Plannernet respects your privacy and is committed to protecting your personal data. This privacy notice will inform you as to how we look after your personal data when you visit our website (regardless of where you visit it from) and tell you about your privacy rights and how the law protects you.

This privacy notice is provided in a layered format so you can click through to the specific areas set out below.

Please also use the Glossary to understand the meaning of some of the terms used in this privacy notice.

Table of Contents




This privacy notice is intended to give you information on how Plannernet collects and processes your personal data, whether through your use of this website or other interactions with Plannernet, such as engaging in one of our events or meetings.

This website is not intended for children and we do not knowingly collect data relating to children online or offline.

It is important that you read this privacy notice together with any other privacy notice or fair processing notice we may provide on specific occasions when we are collecting or processing personal data about you so that you are fully aware of how and why we are using your data. This privacy notice supplements the other notices and is not intended to override them.


Plannernet, Inc. (“Plannernet”, “we”, “us” or “our” in this privacy notice) is the controller and responsible for your personal data collected on this Website.

When sourcing meeting, event, or other services for our clients (who are typically the entities initiating the meeting or event), we may serve as a processor for a client, who is the data controller. We may also serve as a controller with respect to the suppliers who provide services at a client meeting or event. Wherever possible, we endeavor to have your personal data transferred directly from our suppliers to our clients without our involvement, to minimize the number of entities handling your personal data.

We have appointed a data privacy manager who is responsible for overseeing questions in relation to this privacy notice. If you have any questions about this privacy notice, including any requests to exercise your legal rights, please contact the data privacy manager using the details set out below.


Our full details are:
Full name of legal entity: Plannernet, Inc.
Name or title of data privacy manager: Simone Lovell Stone
Email address:
Postal address: 207 W Millbrook Rd, Unite #207 Raleigh, NC 27609

If you are located in the European Union, you have the right to make a complaint at any time to your national data protection authority (“DPA”) We would, however, appreciate the chance to address your concerns before you approach your DPA, so please do not hesitate to contact us.


This version was last updated on February 1st, 2023. In the future, you may obtain historic versions of this notice by contacting us.

It is important that the personal data we hold about you is accurate and current. Please keep us informed if your personal data changes during your relationship with us.


This website may include links to third-party websites, plug-ins, and applications. Clicking on those links or enabling those connections may allow third parties to collect or share data about you. We do not control these third-party websites and are not responsible for their privacy statements. When you leave our website, we encourage you to read the privacy notice of every website you visit.


Personal data, or personal information, means any information about an individual from which that person can be identified. It does not include data where the identity has been removed (anonymous data).

We may collect, use, store and transfer different kinds of personal data about you which we have grouped together as follows:

  • Identity Data includes first name, maiden name, last name, username or similar identifier, marital status, title, date of birth and gender.
  • Contact Data includes the billing address, mailing address, email address and telephone numbers.
  • Financial Data includes bank account and payment card details.
  • Transaction Data includes details about payments to and from you and other details of services you have received from us.
  • Technical Data includes internet protocol (IP) address, your login data, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform and other technology on the devices you use to access this website.
  • Profile Data includes your username and password, services ordered or received by you, your interests, preferences, feedback and survey responses.
  • Usage Data includes information about how you use our website and services]
  • Marketing and Communications Data includes your preferences in receiving marketing from us and our third parties and your communication preferences.

We may also collect, use and share Aggregated Data such as statistical or demographic data for any purpose. Aggregated Data may be derived from your personal data but is not considered personal data in law as this data does not directly or indirectly reveal your identity. For example, we may aggregate your Usage Data to calculate the percentage of users accessing a specific website feature. However, if we combine or connect Aggregated Data with your personal data so that it can directly or indirectly identify you, we treat the combined data as personal data which will be used in accordance with this privacy notice.

