Cancellation and Refund Policy.

Minimum terms

Every plan has a short minimum term. The minimum covers the setup work we do before your first month, which the onboarding fee alone does not.

After the minimum term, every plan is month to month. We never roll you into a second fixed term.

Onboarding fees

Every plan has a one-time onboarding fee. For Site, it covers writing, building, and deploying your website. For Relay and Relay Pro, it covers installing the lead platform: configuring your intake questions, embedding the form, connecting alerts, setting up your lead inbox, and testing the full request flow. Choosing Relay or Relay Pro with a custom site raises the onboarding fee by the build portion and does not change the monthly price.

• If you cancel before we begin install or build work, the fee is refunded in full.
• Once work has started, the fee is not refunded.
• The build portion of any plan with a custom site is earned when we deliver the site to you for review, whether or not you approve it for launch.

Subscription and usage fees

Monthly charges cover the month they are billed for: hosting, maintenance, content edits, lead delivery, alerts, and reporting, as applicable to your plan. A month that has already started is not refunded.

Relay includes 250 text messages a month and Relay Pro includes 750. Messages beyond your allowance are billed at $0.03 per message, and carrier and 10DLC registration fees are passed through at cost. Usage charges that have already been incurred are not refunded.

How cancellation works

You can cancel at any time from the support area of your client portal or by emailing [email protected]. No notice period is required and no cancellation fee applies.

Your cancellation takes effect on the later of:

• the last day of your minimum term, or
• the last day of your current billing period.

Your service stays fully active until that date, and you are billed for any remaining months of your minimum term as they come due. You are not billed again after the effective date.

When you request cancellation, we send a confirmation email showing the effective date.

Annual prepay

Annual prepay covers twelve months for the price of ten. It satisfies the minimum term for any plan.

If you cancel an annual plan early, we recalculate what you would have paid at the monthly rate through your minimum term or your cancellation date, whichever is later, and refund the difference. Partial months count as full months. The two free months apply only to a completed year.

Example: Relay annual is $790. Cancel in month 3 and we charge for the 3-month minimum at $79 per month ($237) and refund $553. Cancel in month 9 and we charge for 9 months ($711) and refund $79. Cancel in month 10 or later and no refund is due.

Refunds go back to the original payment method within 10 business days.

What you keep when you leave

Your domain. Your domain is registered in your business's name. If you ever want it moved to a registrar of your choosing, we transfer it at no charge. We never hold a domain.

Your content and leads. Before your effective date and for 30 days after, you can export your page copy, images, and your full lead history as a CSV from the portal. After 30 days we delete your data from our systems.

Your website. On your effective date, your Oakwell-hosted site is taken offline. If you would like to keep the site and host it yourself, you can purchase a one-time site buyout for $499. We deliver the complete site files and a short handoff guide. The buyout is available at any point during your subscription or within 30 days after it ends.

Relay on your own website. We remove the form and any scripts we installed, or send you instructions to do it yourself.

Renewals and price changes

• Annual plans: we email you 30 days before your renewal date with the amount, the date, and how to cancel.
• Monthly plans: no renewal notice is sent, since you can cancel at any time.
• If we change the price of your plan, we email you at least 30 days before the new price takes effect. You can cancel before that date with no obligation, even if you are inside a minimum term.

If we fall short

If we materially fail to deliver the service, for example your site is down for an extended period due to our fault or a feature listed in your plan is missing, contact support. We will fix it, credit you, or refund the affected period. If we discontinue the service, we refund all prepaid amounts for future periods in full and give you at least 60 days' notice.

Missed payments

If a payment fails, we retry and email you. If a charge is more than 10 days past due, service is suspended. If it is more than 30 days past due, we treat the account as cancelled on that date and the exit terms above apply.

Card disputes

Please contact us before opening a dispute with your card issuer. Refund-eligible cases are resolved faster and more completely with us directly.