Refund & Cancellation Policy
Effective August 20, 2026. Last updated August 20, 2026.
The short version.
Subscriptions are monthly and cancel with one click, from your own billing portal, with no phone call and no notice period. Cancel and you keep access to the end of the month you have already paid for; nothing charges again after that.
New subscribers get a full refund within 14 days of their first charge, for any reason. After that, we refund billing mistakes, double charges, charges taken after a cancellation, and months where we failed to deliver the service — always, and without argument.
How to cancel
- Open your dashboard and click Billing. That opens your Stripe billing portal.
- Click Cancel plan, and confirm.
- You will get an email confirmation from Stripe. Keep it.
If you cannot reach the portal for any reason, email support@sunbloomcapital.com from the address on your account and ask us to cancel. We will do it and confirm by reply, and we will treat the date you emailed as the cancellation date.
We never require a phone call to cancel, and we never make you talk to someone first.
What happens when you cancel
| Item | What happens |
|---|---|
| Access | Continues until the end of the month you have already paid for. |
| Your assistant | Stops sending at the end of that period. Nothing goes out on your behalf afterwards. |
| Future charges | None. The subscription does not renew. |
| Your CRM | Untouched. Every contact, conversation and note stays in your CRM, which is yours. |
| Your credential | Deleted when the account closes. You can also revoke it yourself in your CRM at any time. |
| Working data we hold | Deleted or expired on the schedule in our Privacy Policy. |
| Coming back | Resubscribe any time. If you return within 60 days your settings are still there. |
If you want your assistant to stop immediately rather than at period end, pause it from your dashboard. Pausing takes effect at once and does not cancel your subscription.
When we refund
We refund in these cases, on request and without needing a reason from you:
- First 14 days. A new subscriber who tells us within 14 days of their first charge gets that first month refunded in full, whatever the reason.
- Double or duplicate charge. Refunded in full.
- Charged after you cancelled. Refunded in full.
- A billing error on our side — wrong plan, wrong amount, a charge to the wrong account. We refund the difference or the whole amount, whichever is right.
- We failed to deliver. If the platform was materially unavailable for a meaningful part of a billing month, we refund or credit that month in proportion. We do not wait for you to ask if we already know it happened.
- We materially cut the service. If we remove or reduce a core function during a month you have paid for, you may cancel and we refund the unused part of that month.
When we do not refund
So there is no ambiguity:
- Partial months after the first — cancelling mid-month does not produce a prorated refund, because access continues to the end of the paid period.
- Unused allowance. Allowances are monthly and do not roll over or convert to money.
- A month you used. Once your assistant has worked a book of contacts through a month, that month has been delivered.
- An account we suspended or terminated for breach of the Terms of Service — for example, texting people who opted out, or contacting consumers in a state you are not licensed in.
- Charges from other companies. Your CRM, your messaging carrier and your phone service bill you separately, and we cannot refund what we did not charge.
None of this limits any right you have under law that cannot be waived.
Changing plans
Change plans any time from the billing portal. Stripe prorates the change automatically: upgrading charges the difference for the rest of the current month, downgrading credits it against your next invoice. Your new allowance applies from the moment the change goes through.
Failed payments
If a card is declined, Stripe retries over the following days and emails you each time. Your assistant keeps running during that window. If the invoice is still unpaid at the end of it, we pause the account rather than cancel it — update the card and everything resumes where it left off. We do not charge a late fee.
How to request a refund
- Email support@sunbloomcapital.com from the address on your account.
- Include the invoice number or the date and amount of the charge, and one line on what happened. You do not need to justify a first-14-days request.
- We acknowledge within one business day and decide within five business days.
- Approved refunds go back to the original card through Stripe. Banks typically show them within 5–10 business days; the timing after we issue it is your bank's, not ours.
Before you dispute a charge
If something looks wrong on your statement, email us first. A chargeback takes weeks and freezes the amount while the bank investigates, and we can almost always sort it out the same day. If this policy says we refund something, we refund it — you do not need leverage to get it.
Contact
Sunbloom Capital LLC
23841 Pebble Beach Place
Laguna Niguel, CA 92677
Email: support@sunbloomcapital.com
Phone: (949) 463-2009
Support hours: Monday–Friday, 9am–4pm Pacific