Scheduling & Client Policies

These policies apply to services booked directly through Dream Portal Collective. Please review them before scheduling or submitting payment.

Scope of Services

Dream Portal offers educational, reflective, creative, and wellness-oriented support. Services are not psychotherapy, medical treatment, diagnosis, or crisis care and are not a replacement for care from a licensed healthcare professional.

Regulated natural-medicine services are not provided through Dream Portal. Dream Portal does not provide, sell, share, store, or arrange access to cannabis, psychedelic substances, or natural medicine. No natural medicine is available through Dream Portal or at a Dream Portal retreat location.

Discovery Call and First Preparation Meeting

The discovery-call fee is disclosed before booking and is payable unless expressly waived in writing.

The first preparation meeting includes reviewing intake paperwork, discussing support needs, and deciding together whether to proceed. No payment is required for this meeting beforehand.

If both parties agree to continue, the first preparation meeting is included in the agreed package price, with no additional charge for that meeting. If either party decides not to proceed after the meeting, its fee is waived and no payment is owed for that meeting. This waiver does not affect the separate discovery-call fee.

Completing paperwork or attending the first preparation meeting does not commit either party to further services. Package pricing and payment terms will be provided before the client commits.

Intake and Suitability Process

Some services require an intake and suitability process before the appointment. Depending on the service, clients may be asked to complete questionnaires, agreements, consent documents, and other intake materials.

This process helps determine whether the requested educational or wellness support falls within my training, experience, and scope. It is not a medical or psychological evaluation, and completing the intake process does not guarantee acceptance.

Clients must provide complete and accurate information. When additional medical or mental-health assessment appears appropriate, a client may be asked to consult a licensed healthcare professional before services can proceed. I reserve the right to decline or discontinue a service when I believe I cannot provide appropriate support within my scope.

Paperwork Deadline

If all required materials are not received at least 72 hours before the scheduled appointment, the appointment will be canceled and 50% of the service fee will be retained to account for administrative review, preparation, and reserved appointment time. The remaining 50% will be refunded. A new appointment may be scheduled after all required materials have been completed.

First Preparation Meeting Exception

No advance payment is required for the first preparation meeting. If required paperwork is not received at least 72 hours beforehand, the meeting will be postponed until the paperwork is complete. No paperwork-related fee will be charged for that meeting.

The percentage-based cancellation and missed-appointment fees below do not apply to the first preparation meeting. Please provide at least 48 hours’ notice to cancel or reschedule.

Payment and Acceptance

Payment reserves an appointment time but does not guarantee acceptance for every service. The first preparation meeting follows the terms above and is exempt from the general advance-payment requirement.

If a client submits all requested information accurately and by the stated deadline, but my review determines that I cannot appropriately provide the requested service, the client may reschedule for a different suitable service or receive a full refund.

If an appointment cannot proceed because required forms were late or incomplete, the paperwork deadline policy applies. If information was materially inaccurate or withheld, Dream Portal may cancel the service, and refund eligibility will be determined according to the preparation already completed and the circumstances involved.

Cancellations and Rescheduling

Clients may cancel or reschedule an appointment with at least 48 hours’ notice without a cancellation fee.

For cancellations made less than 48 hours before the appointment:

  • At least 24 hours but less than 48 hours before the appointment. before the appointment: 50% of the service fee will be retained.

  • Less than 24 hours before the appointment, same-day cancellations, and missed appointments: the full service fee will be retained.

These fees reflect the preparation already completed and the time that was reserved and may no longer be available to another client.

Exceptions may be considered for sudden illness, emergencies, severe weather, or other exceptional circumstances. Approval of an exception is not guaranteed and will be considered individually.

If Dream Portal cancels an appointment, the client may reschedule or receive a full refund.

Retreat Planning and Customized Services

The $99 Retreat Planning Session covers a 60-minute consultation to begin shaping a personal or small-group retreat.

Additional retreat planning, virtual support, in-person accompaniment, travel, materials, and other customized services are priced separately according to the length, location, number of participants, and requested level of support.

Before additional retreat services are scheduled, clients will receive a written description of the services, costs, payment schedule, cancellation terms, and any nonrefundable planning or reservation fees. No additional charges will be made without the client’s prior agreement.

Privacy and Confidentiality

Dream Portal Collective LLC respects the privacy of clients and prospective clients. Information provided through questionnaires, agreements, communications, and sessions is used to assess suitability, prepare for and provide agreed-upon services, communicate with clients, and maintain necessary records.

Protecting Your Information

Dream Portal takes reasonable steps to protect client information from unauthorized access or disclosure. Access is limited to people who are authorized to receive the information and need it for an agreed service or a legally permitted purpose. Electronic systems used for scheduling, forms, payment, or communication may process information as part of providing those services. No electronic system can guarantee complete security.

Limits of Confidentiality

Client information is not shared without authorization except where disclosure is legally permitted or required. Depending on the circumstances and applicable law, this may include responding to a medical emergency or serious threat of harm, fulfilling an applicable mandatory-reporting obligation, or complying with a legally enforceable disclosure requirement.

When disclosure is necessary, Dream Portal limits the information shared to what is reasonably necessary or legally required. When permitted and feasible, the client will be informed of the disclosure.

Professional Consultation and Mentorship

Dara Lightle receives professional consultation and mentorship as part of ongoing training and practice. Client situations may be discussed using de-identified information, with names and other identifying details removed or changed to protect privacy.

This provision does not authorize sharing identifiable client records or recordings for training or consultation. Any proposed disclosure of identifiable information requires a separate explanation and authorization unless otherwise legally permitted or required.

AI-Assisted Tools

Dream Portal may use AI-assisted tools to help organize information or develop preparation and integration materials. Before entering client-related information into these tools, Dream Portal removes or generalizes names, contact information, and other details that could reasonably identify the client. Removing identifying details reduces privacy risks but does not guarantee that information cannot be re-identified.

Before enabling any AI-assisted recording, transcription, or meeting-summary feature in Google Meet, Zoom, or another platform, I explain the proposed use and obtain the client’s explicit consent. This includes discussing what information the tool will capture, how the output will be used, and who may have access.

Clients may decline these features and continue the meeting without them. Clients may also withdraw consent during the meeting, at which point the feature will be stopped. Any information already captured will be handled according to the retention and deletion arrangements explained before consent.

Electronic Communication and Records

Please use the designated intake process for questionnaires and sensitive information. Before sending sensitive information by ordinary email or text, contact Dream Portal for submission instructions. Email, text, and online forms should not be used for emergencies.

Records are retained and disposed of in accordance with applicable legal and professional requirements. Clients may contact Dream Portal to request access to their records or correction of factual inaccuracies, subject to applicable law.

Recording and Public Use

Signing a services agreement does not authorize audio or video recording, automated transcription, or use of client information in testimonials, marketing, publications, or research. Any proposed use requires a separate explanation and appropriate consent before it occurs.

Questions

Questions about privacy, consultation, records, or submission methods are welcome before completing forms or beginning services. Contact Dara Lightle at dara@dreamportalcollective.com.

Communication and Emergencies

Dream Portal does not provide emergency, crisis, or continuous on-call services. Messages will be answered during normal working hours as availability allows.

If you or someone else may be in immediate danger, call 911 or go to the nearest emergency department. In the United States, call or text 988 for the Suicide & Crisis Lifeline.

Agreement

Clients will receive these policies before booking or payment and will be asked to acknowledge them. Additional service-specific agreements require separate review and acceptance before those services begin.

Questions about these policies are welcome before booking.