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Legal & Practice Guidelines

Select a section below to jump directly to our formal policies regarding your personal data, practitioner-client agreement, and clinical consultation terms.

Data & Privacy

Client Agreement

Refunds and Payments

Review our comprehensive policies detailing how we collect, store, and protect your personal information and functional lab results.

Understand the terms, conditions, and active practitioner agreements required before booking functional lab consultations or customized lifestyle protocols.

Explore our detailed guidelines regarding program refund and payment terms.

Privacy Policy

Effective Date: August 14, 2026

Rootera Wellness respects your privacy and is committed to protecting the personal information you provide when visiting our website, communicating with us, purchasing services, or participating in our wellness programs.

This Privacy Policy explains the types of information we may collect, how that information may be used, and the choices available to you regarding your information.

Information We May Collect

Depending on how you interact with Rootera Wellness, we may collect information such as:

  • Name

  • Email address

  • Phone number

  • Billing and transaction information

  • Information submitted through contact, consultation, or intake forms

  • Information you voluntarily provide when communicating with Rootera Wellness

  • Health, nutrition, lifestyle, wellness, or laboratory-related information you voluntarily provide as part of a coaching relationship

  • Website usage and technical information, such as browser type, device information, IP address, cookies, and website interactions

We only seek to collect information reasonably necessary to provide our services, communicate with clients, operate our website, and improve the client experience.

How We Use Your Information

Information collected by Rootera Wellness may be used to:

  • Respond to questions and inquiries

  • Schedule consultations and coaching sessions

  • Provide purchased wellness coaching services

  • Personalize nutrition and lifestyle recommendations

  • Facilitate functional laboratory testing when applicable

  • Process and maintain records related to purchases

  • Communicate about appointments, programs, services, or client accounts

  • Provide educational resources and requested communications

  • Improve our website, programs, and client experience

  • Maintain appropriate business and financial records

  • Comply with applicable legal and regulatory requirements

Rootera Wellness does not sell your personal information.

Payment Information

Payments may be processed through third-party payment processors, including Stripe.

Rootera Wellness does not directly store complete credit card or bank account information submitted through third-party payment processors. Payment information is handled according to the privacy and security practices of the applicable payment provider.

Functional Laboratory Testing

When a client elects to complete functional laboratory testing, certain information may need to be shared with the laboratory or testing provider for purposes such as ordering, processing, completing, and reporting the requested test.

Those providers maintain their own privacy policies and data-handling practices.

Supplement Dispensary

Rootera Wellness may provide access to third-party supplement dispensaries, including Fullscript.

When you create an account, place an order, or otherwise interact with a third-party dispensary, information you provide to that service is subject to that provider's own privacy policy and terms.

Third-Party Service Providers

Rootera Wellness may use trusted third-party providers to help operate the website and business, including services related to:

  • Website hosting

  • Payment processing

  • Scheduling

  • Email communication

  • Functional laboratory testing

  • Supplement fulfillment

  • Forms and client management

  • Analytics and website performance

These providers may process information as necessary to perform their respective services and are subject to their own privacy and security practices.

Cookies and Website Analytics

Our website may use cookies and similar technologies to support website functionality, understand website traffic, remember preferences, and improve the visitor experience.

Some third-party services integrated with the website may also use cookies or similar technologies.

You may be able to control or disable cookies through your browser settings. Disabling certain cookies may affect the functionality of some website features.

Email Communications

If you voluntarily subscribe to educational emails, newsletters, or other marketing communications, Rootera Wellness may use your email address to send those communications.

You may unsubscribe from marketing emails at any time using the unsubscribe option provided in the communication.

Transactional or service-related communications, such as appointment information or information related to a purchased program, may still be sent when necessary to provide services.

How We Protect Information

Rootera Wellness takes reasonable administrative and technical measures intended to protect personal information from unauthorized access, disclosure, alteration, or misuse.

However, no website, electronic communication, or online data-storage system can be guaranteed to be completely secure.

Please avoid submitting highly sensitive information through ordinary website contact forms or unsecured email unless specifically instructed to do so through an appropriate secure system.

Data Retention

Personal information may be retained for as long as reasonably necessary to provide services, maintain business records, comply with legal obligations, resolve disputes, and enforce agreements.

Retention periods may vary depending on the nature of the information and the purpose for which it was collected.

Your Privacy Choices

Depending on applicable law and the nature of the information involved, you may contact Rootera Wellness to request access to, correction of, or deletion of certain personal information maintained by us.

Some information may need to be retained when required for legitimate business, contractual, tax, legal, or regulatory purposes.

Children's Privacy

Rootera Wellness's website and online services are not intended to collect personal information directly from children without the involvement and authorization of a parent or legal guardian.

If services are provided for a minor, appropriate parent or guardian involvement and consent is required.

Third-Party Websites

Our website may contain links to third-party websites and services.

Rootera Wellness is not responsible for the privacy practices, security, content, or policies of third-party websites. Visitors should review the privacy policies of any third-party services they choose to use.

