The agreement for your launch support.

Effective August 7, 2026

1. Agreement and definitions

These Terms of Service (“Terms”) form an agreement between you and OT Bestie, LLC (“OT Bestie,” “we,” “us,” or “our”) for Founders by OT Bestie, including its website, launch workspace, educational content, tools, account-manager support, and plan deliverables (collectively, the “Service”). “Founder” or “you” means the account holder or organization accepting these Terms. The Privacy Notice is incorporated into these Terms. If a written order or statement of work signed by both sides expressly conflicts with these Terms, the signed document controls only for that conflict.

2. Eligibility and authority

You must be at least 18, able to enter a binding contract, and an occupational therapy professional or authorized practice representative using the Service for lawful United States business planning. If you act for an organization, you represent that you have authority to bind it. The Service is not offered to consumers for personal, family, or household purposes.

3. What the Service includes

All founders may create a practice profile, receive business-setup steps, save planning work, and use the calculators and builders available to them. Account-manager help begins only after Stripe confirms a paid or trial subscription. The selected paid plan provides the response time, meeting schedule, reviews, coordination, materials, website scope, and managed hosting displayed at checkout or confirmed in the written project brief.

4. What the Service does not include

OT Bestie does not provide legal, tax, accounting, clinical, credentialing, coding, billing, reimbursement, investment, or insurance advice; determine scope of practice; submit applications as your licensed representative; guarantee licensure, enrollment, referrals, revenue, profitability, website traffic, or an opening date; deliver healthcare; or replace an EHR, billing service, patient portal, or telehealth platform. Educational content can become outdated. You are responsible for checking current official requirements and obtaining qualified advice for your circumstances.

5. Your responsibilities and cooperation

You will provide accurate information, make your own business decisions, complete requested work and reviews on time, maintain required credentials and insurance, verify laws and payer rules, secure your own systems, and obtain permissions for content you submit. Dates and service timing may shift when information, decisions, approvals, access, or payment are delayed. You remain solely responsible for operating your practice and for all client care, documentation, billing, employment, tax, privacy, accessibility, and regulatory obligations.

6. Account security

Keep your credentials confidential, use a unique password, restrict account access to authorized people, and notify us promptly of suspected misuse. You are responsible for account activity until you notify us and we have a reasonable opportunity to act. We may require email verification, session reauthentication, or other security steps.

7. No patient information; no BAA

Do not submit PHI, patient records, clinical media, insurance cards, claims, external passwords, full tax identifiers, or payment-card numbers to the Service or an account manager. OT Bestie does not offer a business associate agreement for this Service. Keep patient and clinical information in compliant systems you separately select. If you enter prohibited information, notify us promptly and cooperate with removal and incident review.

8. Acceptable use

You may not use the Service to violate law or another person’s rights; impersonate anyone; upload malware; probe or bypass security; interfere with availability; scrape, resell, sublicense, or commercially redistribute the Service; reverse engineer it except where law expressly permits; send spam; publish deceptive credentials or outcomes; or use another founder’s information. You may not use generated or template content without reviewing it for accuracy, authorization, professional rules, and fit.

9. Plans, fees, taxes, and recurring billing

Prices, billing frequency, included service, and any one-time launch foundation fee are displayed before checkout. By completing checkout, you authorize Stripe to charge the launch foundation fee and recurring monthly price, plus applicable taxes, until cancellation. Managed website hosting is included while your paid plan is active. Government fees, insurance, professional advice, domain registration and renewal, outside software, photography, advertising, custom integrations, and other outside costs are separate. You are responsible for taxes on your purchase except taxes based on our income.

10. Paid service, renewals, and cancellation

Free planning may begin before payment, but reviews, account-manager messages, meetings, website production, managed hosting, and response-time commitments begin only after payment is confirmed. Subscriptions renew monthly until canceled. You may cancel online through Plan & billing or request help at contact@otbestie.com. Cancellation stops future renewals; paid access and website hosting ordinarily continue through the current paid period. Cancel before the renewal date shown by Stripe to avoid the next charge.

11. Refunds, credits, and payment problems

The launch foundation fee covers practice-profile review, kickoff preparation, account-manager assignment, and the start of paid work. It is refundable before that work begins, when required by law, or when we approve a refund in writing. Monthly charges are nonrefundable after a billing period begins except where required by law or where we approve a service credit. If payment fails or a charge is reversed, we may pause account-manager service and production after reasonable notice while preserving access needed for billing, privacy requests, and available free work. Stripe processes payments under its own terms.

12. Response times, meetings, and service windows

Response labels refer to business days in the Service’s stated time zone and exclude weekends, United States federal holidays, scheduled closures, and events outside reasonable control. They apply to complete, in-scope requests submitted through Founders while a subscription is active. Meeting availability depends on mutually available times and timely agendas. Unused meetings do not roll over or convert to cash unless the plan expressly says so.

13. Website and other deliverables

You must timely review and approve names, credentials, claims, prices, service areas, links, privacy language, accessibility, licenses, and factual accuracy before use. Included page limits, revision rounds, content updates, and technical scope are those shown in the plan or written project brief. While your paid plan is active, OT Bestie will provide managed hosting, SSL, routine backups, and routine technical maintenance for the approved website. You own and pay for the domain and authorize the access or DNS changes reasonably needed to connect it. Do not use the website to collect patient information unless a separate compliant intake system and written scope are approved. Email, custom applications, patient portals, ecommerce, complex integrations, custom photography, advanced SEO campaigns, and redesigns are excluded unless expressly added. Work may pause while we await content, approvals, access, or decisions. A deliverable is accepted when you approve it, publish or use it, or do not report a material failure to match the agreed brief within ten business days after delivery.

