LEGAL · REFUNDS
Refund & Cancellation
Effective October 7, 2026
This policy explains how payment, cancellation, and refunds work for Appointiq Lead LLC services. Because the work is remote, time-based, and delivered as it is done, the rules below distinguish retainers, one-time engagements, and hourly work.
Who we are and what this covers
Appointiq Lead LLC is a remote virtual assistant practice based in Bend, Oregon. This policy applies to paid services ordered through our website or by written proposal: monthly retainers (Inbox Lane, Desk Lane, Full Board, Calendar Lane, Data Entry Block, Customer Reply Lane), one-time engagements (Research Sprint, Onboarding & Tool Setup), and hourly add-ons. It should be read with our Terms of Service. A signed or accepted proposal may set different terms for a specific engagement, and in that case the proposal controls.
Starting prices and final fees
Prices shown on the website are starting prices. The fee you pay is the amount stated in the proposal, order form, or invoice that you approve. No work is billed before you have received and accepted a scope in writing. Hourly add-ons start from $40 per hour and are used only after you approve additional time.
Payment timing
Retainers are invoiced in advance for each monthly period. One-time engagements are invoiced as stated in the proposal, usually before work begins or in two parts for longer scopes. Hourly work is invoiced for time completed or, when you prepay a block, drawn down against that block. Invoices are due on the date shown. We may pause new work on an account with overdue amounts after notice to you; paused time is not credited back.
Monthly retainers
Retainers cover an agreed month of remote coverage up to the hours stated in the package.
- Cancel any time for future months. Send written notice at least seven (7) days before your next billing date and we will not bill the following month.
- Month in progress. Fees for a month that has already started are generally non-refundable once work has begun for that period, because the hours are reserved for you.
- Late notice. If notice reaches us fewer than seven days before the billing date, the next month may be invoiced, and you may use or release that month’s hours as you prefer.
- Unused hours. Unused hours do not roll over or convert to cash unless agreed in writing.
- Pausing. You may ask to pause a retainer; we will confirm in writing whether we can hold your slot and for how long.
One-time engagements
Research Sprint and Onboarding & Tool Setup are priced as single engagements. If you cancel before we start work, we will refund the amount paid, less any card or bank processing costs we cannot recover. If work has begun, you will be charged for the portion completed at our hourly rate, and any balance of the prepayment will be refunded. Once the final deliverable (the memo, checklist, or lane map) has been delivered, the fee is non-refundable, subject to the revision and correction terms below.
Hourly work
Hourly work is billed for time completed. If an agreed hourly block has not yet started, you may cancel it for a full refund of unused prepaid hours. If you cancel within 24 hours of a scheduled working session that we have reserved for you, we may bill up to one hour for the reserved time. Partial hours are billed in fifteen-minute increments.
Revisions and corrections
Starting packages include one revision of the onboarding brief, and the Research Sprint and Onboarding & Tool Setup engagements include one revision pass of their main deliverable. Additional revisions may be billed at the agreed hourly rate. If we make an error in delivered work, such as data entered against the wrong field rule, tell us within ten (10) business days of the status note and we will correct it at no charge. This is the usual remedy for work that did not meet the agreed scope.
When a refund may be issued
We will consider a full or partial refund where:
- we were unable to start or deliver work that you paid for and could not agree a replacement scope;
- you were billed twice or in an amount that does not match the approved proposal;
- we agreed in writing to a refund as part of resolving a service problem.
Refunds are not available for work that was completed to the agreed scope, for delays caused by missing access or approvals on your side, for hours that went unused during a paid month, or because of a change in your business plans after work has begun.
How to request a cancellation or refund
Email global@appointiqlead.com with your business name, the engagement in question, the date of the invoice, and the change you need. We will confirm next steps in writing, normally within three (3) business days. Approved refunds are returned to the original payment method and can take five to ten business days to appear, depending on your bank.
Disputed charges
If you think a charge is wrong, please contact us first so that we can review the task record and correct any error. We will work with you promptly in good faith. Filing a chargeback without first contacting us may delay resolution, and we may provide records of the agreed scope and delivered work to your payment provider.
Taxes and fees
Refunds exclude bank or payment-processor fees that cannot be recovered, and any third-party costs we purchased on your behalf with your approval. Where sales tax or similar charges applied to an invoice, they are refunded in proportion to the amount refunded.
Shipping
Appointiq Lead provides remote, digital services only. We do not ship physical goods, so there is no shipping policy.
Governing law and changes
This policy is governed by the laws of the State of Oregon. We may update it, and the effective date above shows the latest revision. Changes apply to new orders and to renewals after the change; they do not alter an invoice already issued.
Contact
Questions about this page, or requests related to it, can be sent to us at:
Appointiq Lead LLC
70 SW Century Dr, Bend, OR 97702, United States
global@appointiqlead.com
+1 (309) 870-0213
We read written requests during ordinary business hours, which are by appointment in Pacific Time. We aim to reply within a reasonable period and will tell you if we need more information to verify who you are or what you are asking for.