Membership and Cancellation Policy

NoteFlow Membership & Cancellation Policy Effective Date: September 9, 2026

1. RECURRING MEMBERSHIP

NoteFlow is a recurring paid membership.

Your membership automatically renews at the end of each billing period until you cancel it.

By purchasing a membership, you authorize NoteFlow and its payment provider to charge your selected payment method for each recurring membership payment until you cancel.

Your membership price and billing frequency will be displayed before purchase.

1. BILLING

Membership fees are charged in advance for each billing period.

You are responsible for maintaining a valid payment method.

Applicable taxes may be added to your membership charge.

1. CANCELLATION

You may cancel your membership at any time through the cancellation controls provided in your NoteFlow account.

Cancellation stops your next automatic renewal.

Cancellation does not end your current paid membership period.

After cancellation, you will continue to have access to NoteFlow through the final day of the billing period you already paid for.

After that date, your paid membership access ends and you will not be charged for another billing period.

1. NO REFUNDS

All membership payments are final and nonrefundable except where a refund is required by law.

NoteFlow does not provide full or partial refunds for:

• Canceling before the end of a billing period • Failing to use the Service • Infrequent use of the Service • Unused personalized requests • Unused invitations or referral benefits • Forgetting to cancel before renewal • Changes in your personal or professional circumstances • Features or resources you did not use • Partial membership periods

Cancellation prevents the next renewal. It does not reverse a membership payment that has already been processed.

1. BILLING ERRORS

If you believe NoteFlow charged you an amount that does not match the membership or transaction you authorized, contact NoteFlow through the Contact page.

A billing error is different from a request to refund an authorized membership payment.

This section does not limit rights available under applicable law.

1. PLAN CHANGES

NoteFlow may offer different membership plans, including NoteFlow Core and NoteFlow Plus.

When you upgrade, the price and effective date of the upgrade will be shown before you confirm it.

Downgrades take effect at the start of the next billing period. You retain your existing plan through the end of the period you already paid for.

No refund is issued for changing plans.

1. AUTOMATIC RENEWAL

Your membership automatically renews until canceled.

You must cancel before your next renewal is processed to prevent the next membership charge.

Once a renewal payment is processed, that payment begins a new paid billing period and is subject to the No Refunds section above.

1. PRICE CHANGES

NoteFlow may change membership prices.

Existing members will receive advance notice of a price increase when required by applicable law.

A new price will apply to future billing periods after the effective date stated in the notice.

You may cancel before the new price takes effect.

1. PROMOTIONS

NoteFlow may offer promotional pricing, free membership periods, discounts, credits, or other promotional benefits.

Each promotion is governed by the terms presented with that promotion.

Promotional benefits have no cash value and cannot be transferred, sold, exchanged for cash, or refunded.

Expiration or cancellation of a membership does not convert unused promotional benefits into cash or a refund.

NoteFlow Referral Program

Good resources aren’t meant to be gatekept. The NoteFlow Referral Program is our way of thanking members who share NoteFlow with other therapists who could benefit from it.

Eligible members can earn free months of their NoteFlow membership when someone they refer becomes a new paying member.

Referral Benefits

Your annual referral benefit depends on your current NoteFlow membership:

NoteFlow Core

• Up to 2 successful referrals per membership year
• 1 free month for each successful referral
• Up to 2 free months per membership year

NoteFlow Plus

• Up to 3 successful referrals per membership year
• 1 free month for each successful referral
• Up to 3 free months per membership year

Referral benefits reset at the beginning of each new membership year.

What Counts as a Successful Referral?

A successful referral occurs when:

• You personally refer someone to NoteFlow.
• The referred person is a new NoteFlow member.
• The referred person enrolls in a paid NoteFlow membership.
• Their initial membership payment is successfully processed.
• NoteFlow is able to verify the referral.

Existing or previous NoteFlow members do not qualify as new referrals.

Each new member may only be credited as a referral for one existing NoteFlow member.

How to Claim Your Referral

Once the person you referred has joined NoteFlow as a paying member, let us know so we can verify your referral.

You can contact us in either of the following ways:

• Instagram: Follow @noteeflow and send us a DM.
• Email: Contact us at hellonoteflow@gmail.com.

Please include the email address your referral used when signing up for NoteFlow. This allows us to locate their membership, confirm their paid status, and credit the referral to your account.

