Billing
Upgrade from your trial
Move your practice to a paid plan from the Plan tab, check the price before you confirm, and find your card and invoices in Manage billing.
Who can do this: Organization admins · Web and desktop
When your trial is ending, or your team needs more than the free plan includes, an admin upgrades each feature from the Plan tab. The new plan starts as soon as you confirm, so texting and team chat carry on without a break.
Before you start
- You need to be an organization admin. Only admins see the Plan tab.
- Use the web app or the desktop app.
- Check the current prices on Pricing and plans.
Upgrade a feature
- Click Settings, the gear at the bottom of the left bar.
- Click Organizations.
- Click your practice.
- Open the Plan tab. Each feature has its own card, with what you use and your current tier.
- Find the card you want to upgrade. A card on the free plan shows Free Tier and your use against its limit, for example Team Chat at "8 of 10 users".
- Click Upgrade on that card.
- Read what's included and the price, then click Continue. Check the plan and the monthly cost, and confirm. Add your card if you're asked for one.
The card now shows your paid plan.
Find your card and invoices
- On the Plan tab, click Manage billing.
- The secure billing page opens. Update your card or download invoices there.
Good to know
- The Plan tab doesn't count down your trial, so note the date it ends.
- Each feature is upgraded on its own. Upgrading Team Chat doesn't change your SMS Messaging tier.
- Team Chat is billed per active member, so the total follows your member count.
- Enter card details only on the secure billing page, never in a chat or an email.