The Scheduling Institute

Terms and Conditions

Effective September 19, 2018



TERMS OF SERVICE FOR ALL PRODUCTS

By signing my order form with The Scheduling Institute, I agree to the terms of The Scheduling Institute and the selected product as documented in the order form and in these Terms of Service.

These Terms of Service apply to all products and programs that I purchase from The Scheduling Institute. I also understand and agree to the additional terms that apply to the specific product I am purchasing from The Scheduling Institute. If I am purchasing a training, I further agree to the Terms of Service for Trainings, which are listed below. If I am purchasing a seminar, bootcamp or The U, I further agree to the Terms of Service for Trainings, which are listed below. If I am subscribing in the Call Tracker Program, I further agree to the Terms of Service for the Call Tracker Program, which are listed below. If I am purchasing any Scheduling Institute event, I further agree to the Terms of Service for Events, which are listed below. If I am purchasing a Membership, I further agree to the Terms of Service for Memberships, which are listed below.

Payment Terms
I agree to the Payment terms described in the order form corresponding to my selected product or program. I authorize The Scheduling Institute to auto-charge my account using the payment method selected on the order form, according to the terms outlined on the order form and herein. I understand that all prices are listed in US Dollars. I understand and agree that, if the payment method selected on the order form is declined for any reason, The Scheduling Institute may charge any of the other credit/debit cards I have on file with my account. The Scheduling Institute is not responsible for overdraft or other penalties/fees that I may incur for such charges (or attempted charges). Notwithstanding the fact that all purchases are non-refundable, in the event that The Scheduling Institute decides, in its sole discretion, to provide me with any refund in the event of a cancellation of a purchase, I understand that services that were utilized will be valued at list price when reducing the original sales price (not discounted cost) for calculation of refund amounts.

No Guarantees
Unless there is a specific guarantee provided in the terms and conditions below, or on my signed sales order form, I understand and acknowledge that The Scheduling Institute makes no guarantees regarding the outcomes or results that I will obtain or achieve as a result of the product or program I am purchasing from The Scheduling Institute. I understand that, in some instances, a guaranteed result will be documented on my order form or order web page. I understand that, in these instances, The Scheduling Institute may recommend that I implement additional programs and products and/or provide me with additional services to achieve the guaranteed result. I agree to implement any recommended programs and products, and to accept any additional services, offered at no additional cost to me to achieve the guaranteed result. I understand that I am responsible for implementing the programs and products according to The Scheduling Institute’s recommendations and providing results to The Scheduling Institute as required in the terms and conditions below, on my sales order form, or those documented in the product materials provided to me.

Communications and Privacy
I agree to receive marketing, service, commercial, and other communications from The Scheduling Institute via facsimile, email, regular mail, or other electronic means, including an automatic telephone dialing system or an artificial prerecorded voice, unless I submit an electronic or other written request to opt out of receiving them.

I understand that The Scheduling Institute respects the privacy of its users when they use its websites and mobile and other online applications, products, and services. I acknowledge that I have been provided with The Scheduling Institute’s Privacy Statement, and I consent to the use of my information and information about me in accordance with the Privacy Statement.

Ownership Rights and Confidentiality
I understand and agree that any and all intellectual property rights associated with Scheduling Institute materials, including but not limited to training materials, are the sole and exclusive property of The Scheduling Institute. The Scheduling Institute’s materials are protected by federal, state and international copyright and other laws. Except as otherwise expressly permitted by these Terms, I agree not to sell, offer for sale, reproduce, lease, create derivative works from, upload, transmit, display, publish or distribute any Scheduling Institute materials, in whole or in part, in any way, without prior written permission of The Scheduling Institute. I acknowledge and agree that I receive a limited, personal, nontransferable, non-assignable, revocable right to access and use Scheduling Institute materials for purposes related to my participation in The Scheduling Institute’s programs. Any access or use that is inconsistent with these terms is unauthorized and strictly prohibited.

