Terms-of-services

Last Updated: October 28, 2025
Company: Patient 2 Thrive, LLC (“Patient 2 Thrive,” “P2T,” “we,” “us,” or “our”)
Website & Services: www.patient2thrive.com, client portals, and related products/services (collectively, the “Services”)

These Terms of Service (“Terms”) govern your access to and use of the Services. By accessing or using the Services, submitting any form, executing an order form, SoW, IO, or Master Services Agreement (“Order”), or clicking accept, you agree to these Terms. If you are entering into these Terms on behalf of a company or clinic, you represent you are authorized to bind that entity; “Client” or “you” refers to that entity.

If you do not agree, do not use the Services.

1) Who We Serve & What We Do

1.1 Clients. We provide done-for-you client acquisition, retention, and growth services for medical spas and similar clinics, including: creative strategy and ad production; media buying on platforms such as Meta/Instagram and Google; funnel/landing-page setup; in-house call-center outreach; lead qualification; appointment setting; show-up optimization and automation; email/SMS lifecycle marketing; and retention/SEO initiatives (collectively, the “Growth Services”).
1.2 No Medical Care. We do not provide healthcare, medical advice, or clinical services. You alone determine the treatments you advertise, pricing, medical screening, and clinical suitability.
1.3 Non-Exclusivity; Capacity. We may serve other clinics. We accept a limited number of new partners monthly to ensure delivery capacity.

2) Accounts, Access & Client Obligations

2.1 Account Security. You must maintain the confidentiality of logins/keys and are responsible for activity under your account. Notify us of any unauthorized use.
2.2 Client Inputs. You will timely provide: approved offers, pricing, disclosures, legal disclaimers, clinical contraindications, brand assets, calendars/booking access, and a single point of contact with decision authority.
2.3 Systems & Integrations. You authorize us to connect or instruct connection to CRMs, calendars, call/SMS/email tools, analytics, ad accounts, domains, payment processors, and GHL/automation platforms you own or that we provision. You remain responsible for third-party terms and fees.
2.4 Compliance & Approvals. You are responsible for the accuracy, substantiation, and legality of your offers, claims, and clinical content, and for approvals we reasonably request (ads, pages, scripts). You will promptly review and approve/reject within two (2) business days.

3) Performance Framework (Definitions)

3.1 Lead. A record with at least name and valid contact method (email and/or mobile) that submits via our funnels, ads, or intake.
3.2 Qualified Lead. A Lead that meets targeting criteria we mutually define in the Order (e.g., age range, zip codes, interest in specific high-ticket services).
3.3 Booked Appointment. A Qualified Lead scheduled on your calendar by us or via automation.
3.4 Qualified Patient (“QP”). A Booked Appointment that shows for an in-person or telehealth consult and is clinically eligible for the targeted high-ticket service; eligibility is determined by you.
3.5 No-Show / Reschedule. If a booked patient does not attend the scheduled time without 24-hour notice, it is a “No-Show.” Reschedules are tracked; if they show within 14 days, they count as a QP on the show date.
3.6 Disputes. Disputes about QP status must be raised in writing with supporting evidence within seven (7) days of the appointment; otherwise the status is final.

4) Fees, Billing & Media Spend

4.1 Pay-for-Performance Fee. Unless otherwise stated in the Order, your core fee is per Qualified Patient who shows (“Show Fee”). The unit rate, monthly caps/floors, and targeted weekly volume (e.g., 8–10 QPs/week) are specified in the Order.
4.2 Media & Tools. Ad spend, platform fees, phone/SMS/email credits, software seats, data verification tools, and third-party costs are Client-paid unless the Order states otherwise. Where we float spend, you will reimburse promptly.
4.3 Invoices; Auto-Debit. We may charge the Show Fee upon attendance or in periodic batches. You authorize us to debit your payment method on file. Unpaid amounts accrue 1.5% monthly (or the maximum lawful rate, if less). You are responsible for chargebacks and related costs.
4.4 Refunds. Except where required by law or explicitly stated in the Order, all fees are non-refundable.
4.5 Taxes. Fees exclude taxes; you are responsible for applicable taxes, duties, and withholdings.

5) Service Levels & Fair Use

5.1 Volume Targets. We aim to hit mutually agreed volume targets; actual results depend on offer competitiveness, geography, market conditions, budget, and your calendar availability/staff capacity.
5.2 Calendar Access. You will maintain open slots proportionate to the target volume; if capacity is constrained or frequently rescheduled by you, performance metrics and pacing may be adjusted.
5.3 Training. We provide monthly sales training/coaching as noted in the Order; your team’s attendance is strongly recommended to protect conversion rates.
5.4 Quality Controls. We reserve the right to pause or revise campaigns to protect deliverability, sender reputation, or compliance.

