Last Revised: June 25, 2025

These Terms of Service (the “Terms” or “Agreement”) form a contract between you and FollowUp Solutions Inc. (“FollowUp Solutions” or “we”) governing your use of FollowUp Solutions’ Services (as defined and further explained below).

You must accept these Terms and our Privacy Policy to use the FollowUp Solutions Services. By clicking “I Agree,” you confirm that you have read these Terms, our Privacy Policy, and that you will follow them. If you are agreeing for a business or clinic, you confirm you have authority to bind that entity.

ABOUT THE FOLLOWUP SERVICES

FollowUp Solutions is a subscription-based technology platform that helps individuals find and meet with wellness professionals across eight dimensions —emotional/mental, physical, financial, social, spiritual, cognitive/intellectual, environmental, and vocational/professional health. Users create a free account, search for providers, and book secure video and in-person sessions. Providers (as defined and further explained below) pay a monthly or annual subscription to appear on the Platform and to access built-in practice-management tools, including the functionality to:

• enter new client information;
• store client files and session notes;
• schedule and manage appointments;
• process ;
• ∙market their practices on the Platform; and
• use administrative tools to support their practice on the Platform.

Session fees are set and collected by Providers through. FollowUp Solutions does not bill Users or deduct a commission.

Unless otherwise indicated on the Platform, the Services are only offered to users located in Ontario, Canada.

INTERPRETATION

For the purpose of these Terms, the following further definitions apply:

• “Account” means your registered FollowUp Solutions account, including the login identification and password that allows you to access the Services and Platform.
• “Circle of Care” the group of Providers a User explicitly authorizes to view and share that User’s information for coordinated care.
• “Content” means all forms of information and materials, including text, images, videos, and data, available on or through the Platform.
• “FollowUp Solutions Content” all Content provided by or on behalf of FollowUp Solutions, excluding User Content.
• “Personal Health Information” means information that relates to the physical or mental care of an individual, including information that consists of such individual’s health care.
• “Personal Information” means personal information about an identifiable individual and includes Personal Health Information.
• “Platform” means the website and related mobile or web applications located at followu.ca that connect Users with Providers.
• “Provider” means any health or wellness professional, coach, tutor, or other service provider who offers Support Services through the Platform.
• “Provider Content” means all Content that you upload, stream or submit to the Platform or are generated or collected on your behalf from the Services, Platform or third parties, including but not limited to Personal Health Information, banking and financial information from you or your clients and patients.
• “Regulated Provider” means a Provider who is a health information custodian under Ontario’s Personal Health Information Protection Act, 2004 (“PHIPA”) or who is otherwise subject to applicable provincial, territorial, or federal privacy legislation governing the collection, use, and disclosure of Personal Health Information in the jurisdiction(s) where they provide services through the Platform.
• “Services” or “FollowUp Solutions Services” means all functionality offered through the Platform, including (i) the facilitation of Support Services between Providers and Users; and (ii) the built-in practice-management functionality that enables Providers to enter client information, schedule and manage sessions, market their practices, and perform related administrative tasks.
• “Session” means any live or asynchronous interaction conducted through the Platform between a User and a Provider.
• “Support Services” means emotional/mental, physical, financial, cognitive/intellectual, spiritual, vocational/professional, environmental or social wellness services delivered by a Provider by video, messaging or other tools on the Platform.
• “Subscription Fees” means the fees charged by FollowUp Solutions for access to the Platform.
• “User” means any end user of the FollowUp Solutions Services.

INDEPENDENT CONTRACTORS

You act as an independent contractor. Nothing in these Terms creates an employer-employee, partnership, or agency relationship. You alone control how you provide services and you are responsible for all taxes, insurance, and licences that apply to your practice. You may not represent yourself as an agent of FollowUp Solutions or bind FollowUp Solutions to any obligations.

PROVIDER ELIGIBILITY

To appear on the Platform and use the Services you must: must (a) be legally allowed to offer the services you list; (b) hold and maintain any licence or certification required for those services; (c) remain in good standing with your regulator, if applicable; (d) promptly update your profile if any of this changes; and (e) pass any background or credential checks we reasonably require.

