Privacy Policy
Effective Date: March 31, 2026
1. Introduction
Happy to Help Caregiving (“we,” “our,” or “us”) provides non-medical in-home caregiving services and caregiver recruiting across multiple states. This Privacy Policy explains how we collect, use, share, and protect information when you visit our website, submit a care inquiry, apply for work, speak with our team, or otherwise interact with us.
This policy describes our current operating practices. In some parts of the website or hiring process, we may also show additional just-in-time notices or disclosures. Those additional notices supplement this policy.
2. Information We Collect
2.1 Care inquiries and client-related information
- Name, phone number, email address, ZIP code, city, and state
- Information about who needs care and what kind of help is needed
- Scheduling preferences, care notes, and service-area details
- Long-term care insurance, VA, billing, or consultation details you choose to share
2.2 Applicant and caregiver information
- Contact, employment, licensing, and availability information
- Interview, recruiting, payroll, scheduling, and workforce operations data
- Background-screening, compliance, tax, and performance records where applicable
2.3 Website, analytics, and communications data
- IP address, browser, device, and approximate geolocation derived from IP
- Pages viewed, time on page, referring URLs, clicks, and engagement events
- Cookie and advertising identifiers used by analytics and ad-measurement tools
- Phone, text, chat, and call metadata when you contact us through supported channels
- Recordings, transcripts, summaries, extracted fields, and staff notes from AI-assisted communications when those tools are used
3. How We Use Information
- Review and route care inquiries to the appropriate office
- Respond by phone, text, email, chat, or other communication methods tied to your inquiry
- Schedule consultations, return missed calls, and coordinate service follow-up
- Measure site performance, advertising effectiveness, and lead quality
- Run recruiting, hiring, and workforce operations
- Maintain records, prevent abuse, detect fraud, and support security or compliance needs
4. How We Share Information
We do not sell personal information for money. We do use analytics, advertising, communications, CRM, recruiting, and workforce tools that receive personal information as part of running our business. Depending on your interaction, we may share information with the following categories of providers and named platforms:
4.1 Care inquiry, CRM, and communication tools
- GoHighLevel / LeadConnector for CRM records, workflows, calendars, and lead follow-up
- Bland.ai for AI-assisted calling, chat handling, conversation summaries, and transcript-related workflows
- Slack for internal notifications, routing, and staff review of inquiry activity
- Quo (formerly OpenPhone) and related phone or messaging providers for call and text operations where enabled
- Supabase and our internal systems for portal, CRM, and operational storage
- Resend for operational and workforce-related email delivery where enabled
4.2 Advertising, analytics, website infrastructure, and listings
- Google Analytics and Google Ads for traffic measurement, campaign performance, and conversion analysis
- Meta Pixel and Meta Conversions API for ad measurement and conversion matching. This can include hashed identifiers such as email, phone, name, and location, plus IP address, user agent, and Meta cookie data where available.
- Vercel for hosting, analytics, performance tools, and IP-derived location headers used to route inquiries
- Zippopotam.us when a visitor enters a ZIP code and we look up city and state information in the form flow
- Google Business Profile for business listing, review management, and related business-profile workflows where enabled
4.3 Recruiting and workforce systems
- Rippling for job-board and recruiting workflows
- AxisCare for caregiver and workforce operations in participating branches
4.4 Internal AI-assisted business and development tools
- OpenAI, Anthropic, Google Gemini, and OpenClaw may be used by authorized staff to assist with drafting, summarizing, internal analysis, CRM or administrative workflows, software development, and related business operations
These internal tools are not used in every interaction, and not every visitor, applicant, caregiver, or customer record is sent to every provider. The information shared depends on the workflow, the systems involved, and how authorized staff use those tools.
4.5 Other sharing
- Insurance carriers, VA programs, or benefits partners when needed for services
- Professional advisors, auditors, or service vendors supporting operations
- Law enforcement, regulators, or courts when legally required
- Successors in a merger, reorganization, sale, or similar business transfer
5. AI-Assisted Calls, Chats, Recordings, and Transcripts
We may use AI-assisted tools to help with intake, follow-up, scheduling, missed-call response, chat handling, and conversation review. When you use a phone or chat channel supported by those tools, your interaction may be recorded, transcribed, summarized, and reviewed by staff.