Limitation of Liability
Except as caused by gross negligence or intentional misconduct, The Scheduling Institute will not be liable for any indirect, incidental, special, consequential or exemplary damages (including damages for loss of profits, goodwill, use, or data), even if it has been advised of the possibility of such damages. Further, The Scheduling Institute shall not be responsible for any damages arising in connection with any unauthorized access to, alteration of, or the deletion, destruction, damage, loss or failure to store any of my company’s information, including but not limited to protected health information, unless caused by The Scheduling Institute’s gross negligence or intentional misconduct. In all events, The Scheduling Institute’s aggregate liability under these Terms will be limited to two times the amount my company actually pays The Scheduling Institute for the service that gave rise to the claim during the twelve (12) months preceding the claim.

Dispute Resolution
Any disputes involving my company’s enrollment or participation in the program or regarding these Terms of Service shall be governed by the substantive law of Georgia. The exclusive forum for any lawsuit relating to such a dispute shall be the state or federal courts of Georgia. My company and I submit to personal jurisdiction in Georgia in connection with any such lawsuit.

ADDITIONAL TERMS OF SERVICE FOR TRAININGS
In addition to the Terms of Service for all products listed above, I also agree to the following additional Terms of Service for the training(s) I am purchasing from The Scheduling Institute.

Payment
Each training purchased must be paid for four weeks prior to the scheduled training date.   If purchased as part of a bundle, the prorated portion of the bundle price must be paid. For example, if you have purchased a four training bundle, and are prepared to do a second training, one half of the original bundle price will need to be paid four weeks prior to the second training. If I decide to cancel my purchase, I agree to pay a non-refundable $1,000 deposit for each onsite training day purchased. I understand that The Scheduling Institute is agreeing to commit substantial resources and provide valuable materials to my company, the value of which is difficult to ascertain at the time of my order. I therefore acknowledge that The Scheduling Institute’s retention of the non-refundable portion of the total training price in the event of my company’s cancellation is not a penalty, but rather a reasonable measure of damages likely to be caused by my cancellation.

Travel Expenses
I understand that standard travel expenses for training sessions conducted in the continental United States and Canada are included in the pricing of each in-office training day. For Alaska and Hawaii there will be an additional $1000 travel charge. Any travel expenses above $1,000 for countries outside the United States and Canada will be billed to my account. Certain countries outside the United States may require additional visa costs and special fees and taxes.   I understand these costs are not included in the pricing and acknowledge these fees will be billed to my account.

Rescheduling
Should I decide to change a scheduled training date or type within 30 days of the scheduled date (6 weeks for trainings outside United States and Canada), I understand that The Scheduling Institute will charge a $1,000 fee per training day for re-scheduling.

Premium Trainings
The following trainings are considered Premium.   If any bundle or individual purchase of a standard training is upgraded to a Premium training there will be an additional charge based on the price of the premium training. Below is the list of premium trainings:
  • Hygiene Mix of Services
  • Hygiene Profitable Perio
  • Retention, Recare, Reactivation
  • Hygiene Vision & Growth Day
  • Clinical Live Coaching Day
  • Efficiency & Streamlining
  • E.A.M. Training
  • E.A.M. Advanced Leadership
  • 2 day – Live Scheduling Day
  • Associate Integration
  • Accounting
  • Cash Flow Management


Limitations of Numbers and Locations of Attendees
Scheduling Institute trainings differ in participation requirements. Most trainings are designed for single offices and a maximum number of attendees. I understand that, if my selected training is listed below and exceeds 25 participants, multiple trainers and additional training materials will be required at an additional cost.

