OrganiseWell Privacy Notice

This privacy notice tells you what to expect us to do with your personal information.

• Contact details
• What information we collect, use, and why
• Lawful bases and data protection rights
• Where we get personal information from
• How long we keep information
• Who we share information with
• Sharing information outside the UK
• How to complain

Contact details

We collect or use the following information to provide services and goods, including delivery:

• Names and contact details
• Addresses
• Purchase or account history
• Health and safety information
• Information relating to loyalty programmes
• Website user information (including user journeys and cookie tracking)
• Photographs or video recordings
• Records of meetings and decisions
• Information relating to compliments or complaints

We may also collect or use the following special category information, where you choose to provide it, to provide services and goods, including delivery. This information is subject to additional protection due to its sensitive nature:

• Health information

We collect or use the following information for service updates or marketing purposes:

• Names and contact details
• Addresses
• Location data
• Recorded images, such as photos or videos
• Comments, reviews or testimonials about the service
• Records of consent, where appropriate

We collect or use the following personal information for dealing with queries, complaints or claims:

• Names and contact details
• Address
• Purchase or service history
• Records of meetings and decisions
• Photographs or video recordings
• Correspondence

Lawful bases and data protection rights

Under UK data protection law, we must have a “lawful basis” for collecting and using your personal information. There is a list of possible lawful bases in the UK GDPR. You can find out more about lawful bases on the ICO’s website.

Which lawful basis we rely on may affect your data protection rights which are set out in brief below. You can find out more about your data protection rights and the exemptions which may apply on the ICO’s website:

• Your right of access – You have the right to ask us for copies of your personal information. You can request other information such as details about where we get personal information from and who we share personal information with. There are some exemptions which means you may not receive all the information you ask for. Read more about the right of access.
• Your right to rectification – You have the right to ask us to correct or delete personal information you think is inaccurate or incomplete. Read more about the right to rectification.
• Your right to erasure – You have the right to ask us to delete your personal information. Read more about the right to erasure.
• Your right to restriction of processing – You have the right to ask us to limit how we can use your personal information. Read more about the right to restriction of processing.
• Your right to object to processing – You have the right to object to the processing of your personal data. Read more about the right to object to processing.
• Your right to data portability – You have the right to ask that we transfer the personal information you gave us to another organisation, or to you. Read more about the right to data portability.
• Your right to withdraw consent – When we use consent as our lawful basis you have the right to withdraw your consent at any time. Read more about the right to withdraw consent.

If you make a request, we must respond to you without undue delay and in any event within one month.

To make a data protection rights request, please contact us using the contact details at the top of this privacy notice.

Our lawful bases for the collection and use of your data

Our lawful bases for collecting or using personal information to provide services and goods are:

• Consent – we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
• Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
• Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:

• The information is needed in order to answer enquiries, deliver services and provide additional information that would benefit you.

For more information on our use of legitimate interests as a lawful basis you can contact us using the contact details set out above.

Our lawful bases for collecting or using personal information for service updates or marketing purposes are:

• Consent – we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
• Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
• The information is needed in order to answer enquiries and provide information and updates about services, or other relevant services, that you have expressed interest in and would benefit from.

For more information on our use of legitimate interests as a lawful basis you can contact us using the contact details set out above.

Our lawful bases for collecting or using personal information for dealing with queries, complaints or claims are:

• Consent – we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
• Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:
• The information is needed in order to answer queries or investigate and respond to complaints.

For more information on our use of legitimate interests as a lawful basis you can contact us using the contact details set out above.

Where we get personal information from

• Directly from you
• Publicly available sources
• Third parties: Contact details may be passed by removals companies or other Professional Organisers after obtaining your permission. Data may be shared by your communication, social media or banking systems during interactions.

How long we keep information

• Records about services provided, appointments and transactions are retained for up to 7 years from the date the last service is provided to support continuity of service should you return later, for compliance reasons and to manage complaints
• Some data may be retained by our systems providers for longer in accordance with their data retention policies, until OrganisedWell closes the account. For example email subscriber information is retained until the record is deleted or OrganisedWell account is closed, in order to avoid re-subscription

For more information on how long we store your personal information or the criteria we use to determine this please contact us using the details provided above.

