#Intake B2B: Terms of Service
Last updated: 2026-05-16
These Terms of Service ("Agreement") govern access to and use of Intake B2B: Wholesale Approval (the "app"), a Shopify app operated by Intake Labs. By installing, accessing, or using the app, the Shopify merchant installing the app ("Merchant") agrees to this Agreement.
#1. Acceptance of Terms
Merchant accepts this Agreement by installing the app, authorizing the app through Shopify, approving the app's Shopify billing charge, or continuing to use the app after receiving notice of updated terms. If you install or use the app on behalf of a business, you represent that you have authority to bind that business to this Agreement.
If Merchant does not agree to this Agreement, Merchant must not install or use the app.
#2. Definitions
- "App" means Intake B2B: Wholesale Approval and any related embedded Shopify admin interface, buyer-facing app proxy form, email notifications, background jobs, and Shopify API integrations operated by Intake Labs.
- "Applicant" means a person or business that submits a wholesale application through Merchant's storefront.
- "Merchant" means the Shopify store owner, operator, or authorized staff user that installs or uses the app.
- "Merchant Data" means data Merchant configures in the app, applicant-submitted information, uploaded applicant documents, and Shopify store data the app processes on Merchant's behalf.
- "Shopify" means Shopify Inc. and its affiliates, platform, APIs, billing system, app review process, and app installation flows.
#3. Scope of Responsibility
Workflow software, not compliance services. The app provides software to help Merchants manage wholesale-buyer application workflows. The app does not provide legal advice, tax advice, compliance services, age-verification services, document-authentication services, or resale-certificate-validation services. Merchant is solely responsible for: (i) deciding whether to approve any applicant for wholesale access; (ii) verifying the validity, currency, and sufficiency of any license, resale certificate, tax exemption, or other document submitted by an applicant; (iii) complying with all applicable laws governing wholesale onboarding, including consumer protection, tax, sanctions, and data protection laws applicable in Merchant's jurisdiction and the jurisdictions of Merchant's applicants; and (iv) ensuring the accuracy and lawfulness of any information collected from applicants through the app. The app does not certify that any uploaded document is valid, current, genuine, or sufficient for audit or regulatory purposes.
#4. License and Scope of Use
Subject to this Agreement and Merchant's payment of applicable Shopify-billed fees, Intake Labs grants Merchant a limited, non-exclusive, non-transferable, revocable license to install and use the app solely within Merchant's Shopify store for Merchant's internal wholesale-buyer onboarding workflow.
Merchant must not:
- Reverse engineer, decompile, disassemble, or attempt to derive the source code or underlying structure of the app, except where applicable law prohibits this restriction.
- Bypass, disable, overload, or interfere with rate limits, abuse controls, authentication, Shopify app-proxy validation, or webhook security controls.
- Use the app to defraud applicants, misrepresent Merchant's wholesale program, or collect information Merchant is not legally permitted to collect.
- Upload malicious files or use the app to transmit malware, phishing content, or unlawful content.
- Use the app in a way that violates Shopify's applicable terms, policies, or technical restrictions.
- Resell, sublicense, rent, or make the app available to third parties except as part of Merchant's normal operation of its own Shopify store.
#5. Merchant Responsibilities
Merchant is responsible for:
- Complying with the Shopify Partner Program Agreement, Shopify merchant terms, Shopify policies, and any Shopify plan limitations that apply to Merchant's store.
- Complying with applicable B2B, consumer protection, tax, sanctions, privacy, data protection, marketing, and document-retention laws.
- Configuring the app accurately, including notification email, applicant email settings, form fields, document upload settings, approval default tags, and the displayed buyer form URL.
- Providing accurate notices to applicants about Merchant's own wholesale onboarding process and data practices.
- Lawfully collecting, reviewing, exporting, retaining, and deleting applicant data submitted through Merchant's storefront.
- Maintaining lawful access to the Shopify store where the app is installed.
- Reviewing application details, uploaded documents, and Shopify sync results before relying on them operationally.
#6. Service Description and Limitations
The app helps Merchant collect and review wholesale applications through a Shopify app proxy form, manage submitted applications in the embedded Shopify admin, request additional information, reject applications, approve applications, and create or link Shopify B2B Company records.
Current app capabilities include:
- A buyer-facing wholesale application form served from Merchant's storefront through Shopify App Proxy.
- Configurable standard fields, up to five custom fields, and configurable document upload settings.
- Application queue and application detail screens in the embedded Shopify admin.
- Merchant actions to approve, reject, request more information, retry Shopify sync, retry failed approval assignments, update address fields, and update reviewer notes.
- Shopify B2B Company, Company Contact, Company Location, metafield, customer tag, catalog assignment, and payment-terms assignment integrations where Shopify plan/API capability permits.
- Transactional emails to merchants and applicants when enabled.
- Retention sweeps, Shopify compliance webhooks, and R2 document deletion flows as described in the Privacy Policy.
