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Move from trial to a paid plan

Convert your trial to a paid plan. Size it from your usage, upgrade the features you need, and pay with the company card. Your chats and members stay.

Who can do this: Organization admins · Web and desktop

When your trial is ending and your practice wants to keep going, an admin moves it to a paid plan from the Plan tab. Your phone numbers, chats and members all stay, and the paid plan starts as soon as you confirm.

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.

Size the plan from your usage

  1. Click Settings, the gear at the bottom of the left bar.
  2. Click Organizations, then your practice.
  3. Open the Plan tab. Each feature has its own card with its usage and price.
  4. Read the SMS Messaging bar to see how many patients you text each month, and pick the tier that fits. See Check your plan's usage.
  5. Check the Team Chat card. If it still shows Free Tier, check its user count, for example 8 of 10 users. The paid plan lifts that cap as your team grows.

Upgrade

  1. Click Upgrade on the card you want, for example Team Chat.
  2. Read what the paid plan includes and its price per user, then click Continue.
  3. On Review your plan, check the seats and the monthly total, then click Continue.
  4. Click Confirm. The paid plan starts right away.

Upgrade each feature you need in turn, such as SMS Messaging or Video & Telehealth. See Change the tier of one feature.

Put it on the company card

  1. On the Plan tab, check the SMS Messaging card. Count resets on shows when the plan renews, the next charge to the card on file.
  2. Click Manage billing.
  3. The secure billing page opens. Add or change the card there, and find your invoices.

See Update payment method.

Your Business Associate Agreement

Your Business Associate Agreement is signed when you sign up. For another copy, see Business Associate Agreement.

Good to know

  • The Plan tab doesn't count down your trial, so note the date it ends.
  • Team Chat is billed per active member. Remove people who have left before you upgrade, so you pay only for the seats you use.
  • Enter card details only on the secure billing page, never in a chat or an email.

Set up a new clinic location

Give a new location its own team, staff, phone number and after-hours reply, so it's ready to text families on opening day.

Offboard a departing employee

Keep the records you need, remove a departing employee's access, and make sure every family they were texting still gets an answer.

On this page

Before you startSize the plan from your usageUpgradePut it on the company cardYour Business Associate AgreementGood to knowRelated