You must maintain appropriate insurance coverage for your practice and services provided through the Platform. FollowUp Solutions does not provide insurance for health care or counselling services. You are responsible for confirming with your insurer that you are covered for all potential liabilities.

SUPPORT SERVICES

Requesting a Session

Users may request Support Services from any Provider whose profile appears on the Platform. If you receive a session request, you may accept or decline at your discretion.

Coordinated Care

A User may invite you into their ‘Circle of Care.’ When they do, the User allows you and the other invited providers to share notes through the Platform. The User may add or remove providers at any time.

Professional Responsibility

You—not FollowUp Solutions—are professionally and legally responsible for all advice and services you give. If you are a health information custodian under Ontario’s PHIPA, or are otherwise subject to applicable provincial, territorial, or federal privacy legislation, you are responsible for protecting any Personal Health Information you collect or create.

SUBSCRIPTION FEES

Each Provider must maintain an active, paid subscription to access the Services and to appear on the Platform subject to the following terms:

1. Fee structure and billing cycle: The subscription fee (“Subscription Fee”) is charged in Canadian dollars and at the cadence (monthly or annually) that you select when you enroll. The current rates are displayed on the Platform and form part of these Terms.
2. Automatic renewal: Your subscription renews automatically at the end of each billing cycle unless you cancel through your Account settings at least [72 hours] before the renewal date. By keeping your Account active after the renewal date, you authorize FollowUp Solutions’ payment processor to charge the Subscription Fee for the next cycle using the payment method on file.
3. Payment processing: All Subscription Fees are collected by Stripe, our third-party payment processor. You must keep a valid credit card or other accepted payment method on file and promptly update it if it changes. FollowUp Solutions is not responsible for errors, delays, holds, chargebacks, or other actions taken by Stripe.
4. Taxes: Subscription Fees are exclusive of applicable sales, value-added, use, or other taxes (“Taxes”). If FollowUp Solutions is required to collect Taxes, they will be added to your invoice and charged to your payment method. You are responsible for any other Taxes that apply to your practice.
5. Fee changes: If we change our subscription price, we will email you and post it in your account at least 30 days before the new price starts. If you continue to use the Services after the effective date of the change, the new fee applies to the next renewal.
6. Late or failed payments: If your payment method is declined or your account becomes past due we may suspend or limit your access to the Platform until all outstanding amounts are paid.
7. No refunds: Except as required by law, Subscription Fees (including any partial-period charges) are non-refundable, even if you cancel or we suspend your account before the end of a billing cycle.
8. Effect of cancellation or termination: Cancelling your subscription or terminating this Agreement ends your right to access the FollowUp Services and Platform at the close of the then-current billing period. Clauses relating to unpaid amounts, Taxes, and late fees survive termination.
9. Your fees: You keep 100% of any client session fees you collect through Stripe. Stripe applies a standard processing fee of 9% + $0.30 per successful transaction. This fee is charged by Stripe and not by FollowUp.

PAYMENT PROCESSING FOR PROVIDER SERVICES

To facilitate the collection of session fees and other payments from Users, FollowUp Solutions partners with Stripe. As a condition of appearing on the Platform and accessing certain Services, Providers are required to create and maintain an active Stripe account in good standing.

While FollowUp Solutions encourages Providers to use their Stripe account to bill Users for all Support Services rendered through the Platform, the use of Stripe for such billing is not mandatory. Providers retain discretion to arrange and process payments for their services through other lawful means, provided that all such arrangements comply with these Terms, applicable law, and any relevant professional or regulatory requirements.

Providers are solely responsible for ensuring that any alternative payment arrangements do not violate the Platform’s policies, including but not limited to the prohibition on circumventing Subscription Fees or soliciting Users to migrate off the Platform for the purpose of receiving Support Services. FollowUp Solutions is not responsible for any errors, delays, disputes, or liabilities arising from payments processed outside of Stripe.

All Subscription Fees owed to FollowUp Solutions for access to the Platform and Services must be paid through Stripe, and Providers must keep a valid payment method on file at all times.

NO SOLITICIAN AND NO CIRCUMVENTION

No Solicitation. During the term of your subscription and for a period of six (6) months following its termination or expiration for any reason, you shall not, directly or indirectly, solicit, induce, entice, or encourage any User whom you first met or engaged through the Platform to discontinue, reduce, or divert their use of the Platform, nor shall you promote, market, or recommend any competing service or platform to such User. This restriction does not apply to Users with whom you had a bona-fide provider-client relationship that was fully established outside and independently of the Platform prior to your subscription.

