Last updated: June 3, 2026 · Version 2026-06-03
By creating a WhiteboardRx coaching account, clicking "I agree," accessing the Service, or otherwise using WhiteboardRx (the "Platform" or "Service"), you agree to be bound by these Terms of Service ("Terms"). If you do not agree to these Terms, do not use the Service.
These Terms constitute a legally binding agreement between you (the "Coach," "you," or "your") and Cascade Software Solutions LLC ("Company," "we," "us," or "our"), effective on the date you accept them.
WhiteboardRx is a business-to-business ("B2B") coaching platform that allows nutrition coaches, fitness trainers, and wellness professionals to manage their coaching practice. Features include, but are not limited to:
The Service is designed for use by independent coaching professionals serving their own clients. The Service is not intended for direct consumer use.
You must be at least 18 years old to use the Service. By creating a coaching account you represent and warrant that:
For all data you collect, enter, upload, or invite your clients to share through the Service (including client names, contact details, health metrics, check-in responses, messages, progress photos, workout logs, nutrition logs, and any other client-related data) (collectively, "Client Data"), you are the "data controller" (as that term is used in applicable privacy law, including GDPR and analogous frameworks). This means you determine the purposes and means of processing Client Data.
Cascade Software Solutions LLC acts as the "data processor" — we process Client Data on your behalf and according to your documented instructions, solely to provide the Service. Details of our processing activities, sub-processors, and safeguards are set out in our Data Processing Addendum ("DPA"), which is incorporated into these Terms by reference when signed.
You are solely responsible for:
As between you and Cascade, you retain ownership of Client Data you and your clients contribute. You grant Cascade a limited, worldwide, non-exclusive, royalty-free license to host, store, transmit, and process Client Data solely to (a) provide the Service to you and your clients, (b) secure and back up the data, (c) improve platform performance and reliability, and (d) comply with law. We do not sell Client Data.
WhiteboardRx is not a medical device under the U.S. Food, Drug, and Cosmetic Act or equivalent foreign regulations. The Service is an administrative and communication tool for coaching businesses; it is not intended to diagnose, treat, cure, or prevent any disease or medical condition.
WhiteboardRx is not a HIPAA-covered service. We do not currently operate under a Business Associate Agreement ("BAA") with our infrastructure providers. You agree not to use the Service to collect, store, or transmit Protected Health Information ("PHI") as defined under the U.S. Health Insurance Portability and Accountability Act (HIPAA), and you further agree that:
If you are unsure whether your use case triggers HIPAA, consult your own counsel before using the Service.
You are an independent professional. Cascade does not employ you, does not provide or perform coaching, training, or nutrition services, and is not a party to your relationship or agreements with your clients. We do not direct, supervise, control, review, approve, or endorse the coaching, programming, plans, or advice you provide to your clients.
We do not verify your credentials, and your licensure and compliance are your responsibility. Cascade does not, and has no obligation to, verify, screen, or confirm your identity, licensure, certifications, credentials, education, qualifications, or insurance. You represent and warrant that you hold, and will maintain at all times, all licenses, certifications, registrations, and permits required by applicable law to provide your services, and that you will comply with all applicable laws and regulations, including all professional-licensing and scope-of-practice laws (for example, laws governing dietetic, nutrition, medical, or therapeutic practice in your and your client's jurisdictions). You acknowledge that you — not Cascade — are solely responsible for determining what licensure and compliance your services require, and you will not use the Service to provide any service you are not legally permitted to provide.
You are solely responsible for the coaching, programming, plans, advice, and services you provide to your clients and for all interactions with them. Cascade is not responsible for, and disclaims all liability arising from, your services to your clients or any claim a client or third party may assert in connection with those services.
You agree that you will NOT:
Violation of this Section 6 is grounds for immediate suspension or termination of your account without refund.
The Service is free during the beta period. No payment card is required to create a beta account.
We may introduce paid plans for the Service. If we do, we will provide at least 30 days' advance written notice to the email address associated with your account. You may terminate your account before the paid plan takes effect with no charge, and you will retain access to your data export tools for 30 days after termination.
The Service integrates with consumer-facing mobile applications owned by Cascade (including NutritionRx and GymRx). Your clients may subscribe directly to those applications under separate consumer terms. WhiteboardRx does not charge you for your clients' consumer subscriptions.
Once paid plans are active, all fees are due on the invoice date. Amounts not paid when due will accrue interest from the due date until paid in full at the lower of (a) one-and-a-half percent (1.5%) per month, or (b) the maximum rate permitted by applicable law. We may suspend the Service while fees are past due (see Section 11.2). You will reimburse our reasonable costs of collection, including attorneys' fees, on past-due amounts we are required to pursue.