Below is a list of trainings that will incur additional costs if they exceed 25 participants:
  • New Patient/5 Star Telephone (max of 12 of the 25 people who consistently answer the phone)
  • Advanced Telephone
  • New Patient Experience
  • Case Acceptance
  • Live Coaching Day 1 or 2 day option
  • 5X Clarity Retreat
  • Platinum Clarity Retreat
  • Annual Leadership Planning
  • Quarterly Leadership Facilitation Retreat
  • Hygiene Mix of Services
  • Hygiene Profitable Perio
  • Retention, Recare, & Reactivation
  • Hygiene Vision & Growth
  • Efficiency & Streamlining
  • Live Scheduling Day
  • Clinical Live Coaching


The following trainings have additional costs for materials if the number of participants exceeds 15, and also require multiple trainers if the number of participants exceeds 25:
  • E.A.M Training
  • E.A.M. Advanced Leadership


The following trainings should not be held when participants are located in different offices.   These factors diminish the training effectiveness, and cannot be offset by having additional trainers:
  • New Patient Experience
  • Case Acceptance
  • Live Coaching Day 1 or 2 day option
  • Hygiene Vision & Growth
  • Efficiency & Streamlining
  • Live Scheduling Day
  • E.A.M Training
  • E.A.M. Advanced Leadership
  • Clinical Live Coaching

I understand that, even though additional trainers can be provided at additional costs, Scheduling Institute trainings are not designed to exceed 50 participants.  If more than 50 participants, a custom training will need to be designed.

Outsiders attending trainings I understand The Scheduling Institute must approve anyone not currently employed with my office attending a training.  It is my responsibility to receive approval in advance, and ensure the participant sign a Scheduling Institute provided NDA prior to the training.  I also understand that The Scheduling Institute has the right to exclude outsiders from attending trainings.

Recordings – Scheduling Institute trainings can’t be recorded in any format, and none of the training materials can be copied.

ADDITIONAL TERMS OF SERVICE FOR THE SCHEDULING INSTITUTE SEMINARS, BOOTCAMPS, AND THE U
I acknowledge that The U and 2019 Results Creator Bootcamps are annual programs that starts on January 1st of the calendar year and ends on December 31st of the calendar year (regardless of my date of enrollment in the program.)
I understand my program enrollment eligibility is only valid if I remain in either the Platinum or 5X Membership throughout the program’s calendar year. I understand that if I choose to unenroll from the Platinum or 5X Membership that I must immediately forfeit any unused portion of the U program benefits without penalty to The Scheduling Institute.
I acknowledge that I will remain responsible for payment of the entire cost of The U program and 2019 Results Creator Bootcamp, regardless of the payment plan I selected. I also acknowledge that this fee is non-transferable and non-refundable regardless of program completion or my activity level and attendance at events. I also acknowledge that The Scheduling Institute is agreeing to commit substantial resources and provide valuable materials to my company, the value of which is difficult to ascertain at the time of my enrollment. I therefore acknowledge that The Scheduling Institute’s collection and retention of the entire program fee in the event of my company’s cancellation is not a penalty, but rather a reasonable measure of damages likely to be caused by my cancellation.
I understand that, The Scheduling Institute reserves the right to change the program at any time (including cancellation of workshops and events) without notice. I understand that, The Scheduling Institute reserves the right in its sole discretion to add, limit, or remove program benefits without notice.

ADDITIONAL TERMS OF SERVICE FOR EVENTS
In addition to the Terms of Service for All Products listed above, I also agree to the following additional Terms of Service for the event(s) I am purchasing from The Scheduling Institute.

Payment
I agree that each event I purchase must be paid for in full prior to my attendance at the event, regardless of the amount of payment included with the sales order, unless otherwise stated on registration form.
I understand that I cannot get a refund if I cancel an event within 90 days of the scheduled event date and any payment made may not be repurposed for payment of purchase of any other Scheduling Institute event, product or service.

ADDITIONAL TERMS OF SERVICE FOR CALL TRACKER SUBSCRIPTION
In addition to the Terms of Service for All Products listed above, I also agree to the following additional Terms of Service for the Subscription that I am purchasing through The Scheduling Institute.

