Legal›Refund & Cancellation Policy

Refund & Cancellation Policy

Effective Date: June 9, 2026

Contents

  1. Overview
  2. Money-Back Guarantee
  3. Subscription Cancellation
  4. Consulting & Advisory
  5. Implementation Services
  6. Training & Education
  7. Managed Services
  8. Custom Development
  9. Digital Products
  10. How to Request
  11. Chargebacks
  12. Contact

01Overview

This Refund and Cancellation Policy ("Policy") describes the terms under which BusinessAIOS LLC ("BusinessAIOS," "we," "us," or "our") processes refund requests and handles cancellations across all service categories. This Policy is incorporated by reference into the BusinessAIOS Terms of Service and applies to all clients and Authorized Users.

BusinessAIOS offers multiple service types with different delivery models. Refund eligibility and procedures vary by service category. Please read the applicable section carefully before submitting a request. All refunds are issued to the original payment method and processed within 10 business days of approval.

This Policy does not limit any rights you may have under applicable consumer protection laws in your jurisdiction. If applicable law provides greater rights than those described here, those rights prevail.

The table below summarizes refund eligibility by service category. Full terms for each category follow in the sections below.

Service Category Plan Type Refund Window Refund Amount
Platform SubscriptionMonthlyNone (cancel anytime)No refund
Platform SubscriptionAnnual30 days from purchaseFull refund
Platform SubscriptionAnnual31–90 daysPro-rated unused months
Consulting & AdvisoryAnyBefore work beginsFull refund
Consulting & AdvisoryAnyAfter work beginsNo refund
Implementation ServicesFixed-fee SOWBefore kickoffFull refund
Implementation ServicesFixed-fee SOWAfter kickoffNo refund
Training & EducationAny7+ days before sessionFull refund
Training & EducationAny< 7 days / after deliveryNo refund
Managed ServicesMonthly retainerBefore month startsFull refund
Managed ServicesMonthly retainerAfter month startsNo refund
Custom DevelopmentMilestone SOWBefore work beginsFull deposit refund
Custom DevelopmentMilestone SOWAfter work beginsNo refund on completed milestones
Digital ProductsAllAny timeNo refund (see Section 9)

02Money-Back Guarantee

BusinessAIOS offers a 30-day money-back guarantee on new annual Subscription purchases. If you are not satisfied with the Services for any reason, you may request a full refund within 30 days of your initial purchase date.

2.1 Eligibility

  • Applies to first-time annual Subscription purchases only
  • Does not apply to monthly Subscriptions, renewals, upgrades, or add-ons
  • Does not apply if your account has been suspended or terminated for violation of the Terms of Service or Acceptable Use Policy
  • Limit of one money-back guarantee per client entity

2.2 How to Claim

Submit a refund request to billing@businessaios.com with subject line "Money-Back Guarantee Request" within 30 days of your purchase date. Include your account email and order reference number. Upon approval, your Subscription will be cancelled and a full refund issued to your original payment method within 10 business days.

2.3 After the 30-Day Window

Annual Subscription purchases not cancelled within the 30-day money-back window may still be eligible for a pro-rated refund under Section 3 (Subscription Cancellation). No money-back guarantee claims will be accepted after the 30-day window has closed.

03Subscription Cancellation

3.1 Monthly Subscriptions

Monthly Subscriptions may be cancelled at any time through your account settings or by contacting support@businessaios.com. Cancellation takes effect at the end of the then-current billing period. We do not issue refunds or pro-rated credits for unused days in the final monthly billing period. You retain access to the Services through the end of the period for which you have already paid.

3.2 Annual Subscriptions

Annual Subscriptions may be cancelled at any time. Refund eligibility depends on when you cancel:

  • Within 30 days of purchase: Full refund under the money-back guarantee (Section 2). Subscription cancelled immediately upon approval.
  • 31–90 days after purchase: Pro-rated refund for the remaining full unused months. The current month is not refunded. Example: if you cancel on day 45 of a 12-month subscription, you receive a refund for 10 full remaining months.
  • After 90 days: No refund. You retain access through the end of your annual Subscription term.

3.3 Auto-Renewal Cancellation

To prevent automatic renewal of an annual Subscription, you must cancel at least 5 business days before your renewal date. Refunds will not be issued for annual renewals that were not cancelled before the renewal date, except at BusinessAIOS's sole discretion in cases of documented extenuating circumstances.

3.4 Downgrade

You may downgrade your Subscription tier at any time. Downgrades take effect at the start of the next billing period. No refund or credit is issued for the difference in fees during the current billing period.