We do not collect any Special Categories of Personal Data about you (this includes details about your race or ethnicity, religious or philosophical beliefs, sex life, sexual orientation, political opinions, trade union membership, information about your health and genetic and biometric data). Nor do we collect any information about criminal convictions and offences.


Where we need to collect personal data by law, or under the terms of a contract we have with you and you fail to provide that data when requested, we may not be able to perform the contract we have or are trying to enter into with you (for example, to provide you with services). In this case, we may have to cancel provision of a service to you but we will notify you if this is the case at the time.


We use different methods to collect data from and about you including through:

Direct interactions. You may give us your Identity Data, Contact Data, and Financial Data by filling in forms, registering for a meeting or event, or by corresponding with us by mail, phone, email or otherwise. This includes personal data you provide when you:

  • contract with us as a client;
  • join our supplier network;
  • create an account on one of our portals;
  • register for a meeting, event, or other services;
  • bid or accept engagements as a vendor or supplier for a meeting or an event;
  • schedule a meeting with a team member;
  • submit engagement requests
  • complete surveys or forms;
  • request marketing to be sent to you;
  • or give us some feedback.

Automated technologies or interactions. As you interact with our website, we may automatically collect Technical Data about your equipment, browsing actions and patterns. We collect this personal data by using cookies, server logs, and other similar technologies. Please see our Cookie Notice located at for further details.

Third parties or publicly available sources. We may receive personal data about you from various third parties and public sources as set out below:

  • Technical Data from analytics providers (such as Google based outside the EU);
  • Contact, Financial and Transaction Data from providers of technical, payment and meeting and event support services.
  • Identity and Contact Data from clients, or other data brokers or aggregators.
  • Identity and Contact Data from publicly available sources.


We will only use your personal data when the law allows us to. Most commonly, we will use your personal data in the following circumstances:

  • Where we need to perform the contract we are about to enter into or have entered into with you.
  • Where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests.
  • Where we need to comply with a legal or regulatory obligation.

Generally, we do not rely on consent as a legal basis for processing your personal data other than in relation to sending third-party direct marketing communications to you via email or text message. You have the right to withdraw consent to marketing at any time by contacting us.


We have set out below, in a table format, a description of all the ways we plan to use your personal data, and which of the legal bases we rely on to do so. We have also identified what our legitimate interests are where appropriate.

Note that we may process your personal data for more than one lawful ground depending on the specific purpose for which we are using your data. Please contact us if you need details about the specific legal ground we are relying on to process your personal data where more


Type of data

Lawful basis for processing including basis of legitimate interest

To engage you as a new client or supplier

(a) Identity

(b) Contact

Performance of a contract with you

To process and deliver services for you including:

(a) Manage
payments, fees and charges

(b) Collect
and recover money owed to us

(a) Identity

(b) Contact

(c) Financial

(d) Transaction

(e) Marketing and Communications

(a) Performance of a contract with you

(b) Necessary for our legitimate interests (to recover debts due to us)

To manage our relationship with you which may include:

(a) Notifying
you about changes to our terms or privacy policy

(b) Asking
you to leave a review or take a survey

(a) Identity

(b) Contact

(c) Profile

(d) Marketing and Communications

(a) Performance of a contract with you

(b) Necessary to comply with a legal obligation

(c) Necessary
for our legitimate interests (to keep our records updated and to study how
customers use our services)

To enable you to partake in a prize draw, competition or complete a survey

(a) Identity

(b) Contact

(c) Profile

(d) Usage

(e) Marketing and Communications

(a) Performance of a contract with you

(b) Necessary for our legitimate interests (to study how customers use our services, to develop them and grow our business)

To administer and protect our business and this website (including troubleshooting, data
analysis, testing, system maintenance, support, reporting and hosting of

(a) Identity

(b) Contact

(c) Technical

(a) Necessary
for our legitimate interests (for running our business, provision of administration and IT services, network security, to prevent fraud and in the context of a business reorganization or group restructuring exercise)