Please make sure the person you referred is comfortable with you sharing their signup email address with us. Information submitted for referral verification will be used to administer the referral program.

How Free Months Work

Each verified referral earns one free month of your current NoteFlow membership, up to the annual referral limit associated with your plan.

Free months are intentionally spread throughout your membership year rather than applied consecutively.

For NoteFlow Core, earned free months are generally scheduled around:

• Month 4
• Month 8

For NoteFlow Plus, earned free months are generally scheduled around:

• Month 3
• Month 6
• Month 9

For example, if a Plus member earns all three eligible referrals early in their membership year, the three free months will generally be applied separately around Months 3, 6, and 9 rather than as three consecutive free months.

A free month can only be applied after the corresponding referral has been successfully verified.

What If You Refer Someone Later in the Year?

You do not need to complete all of your referrals at once.

Referral rewards can be earned throughout your membership year.

If a referral is verified after one of your scheduled free month periods has already passed, your earned free month will be moved to the next available eligible billing period.

For example, if a Plus member earns their second referral after Month 6 has already passed, they do not lose the reward simply because the Month 6 reward period has passed.

NoteFlow will determine the next eligible billing period and apply the earned free month accordingly.

Annual Referral Limits

Referral limits are based on your individual membership year, not the calendar year.

Your membership year begins on the date you first begin your paid NoteFlow membership and renews annually from that date.

During each membership year:

• Core members may earn rewards for up to 2 successful referrals.
• Plus members may earn rewards for up to 3 successful referrals.

Once you reach your annual referral limit, additional referrals during that membership year will not generate additional free months.

Your referral allowance resets when your next membership year begins.

Membership Plan Changes

Referral benefits are based on your active NoteFlow membership tier.

If you upgrade or downgrade between Core and Plus during your membership year, your remaining referral eligibility may be adjusted to reflect your new plan.

Free months that have already been redeemed still count toward your referral rewards for that membership year.

Membership Cancellations

You must have an active NoteFlow membership when an earned free month is scheduled to be applied.

Unused referral rewards cannot be exchanged for cash, transferred to another person, sold, or applied toward another member’s subscription.

If you cancel your NoteFlow membership before an earned free month is applied, unused referral rewards may be forfeited.

Referral Verification

NoteFlow reserves the right to verify all referrals before applying a free month reward.

Self referrals, duplicate accounts, fraudulent accounts, or other attempts to improperly obtain referral benefits do not qualify.

NoteFlow may also decline or reverse a referral reward if the referred membership is refunded, disputed, determined to be fraudulent, or otherwise found to be ineligible.

Changes to the Referral Program

As NoteFlow grows, the Referral Program may grow with it.

NoteFlow reserves the right to modify, pause, or discontinue the Referral Program, including its eligibility requirements, annual referral limits, reward structure, or free month schedule.

Changes will not retroactively remove free months that have already been applied to a member’s account. When reasonably possible, members will be notified of material changes that affect referral rewards they have already earned but have not yet used.

1. FAILED PAYMENTS

If a membership payment fails, NoteFlow or its payment provider may attempt to process the payment again.

NoteFlow may restrict or suspend paid access until the outstanding membership payment is successfully processed.

Updating a payment method does not cancel a membership.

1. ACCOUNT TERMINATION

NoteFlow may suspend or terminate a membership for violation of the Terms of Use, nonpayment, fraud, abuse, unauthorized account sharing, prohibited patient information, intellectual property violations, security threats, or misuse of the Service.

A membership terminated because of a member’s violation of the Terms does not qualify for a refund.

1. MEMBERSHIP CANCELLATION AND ACCOUNT DELETION ARE DIFFERENT

Canceling your paid membership stops future membership renewals.

Cancellation does not automatically constitute a request to delete your account or personal information.

Privacy and deletion requests are handled under the NoteFlow Privacy Policy and applicable law.

1. HOW TO CANCEL

Cancel your membership using the cancellation controls provided through your NoteFlow account.

If the cancellation controls are not functioning, contact NoteFlow through:

joinnoteflow.com/contact

A cancellation is complete when the Service confirms the cancellation.

1. CHANGES TO THIS POLICY

NoteFlow may update this Membership & Cancellation Policy.

Changes affecting existing recurring memberships will be communicated when required by applicable law.