For coaches who accepted the WhiteboardRx founder offer during beta and continue an unbroken subscription, the founder rate (50% off the published list price for the first two years of paid billing, then 25% off the published list price thereafter for the life of the account) is contractual, not promotional. We may change list prices on 30 days' notice (Section 16.2); the founder-discount percentage applied to that list price is preserved for the life of the unbroken subscription. A lapse or cancellation that exceeds 30 days terminates the founder rate.
The Service — including its software, design, algorithms, AI models, visual elements, documentation, trademarks ("WhiteboardRx," "Cascade," and associated logos), and all underlying technology — is owned by Cascade Software Solutions LLC and is protected by copyright, trademark, trade secret, and other intellectual property laws. No rights are granted to you other than those expressly set out in these Terms.
You retain ownership of the original content you create using the Service, including: intake forms, training programs, meal plans, messages you author, check-in templates, brand assets you upload, and notes. You grant Cascade the license described in Section 4.4 to the extent necessary to operate the Service.
Any feedback, suggestions, feature requests, or bug reports you provide about the Service may be used by us without restriction or compensation to you. This does not grant us rights to your proprietary coaching content.
During the term of these Terms, you grant us a limited, royalty-free, non-exclusive license to use your coaching-business name and logo to identify you as a WhiteboardRx customer on our website, in pitch decks, in press materials, and in similar marketing collateral. We will not use your name or logo in a way that suggests you endorse a third-party product, and we will not use any other content from your account for marketing without your separate permission. You may revoke this license at any time by emailing support@whiteboardrx.com; we will remove your business name and logo from forward-facing marketing within 30 days of receipt.
The Service uses a number of third-party service providers to deliver core functionality. A current list is maintained in our Data Processing Addendum and/or Privacy Policy. Third-party services currently include (non-exhaustive): Supabase (database and hosting), Stripe (payments), OpenAI (AI features), Terra (wearable integrations), Vercel (hosting), and Google / Microsoft (calendar OAuth, if enabled). Your use of features that rely on these third parties is also subject to their terms of service.
The Service includes features that use artificial intelligence (including summarization of client activity, draft message composition, insight generation, and similar — "AI Features"). The following applies whenever you invoke an AI Feature:
Because the Service is in active development, we may add, remove, or modify features at any time. We will give reasonable advance notice for changes that materially reduce functionality you depend on. During beta, we may make changes without notice.
You may terminate your account at any time by using the in-app account deletion tool or by contacting us. Termination is effective immediately on request.
We may suspend your access to the Service, in whole or in part, if (a) we reasonably believe you have breached these Terms (including the Acceptable Use provisions in Section 6), (b) you have a fee that is more than 15 days past due once paid plans are active, (c) your use of the Service poses a security or stability risk to us, our other customers, or our infrastructure providers, or (d) we are required to do so by law or by a credible legal request. Where practicable we will give notice of the suspension and a reasonable cure period. Suspension freezes client-facing functionality but does not delete data; export tools remain available. A continued breach beyond the cure period may convert a suspension into termination under Section 12.3.
We may terminate your account if (a) you fail to cure a suspended account within the cure period given, (b) you commit a material breach of these Terms that is not capable of cure, (c) we are required to do so by law, or (d) we are discontinuing the Service entirely (in which case Section 11 notice applies).
For 30 days following termination, you will retain access to data export tools to retrieve your Client Data and your authored content in a commonly used, machine-readable format. After 30 days, we may permanently delete your data from active systems, subject to backup retention and legal-hold requirements.
Sections that by their nature should survive termination (including Sections 4, 6, 8, 10, 13, 14, 15, 16 and 17) will survive.
The Service is provided "as is" and "as available" without warranties of any kind, either express or implied, including but not limited to:
During the beta period we do not offer any uptime service-level agreement ("SLA"). You are responsible for maintaining independent backups of any Client Data or content you cannot afford to lose.
To the maximum extent permitted by law, in no event will Cascade Software Solutions LLC, its officers, directors, employees, agents, licensors, or sub-processors be liable for:
Our total aggregate liability under these Terms will not exceed the lesser of (a) the total amount you paid us for the Service in the twelve (12) months immediately preceding the event giving rise to the claim, or (b) five thousand U.S. dollars (US$5,000). During the beta period the paid amount is $0, so liability is capped at one hundred U.S. dollars ($100).
Nothing in this Section 14 limits or excludes liability that cannot be limited or excluded under applicable law, including (a) liability for death or personal injury caused by our negligence, (b) liability for fraud or fraudulent misrepresentation, (c) liability for our willful misconduct or gross negligence, or (d) any other liability that cannot lawfully be limited.
You agree to indemnify, defend, and hold harmless Cascade Software Solutions LLC and its officers, directors, employees, and agents from any claims, damages, losses, liabilities, or expenses (including reasonable attorneys' fees) arising out of or relating to:
These Terms are governed by the laws of the State of Oregon, USA, without regard to its conflict-of-laws rules.