(b) Necessary to comply with a legal obligation

To deliver relevant website content to you and measure or understand the effectiveness
of the content and materials we provide to you

(a) Identity

(b) Contact

(c) Profile

(d) Usage

(e) Marketing and Communications

(f) Technical

Necessary for
our legitimate interests (to study how customers use our services, to develop them, to grow our business and to inform our marketing strategy)

To use data analytics to improve our website, services, marketing, customer relationships
and experiences

(a) Technical

(b) Usage

Necessary for
our legitimate interests (to define types of customers for our services, to
keep our website updated and relevant, to develop our business and to inform our marketing strategy)


We strive to provide you with choices regarding certain personal data uses, particularly around marketing and advertising.:


We may use your Identity, Contact, Technical, Usage and Profile Data to form a view on what we think you may want or need, or what may be of interest to you. This is how we decide which services and offers may be relevant for you (we call this marketing).

You will receive marketing communications from us if you have requested information from us, or otherwise used one of our services and, in each case, you have not opted out of receiving that marketing.


We will get your express opt-in consent before we share your personal data with any other company for marketing purposes.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.


You can ask us or third parties to stop sending you marketing messages at any time by following the opt­out links on any marketing message sent to you or by contacting us at any time.

Where you opt out of receiving these marketing messages, this will not apply to personal data provided to us as a result of service experience or other transactions.


You can set your browser to refuse all or some browser cookies or to alert you when websites set or access cookies. If you disable or refuse cookies, please note that some parts of this website may become inaccessible or not function properly. For more information about the cookies we use, please see


We will only use your personal data for the purposes for which we collected it, unless we reasonably consider that we need to use it for another reason and that reason is compatible with the original purpose. If you wish to get an explanation as to how the processing for the new purpose is compatible with the original purpose, please contact us.

If we need to use your personal data for an unrelated purpose, we will notify you and we will explain the legal basis which allows us to do so.

Please note that we may process your personal data without your knowledge or consent, in compliance with the above rules, where this is required or permitted by law.


We may have to share your personal data with the parties set out below for the purposes set out in the table in paragraph 4 above:

  • With respect to the website, we only share personal information with third-parties as disclosed in our Cookie Notice, located at, and in the event of a sale, transfer or merger of our business or assets.
  • With respect to our other operations:
  • External Third Parties as set out in the Glossary.
  • Third parties to whom we may choose to sell, transfer, or merge parts of our business or our assets. Alternatively, we may seek to acquire other businesses or merge with them. If a change happens to our business, then the new owners may use your personal data in the same way as set out in this privacy notice.

We require all third parties to respect the security of your personal data and to treat it in accordance with the law. We do not allow our third-party service providers to use your personal data for their own purposes and only permit them to process your personal data for specified purposes and in accordance with our instructions.


Plannernet is located in the United States. Accordingly, when we receive data it has been transferred outside the European Economic Area (EEA) and any of our processing of personal data collected in the EEA will take place outside the EEA.

Whenever we transfer your personal data out of the EEA, we will ensure a similar degree of protection is afforded to it by ensuring at least one of the following safeguards is implemented:

Please contact us if you want further information on the specific mechanism used by us when transferring your personal data out of the EEA.


We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorized way, altered or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors and other third-parties who have a business need to know. They will only process your personal data on our instructions and they are subject to a duty of confidentiality.

We have put in place procedures to deal with any suspected personal data breach and will notify you and any applicable regulator of a breach where we are legally required to do so.



We will only retain your personal data for as long as necessary to fulfill the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements.

To determine the appropriate retention period for personal data, we consider the amount, nature, and sensitivity of the personal data, the potential risk of harm from unauthorized use or disclosure of your personal data, the purposes for which we process your personal data and whether we can achieve those purposes through other means, and the applicable legal requirements.