No Off-Platform Migration/Circumvention. You further agree that you will not use the Platform or any information obtained through the Platform to arrange, accept, provide, or receive Support Services, consultations, or payments for those services outside the Platform, or otherwise seek to avoid or reduce the Subscription Fees, service charges, or any other amounts payable to FollowUp Solutions. Circumvention includes, without limitation, (i) scheduling follow-up sessions off-Platform after an initial on-Platform introduction, (ii) collecting or arranging for payment from a User outside the Platform’s designated payment processor, or (iii) directing a User to any other communication or payment channel for the purpose of receiving Support Services.

YOUR ACCOUNT AND LOGIN METHODS

To use the Services and Platform, you must complete an online registration form and create an Account. To create an Account, you must have the legal capacity to enter into a binding contract. During registration, you must provide accurate and current information, including your name, billing address, email, and payment details. You agree to keep this information updated and not submit irrelevant data.

FollowUp Solutions may reject any registration at its discretion. By registering, you consent to receive notices and maintain records electronically. You are responsible for compliance with these requirements.

SPECIALIST CANCELLATION AND RESCHEDULING POLICY

If you cancel a confirmed session less than 24 hours before the start time (except for emergencies), the User may request a full refund. Repeated late cancellations may lead to account review or suspension.

Session fees are set by Providers. This policy does not override the ‘no refund’ rules for Provider Subscription Fees.

ACCEPTABLE USE

As a condition of your continued use of the Platform and Services, you agree to abide by all applicable laws and agree not to:

• share your Account or allow others to use it.
• resell, sublicense, lease, or distribute the Services or Platform to anyone else.
• reverse engineer, decompile, disassemble, or attempt to access the source code of the Platform or Services.
• use the Services to harass, threaten, stalk, intimidate, or harm anyone, including Providers or other users.
• upload, post, or transmit any content that is illegal, fraudulent, misleading, defamatory, obscene, offensive, violent, or promotes discrimination, hatred, or harm.
• infringe on anyone’s intellectual property, privacy, or other rights.
• upload, post, email or transmit any Provider Content without lawful rights, including content violating confidentiality or fiduciary obligations.
• use the Services to send spam, chain letters, or unsolicited advertising.
• impersonate another person or misrepresent your identity.
• include false or inaccurate information in your Profile.
• collect or store Users’ Personal Information without their express permission.
• interfere with, disrupt, or overload the Platform or Services, including by uploading viruses or malicious software.
• attempt to bypass security features or access accounts or data that do not belong to you.
• systematically collect or scrape data from the Platform, whether manually or using automated tools like bots or crawlers.
• use the Services or Platform to build a competing product or service; or
• use the Platform to compete with FollowUp Solutions, including misrepresenting identity or soliciting or recruiting Providers.

 INTELLECTUAL PROPERTY

Provider Content:  You are solely responsible for your own Provider Content submitted or published on the Platform through providing Support Services. You affirm that you have all necessary rights or permissions for this content. By providing Provider Content, you grant FollowUp Solutions a non-exclusive licence to host, display, and use your Personal Content solely to operate, market, and improve the Platform. We will never sell your session notes or client data.

Feedback:  Any ideas, suggestions, commentary or feedback to FollowUp Solutions regarding the FollowUp Solutions Services or Platform can be used by FollowUp Solutions freely and for any purpose.

Monitoring:  FollowUp Solutions may review, monitor, and/or remove any Content at its discretion without notice.

Licence to you:  FollowUp Solutions grants you a limited, revocable, non-exclusive, non-sublicensable, non-transferable license to use and access the Platform and the FollowUp Solutions Content to provide the Support Services, and not for resale or further distribution. Your right to use the FollowUp Solutions Intellectual Property is limited by all terms and conditions set forth in this Agreement.

Ownership: FollowUp Solutions and its licensors own all rights to the Platform, FollowUp Solutions Content, and Services (the “FollowUp Solutions Intellectual Property”). You may not use our trademarks or content except as permitted by these Terms. Your User Content is, as between you and FollowUp Solutions your property. 