We may store transcripts, summaries, call metadata, and extracted fields in our CRM or internal systems so our team can respond to your request, document outcomes, and improve operations.
We may also use separate internal AI-assisted tools to help with business operations such as content drafting, software development, CRM administration, workflow management, reporting, and quality review. Those uses are separate from the public website experience and depend on the workflow involved.
6. Cookies, Advertising, and Your Choices
Our website uses cookies and similar technologies for essential site operation, analytics, advertising measurement, and location-aware routing.
- You can choose to accept or decline non-essential tracking when our cookie banner is presented.
- You can also use browser controls, cookie deletion, or industry opt-out tools such as the NAI and DAA.
- At this time, we do not provide a separate cookie settings center beyond the banner flow, and we do not currently automate Global Privacy Control or Do Not Track processing.
Under some state privacy laws, targeted advertising and related measurement practices may be treated as a “sale” or “sharing” of personal data even when no money changes hands.
7. Data Retention
We retain personal information for as long as necessary to fulfill the purposes for which it was collected, including to satisfy legal, regulatory, accounting, insurance, recruiting, payroll, operational, or reporting requirements.
| Data Category | Retention Basis |
|---|---|
| Client and care records | Duration of the service relationship plus the period required by applicable state record-keeping, insurance, VA, and operational documentation requirements. |
| Applicant and caregiver workforce records | Duration of employment, or the application period, plus the period required by federal and state employment, tax-withholding, payroll, and record-keeping laws. |
| Website analytics and lead data | Retained for as long as reasonably necessary for follow-up, analytics, abuse prevention, reporting, and operational purposes, or until deletion is required or granted under applicable law. |
| Transcripts, recordings, and communication logs | Retained for intake follow-up, quality review, dispute resolution, operational documentation, and compliance needs, subject to the systems and workflows involved. |
When personal information is no longer needed, we will securely dispose of or de-identify it in accordance with our policies and applicable law.
8. Security
We implement administrative, technical, and organizational safeguards designed to protect information from unauthorized access, use, alteration, or disclosure.
- Encrypted transmission for sensitive web traffic where applicable
- Access controls limiting employee access on a need-to-know basis
- Security monitoring, logging, and abuse-prevention controls
- Vendor access management and internal workflow restrictions
- Staff training and operational review procedures
No online system is completely secure, and we cannot guarantee absolute security. We will investigate and respond to security incidents in accordance with applicable law.
9. Your Rights and Choices
Depending on your state of residence, our processing activities, and applicable legal thresholds or exemptions, you may have rights regarding your personal information. We are committed to helping you exercise those rights where they apply.
Consumer privacy laws generally apply to information collected in a consumer context. Information collected in an employment, recruiting, caregiving-service, insurance, VA, or similar context may be subject to different legal frameworks or exemptions.
9.1 Rights for website visitors, clients, and their families
If you interact with us as a consumer through the website, service inquiries, or as a client or family member, you may, where permitted by applicable law:
- Request access to the personal information we hold about you
- Request correction of inaccurate or incomplete information
- Request deletion of your personal information
- Request a portable copy of certain personal information you provided to us
- Opt out of targeted advertising and certain sale or sharing activities
- Opt out of marketing communications at any time
Some requests may be limited by legal, operational, insurance, VA, fraud-prevention, payroll, or record-retention obligations.
9.2 Rights for caregivers, employees, and job applicants
If you are a current or former caregiver, employee, or job applicant, your information is generally processed in an employment or pre-employment context. Many state consumer privacy laws exempt those records, but we still aim to handle them responsibly.
- Request access to certain information in your applicant or personnel records, subject to applicable law
- Request correction of inaccurate information in your records
- Contact our Privacy Officer with questions about how your information is used
We may still be required to retain payroll, tax, I-9, background check, scheduling, performance, and related workforce records for periods required by law.
