, and in any event within seventy-two (72) hours after Botdoc’s confirmation of a Security Incident affecting the systems used to store, transmit, or process Customer Data. “Security Incident” means a breach of security leading to the accidental or unlawful destruction, loss, alteration, unauthorized disclosure of, or unauthorized access to Customer Data.
Where Customer Personal Data subject to the EU GDPR, UK GDPR, or Swiss FADP is transferred from the European Economic Area, the United Kingdom, or Switzerland to Botdoc in the United States, the transfer is conducted in accordance with: (a) Botdoc’s certification under the EU-U.S. Data Privacy Framework, the UK Extension to the EU-U.S. DPF, and the Swiss-U.S. Data Privacy Framework (collectively, the “DPF”), as evidenced by Botdoc’s listing on the U.S. Department of Commerce DPF list; and (b) where the DPF is, in respect of the relevant transfer, invalidated, suspended, or otherwise unavailable, the EU Standard Contractual Clauses (Commission Implementing Decision (EU) 2021/914), the UK Addendum for transfers subject to the UK GDPR, and the Swiss-specific addendum for transfers subject to the Swiss FADP.
You acknowledge that all right, title, and interest in and to all technology and intellectual property forming part of the Services, including all patents, inventions, copyrights, trade secrets, trademarks, service marks, trade names, and other intellectual property rights (collectively, “Intellectual Property”), are owned by Botdoc. Nothing in these Terms grants you any right, title, claim, or interest in or to any Botdoc Intellectual Property. You may not use Botdoc Intellectual Property except as expressly permitted by these Terms.
11.1 Term. These Terms are effective when you first access the Services and continue until the earliest of: (a) you have not had a Paid Account or accessed the Services for twelve (12) consecutive months; (b) you cancel your Account; or (c) we terminate your access in accordance with these Terms.
11.2 Termination by You. You may cancel your Account at any time through the Botdoc dashboard or by emailing support@botdoc.io.
11.3 Termination by Botdoc. We may suspend or terminate your access to the Services without notice if you breach these Terms, the AUP, or applicable law, or if your continued use poses a security risk to the Services or any third party.
11.4 Effect of Termination. Upon termination, we may delete all Customer Data and your Account, and you will no longer be able to access the Services. Provisions that by their nature should survive termination will survive, including Sections 1, 2.3, 4, 7.3, 8.3, 10, 11.4, 12, 13, 14, 15, 16, and 17.
12.1 Definition. “Confidential Information” means non-public information disclosed by one party to the other (the “Recipient”) that is marked confidential or that a reasonable person would understand to be confidential under the circumstances, including the Botdoc software and Customer Data. Confidential Information does not include information that: (a) was rightfully known to the Recipient before disclosure; (b) is independently developed by the Recipient without reference to the disclosing party’s Confidential Information; (c) is rightfully obtained from a third party without restriction; or (d) becomes publicly available through no fault of the Recipient.
12.2 Obligations. The Recipient will: (a) use Confidential Information solely for purposes within the scope of these Terms; (b) protect Confidential Information using at least the same degree of care it uses for its own confidential information of similar sensitivity (and no less than a reasonable degree of care); and (c) not disclose Confidential Information to any third party except to its employees, attorneys, auditors, consultants, and service providers who have a need to know and are bound by confidentiality obligations at least as protective as this Section 12. You expressly permit Botdoc to transmit and store Customer Data for purposes of providing the Services.
12.3 Compelled Disclosure. If the Recipient is required by law to disclose Confidential Information, the Recipient will provide prompt written notice to the disclosing party (to the extent legally permitted) so the disclosing party may seek a protective order.
12.4 Equitable Relief. The Recipient acknowledges that breach of this Section 12 may cause irreparable harm for which monetary damages may be inadequate, and the disclosing party may seek injunctive relief in addition to any other remedies available at law or in equity.