Payment
I understand that, depending on the terms of my Call Tracker subscription (monthly or yearly), my subscription will be automatically renewed on a monthly or yearly basis. I authorize The Scheduling Institute or their billing providers to auto-charge my account using the payment method selected on the order form, according to the terms outlined on the order form, at the time of automatic renewal.
I understand that my credit card on file will be charged for overages based upon usage in excess of what is included in my selected plan. All prices are in U.S. dollars.

Promotional Pricing
I understand that any promotional pricing is valid for one year, and that my Call Tracker subscription will be automatically renewed on a monthly or yearly basis (depending on the terms of my subscription) at the current price and without any promotional discount, upon expiration of the term of such promotional pricing.

Contract and Cancellations
I agree that, I can’t cancel a prepaid yearly subscription for a refund.  I agree that a 30-day written notice via email to calltracker@schedulinginstitute.com, is required to cancel a monthly subscription.
I understand that monthly billing products are billed in advance, and that I will not receive a refund for partial month usage.

Call Tracker Monitoring
I understand that The Scheduling Institute uses call measurement and recording services to facilitate its Call Tracker Program. The Scheduling Institute may use third party vendors (which vendors have a subcontractor Business Associate Agreement with The Scheduling Institute) to assist in this process. I further understand that personal information, including Protected Health Information (PHI), may be recorded during my calls.

The Scheduling Institute shall use commercially reasonable efforts to make access to the Services available through the required access protocols but makes no warranty or guarantee that (i) the Services will be available at any particular time; or (ii) you will be able to access the Services at any particular time or from any particular location. Scheduling Institute will not be liable for any act or omission of any other company or companies furnishing a portion of the Services (including, without limitation communications carriers or ISPs), or from any act or omission of a third party, including those vendors participating in Scheduling Institute offerings made to you, or for equipment that it does not furnish, or for damages that result from the operation of customer-provided systems, equipment, facilities or services that are interconnected with the Service.

NOTWITHSTANDING ANYTHING CONTAINED HEREIN TO THE CONTRARY, THE SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE,” WITHOUT ANY WARRANTIES OR CONDITIONS WHATSOEVER, EXPRESSED OR IMPLIED. NOTWITHSTANDING THE FOREGOING OR ANY STATEMENT TO THE CONTRARY CONTAINED IN THESE TERMS, SCHEDULING INSTITUTE DOES NOT WARRANT THAT THE USE OF THE SERVICES WILL BE UNINTERRUPTED OR ERROR FREE, INCLUDING, BUT NOT LIMITED TO ANY INTERRUPTIONS TO THE SERVICES CAUSED BY THE INTENTIONAL AND/OR MALICIOUS ACTS OF THIRD PARTIES (E.G., “HACKING”) NOR SHALL SCHEDULING INSTITUTE BE RESPONSIBLE FOR ANY DATA LOSS OR LOSS OF ANY INFORMATION IN YOUR ACCOUNT, REGARDLESS OF THE CAUSE. FURTHERMORE, SCHEDULING INSTITUTE MAKES NO REPRESENTATIONS OR WARRANTIES AS TO THE RESULTS THAT MAY BE OBTAINED FROM USE OF THE SERVICES OR THAT THE SERVICES WILL MEET ANY OF YOUR SPECIFIC REQUIREMENTS OTHER THAN AS MAY BE EXPRESSLY SET FORTH IN THESE TERMS. SCHEDULING INSTITUTE MAKES NO REPRESENTATIONS OR WARRANTIES AND HEREBY DISCLAIMS ALL OTHER REPRESENTATIONS AND WARRANTIES OF ANY KIND, WHETHER EXPRESS, STATUTORY OR IMPLIED, ORAL OR WRITTEN, WITH RESPECT TO THE SERVICES, INCLUDING WITHOUT LIMITATION ALL IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE, ACCURACY, RELIABILITY, COMPLETENESS, OR TIMELINESS OF THE MATERIAL, SERVICE, SOFTWARE, TEXT, GRAPHICS OR LINKS, AND ALL WARRANTIES IMPLIED FROM ANY COURSE OF DEALING, COURSE OF PERFORMANCE OR USAGE OF TRADE. SCHEDULING INSTITUTE SHALL NOT BE LIABLE TO YOU OR TO ANY THIRD PARTY FOR ANY INDIRECT, INCIDENTAL, SPECIAL OR CONSEQUENTIAL DAMAGES (INCLUDING, WITHOUT LIMITATION, ANY DAMAGES ARISING FROM LOSS OF USE OR LOST BUSINESS, LOSS OF OPPORTUNITY, LOSS OF REVENUE, LOSS OF ACTUAL OR ANTICIPATED PROFITS, LOSS OF DAMAGE TO OR CORRUPTION OF DATA OR LOSS OF GOODWILL), OR FOR ANY COST OF PROCUREMENT OF SUBSTITUTE SERVICES ARISING IN CONNECTION WITH THESE TERMS, WHETHER IN AN ACTION IN CONTRACT, TORT, STRICT LIABILITY OR NEGLIGENCE, OR OTHER ACTIONS, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. IF YOUR USE OF THE SERVICES RESULTS IN THE NEED FOR SERVICING OR REPLACING EQUIPMENT, SOFTWARE, OR DATA, SCHEDULING INSTITUTE IS NOT RESPONSIBLE FOR THOSE COSTS. TOTAL LIABILITY ARISING OUT OF YOUR USE OF THE SERVICES FOR DIRECT DAMAGES SHALL NOT, IN THE AGGREGATE, EXCEED AN AMOUNT EQUAL TO THE MONTHLY TRANSACTION FEE PAID BY YOU TO THE SCHEDULING INSTITUE HEREUNDER.