6) Communications & Recording Consent

6.1 Consent. By engaging us and providing contact data, you authorize us and our processors to contact Leads and Clients via phone, email, and SMS/MMS (including auto-dialers and prerecorded messages) consistent with law (e.g., TCPA, CAN-SPAM). Message/data rates may apply.
6.2 Opt-Out. We honor “STOP” for SMS and unsubscribe links for email. You must not re-subscribe contacts who have opted out, unless and until legally permissible.
6.3 Call Quality. For quality and training, calls or voicemails may be monitored/recorded with prior notice where required.

7) Content, IP & Publicity

7.1 Client Content. You retain ownership of logos, trademarks, creative assets, product/service information, and first-party data you provide (“Client Content”). You grant us a worldwide, non-exclusive, royalty-free license to use, reproduce, adapt, and display Client Content solely to deliver the Services.
7.2 P2T Materials. We retain all rights to creative concepts, ad copy, scripts, playbooks, templates, funnels, automations, software, and know-how developed or used to provide the Services (“P2T Materials”). We grant you a limited, non-exclusive license to use P2T Materials we expressly deliver for your internal business use during the Term.
7.3 Feedback. Suggestions or feedback you provide may be used without restriction.
7.4 Publicity. With your prior written consent (email sufficient), we may reference your name, logo, and non-confidential results in case studies and marketing.

8) Data; Privacy; Security

8.1 Privacy Policy. Our collection and use of personal information is described in our Privacy Statement at www.patient2thrive.com/privacy.
8.2 Client Data. You are responsible for lawfully collecting and providing personal data (including consent and required notices). You represent you have all rights and lawful bases to share and authorize our processing.
8.3 Healthcare Data. We are not a HIPAA Business Associate unless the Order includes a signed Business Associate Agreement (BAA). Do not transmit Protected Health Information (PHI) to us unless a BAA is executed.
8.4 Security. We maintain an information security program appropriate to our role and risk; however, no system is perfectly secure. See our Privacy Statement for incident response details.

9) Compliance & Acceptable Use

9.1 Laws & Policies. Both parties will comply with applicable laws and platform policies, including truth-in-advertising, unfair/deceptive acts, TCPA/CAN-SPAM, Do-Not-Call rules, state medical advertising rules, and platform ad policies.
9.2 Prohibited Content. You will not require us to advertise illegal or unsafe claims, before/after images that violate platform rules, or unsubstantiated results. We may decline or remove any content at our discretion.
9.3 Non-Circumvention. During the Term and for twelve (12) months thereafter, you will not directly engage, solicit, or hire our dedicated callers/closers we placed on your account without our written consent.

10) Third-Party Services

The Services may interoperate with third-party platforms (e.g., Google, Meta, GoHighLevel, Twilio, Stripe). We do not control third-party services and are not responsible for their actions, outages, pricing, or terms. Your use of them is subject to their agreements and policies.

11) Term; Termination; Suspension

11.1 Term. These Terms start on the earlier of your first access or effective date of an Order and continue until terminated as provided here.
11.2 Termination for Convenience. Either party may terminate an Order with thirty (30) days’ written notice after any initial commitment period stated in the Order.
11.3 Termination for Cause. Either party may terminate upon written notice if the other materially breaches and fails to cure within ten (10) days (or immediately for unlawful content/activity, platform risk, or non-payment).
11.4 Effect. Upon termination: (a) unpaid fees (including accrued Show Fees for QPs that occurred before the termination effective date) become immediately due; (b) licenses granted to you for P2T Materials end; (c) we may provide a reasonable extraction of Client first-party data from platforms we control (fees may apply). Sections intended to survive (including 7–15) shall survive.

12) Warranties; Disclaimers

12.1 Mutual Authority. Each party represents it has authority to enter into these Terms.
12.2 Client Warranties. You warrant that Client Content and offers are accurate, lawful, non-infringing, and properly substantiated; that you will provide treatment only where clinically appropriate; and that you hold all licenses/permits required to offer advertised services.
12.3 Disclaimer. EXCEPT AS EXPRESSLY STATED, THE SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE,” WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, OR RESULTS. WE DO NOT GUARANTEE ANY SPECIFIC NUMBER OF LEADS, SHOWS, SALES, REVENUE, OR ROI.

13) Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT WILL P2T BE LIABLE FOR ANY INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES (INCLUDING LOST PROFITS/REVENUE, GOODWILL, OR DATA), EVEN IF ADVISED OF THE POSSIBILITY. OUR AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO THE SERVICES SHALL NOT EXCEED THE AMOUNTS PAID OR PAYABLE BY CLIENT TO P2T UNDER THE APPLICABLE ORDER IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM. SOME JURISDICTIONS DO NOT ALLOW CERTAIN LIMITATIONS; IN SUCH CASES, OUR LIABILITY IS LIMITED TO THE MINIMUM EXTENT PERMITTED BY LAW.

14) Indemnification

You will defend, indemnify, and hold harmless P2T and its affiliates, officers, directors, employees, and agents from and against claims, losses, liabilities, damages, costs, and expenses (including reasonable attorneys’ fees) arising from: (a) Client Content, offers, or clinical practices; (b) your breach of these Terms; (c) alleged false/misleading advertising or regulatory noncompliance; (d) your misuse of the Services; or (e) your violation of laws or third-party rights. We will promptly notify you of any claim and cooperate at your expense.

15) Dispute Resolution; Governing Law; Class Action Waiver

15.1 Good-Faith Resolution. The parties will first attempt to resolve disputes through good-faith discussions between senior decision-makers.
15.2 Arbitration. If unresolved within thirty (30) days, disputes shall be finally resolved by binding arbitration administered by JAMS under its Streamlined Rules by a single arbitrator. Venue: [Insert City, State]. Governing law: [Insert State], without regard to conflicts principles. Judgment may be entered in any court of competent jurisdiction.
15.3 Injunctive Relief. Either party may seek temporary or injunctive relief in court to protect confidential information or IP.
15.4 Class Action/Jury Waiver. Disputes must be brought individually and not as a class or representative action. Jury trial is waived to the extent permitted by law.

16) Confidentiality

Each party may access the other’s non-public information designated as confidential or that should reasonably be understood as confidential (“Confidential Information”). Receiving party will use such information only to perform under these Terms and will protect it with at least the same care it uses for its own confidential information (not less than reasonable care). Exclusions include information that is public, independently developed, or lawfully received from a third party without restriction. Compelled disclosure is permitted with notice where legally allowed.

17) Force Majeure

Neither party is liable for delay or failure caused by events beyond reasonable control (e.g., natural disasters, labor disputes, platform outages, changes to platform policies, war, acts of government, utility failures). Obligations resume when the event ends.

18) Changes to the Services or Terms

We may update the Services and these Terms from time to time. Material changes will be effective on posting to our website or upon notice to you. Your continued use after the effective date constitutes acceptance. If you object to updates, you may terminate under Section 11.2 (fees through termination still apply).

19) Notices; Electronic Communications

We may send notices to the email on file or via your portal; notices are deemed given when sent. You consent to transact electronically. Legal notices to P2T:
Patient 2 Thrive, LLC – Attn: Legal

• [email protected]

20) Miscellaneous

20.1 Independent Contractors. The parties are independent contractors. No partnership, franchise, joint venture, or employment relationship is created.
20.2 Assignment. You may not assign or transfer these Terms (by law or otherwise) without our prior written consent; any unauthorized assignment is void. We may assign to an affiliate or in connection with a merger, sale, or reorganization.
20.3 Export/Anti-Corruption. You will comply with applicable export controls, sanctions, and anti-corruption laws.
20.4 Severability; Waiver. If any provision is unenforceable, the remainder remains in effect. Failure to enforce is not a waiver.
20.5 Entire Agreement; Order of Precedence. These Terms, together with any Order(s) and our Privacy Statement, form the entire agreement and supersede prior or contemporaneous understandings. If there is a conflict, the Order controls, then these Terms, then any referenced policies.

21) SMS/MMS Program Terms (If Applicable)

Program: Patient 2 Thrive Alerts/Reminders/Promotions.

Frequency: Varies; typically appointment reminders, confirmations, promotional or educational messages.

Opt-In: By providing your mobile number and consenting, you agree to receive automated texts. Consent not required to purchase.

Opt-Out: Reply STOP to cancel; HELP for help. Message/data rates may apply.

Carriers: Not liable for delayed or undelivered messages.

Support: [email protected] or (954) 516-3328.

Eligibility: Must be 18+ or have parental consent where required.

Privacy: See www.patient2thrive.com/privacy.

Acceptance

BY USING THE SERVICES, SIGNING AN ORDER, OR CLICKING “I AGREE,” YOU ACKNOWLEDGE THAT YOU HAVE READ, UNDERSTOOD, AND AGREE TO BE BOUND BY THESE TERMS.