Add, remove & assign phone numbers on demand
Manage, respond to, and share calls with your team
Send & receive any message you need to
Keep contact details in one place with a shared phonebook
For on-the-go teams to share messages, calls, and contacts
Note: this is especially relevant to our March 2021 chat release.
As a local business, looking after and respecting your customers is at the heart of what you do. So for that reason alone, it’s important to always be clear about what you plan to do with their personal information.
On top of that, in the UK, Europe, and US (and actually many other countries), there are rules and regulations about how to use your customer’s information that you need to be aware of.
But don’t worry, it doesn’t have to be complicated, and this short guide will cover everything you need to know.
Personal data (or personal information) is any info that relates to a person. Thinking about Chalkboard, this primarily includes a person’s phone number, name, and any unique information shared within a chat.
When you ask for personal data from a customer, it’s important you explain what you want to do with it, and make sure you have consent from your customer (i.e. make sure they agree to that).
It doesn’t generally matter how you get that consent. In fact, simply checking with the customer in person is fine, you don’t need anything overly formal or written.
Once you do take your customers data (and store it in Chalkboard for example), you need to make sure it’s secure, that you only keep it as long as it is needed for, and that you only use the data for the reasons you agreed in the first place with the customer.
Sounds sensible right? It is. Looking after your customer’s privacy is not difficult, keeps you on the right side of the law, and builds trust with your customer.
Next, we’ll break down the advice above in some more detail.
Here is a quick breakdown of the personal data you may collect from your customers and store in Chalkboard:
It’s always advisable to only collect personal data if you have a good reason to. Of course, to send review requests or chat with your customers, you need their name and phone number.
When chatting with customers, try to avoid asking for personal data if you can. But if you do, bear in mind that there will then be personal data stored within your chat history with a customer. This isn’t necessarily a problem, but it’s then up to you to take care of that data.
The best way to get consent is simply to follow these steps:
If you are taking your customer’s details online (and you’re not there in person), then make sure it is clear at the point where the customer is asked for their details, exactly what you want to do with them.
Make sure it’s opt-in, so the customer has to click an option to agree that they'd like to receive text messages, rather than opt-out only after the fact. It’s important that the customer is always in control.
Once you’ve taken your customers info, it’s important you look after it.
There are a few easy ways to delete personal customer data from Chalkboard.
Delete a customer. If you're looking to remove a customer from your customer list, select the 'Customers' icon from the chat tab, and search for the customer.
Once you click into the customer's name, you'll see a detail view of their profile.
Once you press the 'delete' button to the left of 'save', you'll be asked to confirm the deletion of the selected customer and the process will be complete.
Delete both a chat and a customer. Let's say the customer above has stopped buying from you or has requested all personal information to be removed from your records. Begin with the steps above shown under 'delete a customer', and when shown the confirmation message, tick the box that also deletes all associated chats with that customer.
Delete a chat. If you don't wish to delete the customer entirely but do want to get rid of personal information perhaps shared in a chat, you'll need to go to the chat view with that particular customer.
Once you're on the screen where you'd normally type in a message to send, click the three small dots in the upper right hand corner of this view.
From here, you have the option to select 'delete chat'. This will simply remove the chat (and all of the chat's content) from the Chalkboard app, but keep the customer's name and phone number in your records.
If your customer wants more information about how their personal data is stored, you can always point them towards our guide to how we process personal information.
We also link to this guide when the customer opens a Chalkboard review link.
There are links to the privacy and terms for Google and Facebook in the guide too, because when a customer leaves a review, they will do so with Google or Facebook directly. That means Facebook and Google have their own duty to look after that individual’s personal data.
Note that this guide is not legal advice, nor is it comprehensive about all the finer legal aspects of taking and storing personal information.
In the UK, personal data handling is governed by the UK GDPR. You can read about the UK GDPR at the Information Commissioner’s Office website.
In the US, there are a variety of federal and state laws that aim to protect a citizen’s privacy and online data. There is not one, large governing piece of legislation at the national level. A good starting point for more information is this Wikipedia article.
Updated 730 days ago.
If you can’t find an answer here, you can always contact our friendly team through the Chalkboard app. Click Settings, then Contact us.