Happy Oaks E-Commerce
Legal Policies
Billing Policies
Privacy Policy
Terms of Use
General Billing
Usage of Happy Oaks E-Commerce LLC (“Happy Oaks”) products and services constitutes your acceptance of this billing policy, and all clients must comply with it.
Signed contracts: If you entered into a signed contract (such as an engagement agreement or annual contract), please review your contract for specific terms. In the event of a conflict, the signed contract will prevail.
- Unless otherwise agreed in writing, all engagements are set up on a prepaid basis, and payment must be received before any billable service is provided or activated. Clients are required to keep a valid payment method on file for recurring fees, additional service fees, and any accrued overage fees.
- Billing is based on availability of services, not on usage. However, certain fees may be usage-based, such as advertising spend, platform tool fees, or software overages incurred in connection with your engagement.
- Clients are responsible for keeping all payment and contact information current.
- All recurring fees are automatically invoiced and charged to the payment method on file.
- Payment receipts are available upon request.
Billing Cycle
- Automatic Billing: Payment methods on file are automatically charged on the client's specific billing cycle date.
- Late Fee: All past-due accounts may be assessed a late fee (see Fees section below).
- Delinquent Payments: If any payment is 15 days past due, the account may be suspended until balances are paid in full. While suspended, all access to deliverables, dashboards, and active services will be paused.
- Deactivation: Once an account is delinquent 60 days, it may be cancelled due to non-payment. Service data may be stored for up to 60 days post-cancellation; after 60 days, service data will no longer be available. The account record and delinquent balance may be submitted to a third-party collection service.
Fees
- Late Fee: Happy Oaks may assess a $30.00 late fee for any payment that is 15 days past due.
- Charge-backs: If a client initiates a chargeback, Happy Oaks may assess a $50.00 processing fee per chargeback.
- Returned Checks: Happy Oaks may assess a $50.00 processing fee on each returned check.
- Collections Fee: If an account is submitted to a third-party collections service, a $35.00 processing fee may be assessed in addition to any other fees previously assessed.
- Interest: Any charges not paid when due are subject to interest at a rate equal to the lesser of (i) one and one-half percent (1.5%) per month, or (ii) the maximum interest rate allowed by applicable law.
Happy Oaks Services
Services purchased from Happy Oaks must be used within the timeframe specified at the time of purchase. Specifically:
- SpendSaver™ Sprints and similar done-for-you engagements must be commenced within 30 days of purchase and completed within the timeframe outlined in your engagement agreement (typically six weeks), unless otherwise stated at purchase.
- Consulting and coaching sessions must be used within 60 days after purchase and within 30 days after commencement, unless otherwise stated.
All service fees are nonrefundable. In the event of cancellation, Happy Oaks will not prorate any portion of unused service fees, and amounts due must be paid in full. Any unfinished work will not be completed.
Third-Party Products and Advertising Spend
In the event Happy Oaks collects fees for any third-party products, services, or advertising spend (including but not limited to Google Ads, Meta Ads, or TikTok Ads platform fees), those fees are nonrefundable.
Payment Methods
All payments are processed through a third-party payment processor. Accepted payment methods are determined by the payment processor and are subject to change. Happy Oaks will notify clients of any material changes to accepted payment methods.
Subscription and Retainer Billing
Invoices are generated and payments are collected at the beginning of each billing period. Client billing periods typically begin on the day of the month in which the client purchased the engagement or subscription. Clients must request cancellation at least 10 days prior to their next billing date to avoid being charged. In the event of cancellation, clients will retain access to their services through the end of their final billing period. Happy Oaks will not prorate any portion of unused services. All fees are nonrefundable.
Cancellation Process
How to Cancel
To cancel your Happy Oaks services, send an email to goodbye@happyoaksecommerce.com at least 10 days prior to your next billing date. Your cancellation request must include your full name, business name, and the services you wish to cancel.
Happy Oaks will confirm receipt of your cancellation request within 2 business days. If you do not receive a confirmation, please follow up to ensure your request was received.
When Cancellation Takes Effect
Cancellations take effect on the last day of the billing period in which the cancellation was processed. You will retain access to your services through the end of that billing period.
Important: Simply cancelling the credit or debit card on file does not cancel your account. If you do not submit a cancellation request, Happy Oaks will continue to treat this as an active account and billing will continue, potentially resulting in a past-due balance.