THE SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE.” TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, BOTDOC DISCLAIMS ALL WARRANTIES, EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE, INCLUDING WITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, ACCURACY, AVAILABILITY, UPTIME, AND ANY WARRANTY ARISING OUT OF COURSE OF DEALING OR USAGE OF TRADE.
You will defend, indemnify, and hold Botdoc harmless from and against any third-party claim, demand, suit, or proceeding arising out of or relating to: (a) your transmission, receipt, use, storage, or collection of Customer Data, including any allegation that Customer Data infringes the rights of a third party or violates applicable law; (b) your use of the Services in violation of these Terms, the AUP, or applicable law; or (c) your failure to obtain required consents from recipients of communications transmitted through the Services. You will indemnify Botdoc for damages, attorney fees, and costs awarded against Botdoc or paid in settlement of any such claim.
15.1 Exclusion of Indirect Damages. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, NEITHER PARTY WILL BE LIABLE TO THE OTHER FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, LOST REVENUE, LOSS OF GOODWILL, LOSS OF BUSINESS, OR LOSS OF DATA, ARISING OUT OF OR RELATING TO THESE TERMS OR THE SERVICES, REGARDLESS OF THE THEORY OF LIABILITY (WHETHER CONTRACT, TORT, STATUTE, OR OTHERWISE) AND EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
15.2 General Cap. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, BOTDOC’S TOTAL CUMULATIVE LIABILITY ARISING OUT OF OR RELATING TO THESE TERMS WILL NOT EXCEED THE GREATER OF (A) THE AMOUNT YOU HAVE PAID UNDER YOUR CURRENT SUBSCRIPTION PLAN IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM, OR (B) ONE HUNDRED U.S. DOLLARS ($100.00).
15.3 Data Super-Cap. Notwithstanding Section 15.2, Botdoc’s total cumulative liability for breaches of Section 7 (Customer Data) or Section 12 (Confidentiality) involving Customer Data will not exceed two (2) times the amount in Section 15.2(A).
15.4 Exclusions from Cap. The limitations in Sections 15.1, 15.2, and 15.3 do not apply to: (a) your payment obligations; (b) your indemnification obligations under Section 14; (c) either party’s willful misconduct or fraud; or (d) any liability that cannot be limited or excluded under applicable law.
15.5 Essential Purpose. The limitations in this Section 15 apply even if any limited remedy fails of its essential purpose.
You represent and warrant that your use of Botdoc will comply with all applicable laws and regulations. If you are located in the European Economic Area, the United Kingdom, or Switzerland, or send communications to recipients located in those jurisdictions, you represent and warrant that: (a) you have complied, and will comply, with all data protection, electronic communication, and privacy laws applicable to the countries to which you transmit communications through Botdoc; (b) you have collected, stored, used, and transferred all data relating to any individual in compliance with all applicable laws; and (c) you have the necessary permission for Botdoc to receive, process, and transmit data and communications on your behalf. You agree to the Botdoc Data Processing Addendum at https://botdoc.io/data-processing-addendum/.
Botdoc may update these Terms from time to time. For non-material updates, Botdoc will post the updated Terms at https://botdoc.io/user-terms-of-service/ and update the “Last updated” date. For material changes, Botdoc will provide at least thirty (30) days’ advance notice to your registered email address before the change takes effect. “Material change” means a change that materially decreases your rights, materially increases your financial obligations, or materially changes the nature of the Services. Changes that fix typographical errors, conform to applicable law, or add new optional features are not material. Your continued use of the Services after the effective date of an update constitutes acceptance of the updated Terms. If you do not agree to a material change, your sole remedy is to terminate your Account effective on the change date by providing written notice to Botdoc prior to the effective date, in which case Botdoc will refund any pre-paid, unused Fees applicable to the period after termination (less any usage-based fees actually incurred). Posting the updated Terms at https://botdoc.io/user-terms-of-service/ constitutes valid notice to all users regardless of email delivery status. You are responsible for periodically reviewing the applicable policy page. Modifications to the Privacy Policy, AUP, DPA, and BAA may be made on the timeline required by applicable law and may take effect on shorter notice.
