Legal Center

SUMO Scheduler offers products that are highly available, secure, compliant, and trusted.  We are committed to continuing to deliver on this promise and remain transparent in the process.  In our Legal Center below, you may find our legal policies, visibility into how we protect your privacy, what is possible and is not possible with SUMO, and how we deliver a platform that is available to all.

If you have any questions regarding our legal policies, feel free to reach out to us.


The following agreements are typically executed when becoming a SUMO customer.

SUMO Master Subscription Agreement (MSA)

This agreement is executed to cover terms regarding the the SUMO Scheduler software application.

SUMO Master Services Agreement (MSA)

This agreement is executed to cover any services, such as implementation or professional services.

SUMO Data Processing Addendum (DPA)

SUMO may process personal data on our customer’s behalf where such personal data is subject to EU data protection laws like GDPR.  To this end, we offer a data processing addendum (DPA).

SUMO Business Associate Agreement (BAA)

A Business Associate Agreement or BAA is a legal document between a healthcare provider and a contractor. A provider enters into a BAA with a contractor or other vendor when that vendor might receive access to Protected Health Information (PHI).


The following policies include our commitments to our customers.

Data & Security Policy

This agreement is executed to cover any services, such as implementation or professional services.

Privacy Policy

SUMO is certified by globally recognized privacy and security frameworks.

SUMO Acceptable Use Policy

SUMO may process personal data on our customer’s behalf where such personal data is subject to EU data protection laws like GDPR.  To this end, we offer a data protection addendum (DPA).

What are customers saying?


SUMO rescued us from manual processes!

SUMO helped us automate our advising session scheduling process with approximately 1200 students a year. Before SUMO we had to do this manually, a process that was time-consuming and subject to error. The seamless interaction between SUMO and Salesforce enables us to quickly send appointment invites, and easily know when a student has scheduled an appointment. The outward-facing interface is also very user-friendly which makes it easy for our students to schedule their appointments. 

We have worked with Sumo for outward-facing processes for 5 years now and would highly recommend Sumo to anyone looking for a great appointment scheduling solution that is natively built in Salesforce.

Rebeca Lamadrid

VP, Operational Effectiveness, The Washington Center

Great app for productivity & scheduling

I've managed our relationship with SUMO from implementation to today and can say that it's been such a huge benefit to our organization. As a growing nonprofit that places a high priority on leveraging technology to allow our direct service providers ways to do their jobs, SUMO was a natural fit for us. The implementation process was seamless as their team was always available and very easy to work with. We're now able to more easily set up and manage user schedules. And our favorite feature has been the self-scheduler which has completely streamlined the scheduling process for follow up appointments with clients.

Ashley Jones

Associate Director - Salesforce, Neighborhood Trust Financial Partners

SUMO Rocks!

We use SUMO to schedule appointments with clients for certifications and client success appointments. The self-scheduling tool works every time and we have implemented wild card appointments to maximize our availability. We highly recommend SUMO due to the superior customer service and support! The level of support we receive goes above and beyond. Thank you SUMO for your support!

Greg Thatcher

IT Manager, Five Star Professional

This App has completely changed our processes

The amount of appointments that we are able to make has increased by over 70%. My agents no longer have to play the game of back and forth to try to find a time that works for both parties. This app has been a game-changer for our organization. My agents are now able to concentrate on other clients and communications knowing that they can send the scheduling message and the client is able to self serve.

Kerry Hoisington

Director of Customer Experience, Careerstep

Sophisticated, easy-to-use appointment tool

I've worked with SUMO on several engagements-they've always been very collaborative and customer-focused. Their appointment scheduler is robust and technically scalable, and the have strong online support. Happy to report positive experiences with them.

Jim Gilbert

Salesforce Consulting Director, Huron Consulting

Takes the headaches out of scheduling appointments!

This tool has helped our students schedule appointments with our reps at a time that is convenient for them. It has really helped us spend our time on the right students. Other great bells and whistles and smooth implementation!

Taylor Neece

Dean of Admissions, California Baptist University

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