Cancellation and Rescheduling Policy

1. Reserved capacity

Purchasing an assessment reserves advisory capacity and removes the selected time from availability. Streamline may also begin preparation before discovery.

2. If plans change

Contact hello@streamlineadvisory.ai as soon as possible. Requests are reviewed individually, with reasonable efforts to accommodate scheduling changes when capacity allows.

A specific rescheduling, cancellation, credit, or refund window is not guaranteed. Decisions may consider notice, availability, preparation, work performed, prior changes, and relevant circumstances.

3. Late cancellations and missed appointments

Late cancellations and missed appointments consume reserved capacity and may not be eligible for rescheduling, credit, or refund. Streamline may offer an alternative at its discretion when circumstances reasonably warrant it.

4. After work begins

Once discovery or substantive assessment work begins, fees compensate Streamline for reserved capacity and work performed. Requests after that point are evaluated individually and are not guaranteed a refund or credit.

5. Provider cancellation

Streamline may decline work outside the service scope. If Streamline cancels before substantive work begins, it will refund the amount paid. If Streamline cannot deliver, it may provide a refund, credit, rescheduling, or another appropriate remedy.

6. Approved refunds

Approved refunds are generally returned to the original payment method. Processing times depend partly on the payment provider and financial institution.