Privacy Policy

Effective date: November 10, 2026

Who we are

This website is operated by Newbie Creations, LLC, a Virginia limited liability company, doing business as Office Solutions Pro. We decide how the information described here is used. Contact us at travis@officesolutions.pro.

The short version

• You can read the whole site without giving us your name or contact details. There are no accounts, contact forms, or newsletters.
• This site’s own code sets no cookies and includes no advertising or tracking code.
• If you book a consultation, Calendly collects your booking details, PayPal handles your payment, and the session is held by video conference on Microsoft Teams. Sessions may be recorded and transcribed with Calendly Notetaker, if everyone present agrees, and it can also create AI-assisted notes.
• We don’t sell your personal information, and we don’t share it for advertising.

Browsing the site

What our hosting provider receives

The site is hosted by Cloudflare. Like any website host, Cloudflare receives the information your browser sends with each request: your IP address, the page address you asked for, your browser and device type, and the page you came from. Cloudflare processes this to deliver the site and protect it from abuse, acting on our behalf. Cloudflare also lets us view information about these requests in its dashboard, such as how many requests the site receives, which pages are requested, the countries, browsers, and devices they come from, and the IP addresses that make the most requests. It may also show details of individual requests, including their IP addresses. Cloudflare also asks browsers to report connection errors to it, which some browsers do automatically. We haven’t set up any export of Cloudflare’s request logs, so we don’t keep our own copies of them.

Cloudflare’s own handling, including how long it keeps this information, is described in Cloudflare’s privacy policy.

Cookies and browser storage

This site’s own code doesn’t set cookies. It stores two small items in your browser, and neither is sent to us:

• If you choose a light or dark theme, your choice is saved on your device in local storage, so the site remembers it.
• While you browse, the site keeps the open or closed state and scroll position of its side navigation in session storage, which your browser clears when you close the tab.

Our host, Cloudflare, may set its own security cookies when it needs to protect the site from abuse or automated traffic. For example, if Cloudflare asks a browser to pass a security check, it may set cf_clearance to remember that the check was passed, and Cloudflare’s bot protection uses __cf_bm, which expires after 30 minutes of inactivity. Cloudflare describes these cookies as strictly necessary, and says it doesn’t use __cf_bm to track people from site to site. Cloudflare’s list of its cookies explains each one.

Services you choose to use can set their own cookies or store information on your device under their own policies: YouTube, once you press play on a video, and Calendly and PayPal, when you book and pay. Nothing loads from YouTube until you press play, and you book and pay through Calendly and PayPal, not on this site.

Analytics

We don’t add analytics or tracking scripts to this site, and Cloudflare’s Web Analytics is turned off for it. The site’s security settings, sent with every page, also let browsers run scripts only from this site itself, so they won’t load analytics scripts from other addresses.

Search

Search runs in your browser, using an index that’s part of this site. Your search terms aren’t sent to a search provider.

When you search, your terms go in the part of the page address after ”#”, for example /search/#q=calculated+column. Browsers don’t send that part to a website’s host, so your terms aren’t sent in the page request, though they can appear in your browser history. To search, your browser downloads the parts of the site’s search index that your words need. If JavaScript is turned off or hasn’t loaded yet, or you follow an older link with “?q=” in its address, your terms are sent to our host as part of an ordinary page request.

Videos

Some tutorials offer a companion YouTube video. Nothing loads from YouTube until you choose to play it.

When you press play, the player loads from YouTube’s privacy-enhanced address, youtube-nocookie.com, and your browser connects to YouTube and other Google services. Google says that in this mode your viewing isn’t used to personalize your YouTube experience, and any ads shown aren’t personalized. The player may still collect and share some basic data with YouTube, and may store information on your device. Google’s privacy policy applies.

Each video also has a link that opens it on youtube.com, where YouTube’s usual settings apply.

Booking a consultation

Scheduling

Consultations are booked on Calendly. When you book, Calendly collects your name, email address, the time you choose, your time zone, and any answers you give to the booking questions. Calendly also adds you to the contacts list in our Calendly account. It adds the booking to our Microsoft 365 calendar, with your name and email address, and it can include your answers. It also emails us a booking notice at our Microsoft 365 account, and a reschedule or cancellation can add further updates to our calendar and email. Microsoft stores these copies for us. They’re separate from Calendly’s own records, and we keep them as described under “How long we keep information.” Calendly processes this for us under its data processing addendum. Calendly uses cookies on its booking pages. See Calendly’s privacy notice.