Who we share information with

Data processors

Freeagent	This data processor does the following activities for us: Process and store invoices and transaction history
Calendly	This data processor does the following activities for us: Process and store information for appointment management
WhatsApp	This data processor does the following activities for us: Process and store information for messaging
Microsoft	This data processor does the following activities for us: Process and store information appointments management, calendar, contacts records, online meetings, messaging, note-taking
Zoom	This data processor does the following activities for us: Process and store information for online meetings, messaging, note-taking
Google Calendar	This data processor does the following activities for us: calendar, contacts
Mailerlite	This data processor does the following activities for us: Process and store information for email subscriber management, communication, registrations
Signable	This data processor does the following activities for us: Process and store communications relating to and records of client agreements
UK Web Solutions (email host)	This data processor does the following activities for us: Process and store information for email communications
Stripe	This data processor does the following activities for us: Process and store information for processing transactions and sales history
Starling Bank	This data processor does the following activities for us: Process and store information for processing transactions
Mettle Bank	This data processor does the following activities for us: Process and store information for processing transactions
PayPal	This data processor does the following activities for us: Process and store information for processing transactions and sales history
Apple	This data processor does the following activities for us: Process and store contact information, photos/videos, messaging

Others we share personal information with

• Professional or legal advisors
• Relevant regulatory authorities
• Organisations we’re legally obliged to share personal information with
• Publicly on our website, social media or other marketing and information media
• Suppliers and service providers

Sharing information outside the UK

Where necessary, we will transfer personal information outside of the UK. When doing so, we comply with the UK GDPR, making sure appropriate safeguards are in place.

Organisation	Category of Recipient	Country data is sent	How the transfer complies with UK data protection law
Freeagent	Accounting and bookkeeping software	Ireland	The country or sector has been assessed as providing adequate protection to data subjects (also known as Adequacy Regulations or UK data bridge)
Calendly	IT software	US	The country or sector has been assessed as providing adequate protection to data subjects (also known as Adequacy Regulations or UK data bridge)
WhatsApp	Communication software	Worldwide	The country or sector has been assessed as providing adequate protection to data subjects (also known as Adequacy Regulations or UK data bridge)
Microsoft	Information and Communications Technology Software	Worldwide	The country or sector has been assessed as providing adequate protection to data subjects (also known as Adequacy Regulations or UK data bridge)
Zoom	Video conferecing software	Worldwide	The country or sector has been assessed as providing adequate protection to data subjects (also known as Adequacy Regulations or UK data bridge)
Google Calendar	Software and data storage provider	Worldwide	The country or sector has been assessed as providing adequate protection to data subjects (also known as Adequacy Regulations or UK data bridge)
Mailerlite	Information and Communications Technology, Services, Software Development Services	Worldwide	The country or sector has been assessed as providing adequate protection to data subjects (also known as Adequacy Regulations or UK data bridge)
Stripe	Transaction processing	Worldwide	The country or sector has been assessed as providing adequate protection to data subjects (also known as Adequacy Regulations or UK data bridge)
Starling Bank	Banking	EU	Addendum to the EU Standard Contractual Clauses (SCCs)
Mettle Bank	Banking	Worldwide	Addendum to the EU Standard Contractual Clauses (SCCs)
PayPal	Transaction processing	Worldwide	Addendum to the EU Standard Contractual Clauses (SCCs)
Apple	Telecommunications and computing	Worldwide	Addendum to the EU Standard Contractual Clauses (SCCs)

How to complain:

If you have any concerns about our use of your personal information, you can make a data protection complaint to us: laura@organisedwell.co.uk

If you remain unhappy with how we’ve used your data after raising a complaint with us, you can also complain to the ICO.

The ICO’s address: Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF

Helpline number: 0303 123 1113

Website: https://www.ico.org.uk/make-a-complaint

Date: 22/07/26