Learn essential privacy protocols to safeguard client data in online booking systems. Ensure legal compliance and protect sensitive information from unauthorized access and breaches.
Masha is the Director of Global Privacy @ Termly and has been a privacy compliance mentor to many international business accelerators.
Online booking systems like TIMIFY help streamline all facets of scheduling, from managing big tasks like organizing enterprise-level recruitment to enhancing user interfaces by simplifying customer appointments.
When using this innovative software, it's important to keep client data secure by following some essential privacy protocols.
Let's dive into the different ways you can secure client data in online booking systems in a legally compliant manner.
Websites rely on online booking systems to simplify the administrative aspects of scheduling, which leads to more efficiency for your consumers and business.
However, these systems typically collect personal information from users, a category of data that’s protected by different data privacy laws.
While you can use personal information to enhance the customer experience, monitor marketing campaigns, and create better products, you’re also responsible for keeping that data safe from unauthorized access, breaches, and other security risks. Companies handling data must ensure the security and privacy of customer information to avoid regulatory penalties.
For example, an online booking form may ask for the following identifiers from users:
First and last names
Home addresses
Email addresses
Contact details
Zip codes
Medical records
When you store this information, you must implement proper security measures to keep it safe, which may include protecting customer data through:
Data encryption
Data anonymization
Access controls
Secure data storage
Approved data transfers
Posting a comprehensive privacy policy
Proper training and education for your team
The industry you’re in also impacts the requirements you must follow regarding the safety of client data.
For example, doctors’ offices or those in the medical field must align their data collection, processing, and security procedures with the Health Insurance Portability and Accountability Act (HIPAA).
Those in the finance industry must abide by the Gramm-Leach-Bliley Act (GLBA).
We’ll discuss laws in more detail later in this guide, but for now, let’s review the essential privacy protocols for your online booking system.
Source: timify
To keep your consumer information safe, this section covers the key elements of online booking system security. Below is a comprehensive list of essential privacy protocols to implement when adding an online booking system to your website or app.
You should apply the principle of data minimization by limiting the data you collect from users through your online booking form to only what is necessary for scheduling.
You shouldn’t ask for extra details or collect unneeded information just for the sake of it.
If you fall under any data privacy law, collecting more information from users than what’s considered reasonable could be a direct violation, leading to fines or other penalties.
Plus, collecting more information than you need leaves it at risk of falling victim to a cyber breach or attack.
If you have an online booking system on your website, add a live link to your privacy policy somewhere near the form and be transparent about how it collects and possibly shares the data. It is essential to obtain explicit consent from users before collecting their data, ensuring they are fully informed and in control of their privacy choices. Providing users with clear information and control over their personal data is crucial for transparency and compliance with privacy regulations.
A website privacy policy typically includes the following details:
What personal data you collect
Why you collect the data
How the data is collected and used
If you share or sell it to any third parties
The categories of the third parties themselves
What rights users have over their personal data
How those users can follow through on their rights or appeal your decisions
Your company contact information
Depending on your industry and whether any laws apply to you, you might need additional clauses, such as if you target children under age 13 or transfer data internationally.
To easily make one of these documents, consider using a privacy policy generator.
It's essential to manage who has access to the personal data your website collects, which includes the data gathered through an online booking system.
Only give access to the people who absolutely need it as part of their job responsibilities.
For example, your customer support team might need access to scheduling information, but a marketing team might not.
Limiting access this way helps minimize the chances of someone accidentally exposing it to a cyber threat.
It's helpful to implement a few other privacy protocols to secure your clients' data, for example:
Train your team: If possible, introduce everyone to data privacy and security training. This will put everyone on the same page; people will better understand their responsibilities and know what processes to follow if they notice any weak spots or breaches of protocol.
Establish your data retention policy: Have a clear plan for how long you retain data collected through your online booking system. Once it's no longer necessary to store the data, determine how you'll safely delete the information in a legally compliant manner.
Audit and update your security protocols: Establish a process for auditing and evaluating your data security protocols to ensure they're still valid and applicable. It's also a good idea to regularly verify that your third-party online booking system is safe and free of security vulnerabilities.
Be transparent with clients about your data processing: Be honest and transparent with your clients about what personal data you're collecting from them, how, and what you do with that information. If a breach ever occurs, they'll know what data of theirs may have been compromised and can make an informed decision to best recover and protect themselves.
Source: timify
Because so many industries depend on online booking systems, compliance with data protection laws is a legal requirement for companies using these systems. Several laws could impact how you collect, process, and store client information, including sensitive data such as biometric data and financial information.
The following data privacy laws, for example, outline requirements for privacy notifications and consent management for general consumers. Meeting legal requirements and regulatory requirements is essential to ensure compliance and avoid non compliance penalties:
Australia Privacy Act 1988 (the Privacy Act): This law protects Australian consumers but can apply to entities worldwide. If it applies to your business, you must post a compliant privacy policy and follow all Australian Privacy Principles.
Brazil’s General Personal Data Protection Law (LGPD): This law protects residents of Brazil and can apply to businesses located anywhere in the world.