Payment

The consultation fee is charged when you book. It’s processed by PayPal, connected through Calendly. Your card or account details go to PayPal, and we never see them. We receive a record of the payment, with your name, email address, and amount. PayPal’s privacy statement applies to the payment.

Files you send before a session

After you book, we can send you a private file-upload link for any documents you’d like us to review before your consultation. Uploading documents is optional. The link is a file request made for your consultation only, in OneDrive, part of our Microsoft 365 account. You don’t need a Microsoft account, and the link lets you upload files without seeing anything else in our account. OneDrive asks for your name, and may also record technical information about the upload. Files you send are stored in our OneDrive. Microsoft processes them for us under its Products and Services Data Protection Addendum.

Email

Email sent to travis@officesolutions.pro is received and stored in our Microsoft 365 account. Microsoft processes it for us under its Products and Services Data Protection Addendum, and its privacy statement also applies. Until November 3, 2026, email to travis@officesolutions.pro was forwarded to a Gmail account, and that correspondence is stored there by Google under Google’s privacy policy until we delete it. We keep correspondence as described under “How long we keep information.”

During a session

Sessions are held on Microsoft Teams. When you join, Teams receives the name you enter, or your account details if you join signed in, technical information about your device and connection, and what’s said and shared in the session, including anything shown on a shared screen. We don’t use Teams’ own recording, transcription, or AI meeting features for consultations. Microsoft processes Teams meetings for us under its Products and Services Data Protection Addendum.

Teams keeps some records of each meeting in our Microsoft 365 account, and they aren’t all kept for the same length of time:

• Meeting chat: messages typed in the meeting chat are stored by Microsoft, with a copy for each participant, and people from other organizations may also have a copy in their own organization’s Microsoft 365. We can’t delete the meeting chat as a whole. Microsoft 365 keeps it under its standard behavior and our account settings, and we haven’t set up automatic deletion.
• Attendance report: Teams creates an attendance report for meetings we organize. It lists the people who attended, when each person joined and left, and how long they stayed, and it can include each person’s email address and role in the meeting. Only the meeting’s organizer and any co-organizers can view and download it. Microsoft keeps attendance reports under its own platform rules, which we don’t set. If you join signed in to Teams, Teams may let you turn off “Identify me in attendance reports” in your Teams privacy settings.
• Downloaded attendance reports: we don’t routinely download attendance reports. If we download one because we need it for a particular purpose, that copy is ours, separate from Microsoft’s, and we keep it only as long as that purpose, or a legal obligation, requires.
• Calendar entry: the meeting is part of the booking entry in our Microsoft 365 calendar.
• Call records: Microsoft 365 also keeps records of the call itself, such as call history and technical details. Microsoft says these are kept indefinitely by default.

“How long we keep information” below describes each of these. If a technical problem means we continue another way, such as by phone, that service’s own privacy terms apply.

Recordings, transcripts, and AI-assisted notes

We use Calendly Notetaker in consultations. When it’s used, it joins the video meeting as a participant, records the meeting’s video and audio, transcribes what’s said, and can use AI to create a summary and a list of action items. Anything shown on a shared screen may be captured in the recording. Recording is optional. If it isn’t available for a session, anyone present doesn’t agree, or we can’t confirm everyone’s agreement in time, the session goes ahead without it. The booking page explains this, and asks you to confirm that you understand it before you book. That confirmation isn’t permission to record. At the start of each session, we ask everyone present whether they agree to recording and transcription, and we add Notetaker to the meeting only after everyone has agreed. Once Notetaker has joined, we repeat on the recording that it’s recording and that everyone agreed before it was added. That doesn’t replace asking first. If anyone objects then, or at any time, we stop recording, and the session goes ahead without it.