Notices to Botdoc must be sent to:
ShortSave, Inc. Attn: Karl Falk, CEO 1909 Woodmoor Drive Monument, Colorado 80132 Email: support@botdoc.io With a copy to: support@botdoc.io
Notices to you will be sent to the email associated with your Account. Routine operational notices may be delivered through the Services or by ordinary email.
19.1 Governing Law and Venue. These Terms are governed by the laws of the State of Colorado, without regard to its conflict-of-laws principles. Any litigation under these Terms must be brought in a state or federal court located in El Paso County, Colorado.
19.2 Informal Resolution. Before initiating any formal dispute resolution proceeding, the parties will attempt in good faith to resolve any dispute through informal negotiation for at least thirty (30) days following written notice of the dispute.
19.3 Binding Arbitration. Any dispute, controversy, or claim arising out of or relating to these Terms that is not resolved through informal resolution will be finally resolved by binding arbitration administered by the American Arbitration Association (“AAA”) under its Commercial Arbitration Rules and, where applicable, its Supplementary Procedures for Consumer-Related Disputes. The arbitration will be conducted before a single arbitrator in Denver, Colorado, in the English language. Judgment on the award may be entered in any court of competent jurisdiction.
19.4 Equitable Relief. Notwithstanding Section 19.3, either party may seek temporary or preliminary injunctive relief in the courts referenced in Section 19.1 in connection with breach of confidentiality, infringement of intellectual property, or violation of Section 2.3.
19.5 Class Action Waiver. All disputes will be resolved on an individual basis. Neither party may bring or participate in any claim as a plaintiff or class member in a class, collective, or representative action.
19.6 Severability of Waiver. If Section 19.5 is found to be unenforceable as to any portion of any dispute, that portion will be litigated in court (not arbitration), and the remainder of this Section 19 will remain in full force and effect as to all other claims. The class-action waiver does not apply to claims for public injunctive relief that, under applicable law, cannot be waived; any such claims will be brought in a court of competent jurisdiction in El Paso County, Colorado.
19.7 Jury Trial Waiver. TO THE MAXIMUM EXTENT PERMITTED BY LAW, EACH PARTY WAIVES THE RIGHT TO A TRIAL BY JURY IN ANY ACTION ARISING OUT OF OR RELATING TO THESE TERMS.
20.1 Force Majeure. Botdoc will not be liable for any delay or failure to perform caused by events beyond its reasonable control, including acts of God, natural disasters, war, terrorism, civil unrest, government action, labor disputes, internet or telecommunications outages, denial-of-service attacks, or shortages of equipment or supplies. If a force majeure event continues for more than sixty (60) days, either party may terminate these Terms without liability.
20.2 Severability. If any provision is held invalid, the remaining provisions remain in effect.
20.3 Waiver. No waiver is effective unless in writing.
20.4 No Third-Party Beneficiaries. These Terms do not create any rights in third parties.
20.5 Successors and Assigns. These Terms inure to the benefit of and bind the parties’ permitted successors and assigns. You may not assign these Terms without Botdoc’s prior written consent. Botdoc may assign these Terms without consent in connection with a merger, acquisition, reorganization, or sale of substantially all of its assets.
20.6 Entire Agreement. These Terms, together with the Privacy Policy, AUP, DPA, and any Order Form or Botdoc Team agreement applicable to you, constitute the entire agreement between the parties regarding the subject matter and supersede all prior or contemporaneous agreements. If you are a member of a Botdoc Team, the Prime User’s agreement with Botdoc governs as between Botdoc and the Prime User; these Terms govern as between Botdoc and you as an individual user.
20.7 No Oral Modifications. No modification of these Terms is effective unless in writing.
By clicking “I accept,” by creating a Botdoc Account, or by accessing or using the Services, you acknowledge that you have read, understood, and agree to be bound by these Terms, the Privacy Policy, and the AUP.