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Terms of Service.

These terms govern use of the Intake website and demo, and set general terms for business clients using our managed appointment-setting service.

Effective October 11, 2026

On this page

Agreement and scopeThe serviceClient responsibilitiesConnected servicesFees and changesContent and rightsSuspension and ending serviceDisclaimers and liabilityOther terms and contact

Agreement and scope

These Terms of Service (“Terms”) are between you and The Intake LLC, the company offering Intake (“we,” “us,” or “our”). By using our website or demo, you agree to these Terms. A business client’s signed proposal, order, or service agreement may include additional terms; if it conflicts with these Terms about that client’s paid service, the signed agreement controls for that conflict.

If you act for a business, you confirm that you are authorized to bind it. The service is offered to businesses, not for personal or household use. A person messaging a client on Instagram is not, by that message alone, buying a service from Intake.

The service

Intake provides a managed service that can assist a business with Instagram enquiries, qualification conversations, and arranging next steps such as consultations. The exact scope, start date, fees, and any service-specific commitments are set out in a separate written agreement. The website and shareable demo are for information and evaluation only.

Responses may be generated or assisted by software and reviewed by people. The service does not close sales, make binding commitments on a client’s behalf, give professional advice, or guarantee a booking, lead quality, revenue, or any particular commercial result. The client remains responsible for decisions about its offers, customers, consultations, and sales.

Client responsibilities

Each client must have the rights and permissions needed to connect its business account and authorize Intake to handle enquiries on its behalf. The client is responsible for the accuracy and lawfulness of the business information, instructions, materials, scheduling links, and access it provides, and for any notices or consents required for its use of the service. The client must comply with applicable law, Meta’s rules, and the terms of other connected services.

Clients must not use the service for unlawful, deceptive, unsolicited, abusive, or infringing messages, or provide instructions that require regulated advice or misuse of sensitive personal information. They must promptly tell us about incorrect information, changed permissions, account issues, or conversations needing their judgment. We may decline or pause instructions that appear unsafe, unlawful, or contrary to platform rules.

Connected services

Instagram, messaging connections, scheduling tools, and other third-party services are governed by their own terms and may change, restrict access, experience outages, or end integrations. Intake is not affiliated with or endorsed by Meta. Our ability to provide a connected feature depends on the relevant account authorization and the third party’s continued availability. We may adjust or suspend affected features when necessary to comply with law or platform requirements.

Fees and changes

Fees, billing dates, payment terms, and any third-party costs for a paid engagement are stated in the client’s written agreement. A demo request does not create a paid subscription. If a client does not pay amounts due under its agreement, we may suspend service after giving any notice required by that agreement or law.

We may update the website or service over time. Material changes to a paid client’s agreed scope or fees require the process stated in its written agreement.

Content and rights

The client retains its rights in business materials and conversation information it provides. The client grants Intake the limited rights needed to use those materials and information to deliver, support, secure, and improve its service for that client, subject to our Privacy Policy and applicable platform restrictions. Intake retains its rights in its brand, website, service, and underlying technology. No rights transfer except those expressly stated in these Terms or a written agreement.

Clients must not copy, resell, reverse engineer, or misuse Intake’s website or service except as permitted by law or a written agreement. Each party must use the other’s confidential information only for the relationship and protect it with reasonable care, subject to disclosures required by law.

Suspension and ending service

A paid engagement may be ended under its written agreement. We may immediately suspend access or messaging when reasonably necessary to protect people or data, prevent unlawful or prohibited activity, respond to a security issue, or comply with a platform instruction. We will give notice when reasonably practicable. Ending service stops future processing through the connection; handling of existing information follows our Privacy Policy and any applicable agreement or legal requirement.

Disclaimers and liability

To the extent permitted by law, the website, demo, and service are provided without warranties of uninterrupted availability, error-free operation, or a particular business outcome. We do not warrant the accuracy of every automated response or the performance of third-party services. Clients should review their offers and remain available for conversations that require human judgment.

To the extent permitted by law, neither party is liable to the other for indirect, special, incidental, consequential, or punitive damages, or for lost profits or business opportunities arising from these Terms. Intake’s total liability for claims relating to a paid service is limited to the fees the client paid Intake for that service during the twelve months before the event giving rise to the claim. For use of the free website or demo alone, Intake’s total liability is limited to US $100. These limits do not apply where the law prohibits them or to fraud, gross negligence, or willful misconduct.

To the extent permitted by law, a client will defend and indemnify Intake against third-party claims arising from the client’s unlawful content or instructions, lack of authority to connect an account, or violation of applicable law or platform rules, except to the extent caused by Intake’s own misconduct.

Other terms and contact

Intake is an independent service provider. Nothing in these Terms creates a partnership, employment relationship, or authority for Intake to bind a client to a sale. If one provision is unenforceable, the remaining provisions continue to apply. A delay in enforcing a provision is not a waiver. We may update these Terms by posting a revised version with a new effective date; changes to an active paid engagement are handled under its written agreement.

For questions about these Terms, contact The Intake LLC at contact@intakedm.com. See our Privacy Policy for information about personal data and deletion requests.

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