Session booking notice
If CashDey ever offers planner sessions, booking data should stay lean: core contact details for the booking itself, and a separate optional consent for any pre-session financial brief.
Last updated: 18 April 2026 · Consent copy v2.0
Not live yet
If this launches
Required for booking
Optional pre-session brief
What stays out of scope
Retention
See the short booking copy prepared for this flow
To book your session, we collect your name, email, and phone number. We share these with your assigned financial planner so they can contact you to confirm the appointment. Your financial data from CashDey (survival days, income band, obligations) will be shared with your planner as a pre-session brief ONLY if you explicitly consent below. Purpose: session booking and delivery Retention: 12 months from session date Your rights: deletion via hello@cashdey.com
Your control
- Booking consent should stay separate from optional financial-profile sharing.
- Withdrawing the optional pre-session brief should stop that sharing without automatically cancelling the booking.
- The assigned planner should receive only the minimum useful payload, not a raw CashDey ledger.