14. Third-party services

Some parts of the Service depend on third-party infrastructure, payment, email, security, and monitoring providers selected by OT Bestie. You separately choose and contract with providers such as domain registrars, EHRs, telehealth tools, insurers, accountants, and credentialing systems. Their terms, fees, availability, security, and performance are separate. OT Bestie may help compare or coordinate outside tools but does not guarantee or become responsible for them. You are responsible for confirming vendor agreements, security, privacy, BAAs where required, data migration, and ongoing subscriptions.

15. Your content and permissions

You retain ownership of content you provide. You grant OT Bestie and its necessary providers a limited, worldwide, nonexclusive license to host, copy, adapt, display, and transmit that content solely to operate, secure, and deliver the Service. You represent that you have the rights and permissions needed for all submitted names, text, logos, images, testimonials, and other materials, and that their use as directed will not violate law or another person’s rights.

16. OT Bestie materials and final work

OT Bestie retains ownership of the software, guides, general templates, methods, branding, and pre-existing materials. Subject to full payment, we grant you a perpetual, nonexclusive license to use final materials prepared for your practice. Custom content created specifically and uniquely for you may be used, modified, published, and moved to another host by you after full payment; embedded OT Bestie and third-party materials remain subject to their existing licenses. A standard site export may omit OT Bestie platform code, licensed services, or infrastructure that cannot be transferred, but will include the approved practice copy and transferable site assets. No rights are granted except those expressly stated.

17. Feedback and publicity

You may provide product suggestions, and you allow us to use them without restriction or compensation, provided we do not identify you or disclose confidential information. We will not use your name, logo, testimonial, case study, or results in public marketing without separate permission.

18. Confidentiality

Each side will use reasonable care to protect the other’s non-public business information and use it only to perform or receive the Service. Confidential information excludes information already lawfully known without restriction, independently developed, publicly available through no breach, or lawfully received from another source. A party may disclose information when legally required after providing notice where permitted. This section does not authorize patient information or create a HIPAA business-associate relationship.

19. Suspension, termination, and data after service

We may suspend or terminate the Service for material breach, nonpayment, unlawful or unsafe use, security risk, abuse, or conduct that harms users or the Service. When practical, we will provide notice and an opportunity to cure. You may stop using the Service and cancel at any time. Website hosting ordinarily continues through the current paid period, then ends unless a separate written hosting agreement applies. After cancellation, we will provide a standard export of the approved website and transferable assets on request during the available export window and reasonably cooperate in releasing the founder-owned domain connection. Custom migration, rebuilding for another platform, or ongoing support after the paid period may require a separate scope. On termination, payment obligations already incurred and provisions that by their nature should survive remain effective. Access and deletion follow the Privacy Notice; export available work before account closure when possible.

20. Service changes and availability

We may improve, replace, or discontinue features, provided we do not materially reduce paid plan commitments during a paid period without a reasonable substitute, credit, or cancellation option. The Service may be interrupted for maintenance, security, provider failures, or events beyond reasonable control. We may update educational content without notice to keep it useful.

21. Disclaimers

To the fullest extent permitted by law, the Service, templates, calculations, and content are provided “as is” and “as available.” OT Bestie disclaims implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement. Planning calculations are estimates based on your inputs and stated assumptions. We do not warrant uninterrupted service, error-free content, or any particular business, financial, clinical, regulatory, referral, or search result. Rights that cannot legally be waived remain in effect.

22. Indemnity

To the extent permitted by law, you will defend and indemnify OT Bestie and its personnel from third-party claims, damages, and reasonable costs arising from your practice operations, client care, unlawful or infringing content, misuse of the Service, or material breach of these Terms. This obligation does not apply to the extent a claim results from OT Bestie’s gross negligence, willful misconduct, or breach of these Terms.

23. Limits of liability

To the fullest extent permitted by law, neither side will be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or lost profits, revenue, goodwill, business opportunity, or data. OT Bestie’s total liability arising from the Service will not exceed the greater of $500 or the fees you paid OT Bestie during the three months before the event giving rise to the claim. These limits do not apply where prohibited by law or to fraud, willful misconduct, infringement or misuse of the other party’s intellectual property, confidentiality breaches, indemnity obligations, or payment obligations.

24. Informal dispute resolution and applicable law

Before filing a claim, please send a written description and requested resolution to the notice contact below and allow 30 days for an informal response, unless urgent relief or a filing deadline requires faster action. These Terms are governed by the laws of the State of North Carolina, without regard to conflict-of-law rules and without overriding non-waivable protections. Claims not resolved informally are subject to the exclusive jurisdiction of the state and federal courts located in Mecklenburg County, North Carolina, or the federal district that includes that county. These Terms do not require arbitration or waive class procedures.

25. General terms

Neither party is responsible for delay caused by events beyond reasonable control. You may not assign these Terms without our consent, except with a transfer of substantially all related business assets; we may assign them in connection with a reorganization, financing, merger, or sale. Failure to enforce a term is not a waiver. If a provision is unenforceable, it will be limited to the minimum extent necessary and the rest remains effective. These Terms, the Privacy Notice, checkout disclosure, and any signed order are the entire agreement for the Service and replace prior discussions on the same subject. Headings are for convenience only.

26. Changes and notices

We may update these Terms prospectively. We will post the effective date and provide additional notice or request renewed acceptance when required for a material change. Notices to you may be sent to your account email or displayed in the Service. Notices to OT Bestie may be sent to contact@otbestie.com or 3540 Toringdon Way, Ste 200 #1178, Charlotte, NC 28277. Please write “Legal Notice” in the subject line.