Restrictions:  Unless this Agreement or applicable law specifically allows it, you must not—and you must not allow anyone else to—do any of the following with FollowUp Solutions Intellectual Property:

• Reproduce, modify, translate, enhance, decompile, disassemble, reverse engineer, or create derivative works from any part of FollowUp Solutions Intellectual Property.
• Rent, lease, or sublicense access to FollowUp Solutions Intellectual Property.
• Circumvent or disable any security or technological features or measures that protect FollowUp Solutions Intellectual Property.
• Remove, alter, or obscure any proprietary notices, including copyright or trademark notices, on any part of FollowUp Solutions Intellectual Property.

PRIVACY/PHI OBLIGATIONS

Users may submit Personal Information, including Personal Health Information, on the Platform for Providers’ access. All User files and session notes stored through the Services are hosted on servers located in Canada.

• Regulated Providers: You are the health information custodian for Personal Health Information you collect and are responsible for any Personal Health Information you collect or retain on the Platform. You must store, access, and retain those records in compliance with PHIPA, as well as any other applicable provincial, territorial, or federal privacy legislation, and your college’s standards. FollowUp Solutions acts solely as your information-management service provider in respect of such records.
• Non-regulated Providers: treat all personal information as confidential and follow these Terms and our Privacy Policy.

All Providers must tell us immediately if you suspect an unauthorized disclosure.

FollowUp Solutions will not disclose Personal Information, including Personal Health Information, to third parties except as outlined in the Privacy Policy.

RESPONSIBILITIES

By using the Platform and the Services, you agree to:

• create an online profile; and
• use the Services according to all applicable laws and standards; maintain confidentiality of Personal Information as per these Terms and Privacy Policy.

POLICIES

You agree to follow all current and future FollowUp Solutions policies for Providers.

 INDEMNITY

You agree to indemnify and hold harmless FollowUp Solutions, its parents, affiliates, officers, licensors, agents, contractors and employees, from all claims and expenses (including legal fees) arising from:

• Your breach of these Terms.
• Provision of Support Services.
• Violations of professional regulations.
• Any disputes with Users or regulatory bodies.
• Infringement related to your use of the Platform.
• Bodily injury or property damage due to your actions.
• Any fraud or misconduct by you.

You will not settle any such matter without FollowUp Solutions’ prior written consent.

GENERAL DISCLAIMERS

You are solely responsible for your Support Services and Provider Content. The Services and Platform, including any third-party websites/services linked through the Platform, are provided “as is” without warranties of any kind. Use is at your own risk. To the maximum extent permitted by law, FollowUp Solutions disclaims all warranties, express or implied, including but not limited to warranties of merchantability, fitness for a particular purpose, and non-infringement. Without limiting the foregoing, neither FollowUp Solutions nor its subsidiaries or licensors warrant that:

• the FollowUp Solutions Content is accurate, error-free, reliable, or correct;
• the Services or Platform will meet your requirements;
• the Services or Platform will be available at any particular time or location, uninterrupted or secure; or
• any defects or errors will be corrected.

LIMITATION OF LIABILITY

Subject to the Disclaimer of Warranties section above, to the maximum extent permitted by law, FollowUp Solutions will not be liable for any of the following arising out of or in connection with these Terms:

• special, exemplary, punitive, indirect, incidental or consequential damages;
• loss of savings, profit, data, use, or goodwill (whether direct or indirect)
• business interruption;
• costs for the procurement of substitute products;
• personal injury or death; or
• personal or property damage.

In all cases, our total liability to you will not exceed the greater of (i) one month of your subscription fees or (ii) CAD $100.

These limitations and exclusions of liability apply to all causes of action whether in contract, tort (including negligence and injury), fundamental breach, strict liability or any other legal or equitable theory – even if FollowUp Solutions has been advised of the possibility of the damages, or if any remedy fails of its essential purpose, and regardless whether such damages could have been foreseen or prevented.

