Security & Compliance

Security Enforced. Compliance Automated.

The safeguards regulated industries require—security mechanisms, governance, privacy, and journaling, backed by platform and operational controls.

Security and compliance

The Glass-Walled Estate

Scheduling security problems
Like a glass-walled estate, many scheduling systems look refined while leaving everything exposed. Without enforced security and automated compliance, sensitive data and regulated communications become visible liabilities—turning routine bookings into audit and security risks.

How it works

Strategic Governance and Protection

We provide the structural mechanisms to ensure your engagement data is protected, private, and inherently audit-ready.

Regulated Industry Alignment
Regulated Industry Alignment
Purpose-built for Financial Services, Healthcare, Higher Ed, and European or California privacy. This ensures you meet the strict record-keeping and data-handling requirements of your specific sector.
All Around Data Protection
All Around Data Protection
Spam booking protection, secure entry via SSO/2FA and Enterprise-grade encryption. This ensures absolute protection - from unsolicited external attacks to the safeguarding of your data.
Automated Journaling
Automated Journaling
Enforce record integrity by automating the journaling of every guest interaction. This ensures  permanent, audit-ready history that satisfies strict archiving regulations and secures your professional integrity.
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Features & Benefits

Structural Controls and Safeguards

The technical foundation required to capture, standardize, and export high-fidelity engagement intelligence at scale.

Global Compliance & Regulatory Alignment

Global Compliance & Regulatory Alignment

Rely on the highest industry standards for data protection, including SOC2, GDPR, FINRA, HIPAA (including BAA agreements), FERPA, PCI DSS Level I, and TX-RAMP Level II. We enforce unalterable journaling and mandatory consent protocols to ensure your organization remains inherently audit-ready.
Infrastructure Hardening & Threat Prevention

Infrastructure Hardening & Threat Prevention

Secure your data with encrypted storage, AI-driven threat detection, and regular penetration testing. All services are hosted on Microsoft Azure and AWS data centers featuring 24/7 physical security. This ensures absolute reliability and protection against evolving digital threats.
Identity & Access Governance

Identity & Access Governance

Simplify access with Enterprise SSO and protect every account with 2FA via email, SMS, or authenticator apps. Enforce corporate standards with custom security policies—including session controls, account lockout, and password complexity—to prevent unauthorized entry or credential leaks.
Corporate Security Policies

Corporate Security Policies

Enforce internal standards with custom security rules, including session controls, account lockout, and password complexity. This ensures your scheduling environment remains fully aligned with your organization’s broader IT security posture.
Spam & Abuse Protection

Spam & Abuse Protection

Invisible CAPTCHA blocks automated bot attacks, while intelligent filtering rules prevent malicious human-generated spam—securing public booking pages without adding friction for legitimate guests.
Guest Communication Compliance

Guest Communication Compliance

Ensure every engagement is documented by automatically saving a copy of all notifications sent to guests. This unalterable journaling satisfies FINRA and SEC requirements, while mandatory consent protocols for AI and SMS ensure total alignment with GDPR and CCPA.
Enforced Booking Calendar Templates

Enforced Booking Calendar Templates

Require all new booking calendars to be created from pre-approved templates. This guarantees total control over public-facing content and ensures every engagement adheres to your brand and regulatory standards.

Secure by Design.
Built for Regulated Environments.

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Use Cases

Governance in Practice

Proven applications of our structural safeguards across high-stakes, regulated environments.

Controlled, Audit-Ready Client Engagements
Ensure FINRA and SEC compliance with automated interaction journaling and centralized booking templates that standardize client-facing content, logos, and mandatory disclaimers—keeping every engagement audit-ready by design.
Compliant & Controlled Client Experiences
Integrated HIPAA Privacy & Security
Deploy secured infrastructure—backed by a mandatory BAA—to protect patient data from the perimeter to the database. Enforced consent protocols for SMS and email ensure total alignment with healthcare privacy mandates.
HIPAA-Compliant Infrastructure
Govern Every Booking
Enforce FERPA-aligned data handling and utilize pre-approved booking templates to maintain brand standards. Centralized oversight through Enterprise SSO ensures only authorized personnel access student records while preventing non-compliant configurations.
higher education
Secure, Compliant Infrastructure
Leverage TX-RAMP Level II certified hosting to meet rigorous procurement mandates. Perimeter Spam Protection neutralizes malicious interference, ensuring public-facing services remain secure, available, and fully compliant with state-level mandates.
public-secto-certified-perimeter-defense

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