Subscribing During or After Your Free Trial

No card details are required to start a free trial. You can subscribe to a paid plan at any time during your trial or after it has ended.

To subscribe during a trial:

1. Click the Trial ends in X days banner at the top of the screen, or go to Settings > Subscribe.
2. Select the required plan.
3. Choose monthly or annual billing.
4. Enter your payment details on the Stripe checkout page.

Before subscribing, the number of active users or clients must not exceed the allowance for the selected plan. For example, to select a two-user plan when three users are active, one user must first be archived.

If you login after the trial has expired you will be taken directly to the pricing plans page.

Plan structure is as follows:

• Starter: one user and up to 250 active clients
• Professional: two users and up to 500 active clients
• Enterprise: five included users and unlimited clients

Additional users can be added to the Enterprise plan.

For more details: https://practiceflow.co.uk/pricing/

Client limits include active clients only. Contacts, prospects and archived clients are excluded.

What Counts Towards Your Client Limit?

Once you have chosen a plan, the Stripe checkout page will open so that you can enter your payment details:

Once payment is confirmed, the paid subscription is activated and the trial banner is removed.

Once subscribed, the account Owner can access the Billing Portal from Settings > Billing.

See Managing Billing, Invoices and Payment Details for further details.