  • Platinum Membership
I acknowledge that my Platinum Membership is a 36-month program made up of three 12-month terms, and that I will remain responsible for payment of the entire cost of each term, regardless of the payment plan I select, and regardless of program completion or my activity level and attendance at events or workshops. I also acknowledge that The Scheduling Institute is agreeing to commit substantial resources and provide valuable materials to my company, the value of which is difficult to ascertain at the time of my enrollment. I therefore acknowledge that The Scheduling Institute’s collection and retention of the entire membership fee in the event of my company’s cancellation is not a penalty, but rather a reasonable measure of damages likely to be caused by my cancellation.

  • 5x Membership
I acknowledge that my 5x Years is a 24-month program as is non-cancelable.  I also acknowledge that this fee is non-refundable regardless of program completion or my activity level and attendance at events and workshops. I acknowledge that I am receiving a substantial discount on the actual a la carte cost of the services that I will receive through the program. I also acknowledge that The Scheduling Institute is agreeing to commit substantial resources and provide valuable materials to my company, the value of which is difficult to ascertain at the time of my enrollment. I therefore acknowledge that The Scheduling Institute’s retention of the entire membership fee in the event of my company’s cancellation is not a penalty, but rather a reasonable measure of damages likely to be caused by my cancellation.

  • Gold Plus
If you have received a written guarantee associated with your order, you must abide by all of the following requirements to receive a refund:
  1. My company must complete all the New Patient Mastery/5-Star Telephone On-Site Training and the New Patient Experience On-Site Training
  2. My company must complete the entire 6-month program.
  3. My team must reach Certification within 90 days of the New Patient/5 Telephone On-Site Training and must maintain a 4- or 5-star rating on all calls made to my office during the membership period.
  4. My team must be re-certified every 6 months.
  5. My company must submit monthly statistics by the 5th day of the month for the previous month, for the entire 6-month program.
  6. Throughout the 6-month Gold Plus Membership, The Scheduling Institute’s team may make recommendations to my company to increase capacity and/or update our office to encourage growth or make human capital changes. My company must follow and implement these recommendations.
  7. The Scheduling Institute’s team will make internal and external marketing recommendations during my membership. My company must implement the specific components of any such plan.
  8. The Dr must attend the New Patient Mastery Telephone On-Site Training

I understand that the purchase of this program entitles me to a free 180-day Scheduling Institute Membership at the Gold level, which starts once the kit is shipped. I further understand that, after 180 days, I will be charged $249 per month for the membership unless I contact The Scheduling Institute to cancel the membership. A 30-day written notice sent to info@schedulinginstitute.com is required.