Outstanding Balances
Cancellation does not dismiss outstanding invoices or nullify previously agreed charges (such as installment payments for sprint engagements or annual contract charges). At the time of cancellation, any outstanding balance must be settled. Cancelled accounts with outstanding balances may be turned over to a third-party collection service.
Billing Disputes
Each client agrees to provide Happy Oaks 30 days to attempt settlement of any billing dispute before disputing with any third-party credit card company or bank. Should Happy Oaks receive a chargeback before being given a chance to resolve the issue, Happy Oaks has the right to charge the client for its time spent resolving such disputes and any associated fees, in addition to the $50.00 chargeback fee. Regardless of outcome, Happy Oaks retains the right to collect on any services or fees that are due and may submit disputed amounts to a collection agency. Once a chargeback has been received, Happy Oaks has the right to suspend the account until the matter is resolved.
Refunds
All service fees are nonrefundable and will not be prorated at any time.
Highlights
We collect personal data that you provide us directly, and we also obtain personal data through the use of cookies and other technologies, as well as from third parties. The categories of information may include:
- Identifiers — name, postal address, email address, online identifiers, Internet Protocol address, or similar identifiers.
- Personal information — name, address, telephone number, payment card details, or other financial information.
- Commercial information — services purchased, obtained, or considered, or other purchasing histories.
- Internet activity — interactions with our website or services.
- Business and financial data — advertising account data, revenue and profitability figures, store performance metrics, and other operational data provided in connection with our services.
- Professional or employment-related information — current or past business history relevant to the services we provide.
- Inferences — profile reflecting preferences, characteristics, or behavior.
We use this information, and share it with our service providers, for purposes including: fulfilling the reason it was provided, delivering requested services, account management, billing, website improvement, research and development, protecting rights and safety, and responding to legal requirements.
We do not sell your personal data, but may transfer it to third parties, including our processors and service providers, as described in this Policy.
Full Privacy Policy
We at Happy Oaks E-Commerce LLC (“Happy Oaks” or “we” or “us” or “our”) know that your privacy is important. This privacy policy (“Policy”) is designed to assist you in understanding how we process your personal data when you (1) use our websites or web applications, (2) subscribe to or use our services, (3) contact us or we contact you (including through telephone, text messaging, email, and website channels), or (4) otherwise interact with us.
Personal data does not include information which is not personally identifiable or which cannot be reasonably associated with an individual or household. Please read this Policy carefully.
Collection of Your Personal Data
What We Collect. You may provide us with personal data including your name, street address, telephone number, email address, job title, payment card number, other financial account information, and any other information we collect about you. You may provide us with this information when you subscribe to services, complete a survey, request support, sign up for email or text communications, register for our services, provide feedback or testimonials, or participate in any other interaction with Happy Oaks.
Information We Automatically Collect. When you interact with us by computer, telephone, mobile phone, or other device, we automatically collect certain information. This may include telephone number, geographical location, device identifiers, bandwidth used, browser type and version, operating system, referral source, page views, Internet Protocol address, and time zone.
Cookies, Web Beacons, and Similar Technologies. When you interact with us, our servers may send cookies, web beacons, and similar technologies to your device. We may also engage third parties to track and analyze non-personally identifiable usage information from visitors to our websites.
Telephony Information. If you use certain features of our services, we may collect telephony information (phone numbers, time and date of calls, duration, text message routing information), device event information, and location information.
Personal Data From Other Sources. We may collect information about you from other sources, including third parties, and combine this with information you provide us directly.
Children. We will never knowingly collect information from anyone under the age of 16. Our websites and services are intended for business audiences.
Third-Party Sites. We may provide links to third-party websites. We are not responsible for the privacy practices of those sites.
Testimonials. We may post testimonials about us or our services that contain personal data such as your name. We will obtain your prior written consent before publishing any testimonial that identifies you or your business. If you would like your testimonial removed, please contact us using the information below.
Client Examples. We may use certain graphics, results, metrics, or case studies from our work with you as examples in marketing and sales materials. See the Marketing Rights section of our Terms of Use for full details on how we handle logos, testimonials, performance results, and other client-identifying materials.