Changes to This Privacy Policy

Rootera Wellness may update this Privacy Policy periodically to reflect changes in our services, website, technology, business practices, or applicable requirements.

Updates will be posted on this page with a revised effective date.

Contact

If you have questions regarding this Privacy Policy or how your personal information is handled, please contact Rootera Wellness at hello@rooterawellness.com.

Rootera Wellness
Texas, United States
rooterawellness.com

Effective Date: August 14, 2026

Practice Guidelines
Nature of Services

Rootera Wellness provides health and wellness coaching using nutrition, lifestyle education, Functional Diagnostic Nutrition® principles, and functional laboratory information when included in the client's program.

Services may include education and recommendations related to nutrition, hydration, sleep, exercise, stress reduction, supplementation, digestive wellness, and other lifestyle factors.

Rootera Wellness services are educational and supportive in nature and are not a substitute for medical care.

Scope of Practice

Rootera Wellness does not diagnose, treat, cure, prescribe for, or prevent disease and does not replace care from a licensed physician or other qualified healthcare professional.

The client understands that recommendations provided through Rootera Wellness are intended to support general health and wellness.

Clients are encouraged to maintain an appropriate relationship with their licensed healthcare providers and to discuss medical conditions, medications, pregnancy, laboratory findings, or significant changes in health with those providers.

Rootera Wellness does not advise clients to discontinue, modify, or begin prescription medications. Clients are encouraged to maintain a relationship with a qualified primary care physician and to consult them before making any significant changes to their healthcare regimen or supplement protocols.

Client Agreement

Client Responsibilities

Successful coaching requires active participation.

The client agrees to:

  • Provide accurate and complete information regarding health history, medications, supplements, lifestyle, and other information relevant to coaching.

  • Communicate changes in health, medications, supplements, pregnancy status, or other circumstances that may affect recommendations.

  • Complete agreed-upon forms, assessments, laboratory testing, and other program activities when applicable.

  • Attend scheduled coaching sessions and communicate when appointments need to be changed.

  • Ask questions when recommendations or educational information are unclear.

  • Take responsibility for deciding whether and how to implement wellness recommendations.

  • Continue seeking appropriate medical care when necessary.

The client understands that outcomes vary and that no specific health outcome is guaranteed.

5. Functional Laboratory Testing

Some Rootera Wellness programs include or offer optional functional laboratory testing.

When testing is selected, Rootera Wellness may assist with ordering tests, reviewing results, providing education regarding findings, and using those findings to inform wellness recommendations within the practitioner's scope. Rootera Wellness cannot diagnose, treat, or cure any disease. Functional laboratory testing is meant for educational use only.

Functional testing is not intended to replace diagnostic testing or evaluation performed by a licensed medical provider.

The client is responsible for following all laboratory preparation, collection, storage, and shipping instructions.

Laboratory fees may be separate from coaching fees and are subject to the applicable laboratory's policies.

Clients are encouraged to maintain a relationship with a qualified primary care physician and to consult them before making any significant changes to their healthcare regimen or supplement protocols.

Please read this document carefully before initiating your functional health journey with us.

A close-up, top-down shot of dried organic herbs and botanical ingredients in small ceramic dishes, soft morning side-light, muted earthy green and warm clay tones.
A close-up, top-down shot of dried organic herbs and botanical ingredients in small ceramic dishes, soft morning side-light, muted earthy green and warm clay tones.
PRACTICE POLICIES

Supplements

Supplements

Supplement recommendations may be provided when appropriate as part of a client's wellness plan.

The client agrees to disclose current medications, supplements, allergies, known sensitivities, pregnancy or breastfeeding status, and other relevant health information before implementing supplement recommendations.

Clients should discuss potential medication interactions, contraindications, medical conditions, pregnancy, breastfeeding, surgery, or other medical concerns with an appropriate licensed healthcare professional.

The client understands that supplement recommendations may be modified as the program progresses and that more supplementation is not necessarily better.

Payment

Payment is required in full before services begin unless the client has entered into a written payment plan approved by Rootera Wellness.

Clients enrolled in an approved payment plan must remain current on all scheduled payments in order to continue receiving services.

Failure to make an agreed-upon payment may result in suspension of services until the account is brought current.

Laboratory fees, supplements, and other optional products or services may be charged separately unless specifically stated otherwise.

Refunds

All purchases are subject to the Rootera Wellness Payment, Cancellation & Refund Policy.

Program purchases are non-refundable. Choosing to discontinue participation, failing to schedule or attend available sessions, or deciding not to implement recommendations does not create an entitlement to a full or partial refund.

The client acknowledges that purchasing a program reserves practitioner time, availability, preparation, resources, and support.

Scheduling & Cancellations

Clients should provide at least 24 hours' notice when rescheduling or canceling an appointment.

Appointments missed or canceled with less than 24 hours' notice may be considered used except when otherwise determined by Rootera Wellness.

Programs are intended to be completed within the timeframe described at enrollment. Any extension of the program period is at the discretion of Rootera Wellness.

FEES & BILLING

Payment Terms