Refund & Cancellation Policy

Effective date: August 1, 2026 | Last updated: August 1, 2026

This Policy applies to purchases from SAGEX Solutions LLC through sagexcrs.com unless a product page, checkout disclosure, proposal, statement of work, event listing, or signed agreement states different terms. Nothing in this Policy limits rights that cannot be waived under applicable law.

Digital products and downloads

Because digital products are delivered electronically and cannot be returned in the same manner as physical goods, purchases of downloadable guides, workbooks, templates, toolkits, trackers, checklists, and bundles are final and non-refundable once access or download has been provided, except where required by law.

If you are charged more than once for the same order, receive the wrong file, or receive a file that is corrupted or materially unusable, email hello@sagexcrs.com within seven calendar days of purchase with the order email and a description of the issue. SAGEX will first attempt to provide the correct or functional file. If the problem cannot reasonably be corrected, SAGEX may issue a replacement, credit, or refund as appropriate. A bundle is treated as one product and is not eligible for a partial refund because only some files were used or preferred.

Individual virtual sessions

A request received at least 24 hours before the scheduled start time may be rescheduled once or canceled for a refund of the session fee. A request received less than 24 hours before the scheduled start time, a missed appointment, or a no-show is not eligible for a refund or reschedule, except where required by law or approved by SAGEX for exceptional circumstances.

If you arrive late, the session will ordinarily end at the originally scheduled time. If you have not joined or contacted SAGEX within 15 minutes after the scheduled start time, the appointment may be treated as a no-show.

Workshops, group training, and events

Workshops, group programs, trainings, and events may have event-specific cancellation, transfer, minimum-enrollment, and recording terms displayed before registration. Those terms control. If no event-specific terms are posted, contact SAGEX before purchase if attendance depends on a particular cancellation option.

Custom consulting and on-site services

Custom consulting, site optimization, on-site work, organizational training, and other tailored engagements are governed by the applicable proposal, statement of work, or service agreement. Unless that agreement states otherwise, completed work, time already reserved or performed, non-cancelable commitments, and approved travel or third-party expenses already incurred are non-refundable.

If SAGEX cancels

If SAGEX cancels a paid session or event and cannot provide a reasonable alternative date, you may choose a refund of the amount paid for the canceled service or an equivalent credit. SAGEX is not responsible for indirect costs, lost time, or travel expenses unless a signed agreement expressly states otherwise.

How to request help, cancellation, or rescheduling

Email hello@sagexcrs.com with your name, order or appointment email, purchase date, and requested resolution. A cancellation is effective when received by SAGEX, not when sent. Approved refunds are returned to the original payment method when reasonably possible. Processing time depends on the payment provider and financial institution.

Please contact SAGEX before initiating a payment dispute so we have an opportunity to review and correct a legitimate billing or delivery problem. This request does not limit any right you may have under applicable law or your payment-provider agreement.