Business Data We Access
In the course of providing our services, Happy Oaks may access, collect, analyze, and store the following categories of business data on your behalf:
- Advertising account data — ad spend, campaign performance metrics, audience configurations, creative assets, and historical performance data from platforms including but not limited to Google Ads, Meta Ads, Amazon Ads, and TikTok Ads.
- Financial and operational data — profit and loss statements, revenue figures, margins, cost of goods sold, and other financial metrics you provide or we derive from your accounts.
- E-commerce platform data — conversion rates, average order value, product performance, traffic sources, and other Shopify (or equivalent platform) analytics.
- Customer profile data — customer avatars, demographic information, purchasing behavior, and audience segments provided for the purpose of ad creation and targeting.
This business data is treated as Confidential Information under the terms of your engagement agreement (see Article V of the Terms of Use). Happy Oaks will not disclose your business data to competitors or use it for any purpose other than delivering the agreed-upon services, unless required by law.
AI and Automated Tools Disclosure
Happy Oaks uses artificial intelligence and automated tools as part of its service delivery. We believe you should know how your data is processed.
In the course of providing services, Happy Oaks may process your business data using third-party artificial intelligence (AI) platforms and automated tools — including but not limited to large language models (LLMs), data analysis tools, and creative generation tools — for purposes such as:
- Analyzing advertising account performance and identifying optimization opportunities.
- Generating reports, recommendations, and strategic analyses.
- Developing ad creative concepts, copy, and visual assets.
- Processing financial and operational data to produce insights.
When using third-party AI tools, Happy Oaks takes the following precautions:
- We use commercially reasonable efforts to minimize the exposure of personally identifiable customer data when processing through AI platforms.
- We configure AI tools to disable model training on client inputs where such settings are available.
- We maintain dedicated workspaces per client within AI platforms to facilitate data separation and deletion.
- We do not use free-tier or consumer-grade AI tools for processing sensitive client financial data where enterprise or professional-grade alternatives are available.
By engaging Happy Oaks, you consent to the processing of your business data through third-party AI tools as described above. If you have specific restrictions on AI processing of your data, please discuss these with Happy Oaks prior to the commencement of services so that we can determine whether alternative workflows can accommodate your requirements.
Use of Your Personal Data
We may process your personal data to perform our contract with you, for our legitimate interests, to comply with law, or based on your consent. These uses include:
- Providing our services and fulfilling our obligations under applicable agreements.
- Account management, billing, and payment processing.
- Handling support requests.
- Providing service updates and notifications.
- Developing and improving our services.
- Displaying personalized content and marketing communications.
- Complying with legal obligations.
- Fraud prevention and authentication.
Communications. If you provided your email address or phone number, we and our fulfillment partners may contact you regarding our services. Your mobile carrier’s standard message and data rates may apply. You can opt out of text messages at any time.
Disclosure of Your Personal Data
We may disclose your personal data to contractors, business partners, processors, or service providers who have agreed to hold the information in confidence and use it only to carry out services on our behalf. We may also disclose your personal data (i) as required by law, (ii) in connection with a sale or transfer of our business, or (iii) as otherwise described in our agreements with you.
We may disclose aggregate, anonymous data for any lawful purpose.
Data Retention and Deletion
When the purposes of processing are satisfied, we will delete or depersonalize your personal data within a reasonable time period unless a longer period of time is allowed by the client, e.g. for future work. Specifically:
- Active engagements: Client data is retained for the duration of the engagement and for a period of 60 days following termination to allow for data retrieval and transition.
- Post-engagement: After the 60-day post-termination period, Happy Oaks will delete client business data from its active systems, including dedicated AI workspaces, within 30 days.
- Deletion requests: You may request deletion of your business data at any time by contacting hello@happyoaksecommerce.com. Happy Oaks will complete deletion from its active systems within 30 days of receiving your request. Please note that third-party platforms (including AI tools and advertising platforms) may retain residual data in their backend systems for a limited period in accordance with their own data retention policies, which is outside of Happy Oaks’ control.
- Exceptions: Happy Oaks may retain anonymized or aggregated data (such as aggregate performance benchmarks that do not identify your business) for internal research purposes. Happy Oaks may also retain data as required by law or to resolve disputes.
Data Security
We have implemented and will maintain technical, administrative, and physical measures reasonably designed to protect personal data from unauthorized processing, access, disclosure, alteration, or destruction. However, no system can guarantee complete security.
