Refund and Cancellation Policy

This Refund and Cancellation Policy applies to all Caret Care memberships and services and is incorporated into our Terms and Conditions.

1. Refund window

You may request a full refund within 7 days of your original purchase date, subject to the conditions in Section 2. Requests must be submitted to policy@caretcare.com within that period. Refunds are issued to the original payment method and may take 5 to 10 business days to appear depending on your bank or card issuer.

2. What disqualifies a refund

Refund eligibility ends when you download or generate any document template through the platform, regardless of how many days remain in the refund window. Generated documents are a core deliverable of a Caret Care membership, and generating or downloading a template constitutes use of that deliverable. One exception applies: downloading or generating the Informed Consent for Treatment document included with My Practice does not end your refund eligibility.

Refund requests submitted after the 7-day window closes are not eligible, whether or not documents have been accessed.

3. Cancellation of recurring memberships

Annual subscriptions renew automatically at the end of each paid year, at the renewal price shown at checkout. Caret Care emails you at least 15 days before each renewal with the renewal date and amount. You can cancel at any time from your account page or by emailing policy@caretcare.com. Canceling stops future charges but does not retroactively refund the current billing period, including a renewal that has already been charged. You retain access through the end of the period you already paid for.

4. Tier changes

Upgrades take effect immediately. When you upgrade mid-cycle, you are charged a prorated amount reflecting the price difference for the remainder of the current billing period.

Downgrades take effect at your next renewal date. You retain your current tier's access through the end of the billing period you already paid for, and the lower tier's pricing applies beginning with the next billing cycle. Price differences are not refunded or credited for the current period.

5. Account termination by Caret Care

If Caret Care terminates your account for a violation of the Terms and Conditions, including shared access under Section 4 or misuse of client information under Section 7, you are not entitled to a refund for the current billing period or for any unused portion of your membership.

6. Guided services

Guided services are refundable only as stated in the order or scope description for that service. Unless that order says otherwise, the fee for a service is non-refundable once work on it begins.

7. Contact us

For refund or cancellation requests, contact us at policy@caretcare.com.