PRIVACY POLICY
Effective Date: [Insert Date]
Jackie Archer Coaching (“we”, “us”, or “our”) is committed to protecting your privacy and handling your personal data responsibly.
This Privacy Policy explains how we collect, use, store, and share personal information in accordance with:
• The UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018
• The California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA)
We are registered as a Data Controller with the UK Information Commissioner’s Office (ICO) (Registration Number: [Insert]).
1. Who We Are
Jackie Archer Coaching provides online life coaching and in-person Equus Coaching®. We are based in Santa Cruz County, California, and work with clients in the UK.
2. What Personal Data We Collect and Why
We collect and process the following categories of personal data:
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Identity Data – Name, date of birth, pronouns (for identifying and addressing you appropriately)
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Contact Data – Email, phone number, mailing address (for communication and service delivery)
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Payment Data – Invoicing details, but we do not store full card or banking info; this is processed securely via third-party payment processors
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Health & Background Info – Any details relevant to your coaching goals, collected only with your explicit consent
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Technical & Usage Data – IP address, browser type, usage statistics (for site analytics and performance improvements)
You provide this data voluntarily when booking, completing intake forms, or interacting with our website.
We do not knowingly collect data from children under 13.
3. How We Use Your Data
We use your personal information to:
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Deliver coaching services and respond to your inquiries
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Schedule and manage sessions
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Send service updates and optional email communications (only with consent)
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Comply with applicable laws and tax requirements
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Improve our website and service offerings
We will only send you marketing or informational emails if you have explicitly opted in, and you may unsubscribe at any time.
4. Lawful Bases for Processing (UK GDPR)
We process personal data under the following lawful bases:
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• Consent – You’ve given clear permission (e.g., intake forms, email opt-ins)
• Contract – Data necessary to provide paid services to you
• Legal Obligation – For record-keeping, tax, or regulatory compliance
• Legitimate Interest – For running and improving our services (balanced against your rights)
5. Your Privacy Rights
For UK Residents (Under UK GDPR)
• Right to access your personal data
• Right to rectification (correct incorrect info)
• Right to erasure (“right to be forgotten”)
• Right to restrict or object to processing
• Right to data portability
• Right to lodge a complaint with the ICO
For California Residents (Under CCPA/CPRA)
• Right to know what data we collect, use, and share
• Right to delete your personal data
• Right to opt out of the sale or sharing of data (we do not sell your data)
• Right to non-discrimination for exercising your rights
To exercise any of these rights, email us at: jackie@jackiearchercoaching.com
6. International Data Transfers
As a UK Data Controller based in California, we may transfer your data internationally. We ensure protection through:
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Use of Standard Contractual Clauses (SCCs) for data transfers
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Hosting with secure, GDPR-compliant providers
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Encrypted storage and secure platforms for communication
7. Data Retention
We retain your personal data only as long as necessary to:
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Deliver services
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Fulfill legal and tax obligations
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Resolve disputes or enforce agreements
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Typical retention period for your information in line with California State-
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Client contact details - 3–5 years after last session (for follow-up or testimonials, if consented)
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Coaching session notes - 5–7 years (for professional liability reasons)
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Financial records - (invoices, payments) 7 years (IRS/tax)
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Email or marketing opt-ins - until consent is withdrawn or 2–3 years after last interaction
After this period, data is securely deleted or anonymized.
8. Data Security
We use appropriate physical, technical, and administrative safeguards, including:
• Encrypted client records
• Secure cloud-based scheduling and file storage
• Strong access controls and password protection
9. Cookies and Website Analytics
Our website may use cookies and tracking tools to monitor traffic and improve user experience. You can manage your cookie preferences via your browser settings.
10. Data Sharing
We do not sell, rent, or share your personal data for marketing. Data is only shared with:
• Secure third-party payment and scheduling platforms (e.g., Stripe, Calendly)
• Legal or regulatory authorities if required by law
• Web analytics tools with anonymized tracking
All third parties are bound by data protection obligations.
11. Contact Details
Jackie Archer Coaching
Santa Cruz County, California, USA
Email: jackie@jackiearchercoaching.com
ICO Registration:
California Privacy Contact:
12. Policy Changes
We may update this Privacy Policy to reflect legal or operational changes. The most recent version will always be available on our website with the effective date clearly shown.
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