Your Rights and Choices
Depending on applicable law (including if you are located in the European Economic Area or the State of California), you may have certain rights relating to your personal data, including the right to access, rectify, erase, restrict processing, data portability, and to object to processing. California residents may also have additional rights under the CCPA.
Unsubscribe. You may opt out of promotional messages by clicking the “Unsubscribe” link in our emails or replying “STOP” to text messages. You may continue to receive administrative and account-related communications.
Exercising Your Rights. To exercise your rights, please contact us at:
Email: hello@happyoaksecommerce.com
We try to acknowledge all requests within ten (10) days and respond to legitimate requests within one month.
Non-Discrimination. We will not discriminate against you for exercising any rights afforded by data protection law.
How to Contact Us
If you have any questions about this Policy, you can contact us:
Email: hello@happyoaksecommerce.com
Mail: Happy Oaks E-Commerce LLC, 35 Lee Road, Livingston, NJ 07039, Attention: Privacy Compliance
Changes
We may change this Policy at any time. The most recent version will be reflected by the version date at the top of this Policy. Updates are effective immediately upon notice.
Definitions
“Authorized User” means any of Your employees, consultants, contractors, or agents authorized to access and use Happy Oaks services on behalf of Your business, subject to agreement to be bound by these Terms.
“Happy Oaks Materials” means any documentation, reports, analyses, audit findings, recommendations, frameworks, templates, or other materials provided by Happy Oaks to You in connection with our services.
“Happy Oaks Services” means any consulting, audit, optimization, management, or other professional services developed, operated, and provided by Happy Oaks (and its third-party service providers) as subscribed to through an engagement agreement, order form, or our website, including but not limited to: ad account audits and cleanup, the SpendSaver™ sprint, Google Ads management, Meta Ads management, TikTok Ads management, Shopify growth consulting, and related services.
“Order Form” means any online or written engagement agreement, order form, or contract for Happy Oaks Services submitted by You and accepted by Happy Oaks.
“Engagement Term” means the service term set forth on Your Order Form, including any renewals.
“Third-Party Content” means content, software, or services provided by any third party (including advertising platforms, Shopify, analytics tools, etc.) that may be used in connection with Happy Oaks Services.
“Your Data” means information relating to Your business, marketing, finances, ad accounts, customers, contacts, and any similar data that You provide to Happy Oaks or that Happy Oaks accesses on Your behalf in the course of providing services.
Services and Restrictions
2.1 Services; Restrictions
Subject to these Terms, Happy Oaks will provide You with the services described in Your Order Form during the Engagement Term. The following restrictions apply:
- (i) Happy Oaks Services are provided solely for Your business and may not be resold to or used on behalf of third parties without a separate written agreement.
- (ii) You may not license, sell, rent, lease, transfer, assign, distribute, or otherwise commercially exploit the Happy Oaks Materials or make them available to any third party.
- (iii) You may not modify, make derivative works of, reverse engineer, or use any Happy Oaks Materials, frameworks, or proprietary methodologies to build a similar or competitive service.
- (iv) Your use of Happy Oaks Services must conform with the scope set forth in Your Order Form.
2.2 Support
During the Engagement Term, You will be entitled to communication and support as outlined in Your Order Form.
2.3 Intellectual Property
You acknowledge and agree that Happy Oaks retains all right, title, and interest (including copyrights, trademarks, and other intellectual property rights) in and to its proprietary frameworks, methodologies, tools, processes, and materials, including but not limited to the SpendSaver™ methodology, the ROI Method, and the 8-link chain framework. You agree that Happy Oaks may use any suggestions, feedback, or recommendations provided by You without restriction or obligation.
Data Protection
3.1 Ownership of Your Data
As between You and Happy Oaks, Your Data is and will remain Your property. You grant Happy Oaks a non-exclusive right to access, use, copy, and analyze Your Data solely in connection with providing services on Your behalf. You, not Happy Oaks, have sole responsibility for the accuracy, integrity, and reliability of Your Data.
3.2 Ad Account Access
Where Happy Oaks requires access to Your advertising accounts (Google Ads, Meta Business Manager, TikTok Ads Manager, Shopify, etc.), You agree to provide the necessary access credentials or permissions. Happy Oaks will use such access solely for the purpose of delivering the agreed-upon services. You may revoke access at any time, but doing so may prevent Happy Oaks from completing the engagement.