Details of retention periods for different aspects of your personal data are available in our retention policy which you can request from us by contacting us. By law, we have to keep basic information about our customers (including Contact, Identity, Financial and Transaction Data) for at least seven years after they cease being customers for tax and compliance purposes.

In some circumstances you can ask us to delete your data: see Request erasure below for further information.

In some circumstances, we may anonymize your personal data (so that it can no longer be associated with you) for research or statistical purposes in which case we may use this information indefinitely without further notice to you.


Under certain circumstances, if you are a resident of the EU you have rights under data protection laws in relation to your personal data. These rights may include the right to:

  • Request access to your personal data (commonly known as a “data subject access request”). This enables you to receive a copy of the personal data we hold about you and to check that we are lawfully processing it.
  • Request correction of the personal data that we hold about you. This enables you to have any incomplete or inaccurate data we hold about you corrected, though we may need to verify the accuracy of the new data you provide to us.
  • Request erasure of your personal data. This enables you to ask us to delete or remove personal data where there is no good reason for us continuing to process it. You also have the right to ask us to delete or remove your personal data where you have successfully exercised your right to object to processing (see below), where we may have processed your information unlawfully or where we are required to erase your personal data to comply with local law. Note, however, that we may not always be able to comply with your request of erasure for specific legal reasons which will be notified to you, if applicable, at the time of your request.
  • Object to processing of your personal data where we are relying on a legitimate interest (or those of a third party) and there is something about your particular situation which makes you want to object to processing on this ground as you feel it impacts on your fundamental rights and freedoms. You also have the right to object where we are processing your personal data for direct marketing purposes. In some cases, we may demonstrate that we have compelling legitimate grounds to process your information which override your rights and freedoms.
  • Request restriction of processing of your personal data. This enables you to ask us to suspend the processing of your personal data in the following scenarios: (a) if you want us to establish the data’s accuracy; (b) where our use of the data is unlawful but you do not want us to erase it; (c) where you need us to hold the data even if we no longer require it as you need it to establish, exercise or defend legal claims; or (d) you have objected to our use of your data but we need to verify whether we have overriding legitimate grounds to use it.
  • Request the transfer of your personal data to you or to a third party. We will provide to you, or a third party you have chosen, your personal data in a structured, commonly used, machine-readable format. Note that this right only applies to automated information which you initially provided consent for us to use or where we used the information to perform a contract with you.
  • Withdraw consent at any time where we are relying on consent to process your personal data. However, this will not affect the lawfulness of any processing carried out before you withdraw your consent. If you withdraw your consent, we may not be able to provide certain services to you. We will advise you if this is the case at the time you withdraw your consent.

To find out more about your rights, see Data protection in the EU. If you wish to exercise any of the rights set out above, please contact us.


You will not have to pay a fee to access your personal data (or to exercise any of the other rights). However, we may charge a reasonable fee if your request is clearly unfounded, repetitive or excessive. Alternatively, we may refuse to comply with your request in these circumstances.


We may need to request specific information from you to help us confirm your identity and ensure your right to access your personal data (or to exercise any of your other rights). This is a security measure to ensure that personal data is not disclosed to any person who has no right to receive it. We may also contact you to ask you for further information in relation to your request to speed up our response.


We try to respond to all legitimate requests within one month. Occasionally it may take us longer than a month if your request is particularly complex or you have made a number of requests. In this case, we will notify you and keep you updated.


Legitimate Interest means the interest of our business in conducting and managing our business to enable us to give you the best service and the best and most secure experience. We make sure we consider and balance any potential impact on you (both positive and negative) and your rights before we process your personal data for our legitimate interests. We do not use your personal data for activities where our interests are overridden by the impact on you (unless we have your consent or are otherwise required or permitted to by law). You can obtain further information about how we assess our legitimate interests against any potential impact on you in respect of specific activities by contacting us.

Performance of Contract means processing your data where it is necessary for the performance of a contract to which you are a party or to take steps at your request before entering into such a contract.