9.3 State-specific consumer privacy rights
Residents of certain states may have additional consumer privacy rights under applicable law. The following is a general summary of the states in which we currently operate:
| State | Summary of potential consumer privacy rights |
|---|---|
| Texas | Under the Texas Data Privacy and Security Act, eligible Texas consumers may have rights to access, correct, delete, and obtain a portable copy of personal data, and to opt out of targeted advertising, certain sale activities, and certain profiling, subject to statutory thresholds and exemptions. |
| Utah | Under the Utah Consumer Privacy Act, eligible Utah consumers may have rights to access, delete, and obtain a portable copy of certain personal data, and to opt out of targeted advertising and certain sale activities, subject to applicable thresholds and exemptions. |
| Nebraska | Under the Nebraska Data Privacy Act, eligible Nebraska consumers may have rights to access, correct, delete, and obtain a portable copy of personal data, and to opt out of targeted advertising, certain sale activities, and certain profiling, subject to applicable thresholds and exemptions. |
| Ohio | Ohio does not currently have a comprehensive consumer privacy law. Ohio residents may still have rights under applicable consumer-protection, breach-notification, and sector-specific laws. |
| Idaho | Idaho does not currently have a comprehensive consumer privacy law. Idaho residents retain rights available under federal law, Idaho breach-notification law, and applicable sector-specific requirements. |
| West Virginia | West Virginia does not currently have a comprehensive consumer privacy law. West Virginia residents retain rights available under federal law, West Virginia breach-notification law, and applicable sector-specific requirements. |
9.4 How to exercise your privacy rights
To submit a privacy rights request, contact us using any of the methods below:
- Email: privacy@happycaregiving.com
- Phone: (888) 471-9570
- Mail: Happy to Help Caregiving, Attn: Privacy Officer, 1055 E 2100 S, Ste 201, Salt Lake City, UT 84106
We may need to verify your identity before fulfilling a request. If we deny a request in whole or in part, we will explain the reason and, where applicable, how to appeal.
9.5 Opting out of targeted advertising and similar sharing
Our website uses third-party analytics and advertising tools that may track activity across websites. Under some state laws, those practices may be treated as targeted advertising or as a sale or sharing of personal data even when no money changes hands.
To opt out, you may:
- Choose to decline non-essential tracking when our cookie banner is presented
- Contact us at privacy@happycaregiving.com with the subject line “Opt-Out Request”
- Use industry opt-out tools such as the Network Advertising Initiative or Digital Advertising Alliance
- Use browser settings to block or delete cookies
We do not currently provide a separate cookie settings center beyond the banner flow, and we do not currently automate Global Privacy Control or Do Not Track processing.
10. Third-Party Websites and Services
Our website may contain links to third-party websites, applications, calendars, job boards, review profiles, or services that are not operated by us. We are not responsible for the privacy practices of those third parties, and we encourage you to review their policies directly.
11. Non-Medical Nature of Services and Health Information
Happy to Help Caregiving provides non-medical care. We are generally not acting as a healthcare provider when you use our public website. If you choose to share care-related or health-related information, we treat it as sensitive and use it to support the non-medical services or inquiry you requested.
We are generally not a covered entity or business associate under HIPAA when operating our public website. If a specific workflow is subject to healthcare privacy laws, we will handle that information in accordance with the applicable requirements.
12. Children’s Privacy
Our public website is not directed to children under 13, and we do not knowingly collect personal information directly from children under 13 through the site.
13. Changes to This Policy
We may update this Privacy Policy from time to time as our systems, vendors, workflows, or legal requirements change. When we do, we will post the updated version on this page with a revised effective date.
14. Contact Us
Questions about this Privacy Policy or our data practices can be sent to privacy@happycaregiving.com.
You may also write to Happy to Help Caregiving, Attn: Privacy Officer, 1055 E 2100 S, Ste 201, Salt Lake City, UT 84106.