• Why we create them: to keep an accurate record of what we discussed and agreed, to prepare any follow-up you ask for, and to resolve questions about a session later.
• How we use them: only for those purposes, and as the law requires. We don’t publish them, share them with other customers, or use them for marketing.
• Who can access them: we can, through our Calendly account. Calendly keeps them private to that account by default, and doesn’t send them to attendees automatically. We share them only with someone you ask us to share them with, or when the law requires it.
• Service providers: Calendly stores and processes them for us, in data centers in the United States run by Google and Amazon Web Services. Calendly’s list of its own providers names Recall.ai, which processes the recording, and OpenAI, which creates the summaries, both in the United States. See Calendly’s subprocessor list.
• AI training: Calendly says it doesn’t use customer data to train AI models, and doesn’t allow its AI providers to.
• Anyone else in the session: if you invite someone else, please tell them the session may be recorded, because they won’t have completed the booking form. If Notetaker joins, Calendly may add other attendees to the contacts list in our Calendly account. If someone joins after recording has started, we tell them straight away that the session is being recorded and ask whether they agree, before they take part. Recording can’t be paused, so their arrival and our question may be captured. If they don’t agree, or we can’t confirm their agreement, we stop the recording before we continue.
• Changing your mind: you can ask for an unrecorded consultation, or withdraw your agreement at any time, and the session goes ahead without Notetaker, at the same fee. Before the session, email travis@officesolutions.pro, and we won’t add Notetaker to it. During the session, anyone present can ask us to stop recording and transcription, and we’ll stop Notetaker before we carry on. Once stopped, recording doesn’t restart in that meeting. If anyone who declined or withdrew asks us to, we’ll delete what was recorded before it stopped, unless a legal obligation described under “How long we keep information” requires us to keep it.
• Sensitive information on screen: please share only what you’re allowed to share, use sanitized examples where you can, and keep passwords, keys, sensitive personal information, and restricted material off screen. Don’t show restricted or regulated information unless we’ve agreed in writing beforehand how it will be handled. If something shouldn’t be recorded, tell us before you show it, or ask for an unrecorded consultation. Recording can be stopped, but not paused and restarted in the same meeting, and a recording can only be deleted as a whole. If something sensitive is captured by accident, tell us, and we’ll delete the recording and anything made from it, unless a legal obligation requires us to keep it.
• How long we keep them, and deletion: see “How long we keep information” below. While we still have them, you can ask for a copy of your summary or transcript, or ask us to delete them sooner.

Calendly’s handling is described in Calendly’s privacy notice.

We may also keep brief notes of our own, to provide the consultation and any follow-up you ask for.

Products on Etsy and Payhip

When products are offered, they’re sold under the NC Digital Goods name on Etsy or Payhip, separately from this website, which would only link to those stores. When you buy, the store processes your order and payment under its own privacy policy, and gives us, as the seller, the order details needed to provide your purchase. See Etsy’s privacy policy and Payhip’s privacy policy.

How we use information

We use the information described above only to:

• Deliver the website and keep it secure
• Schedule, prepare for, provide, record, and follow up on consultations
• Process payments and any refunds, and keep business and tax records
• Reply to your messages
• Meet legal obligations, and establish, exercise, or defend legal claims

We don’t sell personal information, share it for targeted advertising, or use it to build profiles.

Who we share it with

We share information only with the service providers named in this policy, as needed for the purposes above; if we engage a professional adviser, such as an attorney, an accountant, or another appropriate professional adviser, with that adviser when reasonably necessary for their advice, subject to confidentiality obligations; with anyone you ask us to share it with; and when the law requires it. Each service provider handles it under its own terms and privacy policy.

