Who operates this portal
The Julia Client Portal is operated by Julia Zoger in Ontario, Canada. Questions or privacy requests can be sent to info@juliazoger.com.
Information we collect
Depending on how you use the portal, we may collect:
- Account and contact information, including your name, email address, and authentication status.
- Coaching records you or Julia add to the portal, such as questionnaire responses, agreements, session summaries, homework, goals, files, and Nautical Chart entries.
- Booking information, including session type, date, time, timezone, attendance details, and meeting link.
- Invoice, receipt, and manually recorded payment information. The portal does not collect card or online-banking credentials.
- Security and audit information, including timestamps, device and browser details, IP address, access events, and document-signing evidence.
How we use information
We use personal information only as needed to:
- Provide, administer, and secure your coaching engagement and portal account.
- Prepare onboarding resources, agreements, sessions, homework, progress records, modules, files, invoices, and receipts.
- Schedule and manage coaching appointments and send service-related notifications.
- Maintain audit evidence, prevent misuse, investigate failures, and meet legal or recordkeeping obligations.
Coaching information in this portal is not maintained as a clinical or medical record.
Google Calendar data
Julia may connect a selected Google Calendar to provide portal booking. The portal requests permission to read calendar availability and to create, update, and delete coaching-session events. It uses free/busy information to calculate bookable times and does not show Julia's private appointment names or calendar details to clients.
The portal stores an encrypted Google refresh credential, the selected calendar identifier, Google event identifiers, booking times, attendee information, and meeting links required to manage bookings. Google Calendar data is not used for advertising, sold, or shared for unrelated purposes. Julia can disconnect the calendar in the portal, and access can also be revoked from the connected Google Account.
The Julia Client Portal's use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including its Limited Use requirements.
Service providers and data location
The portal uses contracted providers to operate securely, including Firebase / Google Cloud for authentication, database and file storage; Google Calendar and Google Meet for scheduling; Vercel for application hosting; and Brevo for privacy-safe email delivery. Portal database and file-storage resources are configured in Canadian regions where the selected service supports them. Providers may process limited operational data in other jurisdictions where they operate, subject to their contractual and security terms.
We do not sell personal information.
Security and access
The portal uses verified accounts, secure server sessions, role-based and per-client authorization, encryption, restricted file access, audit logging, and monitoring. Julia and authorized future staff can access client records only as required to deliver and administer coaching. No online service can guarantee absolute security, but reasonable administrative, technical, and organizational safeguards are maintained.
Retention
Unless a different legal obligation applies, client portal access becomes read-only for 90 days after the coaching program ends. The coaching record is then archived for seven years and securely deleted or anonymized when the approved retention period ends. Security, consent, suppression, and audit evidence may be retained where necessary to meet legal, fraud-prevention, or accountability requirements.
Your choices and requests
You may ask to access or correct your personal information, request an export, withdraw optional email consent, or ask questions about deletion and retention. Some records cannot be deleted immediately when they are required for security, contractual, legal, or recordkeeping purposes. Send requests to info@juliazoger.com.
Changes to this notice
This notice may be updated when portal features, providers, or legal obligations change. The effective date above will be revised, and material changes will be communicated where appropriate.