3.5 Free Trials

If your Subscription began with a free trial period, the 30-day money-back guarantee window begins on the date your paid Subscription commences, not the date your trial started. No charges are incurred during a free trial, and no refund is applicable to trial periods.

04Consulting & Advisory

Consulting and advisory services include strategy sessions, AI readiness assessments, workflow audits, fractional AI officer engagements, and similar time-based professional services.

4.1 Before Work Begins

If you cancel a consulting or advisory engagement before any work has commenced and before any scheduled session has been held, you are entitled to a full refund of any prepaid fees. Cancellations must be submitted in writing to support@businessaios.com.

4.2 After Work Begins

Once a consulting or advisory session has been conducted, deliverables have been provided, or work has commenced under a retainer arrangement, no refund will be issued for that session or work period. Consulting time is non-refundable once delivered.

4.3 Rescheduling

Sessions may be rescheduled with at least 48 hours advance notice at no charge. Rescheduling requests with less than 48 hours notice are subject to a rescheduling fee equal to 25% of the session fee, which will be applied as a credit toward a future session. No-shows without notice forfeit the session fee entirely.

05Implementation Services

Implementation services include platform onboarding, CRM setup, workflow configuration, GoHighLevel snapshot deployment, system integration, and other technical buildout services delivered under a Statement of Work (SOW).

5.1 Before Project Kickoff

If you cancel an implementation engagement before the project kickoff meeting has occurred and before any work has commenced, you are entitled to a full refund of any prepaid fees or deposits, less any non-recoverable third-party costs already incurred on your behalf (such as software licenses or domain registrations). Cancellation must be submitted in writing referencing the applicable SOW.

5.2 After Project Kickoff

Once a project kickoff has occurred or work has commenced under an SOW, no refund will be issued. You will remain responsible for fees associated with any completed milestones and for any costs already incurred. If you elect to terminate an in-progress implementation, you will be invoiced for work completed through the termination date and any non-recoverable costs.

5.3 Milestone-Based Projects

For projects structured around milestones, fees associated with approved and delivered milestones are non-refundable. Fees prepaid for future milestones that have not yet commenced may be refunded at BusinessAIOS's discretion, less any costs already incurred in preparation for those milestones.

5.4 Disputes Over Deliverables

If you believe a deliverable does not materially conform to the specifications in the applicable SOW, you must notify BusinessAIOS in writing within 10 business days of delivery, specifying the nature of the nonconformance in reasonable detail. BusinessAIOS will have a reasonable opportunity to cure the nonconformance before any refund obligation arises. Refund disputes that cannot be resolved informally are subject to the dispute resolution provisions of the Terms of Service.

06Training & Education

Training and education services include live workshops, recorded courses, group training sessions, certification programs, and related educational content.

6.1 Live Training Sessions

  • 7 or more days before the session: Full refund of registration fees upon written cancellation request.
  • Less than 7 days before the session: No refund. You may transfer your registration to a colleague or apply your registration fee as a credit toward a future session of equal or lesser value, provided you notify us before the session date.
  • No-show without notice: No refund and no credit.

6.2 Recorded and On-Demand Courses

Recorded courses and on-demand digital content are non-refundable once accessed. If you have purchased a recorded course but have not yet accessed any content, you may request a full refund within 7 days of purchase by contacting billing@businessaios.com.

6.3 Session Cancellation by BusinessAIOS

If BusinessAIOS cancels a scheduled training session, you will receive a full refund of all registration fees or, at your option, a credit toward a future session. BusinessAIOS is not responsible for any travel, accommodation, or other expenses you may have incurred in connection with a cancelled session.

07Managed Services

Managed services include ongoing automation management, AI agent monitoring, CRM maintenance retainers, audience intelligence management, and similar recurring service arrangements billed on a monthly or quarterly basis.

7.1 Monthly Retainers

Managed service retainers billed monthly are non-refundable once the service month has commenced. You may cancel a managed services retainer with 30 days written notice. Cancellation takes effect at the end of the notice period, and no refund is issued for the final service month.

7.2 Prepaid Retainer Blocks

If you have prepaid a multi-month managed services block, unused full months remaining at the time of cancellation may be refunded at BusinessAIOS's discretion, less any non-recoverable setup costs or third-party expenses already incurred. Partial months are not refundable.

7.3 Service Level Issues

If you experience a material, documented failure of BusinessAIOS to deliver managed services in accordance with agreed service levels, you must notify us in writing within 10 business days. BusinessAIOS will use commercially reasonable efforts to remediate the issue. If remediation is not achieved within a reasonable timeframe, a pro-rated service credit may be issued for the period of non-performance. Credits are applied to future invoices and are not redeemable for cash.