How long we keep information

Information	How long
Booking details and contact records in Calendly	Kept by Calendly under its own retention practices, which don’t set a fixed period. We can delete booking and contact records from our Calendly account with the controls Calendly provides. Calendly then deletes your name and answers and anonymizes your email address. We don’t promise a fixed deletion period for Calendly’s own records
Booking emails in our Microsoft 365 account: the booking, rescheduling, and cancellation notices	Kept as email correspondence: reviewed by hand once a year, and deleted once 3 years have passed since our last contact
Booking entries in our Microsoft 365 calendar	Kept under our current account practices. They aren’t deleted automatically, and we haven’t set a deletion period. This means they may be kept indefinitely
Payment and tax records	Our records are kept for at least 4 years after the end of the tax year, and longer where tax law requires it, then deleted at the next yearly review. PayPal keeps its own records under its own terms
Files you send before a session	We delete them from our OneDrive, including its recycle bins, within 60 days after your consultation. If you ask us in writing to keep them for follow-up work, we delete them within 60 days after that work ends. Microsoft may keep backup copies for a limited time under its own terms
Email correspondence	Reviewed by hand once a year, and deleted once 3 years have passed since our last contact
Consultation recordings, transcripts, AI-assisted summaries, and action items	No more than 60 days after the session. Calendly keeps them until they’re deleted, so we review and delete them ourselves each month, along with any copies we’ve downloaded or exported, and any in our email accounts. A copy we send you at your request is yours to keep. Before deleting, we may note agreed next steps in our own consultation notes
Consultation notes	Deleted by hand within 12 months after the session, at a monthly review. Notes can record next steps taken from a recording before it’s deleted. They follow this period, not the recording’s
Teams meeting chat	Kept in our Microsoft 365 account after the meeting, under Microsoft 365’s standard behavior and our account settings. It isn’t deleted automatically, and we haven’t set a deletion period. This means it may be kept indefinitely
Teams attendance reports	Kept by Microsoft under its own platform rules. We don’t routinely download them. A copy we download for a particular purpose is kept only as long as that purpose, or a legal obligation, requires
Teams call records	Kept by Microsoft, which says call records are kept indefinitely by default. We haven’t set a retention policy for them. This means they may be kept indefinitely
Hosting records	As kept by Cloudflare. We keep no copies

We normally delete information within the periods above. We may keep a record longer only while it’s needed for a documented complaint or payment dispute about that consultation, or for a legal obligation, such as a legal hold, a court order, or a legal claim we reasonably anticipate.

Deleting something from our accounts doesn’t remove every copy at once. Microsoft 365 keeps deleted email recoverable for a period after deletion, and deleted OneDrive files can be restored from its recycle bins until we remove them from both stages, with Microsoft’s own backups kept for a further period. Deleting a recording, transcript, or summary removes it from our Calendly account. Calendly may keep deleted data in its backups for a time, under its own terms.

You can ask us to delete your consultation materials, recordings, transcripts, and summaries sooner. If one of the reasons above applies, such as a legal hold, we’ll tell you what we’re keeping and why, unless the law prevents us, and delete it once the reason ends. For a partial recording, or something sensitive captured by accident, only a legal obligation counts.

Your choices and rights

You can ask us to tell you what personal information we hold about you, including any recording, transcript, or summary of your consultation. You can ask for a copy, and you can ask us to correct or delete your information. For a consultation, we’ll send you the summary or transcript while we still have it. A recording may include other people’s information. We provide a copy of the recording itself when required by applicable law, subject to any lawful limitations needed to protect other participants’ information. Email travis@officesolutions.pro. We aim to respond within 30 days, or sooner if the law requires, and may need to confirm your identity first. We won’t treat you differently for asking.

Depending on where you live, you may have additional rights under local law, which may include the right to complain to a data protection or privacy authority.

Do Not Track and Global Privacy Control: this site doesn’t track visitors across other websites, and doesn’t sell personal information or share it for advertising, so these signals don’t change how the site works. If you play a YouTube video or use Calendly’s booking page, those services may collect information about your activity over time and across websites under their own policies, and we don’t control how they respond to these signals.

Children

This site is intended for adults, and isn’t directed to children under 13. We don’t knowingly collect personal information from children. If you believe a child has given us information, contact us, and we’ll delete it.

Security

We use reasonable measures to protect the information we hold, including limiting who can access it. No method of transmission or storage is completely secure. Please don’t send passwords, keys, tokens, or other credentials.

Where information is processed

We’re based in the United States, and our service providers may process information in the United States and other countries.

Changes to this policy

We may update this policy. The effective date at the top shows when it last changed. If a change is significant, we’ll note it at the top of this page.

If we want to use information we already hold in a materially different way from what this policy said when we collected it, such as sharing it with others in a way it said we wouldn’t, we’ll tell you first and ask for your consent, and we won’t make that change for your information without it.

Contact

Send privacy questions and requests to travis@officesolutions.pro.