Comply with a legal or regulatory obligation means processing your personal data where it is necessary for compliance with a legal or regulatory obligation that we are subject to.



We utilize the following external third-parties to perform services for us:

CompanyPhysical AddressWebsiteDPO or Privacy ContactPrivacy SheieldBusiness Purpose
Authorize.net915 South 500 East
Suite 200 American Fork, UT 84003
https://www.authorize.netnone designatedNo StatementProcessing client credit card payments
FedEx3875 Airways, Module
H3 Department 4634 Memphis, TN 38116 StatementDeliver materials to supplier and clients
Harvest16 W 22nd Street, 8th
Floor, New York, NY 10010
https://www.harvest.comprivacy@getharvest.comNo StatementCollection of time suppliers put towards a project and the clients approval
Hire Right3349 Michelson Dr.
Suite 150 Irvine, CA 92612
https://www.hireright.comhirerightprivacy@hireright.comNo StatementSupplier background checks
HubSpot25 First Street, 2nd Floor
Cambridge, MA 02141
United States
https://www.hubspot.com Generation
LastPass320 Summer Street,
Boston, MA 02210
https://www.lastpass.comprivacy@logmein.comCompliantManagement of Plannernet team member credentials
LinkedIn2029 Stierlin Court
Mountain View, CA 94043
https://www.linkedin.com and contacting suppliers
Mailchimp of the Rocket Science Group, LLC675 Ponce de Leon Ave
NE, Suite 5000, Atlanta, GA 30308 USA
https://www.mailchimp.comprivacy@mailchimp.comCompliantDistribution of targeted supplier and client emails
Microsoft CorporationOne Microsoft Way,
Redmond, Washington, 98052, USA LynchCompliantEmail communications, document creation, survey collection and storage
Right Networks14 Hampshire Drive
Hudson, New Hampshire 03051
https://www.rightnetworks.comlegal@rightnetworks.comNo StatementHosts QuickBooks for Plannernet’s financial management
Ring Central3002, 20 Davis Drive
Belmont, CA 94002
https://www.www.ringcentral.comprivacy@ringcentral.comNo StatementSpeaking by phone with suppliers, texting and faxing suppliers
SalesforceThe Landmark @ One Market
Street, Suite 300 San Francisco, CA 94105
https://www.www.salesforce.comprivacy@salesforce.comCompliantClient management
Talent Wise1 State Street Plaza,
New York, NY 10004  CompliantSupplier background checks
Tipalti1810 Gateway Drive,
San Mateo, CA 94404 or on mattersrelated to the processing of personal data, please contact VeraSafe usingthis contact form:, VeraSafe can be contacted at: Matthew Joseph,Zahradníčkova, 1220/20A, Prague 15000, Czech Republic; or VeraSafeIreland Ltd, Unit 3D North Point House, North Point Business Park, NewMallow Road, Cork T23AT2P, Ireland.CompliantPay suppliers
Sterling Infosystems, Inc.1 State St Plaza New York, NY https://www.sterlingcheck.comprivacy@sterlings.comCompliantSupplier background checks
ZoomInfo170 Tracer Lane Waltham, MAhttps://www.zoominfo.comCompliantLead Generation
Outreach333 Elliott Ave W #500 Seattle, WAhttps://www.outreach.iosupport@outreach.ioCompliantLead Generation
ZohoSign4141 Hacienda Drive Pleasanton, CA 94588,USAhttps://zoho.comlegal@zohocorp.comCompliantEsignature collection
Wrike70 North Second Street San Jose, CA 95113https://wrike.comprivacy@wrike.comCompliantProejct Management
Apptoto61149 South Highway 97 #505 Bend, OR 97702https://apptoto.comsupport@apptoto.comNo StatementSMS Notifications
Survey Monkey1 curiosity Way San Mateo, CA 94403https://surveymonkey.comPersaon Data Rights Request FormCompliantSurvey data collection