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Cancellation Policy

Last Updated: 09-Sep-2026

This Cancellation Policy applies to all services offered by Castle Gate Business Solutions, including One-Time Setup, Free Demo, Paid Demo, Training Sessions, and Monthly / Quarterly / Half-Yearly / Yearly Retainers for Bookkeeping and Zoho Support. It works alongside — and does not replace — the terms of your signed Master Services Agreement (MSA) and any applicable Statement of Work (SOW).

1. Free Demo

  • Free Demos carry no charge, so no cancellation terms apply. You're welcome to reschedule at any time.

2. Paid Demo & Training Sessions

  • All fees paid for a Paid Demo or Training Session are non-refundable.
  • You may reschedule once, free of charge, provided the request is made at least 1 business day before the scheduled session.
  • Requests made less than 1 business day in advance, or a no-show, will result in the session being forfeited, with no further reschedule offered.

3. One-Time Setup

  • Setup fees are non-refundable.

4. Fees and Payments

  • Fees are agreed in advance and may be structured as project-based or ongoing engagements. Payment terms are outlined in individual agreements.

5. Retainer Services (Monthly / Quarterly / Half-Yearly / Yearly)

  • Once a payment has been made for any billing cycle (Monthly, Quarterly, Half-Yearly, or Yearly),  that payment is non-refundable, regardless of the extent to which the service is used during that cycle.
  • Cancellation of a retainer requires written notice, in accordance with the notice period specified in your signed Master Services Agreement (MSA).
  • As a general reference: notice provided at any point in a calendar month typically takes effect at the end of the following calendar month (e.g. notice given in June takes effect 31 July).
  • All fees payable up to the effective date of cancellation are non-refundable.
  • Upon cancellation, access and documentation will be handed over once all outstanding dues are settled.
  • This summary is for general reference only. The exact cancellation and termination terms governing your engagement — including notice periods, immediate-termination conditions, and post-termination obligations are set out in the Cancellation & Termination section of your signed MSA, which shall prevail in the event of any difference.

6. General

  • All cancellation requests must be submitted in writing to support@castlegate.co
  • This policy is governed by, and forms part of, the terms of your Master Services Agreement with Castle Gate Business Solutions.
  • Castle Gate reserves the right to update this policy from time to time. The version in effect at the time of your booking or engagement will apply.