TERMINATION; SUSPENSION AND POST-TERMINATION DATA HANDLING

Right to Terminate or Suspend. FollowUp Solutions may, at its sole discretion and without liability, (i) reject any application to use the Services, (ii) suspend or restrict your access to some or all of the Services, or (iii) terminate this Agreement and close your Account immediately if you breach these Terms, fail to pay any Subscription Fees when due, engage in conduct that jeopardizes the security or integrity of the Platform, or that in our reasonable opinion may harm Users, other Providers, or FollowUp Solutions. We may also suspend or terminate the Services, in whole or in part, upon thirty (30) days’ prior written notice for any business reason. You may terminate this Agreement at any time by cancelling your subscription in your Account settings and ceasing all use of the Services. Cancellation is effective at the end of the then-current billing period.

Outstanding Obligations. Termination or suspension does not relieve you of any obligation to pay Subscription Fees, transaction fees, or other amounts accrued prior to the effective date of termination, nor does it limit any other remedy available to FollowUp Solutions at law or in equity. All amounts owed become immediately due and payable upon termination.

Return of Provider Content. Upon written request received from you within thirty (30) days after the effective date of termination (the “Request Period”) and provided your Account is in good standing, FollowUp Solutions will deliver to you, once and at no additional charge, a copy of your then-current Provider Content that resides on the Platform. The data will be provided in a structured, commonly used, and machine-readable format (such as CSV, JSON, or PDF) that is reasonably capable of import into commercially available practice-management or record-keeping systems. Delivery will be made by secure electronic transfer to the email address or secure file-transfer location you designate. FollowUp Solutions has no obligation to (i) provide data in a bespoke or proprietary format, (ii) rebuild, re-create, or re-enter data, or (iii) maintain any specialized software, interfaces, or configurations after termination.

Deletion of Provider Content. Except to the extent that FollowUp Solutions is legally required to retain records (including under tax, corporate, privacy laws, or health-information laws) or is permitted to retain de-identified or aggregated data in accordance with these Terms and our Privacy Policy, FollowUp Solutions will permanently delete or irreversibly anonymize all Provider Content remaining on the Platform (and all reasonable backups) sixty (60) days after the earlier of (i) the expiration of the Request Period if you do not submit a timely request under subsection c, or (ii) completion of the data transfer described in subsection c. After deletion or anonymization, Provider Content cannot be recovered.

Provider’s Retention Obligations. If you are a health information custodian under PHIPA, or are otherwise subject to applicable provincial, territorial, or federal privacy legislation, or otherwise have professional, regulatory, or legal duties to maintain records, you acknowledge and agree that you remain solely responsible for meeting all statutory or professional retention requirements applicable to your practice. The export and deletion procedures described above do not relieve you of those obligations.

Survival. Any provision of these Terms that by its nature should survive termination (including but not limited to sections relating to payment, confidentiality, privacy, intellectual-property ownership, indemnification, limitation of liability, dispute resolution, and this section) will remain in full force and effect notwithstanding termination, cancellation, or expiration of this Agreement.

Notification. FollowUp Solutions may notify Users if your Account is cancelled.

APPLICABLE LAW & JURISDICTION

These Terms are governed by Ontario law. Any dispute will be heard in the courts of Toronto, Ontario.

WAIVER OF CLASS ACTIONS

You waive any right to participate in class actions related to these Terms.

FORCE MAJEURE

FollowUp Solutions will not be liable for failures or delays in performing its obligations due to any events beyond FollowUp Solutions’ reasonable control, such as strikes, riots, insurrection, terrorism, fires, natural disasters, acts of God, war, governmental action.

 UPDATES; AMENDMENTS

We may update these Terms by emailing you or posting a notice 30 days before the change takes effect. If you keep using the Platform after that date, you accept the updated Terms.

GENERAL

Assignment. FollowUp Solutions may assign these Terms in whole or in part at any time without your consent. you may not assign your rights or obligations under these Terms. Severability. If any part of these Terms is invalid, the rest remains in effect. Entire Agreement. These Terms (including our Privacy Policy) are the complete agreement between you and FollowUp Solutions and replace any previous agreements. Any changes must be in writing and signed by FollowUp Solutions.  Waiver. Any waiver of any term of this Agreement must be in writing and signed by FollowUp Solutions.

INTERPRETATION AND LANGUAGE

Headings are for convenience only. “Including” means “including without limitation.” Both you and FollowUp Solutions agree that these Terms and all related documents be in English.