Before filing any arbitration or court claim, you agree to first notify us in writing at support@whiteboardrx.com describing the dispute, and to attempt to resolve the dispute informally over a 60-day period. If the dispute is not resolved in that period, either party may proceed under Section 16.3.
Any dispute arising out of or relating to these Terms or the Service that is not resolved informally under Section 16.2 will be resolved by binding arbitration administered by the American Arbitration Association under its Commercial Arbitration Rules. Arbitration will take place in Portland, Oregon, or another venue mutually agreed. You and Cascade each waive the right to trial by jury and the right to participate in any class action, mass action, or class arbitration. The arbitrator may award only individual relief; nothing in this Section may be construed to permit consolidated, representative, or class proceedings.
Notwithstanding Section 16.3, either party may bring an individual action in small-claims court for any dispute that is within that court's jurisdiction, provided the action remains in that court (i.e., is not removed or transferred to a court of general jurisdiction).
You may opt out of the arbitration agreement in Section 16.3 by emailing support@whiteboardrx.com within thirty (30) days of first accepting these Terms (or, for existing customers, of the date these Terms become effective for you), with the subject line "Arbitration Opt-Out" and your account email in the body. Opting out does not affect any other provision of these Terms.
Notwithstanding Section 16.3, either party may seek injunctive relief in a court of competent jurisdiction for misuse of intellectual property, breach of confidentiality, or violation of Section 6.
Any claim arising out of or relating to these Terms or the Service must be filed within one (1) year after the cause of action accrues. A claim filed after that period is permanently barred. This limitation does not apply where prohibited by applicable law.
We respect the intellectual property rights of others. If you believe that material accessible through the Service infringes your copyright, you may submit a notice of claimed infringement under the U.S. Digital Millennium Copyright Act (17 U.S.C. § 512) to our designated agent:
DMCA Designated Agent — Cascade Software Solutions LLC
Name: Garrett Coughlin
Email: dmca@whiteboardrx.com
Mailing address: Cascade Software Solutions LLC, Attn: DMCA Agent, 5441 S Macadam Ave, Ste N, Portland, OR 97239, USA
Your notice must include all of the elements required by 17 U.S.C. § 512(c)(3):
Incomplete notices may not be actionable. Knowingly material misrepresentations in a DMCA notice can result in liability under 17 U.S.C. § 512(f).
If your material has been removed in response to a DMCA notice and you believe the removal was in error, you may submit a counter-notice to the designated agent above, containing the elements required by 17 U.S.C. § 512(g)(3).
We will, in appropriate circumstances, terminate the accounts of users who are determined to be repeat copyright infringers.
These Terms, together with the Privacy Policy, the Beta Participation Agreement (if accepted), and the Data Processing Addendum, constitute the entire agreement between you and Cascade regarding the Service and supersede all prior agreements on the subject.
We may update these Terms from time to time. We will notify active coaches by email at least 14 days before any material change takes effect. If you disagree with a material change, you may terminate your account before the change takes effect, and (once paid plans are active) you will receive a pro-rated refund of any pre-paid fees for the unused portion of your then-current billing period. Your continued use of the Service after a change takes effect constitutes acceptance of the updated Terms.
Neither party is liable for delay or failure to perform any obligation under these Terms (other than payment obligations) to the extent the delay or failure is caused by an event beyond the party's reasonable control, including acts of God, fire, flood, earthquake, pandemic, epidemic, government action, war, terrorism, civil unrest, labor dispute, internet or telecommunications outage, failure or unavailability of a third-party hosting or infrastructure provider, or failure of an upstream utility. The affected party will use commercially reasonable efforts to resume performance as soon as practicable.
If any provision of these Terms is held unenforceable, the remaining provisions continue in full force.
Our failure to enforce any provision does not waive our right to enforce it later.
You may not assign these Terms without our prior written consent. We may assign these Terms in connection with a merger, acquisition, or sale of all or substantially all of our assets.
Nothing in these Terms creates a partnership, joint venture, employment, or agency relationship between you and Cascade. Each party is an independent contractor.
The Service and any related documentation are "commercial computer software" and "commercial computer software documentation" pursuant to FAR 12.212 and DFARS 227.7202, and are provided to U.S. Government end-users only with the rights set out in these Terms.
If you have questions about these Terms, please contact us:
Cascade Software Solutions LLC
Website: https://www.cascademobile.dev/
Email: support@whiteboardrx.com
Address: 5441 S Macadam Ave, Ste N, Portland, OR 97239, USA
By creating a WhiteboardRx account and clicking "I agree," you acknowledge that you have read, understood, and agree to be bound by these Terms of Service.