I further acknowledge that this is a 6-month program, and that I will remain responsible for payment of the entire cost of the program, regardless of the payment plan I select, and regardless of program completion or my activity level and attendance at events. I also acknowledge that The Scheduling Institute is agreeing to commit substantial resources and provide valuable materials to my company, the value of which is difficult to ascertain at the time of my enrollment. I therefore acknowledge that The Scheduling Institute’s collection and retention of the entire membership fee in the event of my company’s cancellation is not a penalty, but rather a reasonable measure of damages likely to be caused by my cancellation.

  • New Patient Mastery/5-Star Telephone Training Self Implementation Kit
I understand that the purchase of the Self Implementation Kit entitles me to a free 90-day Scheduling Institute Membership at the Gold level. I further understand that, after the 90 days, I will be charged $249 per month for the membership unless I submit cancellation to The Scheduling Institute in writing via email to info@schedulinginstitute.com 30 days in advance.
If you have received a written guarantee associated with your Telephone Training Self Implementation Kit order, you must abide by all of the following requirements to receive a refund:
  1. My company must complete all Telephone Training Materials.
  2. My company must complete the entire 90-day program.
  3. My team must reach Certification within 90 days and must maintain a 4- or 5-star rating on all calls made to my office.
  4. My company must submit monthly statistics by the 5th day of the month for the previous three months.
  5. My team will complete all the steps required in the first 3 months of the program, and implement it as designed, including calls from Member Service resource, incentives, and other required steps.
I have 90 days to return the kit in original condition to receive a full refund minus shipping and handling.   If the kit is damaged, there will be a restocking fee. I understand that, if the kit is damaged or any materials are missing from the kit, I will not receive a refund. I understand that the purchase of this program entitles me to a free 90-day Scheduling Institute Membership at the Gold level, which starts once the kit is shipped. I further understand that, after 90 days, I will be charged $249 per month for the membership unless I contact The Scheduling Institute to cancel the membership. A 30-day written notice sent to info@schedulinginstitute.com is required.

  • New Patient Mastery/5 Star Telephone On Site Training
If you have received a written guarantee associated with your New Patient Mastery/5-Star Telephone Training, you must abide by all of the following requirements to receive a refund:
  1. All Members of my company’s front desk attend the Telephone Training.
  2. Each member of my team must achieve Certification within 90 days of the Telephone On-Site Training and must maintain a 4- or 5-star rating on all calls made to my office.
  3. My company must submit monthly statistics by the 5th day of the month, starting the month after the training, and continue making this submission each month thereafter for 90 days.
  4. My team will complete all the steps required in the first three months of the program, and implement it as designed, including calls from Client Service resources, incentives, and other required steps.
I understand that the purchase of this program entitles me to a free 90-day Scheduling Institute Membership at the Gold level, which starts once my team is trained. I further understand that, after 90 days, I will be charged $249 per month for the membership unless I contact The Scheduling Institute to cancel the membership. A 30-day written notice sent to info@schedulinginstitute.com is required.

* If I am a customer located in Canada, I understand that The Scheduling Institute must receive my consent to send me commercial electronic communications.

ADDITIONAL TERMS OF SERVICE FOR MEDIA PRODUCTS

PROMOTIONAL PRICING
I understand that any promotional pricing cannot be combined with any other offers or membership discounts. I understand that there are no refunds on previous purchases.

RETURN POLICY
I understand that if I am unsatisfied with my purchased Media Product after one year, I can return my product for a full refund, but no sooner.

To see terms and conditions effective October 15, 2015 – Sept 18, 2018, click here