08Custom Development

Custom development services include bespoke AI agent builds, custom workflow development, API integrations, proprietary automation systems, and other software development work delivered under a Statement of Work.

8.1 Deposit and Pre-Work

Custom development engagements typically require a deposit before work commences. If you cancel before any discovery, scoping, or development work has begun, your deposit will be refunded in full less any non-recoverable third-party costs. Once discovery or scoping work has commenced, the deposit is non-refundable.

8.2 In-Progress Development

No refund is available for custom development work that has been completed, approved, or delivered, including completed milestones under a milestone-based SOW. Fees for completed milestones are fully earned upon delivery regardless of whether the overall project is continued.

8.3 Intellectual Property on Termination

If a custom development engagement is terminated prior to completion, ownership of work product is governed by the applicable SOW. Unless the SOW expressly provides otherwise, BusinessAIOS retains ownership of all partially completed work product until all outstanding fees have been paid in full, at which point ownership transfers to you as specified in the SOW.

8.4 Change Orders

Fees associated with approved change orders are non-refundable once the work described in the change order has commenced. Disputes over change order scope or pricing must be raised before work on the change order begins.

09Digital Products

Digital products include GoHighLevel snapshots, automation templates, prompt libraries, pre-built workflow packages, API credential packages, and other downloadable or instantly delivered digital goods.

9.1 No Refund Policy

All digital product sales are final. Due to the nature of digital goods — which are delivered instantly and cannot be "returned" once accessed — we do not offer refunds on digital product purchases under any circumstances, except as expressly required by applicable consumer protection law.

9.2 Pre-Purchase Support

We encourage you to review all available product descriptions, previews, and documentation before purchasing. If you have questions about whether a digital product meets your needs, contact sales@businessaios.com before purchase. Our team is available to answer pre-purchase questions to help you make an informed decision.

9.3 Defective or Misdescribed Products

If a digital product is materially defective or materially different from its published description, contact billing@businessaios.com within 7 days of purchase. BusinessAIOS will, at its sole discretion, provide a corrected version, a replacement product of equal value, or a refund. This remedy is your exclusive remedy for defective digital products.

10How to Request a Refund

To submit a refund or cancellation request, follow these steps:

  • Email billing@businessaios.com with subject line: "Refund Request – [Your Account Email]"
  • Include your full name, company name, account email address, and order or invoice reference number
  • Identify the service or product for which you are requesting a refund and the reason for your request
  • Attach any relevant documentation (SOW reference, purchase confirmation, communication records)

BusinessAIOS will acknowledge your request within 2 business days and provide a decision within 10 business days of receiving all required information. Approved refunds are processed to the original payment method within 10 business days of approval. Processing times may vary depending on your bank or card issuer.

Refund requests submitted through channels other than billing@businessaios.com (including social media, chat, or verbal requests) will not be accepted as formal refund submissions.

11Chargebacks

We strongly encourage you to contact us at billing@businessaios.com before initiating a chargeback or payment dispute with your bank or card issuer. Most issues can be resolved quickly through direct communication, and we are committed to working with you in good faith.

11.1 Pre-Chargeback Contact Requirement

Before initiating a chargeback, you agree to contact BusinessAIOS at billing@businessaios.com and allow us at least 10 business days to attempt resolution. Initiating a chargeback without first contacting us constitutes a material breach of this Policy and the Terms of Service.

11.2 Consequences of Unauthorized Chargebacks

If you initiate a chargeback that is subsequently found to be unwarranted, reversed, or that we successfully dispute, you will be liable for:

  • The full original charged amount
  • A chargeback processing fee of $50 per incident
  • Any reasonable costs BusinessAIOS incurs in disputing the chargeback, including payment processor fees and administrative costs

BusinessAIOS reserves the right to suspend or permanently terminate accounts that initiate fraudulent or bad-faith chargebacks. Accounts suspended for chargeback abuse are not eligible for reinstatement.

11.3 Cooperation

In the event of a chargeback or payment dispute, you agree to cooperate fully with any investigation by BusinessAIOS or the applicable payment processor, including providing documentation of the original transaction, communications, and any service delivery records upon request.

12Contact

For refund requests, billing questions, or cancellation assistance, contact us at:

BusinessAIOS LLC
Attn: Billing
1626 Central Ave
Cheyenne, WY 82001

Billing & Refunds: billing@businessaios.com
General Support: support@businessaios.com
Website: businessaios.com/legal

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