The app has the following launch limitations:
- Direct catalog assignment and payment-terms assignment in the approval modal require Shopify Plus in the current implementation. On Basic, Grow, and Advanced stores, the app can still create B2B Companies and apply customer tags, but direct catalog/payment-terms assignment must be configured in Shopify admin after approval unless Intake Labs ships a later change.
- Partial payments, deposits, and checkout/payment collection workflows are not app features. If Merchant uses Shopify partial-payment capabilities, Merchant must configure and manage them in Shopify according to Merchant's Shopify plan and Shopify's own feature availability.
- The app does not validate tax IDs, resale certificates, business licenses, sanctions status, age, or applicant eligibility.
- The app does not provide legal, tax, accounting, compliance, audit, or document-verification services.
- The app does not provide a service-level agreement at launch. Intake Labs operates the app on a commercially reasonable, best-effort reliability basis.
- Shopify API availability, Shopify billing availability, Shopify plan capability, Shopify app-review requirements, and Merchant's Shopify configuration may affect app behavior.
#7. Subscription, Fees, and Billing
The app is offered as a flat subscription billed through Shopify at USD 29 per month with a 14-day free trial, unless Shopify displays different approved pricing during installation or billing approval.
Shopify handles billing, payment collection, charge approval, trials, invoices, taxes where applicable, and cancellation mechanics. Merchant can cancel by uninstalling the app from its Shopify store. Cancellation stops future subscription billing through Shopify, subject to Shopify's billing rules and any charges already accrued.
Intake Labs may change pricing for future billing periods by providing notice through Shopify, the app, email, or another reasonable channel permitted by Shopify.
#8. Intellectual Property
Intake Labs retains all rights, title, and interest in and to the app, including software, workflows, user interface, documentation, trade names, trademarks, service marks, and other intellectual property.
Merchant retains all rights, title, and interest in Merchant Data, Merchant's store, Merchant's business information, Merchant configuration, applicant submissions, and Merchant's own trademarks and content. Merchant grants Intake Labs the limited rights necessary to host, process, transmit, display, and delete Merchant Data solely to provide and operate the app and comply with applicable Shopify and legal obligations.
#9. Data, Privacy, and Security
The app's data-handling commitments are described in the Privacy Policy at https://privacy.intake-labs.com. The Privacy Policy explains the categories of data processed, subprocessors, retention behavior, Shopify compliance webhooks, document storage, and contact information for privacy requests.
Intake Labs will maintain industry-standard administrative, technical, and organizational measures designed to protect Merchant Data processed by the app. Intake Labs will notify Shopify within 24 hours after becoming aware of a confirmed security breach involving Merchant Data, as required by applicable Shopify Partner Program obligations. Intake Labs will notify affected merchants and individuals as described in the Privacy Policy and as required by applicable law.
Merchant remains responsible for its own privacy notices, lawful basis for processing applicant data, applicant communications, legal compliance, and responses to applicant requests except where the app processes data on Merchant's documented instructions.
#10. Disclaimer of Warranties
To the fullest extent permitted by applicable law, the app is provided "as is" and "as available." Intake Labs disclaims all warranties, whether express, implied, statutory, or otherwise, including implied warranties of merchantability, fitness for a particular purpose, title, non-infringement, and uninterrupted or error-free operation.
Intake Labs does not warrant that the app will meet Merchant's requirements, that Shopify APIs will always be available, that applicant submissions will be complete or accurate, that uploaded documents are valid or authentic, that Shopify sync operations will always succeed, or that every error can be automatically recovered.
#11. Limitation of Liability
To the fullest extent permitted by applicable law, the total aggregate liability of either party arising out of or relating to this Agreement, whether in contract, tort (including negligence), strict liability, breach of confidentiality, breach of data protection or data security obligations, or any other legal theory, will not exceed the greater of (i) the fees paid by Merchant under this Agreement during the twelve (12) months immediately preceding the event giving rise to liability, or (ii) five hundred US dollars (USD 500).
The foregoing cap does NOT apply to: (a) Merchant's obligation to pay fees owed; (b) liability arising from fraud, willful misconduct, or gross negligence to the extent such liability cannot be limited by applicable law; (c) infringement by either party of the other party's intellectual property rights; (d) liability for death or personal injury caused by negligence; or (e) any other liability that cannot be limited or excluded by applicable law.
In no event will either party be liable for any indirect, incidental, consequential, special, exemplary, or punitive damages, including lost profits, lost revenue, lost goodwill, loss of business opportunity, loss of data, or cost of substitute services, even if advised of the possibility of such damages.
#12. Indemnification
Merchant will defend, indemnify, and hold harmless Intake Labs from and against third-party claims, damages, liabilities, costs, and expenses arising from: (a) Merchant's unlawful use of the app; (b) Merchant's applicant-facing notices, products, services, or wholesale approval decisions; (c) Merchant's failure to verify applicant documents or comply with applicable laws; or (d) Merchant Data submitted to the app, except to the extent the claim arises from Intake Labs' breach of this Agreement.
