SOC 2 Compliant Scheduling Platform
Enterprise procurement teams require SOC 2 compliance from every SaaS vendor. Schedly maintains SOC 2 Type II compliance — ensuring your client and employee scheduling data is protected by industry-standard security controls.
Regulation: SOC 2 Type II (AICPA Trust Services Criteria)
The SOC 2 Type II (AICPA Trust Services Criteria) requirements that apply to scheduling
Security (CC6)
SOC 2 requires logical and physical access controls to protect system data. Schedly implements multi-factor authentication, role-based access control, and encryption at rest and in transit.
Availability (CC7)
Systems must be available for operation as agreed. Schedly maintains 99.9% uptime SLA with redundant infrastructure across multiple availability zones.
Confidentiality (CC9)
Data designated as confidential must be protected appropriately. Client scheduling data, intake form responses, and payment data are all treated as confidential.
Processing Integrity (CC8)
System processing must be complete, accurate, timely, and authorized. Schedly's booking confirmation system ensures every booking is accurately recorded and confirmed.
Compliance built into every plan
These features ship on every Schedly account — not locked behind expensive enterprise tiers.
SOC 2 Type II report available
Enterprise and Business customers can request Schedly's current SOC 2 Type II audit report under NDA for vendor security reviews.
Encryption at rest and in transit
All data is encrypted at rest using AES-256 and in transit using TLS 1.3 — meeting the encryption requirements of the Security trust service category.
Multi-factor authentication
All Schedly staff and customer admin accounts support MFA. Enterprise plans require MFA for all account access.
Audit logging
Comprehensive audit logs track all access, modifications, and deletions of scheduling data — supporting the monitoring requirements of SOC 2.
Built security-first, from the infrastructure up
Every layer of the Schedly stack is designed for regulated industries.
AES-256 Encryption
All booking data, intake forms, and client PHI is encrypted at rest and in transit using AES-256.
SOC 2 Type II Certified
Annual third-party audits verify our infrastructure controls. Certificate available on request.
Audit Logs & Access Controls
Every data access is logged. Role-based permissions ensure only authorized staff see protected records.
Isolated Data Infrastructure
Client data is siloed per account. Multi-tenant architecture is designed so data never co-mingles.
Automated Data Retention
Configure data retention windows that match your compliance policy. Deletions are permanent and auditable.
BAA Available on Pro+
Business Associate Agreements are available on Professional and Enterprise plans with one-click execution.
Your Compliance Setup Checklist
Check off each step as you complete your compliant scheduling setup.
Business Associate Agreement ready to sign
For practices and businesses that require a signed BAA, Schedly offers a standard BAA on Professional and Enterprise plans — executable directly in your dashboard with no legal back-and-forth.
- Executed in your Schedly dashboard in minutes
- No attorney required — pre-approved standard language
- Covers all PHI processed by Schedly on your behalf
- Renewed automatically with your subscription
SOC 2 Type II and What It Actually Tells You About a Vendor's Security
SOC 2 is frequently requested in enterprise vendor security reviews, but the terms 'SOC 2 compliant' and 'SOC 2 certified' are misused so often that understanding what they actually mean matters. A SOC 2 Type I report reflects a point-in-time assessment of a vendor's security controls at a single moment. A SOC 2 Type II report — the gold standard — reflects an auditor's assessment of whether those controls operated effectively over a defined period (typically 6–12 months). The Type II distinction matters because controls that exist on paper but aren't consistently followed are precisely the controls that fail under real operational pressure.
The Five Trust Services Categories and What Schedly's Certification Covers
SOC 2 reports are organized around up to five Trust Services Criteria: Security (protection from unauthorized access), Availability (system operates as promised), Processing Integrity (data processing is complete and accurate), Confidentiality (designated confidential information is protected), and Privacy (personal information is handled appropriately). Schedly's SOC 2 Type II certification covers the criteria most relevant to scheduling data — Security, Availability, and Confidentiality. The full report, available to enterprise customers under NDA, details the specific controls tested and the auditor's findings on their consistent operation during the audit period.
Using SOC 2 Documentation in Your Vendor Security Review Process
For organizations conducting formal vendor security reviews — common in healthcare, financial services, and enterprise technology — SOC 2 Type II documentation is typically the most efficient path to risk assessment approval. The report documents Schedly's security infrastructure, access controls, incident response procedures, and data handling practices in detail that satisfies most security review questionnaires without requiring additional documentation. Requesting Schedly's SOC 2 Type II report (via your account manager for Business and Enterprise plans), combined with Schedly's security questionnaire responses and the privacy policy review, typically provides everything needed to complete a standard enterprise vendor security evaluation.
Compliance Questions Answered
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