Data retention and deletion policies
How long Rezi keeps your data, what you can delete, and what must be retained for legal compliance.
Data retention is the practice of keeping records for a defined period and then deleting them. Having a clear retention policy protects you legally (you have records when you need them), reduces privacy risk (you do not hold data longer than necessary), and keeps your Rezi account organized over time.
Rezi does not automatically delete any customer data during the life of your account. All records are retained indefinitely unless you manually delete them or close your account. This means you are responsible for implementing your own retention and deletion practices for data that should not be kept indefinitely.
Recommended retention periods by data type
- Reservation records: retain while a dispute could reasonably arise, plus tax-record needs
- Financial and tax-related records: commonly retained for several years for tax purposes
- Message transcripts: retain for 2-3 years or as required by applicable law
These are general recommendations. Specific retention requirements vary by state and by the nature of the record. Consult an attorney in your state for jurisdiction-specific guidance.
Deleting data in Rezi
To delete a guest record: open the contact, archive it first (which removes it from active views but retains data), then use the permanent delete option when retention requirements have been met. Permanent deletion is irreversible and removes all associated records including messages and notes. Rezi requires explicit confirmation before permanent deletion.
Account deletion
When your Rezi account is closed (either by cancellation after the 30-day grace period or by explicit account deletion request), all data associated with the account is permanently deleted. Rezi does not retain any account data after deletion. This is consistent with the principle of data minimization under GDPR and similar privacy frameworks.
Account deletion is permanent and irreversible. Before closing your account, export all data you need to retain for legal compliance. Refer to the Export your data article for the complete export process. Do not rely on Rezi as your long-term archive for compliance records.
Responding to legal holds
If you receive a legal hold notice (preserving records related to litigation or regulatory investigation), immediately stop any deletion of records related to the matter and preserve all relevant Rezi data by exporting it and storing it securely. Rezi does not provide legal hold features, preservation is a manual process you must manage.
Can I recover data after I accidentally delete a guest record?
Does Rezi have backup copies of deleted records?
How does Rezi handle data deletion requests from guests?
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