3.3 AI Processing
You acknowledge and consent to Happy Oaks processing Your Data through third-party AI and automated tools as described in the AI and Automated Tools Disclosure section of the Privacy Policy. If You have specific restrictions on the use of AI tools in connection with Your Data, You must communicate these restrictions in writing prior to the commencement of services.
3.4 Data Deletion
Upon termination of the engagement and expiration of the 60-day data retrieval period, Happy Oaks will delete Your Data from its active systems (including dedicated AI workspaces) within 30 days, subject to the exceptions described in the Data Retention and Deletion section of the Privacy Policy. You may also request deletion at any time during or after the engagement.
3.5 Notification
Happy Oaks agrees to promptly notify You if it becomes unable to satisfy its obligations under this Article III or Article V (Confidentiality).
Fees
4.1 Fees
The fees for Happy Oaks Services (“Fees”) are set forth in the Order Form and are payable in advance, irrevocable, and nonrefundable except as expressly set forth in the Order Form. You agree to provide Happy Oaks with complete and accurate billing and contact information. Where payment by card or other method is indicated, You authorize Happy Oaks to charge the designated payment method (a) at the time You engage Happy Oaks, (b) for any recurring billing frequency established in the Order Form, and (c) at the time of any renewal. Late payments are subject to a service charge of one and one-half percent (1.5%) per month, or the maximum permitted by law, whichever is less.
4.2 Taxes
You shall pay all applicable sales, use, value-added, and similar taxes arising from these Terms, other than taxes on Happy Oaks’ net income.
4.3 Non-Payment; Suspension
Happy Oaks may suspend or terminate services if billing or contact information is false or fraudulent, or if any payment is past due and You fail to promptly cure the failure after being notified. Happy Oaks shall not be liable to You or any third party for any suspension or cancellation resulting from non-payment.
Confidentiality
5.1 Confidential Information
Confidential information includes the business terms in the Order Form, Your Data, Happy Oaks Materials, and any information clearly identified as confidential or that should reasonably be understood to be confidential. Each party agrees to (a) maintain all Confidential Information in confidence, (b) use it only as necessary to perform obligations under these Terms, (c) limit internal access to those with a need to know, and (d) protect it with at least a reasonable degree of care.
Confidential Information does not include information that is publicly known, generally known in the industry before disclosure, becomes publicly known without fault of the recipient, or is obtained from a third party with the lawful right to disclose it.
5.2 Post-Engagement Confidentiality
The confidentiality obligations in this Article V survive termination of the engagement. Happy Oaks will not disclose Your business data — including but not limited to ad spend figures, financial performance, profit margins, conversion rates, or customer data — to any third party (including competitors) after the engagement ends, except as required by law or with Your prior written consent.
5.3 Payment Information
Happy Oaks will retain credit card information only for the minimum time required and will use standard industry practices to protect it.
Marketing Rights
6.1 Prior Consent Required
Happy Oaks will not publish any marketing or promotional materials that identify You or Your business without obtaining Your prior written consent (which may be provided via email). This applies to all channels, including but not limited to Happy Oaks’ website, social media accounts, pitch decks, sales conversations, email campaigns, and printed materials.
6.2 Materials Covered
Marketing materials requiring prior consent include:
- Logo usage: Display of Your business logo, wordmark, or brand assets on Happy Oaks’ website, social media, or other materials.
- Testimonials and quotes: Written or recorded statements attributed to You or Your representatives about Happy Oaks’ services.
- Performance results and case studies: Specific metrics, outcomes, or narratives derived from Your engagement (such as ad spend savings percentages, revenue growth, or profit improvements), whether presented with Your business name or in anonymized form that could reasonably identify Your business.
- Visual assets: Screenshots, graphics, ad creative samples, or other visual materials created during or derived from the engagement.
6.3 Anonymized Data
Happy Oaks may use fully anonymized, aggregate performance data (such as “a Shopify store in the food industry” or “average client ad spend reduction of 35%”) in marketing materials without prior consent, provided that the data cannot reasonably be used to identify Your business.
