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Making Changes to Your Plan
To make changes to your PracticeFlow subscription, email:
Changes can include:
- Moving to a different plan
- Adding or removing users
- Changing between monthly and annual billing
- Cancelling your subscription
Please include your firm name, details of the change required and your preferred effective date.
Adding users
The Starter and Professional plans have fixed user allowances. If you need more users than your current plan allows, you may need to move to the Enterprise plan.
Enterprise includes five users. Additional users can be added for an extra charge.
When changes take effect
We will confirm the effective date and any change to your subscription cost. Upgrades and additional users can normally be applied immediately, with charges calculated on a pro-rata basis where applicable.
For cancellations or changes taking effect at the end of a billing period, we will confirm the date on which the change will apply.
Billing Portal
The Stripe Billing Portal can be used to manage payment methods, update billing information, view invoice and payment details, and download invoices or receipts.
Plan changes cannot currently be made through the Billing Portal and must be requested by email.
Only the account Owner can request changes to the subscription.