Privacy Policy — Optio Incorporated

Privacy Policy

Last updated: March 25, 2026

Optio Incorporated ("Optio," "us," "we," or "our") operates the Optio platform at app.getopt.io/app and the website at www.getopt.io (collectively, the "Service"). This Privacy Policy describes how we collect, use, store, and disclose information when you use our Service.

By using the Service, you agree to the collection and use of information in accordance with this policy. If you are using the Service on behalf of a retail store or business, you represent that you have the authority to bind that business to this policy.

Our Data Commitment to Retail Stores

We understand that your store's data is the lifeblood of your business. We want to be unambiguous about how we treat it:

  • We do not share your Store Data without your explicit consent. No brand, vendor, or market research firm will ever receive your data unless you have voluntarily opted in to a specific data-sharing arrangement — and any such arrangement will clearly explain what data is shared, with whom, and what benefit you receive in return.
  • We do not monetize your data behind the scenes. Your data exists in our system solely to power the features and services you are paying for. If we ever offer a program in which Store Data is shared with a third party, your participation will always be voluntary, transparent, and beneficial to you.
  • Your customers' personal information is never shared. Customer names, contact information, and other personal data are never disclosed to any third party under any circumstances — including in any opt-in data-sharing arrangement.
  • Your data remains yours. You may request export or deletion of your data at any time.

1. Information We Collect

Account Information. When you register for the Service, we collect your name, email address, phone number, store name, and billing information necessary to maintain your account.

Store Data. Through integrations with your point-of-sale (POS) system and other retail platforms, we collect product catalog data, inventory levels, sales transactions, purchase orders, and related operational data ("Store Data"). This data is collected solely to provide the inventory management, buying optimization, and reporting features of our Service.

Customer Data. Through your POS integration, the Service may process information about your retail customers, including names, phone numbers, email addresses, and mailing addresses ("Customer Data"). This data is used solely to power reporting and features within your Optio account. We do not share, sell, or disclose Customer Data to any third party under any circumstances — including in any opt-in data-sharing arrangement. Customer Data is never made available to brands, vendors, or any outside party. We do not collect, store, or have access to your customers' payment card information.

Log Data. When you access our Service, we automatically collect information such as your IP address, browser type and version, pages visited, time and date of access, and time spent on pages.

Cookies. We use cookies and similar technologies to maintain your session, remember your preferences, and improve the Service. You can configure your browser to refuse cookies, but doing so may limit your ability to use certain features.

2. How We Use Your Information

Account Information is used to operate and manage your account, process payments, provide customer support, and communicate with you about the Service (including important updates and, where you have opted in, occasional product announcements).

Store Data is used to deliver the features of the Service you have subscribed to — including inventory tracking, stock-level analysis, buying optimization, reporting, and related tools. We may use aggregated, fully anonymized, and non-identifiable statistical data (such as industry-wide trend averages) to improve our Service, but only in a form that cannot be traced back to any individual store or business.

Customer Data is used exclusively within your Optio account to provide reporting and operational features. It is never used for any purpose outside of delivering the Service to you, and is never shared externally.

Log Data is used for security monitoring, troubleshooting, and improving the performance of the Service.

3. How We Share Your Information

We do not share, sell, rent, or trade your data with any third party except in the following limited circumstances:

  • Store Data with your explicit consent. If you choose to participate in a program, feature, or integration that involves sharing specific Store Data with a third party (such as a brand or vendor), we will clearly explain what data would be shared, with whom, and what benefit you would receive before you opt in. Participation is always voluntary, and you may withdraw consent at any time. Customer Data is never included in any such arrangement.
  • Service providers. We use third-party infrastructure providers (such as cloud hosting and database services) that process data on our behalf under strict contractual obligations to keep your data confidential and use it only to provide services to us.
  • Legal requirements. We may disclose information if required to do so by law, regulation, legal process, or enforceable government request.
  • Business transfers. In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you before your data becomes subject to a different privacy policy.

Customer Data is never shared. To be absolutely clear: your retail customers' personal information — names, phone numbers, email addresses, and mailing addresses — is never disclosed to any third party under any circumstances, regardless of any other data-sharing arrangements you may participate in.

4. Data Security

We take the security of your data seriously. Your data is hosted on secured cloud infrastructure with encryption in transit and at rest. Access to customer data is restricted to authorized personnel on a need-to-know basis. We conduct regular reviews of our security practices and infrastructure.

That said, no method of electronic transmission or storage is 100% secure. While we use commercially reasonable measures to protect your information, we cannot guarantee absolute security.

5. Data Retention and Deletion

We retain your Store Data and Customer Data for as long as your account is active or as needed to provide the Service. If you cancel your subscription, you may request that we export or delete your data. Upon a verified deletion request, we will remove your data from our active systems within 90 days, except where retention is required by law or for legitimate business purposes such as resolving disputes.

6. Your Rights

You have the right to:

  • Access the personal and business data we hold about you.
  • Request correction of inaccurate information.
  • Request deletion of your data, subject to legal and contractual obligations.
  • Export your Store Data and Customer Data in a standard format.
  • Withdraw consent from any optional data-sharing arrangement at any time.
  • Opt out of non-essential communications at any time.

To exercise any of these rights, contact us using the information below.

7. Third-Party Integrations

The Service may integrate with third-party platforms (such as your POS system, Shopify, Amazon, or other tools) at your direction. When you enable these integrations, data flows between the Service and those platforms are governed by both this Privacy Policy and the privacy policies of those third parties. We encourage you to review their policies as well.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. If we make material changes — particularly to how we handle Store Data or Customer Data — we will notify you by email or by a prominent notice within the Service at least 30 days before the changes take effect. Your continued use of the Service after changes are posted constitutes acceptance of the updated policy.

9. Contact Us

If you have questions or concerns about this Privacy Policy or how your data is handled, please contact us at:

Optio Incorporated
https://www.getopt.io/contact-us