6.4 Removal Requests
You may request removal of any marketing material featuring Your business at any time by contacting hello@happyoaksecommerce.com. Happy Oaks will remove the material from channels within its control within 15 business days. Please note that materials shared by third parties or cached by search engines may persist beyond Happy Oaks’ control.
6.5 Reciprocal Use
You may use Happy Oaks’ name and credentials in Your own marketing materials, provided You agree to cease or alter such use at Happy Oaks’ request.
Term and Termination
7.1 Term
Unless a different term is specified in a signed Order Form, the engagement will begin on the date specified in Your Order Form and will continue for the agreed-upon term (or on a month-to-month basis if no fixed term is specified) until terminated as provided in this Article.
7.2 Termination
Either party may terminate by providing prior written notice at least 30 days before the end of the then-current term. For cancellation procedures, see the Cancellation Process section of the Billing Policies. Happy Oaks’ termination rights are in addition to any suspension rights it may have under these Terms.
7.3 Effect of Termination
Upon termination, all Fees then due must be paid in full. Happy Oaks will make Your Data and deliverables available for download for 60 days after the termination date. After this period, Happy Oaks may delete Your Data in accordance with the Data Retention and Deletion provisions of the Privacy Policy. Provisions relating to confidentiality, intellectual property, marketing rights, indemnification, limitation of liability, and payment of unpaid Fees survive termination.
Warranties, Limitation of Liability, and Indemnity
8.1 Limited Warranties
By Happy Oaks. Happy Oaks warrants that services will be performed in a workmanlike manner consistent with professional standards. For any material breach of this warranty timely reported, Your exclusive remedy is re-performance of the deficient services, and if re-performance is not possible, a refund of the Fees paid for the deficient portion of the services.
By You. You warrant that You will comply with these Terms and with all applicable laws and regulations in connection with Your use of Happy Oaks Services.
8.2 Third-Party Content
Happy Oaks is not responsible for Third-Party Content, including the advertising platforms, tools, or services used in connection with our engagements. You agree to look solely to the relevant third-party provider for issues relating to Third-Party Content.
8.3 Warranty Disclaimers
8.4 Indemnity
You agree to indemnify, defend, and hold Happy Oaks harmless from any third-party or government claims, damages, costs, and expenses (including reasonable attorneys’ fees) arising from Your violation of law or breach of these Terms.
8.5 Limitation of Liability
General Provisions
9.1 Notice
Notices to Happy Oaks must be delivered to hello@happyoaksecommerce.com with a copy to: Happy Oaks E-Commerce LLC, 35 Lee Road, Livingston, NJ 07039. We may give notice by email or mail to the last known contact information on file, or via telephone.
9.2 Assignment
You may not assign these Terms without Happy Oaks’ prior written consent. We may assign these Terms without Your consent.
9.3 Entire Agreement; Modification
These Terms, together with any Order Form, represent the entire understanding between the parties. We may modify these Terms at any time. Material changes will be communicated via email or direct notification. If You object to changes, You must notify us within 10 days; otherwise, continued use of services constitutes acceptance.
9.4 Governing Law
These Terms shall be governed exclusively by the laws of the State of New Jersey, USA, excluding its conflict-of-laws rules. Both parties agree to the exclusive jurisdiction and venue of the state or federal courts in Essex County, New Jersey for all disputes arising from these Terms.
9.5 Force Majeure
Except for Your obligation to pay Fees, neither party will be responsible for failure of performance due to causes beyond its control.
9.6 Severability
If any provision is determined to be illegal or unenforceable, it will be limited to the minimum extent necessary so that these Terms otherwise remain in full force and effect.
9.7 Relationship of Parties
No joint venture, partnership, employment, or agency relationship exists between Happy Oaks and You as a result of these Terms.
9.8 Waiver
The failure of either party to enforce any right or provision shall not constitute a waiver unless acknowledged in writing.
Frequently Asked Questions
Quick answers to common questions
What payment methods are accepted?
We accept all major credit cards (Visa, MasterCard, Amex, Discover), debit cards, PayPal, and Apple Pay.
Is my information secure?
Yes! We use industry-standard SSL encryption. Your data is never shared with third parties without consent.
How do I contact support?
Email: legal@happyoaksecommerce.com | Phone: 1-800-HAPPY-OAKS (M-F, 9am-6pm EST) | 24-hour response time.
