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PremierPath Systems

Refund & Cancellation Policy

Last Updated: July 25th, 2026

PremierPath Systems provides implementation services, ongoing marketing systems management, software access, automation, and related services to business clients. This Refund & Cancellation Policy explains how setup fees, recurring subscriptions, cancellations, and refunds are handled.

Specific services, pricing, and other terms may also be governed by a separate Client Agreement. If a Client Agreement contains terms that differ from this policy, the Client Agreement will control.

Setup Fees

Certain PremierPath Systems services require a one-time setup or implementation fee.

Unless otherwise stated in the applicable Client Agreement:

50% of the setup fee is due before implementation begins.
The remaining 50% is due upon completion of setup and prior to or at activation of ongoing services.
A setup payment may be refunded if the client cancels before PremierPath Systems has begun performing setup or implementation work.
Once setup or implementation work has begun, amounts paid toward setup are non-refundable.
Once setup has been completed, the setup fee is fully earned and non-refundable.

Setup fees compensate PremierPath Systems for work including planning, configuration, account setup, integrations, workflows, automations, software configuration, testing, and other implementation services.

Monthly Services

Unless otherwise specified in a Client Agreement, ongoing PremierPath Systems services are provided on a month-to-month basis.

Monthly subscription fees are billed in advance for each upcoming service period. The initial recurring payment generally begins when implementation is complete and ongoing services or software access are activated.

Subscriptions automatically renew each month until canceled.

There is no long-term commitment unless expressly stated in a Client Agreement. Subscriptions can be cancelled at any time.

Cancellation

Clients may cancel their month-to-month subscription at any time in the 'Billing' section of their account profile dashboard, or by contacting PremierPath Systems as instructed in their Client Agreement.

Cancellation prevents the subscription from renewing for another billing period.

Unless otherwise agreed in writing, cancellation becomes effective at the end of the client's current paid billing period. Services and applicable software access will generally remain available through that date.

Once the billing period ends, recurring services will stop and the client's access to software, systems, automations, communications tools, calendars, CRM functionality, or other services provided through PremierPath Systems may be suspended or terminated.

Clients are responsible for exporting or retaining any information they wish to keep before their service ends.

Refunds of Monthly Fees

Monthly subscription payments are generally non-refundable once a billing period has begun.

PremierPath Systems does not provide prorated refunds or credits for:

partial months
unused services
failure to use available features
cancellation during an active billing period; or
periods during which services remain available but the client chooses not to use them

A cancellation received after a renewal payment has been processed will apply to the following renewal, and the client will retain access through the end of the newly paid billing period.

Refunds may be issued at PremierPath Systems' discretion in cases of duplicate charges, billing errors, or other exceptional circumstances, or when required by applicable law.

Usage-Based and Third-Party Charges

Certain services may generate separate usage-based or third-party charges, including charges related to phone calls, phone numbers, SMS or MMS messaging, email delivery, artificial intelligence usage, listings, integrations, or other third-party services.

These charges may be separate from the client's monthly subscription fee.

Clients remain responsible for valid usage or third-party charges incurred before the effective date of cancellation, including charges that are calculated, processed, or billed after cancellation based on usage that occurred while the service was active.

Third-party subscriptions or services may also be subject to their own cancellation, refund, and billing terms.

Software and Account Access After Cancellation

PremierPath Systems may provide clients with access to software, CRM functionality, communications systems, websites, automations, calendars, reporting tools, or other technology as part of the services provided.

Unless ownership or continued access is expressly provided in a Client Agreement, access to software and systems provided as part of the PremierPath Systems service is tied to an active subscription.

Upon the effective date of cancellation, some or all of the following may stop functioning or become inaccessible:

CRM and contact records
automated workflows
AI and communication systems
phone and messaging functionality
appointment calendars
conversations and communication history
reporting
integrations; and
other software or functionality provided through PremierPath Systems

Clients should export any data they are entitled to retain before their subscription ends. PremierPath Systems does not guarantee that data or account configurations will remain available after cancellation.

Failed Payments

If a recurring payment fails, PremierPath Systems may suspend software access, automations, communications services, or other services until the outstanding balance is paid.

Suspension for nonpayment does not constitute cancellation of the subscription or waive amounts already owed.

Changes to This Policy

PremierPath Systems may update this Refund & Cancellation Policy from time to time. The current version will be posted on our website with the date of the most recent revision.

Changes will not retroactively alter payment obligations or refund rights already established under an existing Client Agreement unless agreed by the parties or required by law.