California Consumer Privacy Act (CCPA): Regardless of where you’re located, if you have visitors from California on your website and meet certain data collection and monetary thresholds, this law applies to you. It affects your privacy policy and gives users the right to opt out of processing that may affect the data you gather from a scheduling form.
General Data Protection Regulation (GDPR): Known as the strictest privacy law in the world, the GDPR is a security law and part of broader data protection regulations. It applies to any business in Europe or websites available to people in Europe that monitor their online behavior. It impacts what goes into a privacy policy and when you present users with a privacy notice. Full compliance with GDPR and other applicable laws, including those covering biometric data and financial information, is necessary to avoid non compliance risks.
South Africa’s Protection of Personal Information Act (POPIA): Designed based on the GDPR, the POPIA also has an extraterritorial scope and can apply to businesses located anywhere in the world.
If you use an online booking system and one or more of these laws apply to you, include a link to your privacy policy and ask the user to take an action, such as select a checkbox, to denote that they’ve read and agree to your policy.
This next batch of laws addresses different industries where data collection often occurs, including finance, medical, children, and health insurance:
Children’s Online Privacy Protection Act (COPPA): This federal law applies to any business that targets minors under age 13 in the U.S. and it outlines several strict privacy notification and consent requirements that impact online booking forms.
Gramm-Leach-Bliley Act (GLBA): The GLBA is a federal U.S. law that applies to financial institutions and anyone that collects, processes, and uses financial data, including banks, credit unions, and advisors. It outlines privacy policy requirements and dictates how and why you request information from clients, including through an online scheduling form.
Health Insurance Portability and Accountability Act (HIPAA): HIPAA is a federal U.S. law that impacts how entities collect, process, use, and distribute patient’s health and medical data. It outlines requirements for privacy policies, which would include data collected by a booking system.
These laws also impact what goes into a privacy policy and when you present it to your clients.
So, when requesting certain types of information from users on a form for booking an appointment online, financial advisors must ensure they’re meeting all aspects of the GLBA, medical practices must follow HIPAA, and so on.
You must ensure compliance with all relevant data protection laws and regulations to meet every legal requirement and avoid the risks of non compliance.
The following security protocols are commonly used to protect client data by entities that rely on an online booking system:
Network security: Implementing robust network security measures is essential to protect online booking systems from unauthorized access and cyber threats.
End to end encryption: Using end to end encryption secures data in transit, ensuring that only authorized parties can access sensitive information during transmission.
Strong passwords: Requiring strong passwords for all users and administrators helps prevent unauthorized access to the booking system.
Protect sensitive data: Implementing measures such as encryption and access controls helps protect sensitive data from unauthorized access or exposure.
Sensitive data: It is important to safeguard sensitive data, such as financial and health information, through comprehensive security strategies.
Data breaches: Monitoring for data breaches and having a response plan in place for any data breach incidents minimizes potential damage and ensures quick remediation.
Data encryption: This technique transforms data into an unreadable, encoded format that can only be recovered with a key.
Data anonymization: This is a technique for removing identifiable details from data sets and replacing them with unidentifiable or anonymous data.
Firewalls: Firewalls are networks of security systems that block unauthorized access and act as a barrier between trusted and untrusted networks.
Any business that collects personal data from consumers has an ethical responsibility to handle the information in a way that respects the individuals who provided it. Ethical considerations are equally important as legal compliance in data collection.
Remember, the data represents real people — your clients
Keep the following considerations in mind to build trust with your clients and show them that you prioritize keeping their data private and secure:
Be honest and transparent: Make sure you present all clients with a clear, honest privacy policy. It should be linked at the bottom of the form used for your online booking system.
Obtain and document client consent: Following any applicable privacy laws, request consent from your clients and explain how they can change their minds at any time. Consider using a cookie banner and keeping a log of your users’ consent choices.
Make it easy for clients to follow through on their privacy rights: Add a data subject access request form to your site and explain how clients can submit requests to follow through on any applicable data privacy rights they might have.
Rectify mistakes: If a client tells you there’s an error in the data you’ve collected about them, have a process in place for correcting the information in a legally compliant way. Maintaining data accuracy is a key part of ethical data management.
Let clients know when your privacy protocols change: Your data collection practices might change, and if they do, make sure you have a plan for communicating those changes to your clients and re-obtain consent from them as needed.
Online booking systems like TIMIFY offer consumers great convenience, but they also collect personal information when people fill out and submit the form.
Implementing a few basic, essential privacy protocols reassures consumers that you're keeping that data secure from bad actors and unauthorized access.
This proactive approach helps foster a relationship of trust with your consumers and leads to safer, more sustainable data processing practices for your business.
Masha is the Director of Global Privacy @ Termly and has been a privacy compliance mentor to many international business accelerators. She specializes in implementing, monitoring, and auditing business compliance with privacy regulations (HIPAA, PIPEDA, ePrivacy Directive, GDPR, CCPA, POPIA, LGPD). Masha studied Law at Belgrade University and passed the Bar examination in 2016.