Terms

What OcasioSync is, and what it is not

OcasioSync provides scheduling and meeting technology. It connects businesses that generate appointment demand with the professionals who meet those prospects, and operates the booking pages, notifications, calendars and video rooms in between.

It is not legal, insurance, financial, or any other professional advice, and using it creates no advisory relationship. We are not a party to the meeting itself. We do not verify the licensure or regulatory standing of any agent or organization, and we do not supervise what is discussed. Responsibility for advice given, products sold, and compliance with the rules of your industry rests with the parties to the appointment.

Using this site

By using this site you agree to these terms. You agree not to misuse it — for example by interfering with its operation or submitting the access form in an abusive or automated way.

Nothing on this site promises any specific appointment, show rate, outcome or result. Descriptions of the product are general and may change as it evolves.

The product is invite-only. This site sells nothing and is not an offer to contract; requesting access does not guarantee access, and terms of participation are agreed separately.

Content & brand

The OcasioSync name, logo, and the content of this site are ours or our licensors'. Please don't copy or reuse them without permission.

Accounts

Accounts are created by invitation; there is no self-service signup. Invitations are personal to the invited email address and must not be forwarded. You are responsible for keeping your credentials confidential and for what happens under your account. Tell us at security@ocasiosync.com if you think your account has been accessed without authorization.

If you bring prospects to the platform

If you place prospect information into the product, you warrant that you have a lawful basis and, where required, the person's consent to contact them — including by text. You warrant the contact information was not purchased, scraped, or rented, that your use complies with the TCPA, CAN-SPAM and applicable state law, and that you will honor opt-outs promptly.

Messages sent through OcasioSync go out under our messaging registration and sending domains, so one organization contacting people without consent can stop delivery for everyone on the platform. We may suspend a campaign immediately, without notice, on credible evidence of non-consented contact.

If you take appointments

You agree to hold and maintain any licence your jurisdiction and product line require; to attend booked appointments, or cancel through the product with reasonable notice rather than simply not appearing; to use prospect information only to prepare for and conduct that appointment; and not to solicit prospects outside it.

Appointment outcomes

For online meetings, whether an appointment took place is determined automatically from attendance events reported by our video provider — when each party joined and left.

From those outcomes we keep a reliability record for you — attendance counts and a show-up rate over a recent window. This does not currently affect how appointments are assigned; assignment does not consult it. If we introduce reliability-based routing, we will update these terms and tell you before it takes effect.

Because outcomes come from provider events, they can be wrong — an event may be lost, or someone may join by a route the provider does not report. If you believe an outcome is incorrect, contact us at contact@ocasiosync.com and we will review it.

Meetings and recording

Meetings are hosted by a third-party video provider. OcasioSync does not record meetings — no audio, video or transcript is captured or stored by the platform; we receive only join and leave events. If you record using your own tools, you are solely responsible for obtaining any consent the law requires. Several U.S. states require all parties to consent; do not assume someone has agreed because they joined the call.

Prospect data and privacy roles

How we handle personal information is described in the Privacy Policy.

Between us: OcasioSync operates the platform and processes prospect information in order to deliver the product. Organizations that bring prospects to the platform determine why those people are contacted in the first place, and are responsible for having a lawful basis to do so.

Acceptable use

Don't contact people who haven't consented; don't misrepresent who you are or which organization you represent; don't attempt to reach another organization's data or test the platform's security without written permission; don't circumvent rate limits or otherwise interfere with operation; and don't use the product unlawfully.

Availability and fees

The product is provided on an “as available” basis. We aim to keep it running but do not commit to a specific uptime level; maintenance, third-party provider failures and outages will happen. It is currently provided without charge under founding-partner arrangements, and nothing here obliges us to keep it free — if we introduce fees we will give reasonable advance notice.

Rights in the product and your content

We retain all rights in the product, including its software, interfaces and documentation. You retain all rights in the content and data you provide, and you grant us the limited licence we need to host, process and transmit that content in order to operate the product for you.

“As is,” and liability

The site and the product are provided “as is,” without warranties of any kind. We do not warrant that appointments will result in sales, that prospects will attend, that attendance determinations will always be correct, or that messages will be delivered — delivery depends on carriers and mailbox providers outside our control. To the extent permitted by law, we are not liable for indirect, incidental or consequential loss, or for lost profits or business opportunity. Our total liability is limited to [CAP].

Indemnification

You will defend, indemnify and hold us harmless from claims, damages and costs — including reasonable legal fees — arising from your breach of these terms; your contact of individuals without a lawful basis; your recording of meetings; advice or products you provide to a prospect; or your violation of law or of the rules of your profession.

Suspension and termination

Either of us may stop at any time. We may suspend or end access immediately for breach of these terms, for conduct that puts our messaging registrations or sending reputation at risk, or where the law requires it. Data is retained and deleted in line with the Privacy Policy. If you want an export of your data, ask us before you stop using the product.

Governing law

These terms are governed by the laws of the State of Florida, without regard to its conflict-of-law rules, and the parties submit to the state and federal courts located in Florida.

Changes & contact

We may update these terms; material changes will be reflected by the “last updated” date above and, where appropriate, notified in the product. Continued use after the effective date means you accept the revised terms.

General questions: contact@ocasiosync.com. Legal notices: legal@ocasiosync.com. Security reports: security@ocasiosync.com.

OcasioSync LLC, a Florida limited liability company.