Refund & Cancellation Policy

Because digital products are delivered immediately and cannot be returned, purchases of downloadable templates, frameworks, guides, workbooks, scorecards, checklists, videos, and other digital resources are final sale after access or delivery.

If you experience a technical problem accessing a purchase, contact [email protected]. We will make reasonable efforts to restore access or provide a replacement delivery method.

Fees for completed consultations, strategy sessions, practice assessments, and operational audits are non-refundable.

You may request to reschedule with at least 24 hours’ notice. Requests made with less than 24 hours’ notice, missed appointments, or arrivals too late to complete the scheduled service may be treated as used and may require a new booking fee.

We may make reasonable exceptions for emergencies at our discretion.

Cancellation, termination, and refund terms for consulting programs, retainers, implementation projects, hiring engagements, EHR transitions, or onsite services are governed by the applicable proposal or signed agreement.

Unless otherwise stated in writing:

• fees already earned for completed work are non-refundable;
• deposits reserve capacity and may be non-refundable once work begins;
• prepaid amounts may be applied to completed work, committed capacity, approved expenses, and non-cancelable third-party costs;
• pausing a project does not automatically pause payment obligations; and
• early termination may require written notice and payment for work performed through the effective termination date.

Approved travel costs, lodging, transportation, booking fees, and other non-refundable expenses incurred for onsite work are the client’s responsibility and are not refundable once committed.

If recurring services are offered, cancellation must be submitted before the next billing date according to the applicable checkout terms or agreement. Cancellation stops future renewals but does not automatically refund charges already processed.

Contact us promptly if you believe you were charged twice or charged an incorrect amount. Verified billing errors will be corrected.

Please contact us before initiating a chargeback so we can attempt to resolve the issue. Filing a chargeback does not cancel a valid payment obligation. We may suspend access to products or services while a payment dispute is pending.

If we cancel a paid service and cannot provide a reasonable rescheduled date or substitute, we will refund the portion paid for the service we did not provide. This does not include amounts attributable to completed work, delivered products, or non-refundable expenses.

Nothing in this policy limits any refund, cancellation, or consumer right that cannot legally be waived.

Send refund, cancellation, or rescheduling requests to:

CA Way Management, LLC
Email: [email protected]

Include your name, purchase, date, and a short explanation of the request.