Intake Labs will defend, indemnify, and hold harmless Merchant from and against third-party claims alleging that the app, as provided by Intake Labs and used according to this Agreement, infringes that third party's intellectual property rights. Intake Labs has no obligation for claims arising from Merchant Data, Merchant's Shopify store configuration, Merchant's misuse of the app, modifications not made by Intake Labs, or use of the app in combination with systems or content not provided by Intake Labs.
The indemnified party must promptly notify the indemnifying party of the claim, provide reasonable cooperation, and allow the indemnifying party to control the defense and settlement, provided that no settlement may impose non-monetary obligations or admissions on the indemnified party without its consent.
#13. Term and Termination
This Agreement begins when Merchant installs or first uses the app and continues until terminated.
Merchant may terminate this Agreement by uninstalling the app from its Shopify store. Intake Labs may terminate or suspend access to the app if Merchant materially breaches this Agreement, fails to pay applicable Shopify-billed fees, uses the app unlawfully, creates security or platform risk, or if Shopify requires suspension or removal.
After termination:
- Merchant's app access ends.
- Shopify session data is cleared when the app receives Shopify's uninstall webhook.
- Application data, documents, and Merchant configuration are retained and deleted according to the Privacy Policy's retention and Shopify compliance-webhook sections.
- Sections intended to survive termination will survive, including intellectual property, data/privacy obligations, disclaimers, limitation of liability, indemnification, governing law, and payment obligations accrued before termination.
#14. Modifications to the Terms
Intake Labs may update this Agreement from time to time. Intake Labs will provide notice of material changes by email, in-app notice, changelog, or another reasonable channel. Continued use of the app after the effective date of updated terms constitutes acceptance of the updated terms.
If Merchant does not agree to updated terms, Merchant must stop using and uninstall the app.
#15. Assignment
We may assign this Agreement, in whole or in part, to any successor entity controlled by us or to any entity that acquires substantially all of our business or assets, without notice to or consent from Merchant, provided that the successor assumes all of our obligations under this Agreement.
Merchant may not assign this Agreement without Intake Labs' prior written consent, except to a successor that acquires substantially all of Merchant's business or assets and assumes Merchant's obligations under this Agreement.
#16. Governing Law and Venue
This Agreement is governed by the laws of the Dubai International Financial Centre (DIFC). Any dispute arising out of or relating to this Agreement is resolved exclusively by the DIFC Courts, including the DIFC Courts Small Claims Tribunal where the matter is within its jurisdictional limits. Each party retains the right to seek injunctive or equitable relief in any court of competent jurisdiction to protect its intellectual property rights, enforce its confidentiality rights, or enforce a judgment of the DIFC Courts.
#17. Contact
Intake Labs is operated as a sole proprietorship based in Dubai, United Arab Emirates.
For support, billing questions, or questions about these Terms, contact:
support@intake-labs.com
Privacy requests should be sent through the process described in the Privacy Policy at https://privacy.intake-labs.com.
#Source References
These references ground the operational statements above in the current codebase:
- App name and embedded app configuration:
shopify.app.toml:4-6. - App proxy path and production proxy URL:
shopify.app.toml:44-47. - Shopify scopes and B2B/Admin API access:
shopify.app.toml:35. - Billing plan, price, and trial:
app/shopify.server.ts:15,app/shopify.server.ts:43-48. - Billing gate through Shopify billing:
app/routes/app.tsx:25-38. - Admin navigation:
app/routes/app.tsx:80-82. - Settings capabilities:
app/routes/app.setup.tsx:544-590,app/routes/app.setup.tsx:808-928. - Form defaults and configurable fields/uploads:
app/services/formConfig.ts:337-362. - Buyer form submission, validation, rate limiting, duplicate throttle, and file upload flow:
app/routes/proxy.wholesale-apply.tsx:470-538,app/routes/proxy.wholesale-apply.tsx:595-702. - Buyer form UI and "Powered by Intake B2B" footer:
app/routes/proxy.wholesale-apply.tsx:2056-2124. - Application queue and status tabs:
app/routes/app.applications._index.tsx:195-203,app/routes/app.applications._index.tsx:283-326. - Approval, rejection, request-info, retry-sync, and retry-assignment actions:
app/routes/app.applications.$id.tsx:294-795,app/routes/app.applications.$id.tsx:795-1129. - Approval modal and non-Plus catalog/payment copy:
app/routes/app.applications.$id.tsx:2475-2634. - Shopify Company/Contact/Location/catalog/payment/tags mutations:
app/services/shopify-company.server.ts:68-98,app/services/shopify-company.server.ts:134-165,app/services/shopify-company.server.ts:796-826,app/services/shopify-company.server.ts:1000-1116. - Email sender display and transactional templates:
app/services/email.server.ts:69,app/services/email.server.ts:157-163,app/services/email.server.ts:177-304. - Data model for merchant config, applications, documents, and status events:
prisma/schema.prisma:53-85,prisma/schema.prisma:97-235,prisma/schema.prisma:269-327. - Retention and Shopify compliance-webhook behavior:
docs/privacy-policy.md:49-88,docs/privacy-policy.md:121-140,app/routes/webhooks.tsx:230-321,scripts/retention-sweep.ts:41.