Account, team, and security
Subscription and receipts
See your plan, trial status, renewal date, and invoices; add a payment method; change plan; add a provider; schedule a cancellation; and download receipts.
Settings > Subscription (Billing under Settings).
Plan status
The card shows the plan name, Active, Pending, Scheduled, or Gated status, the 30-day free trial badge while on trial, the Renewal date or Ends on date, and Last payment.
Changing things
- Choose or change plan: Core or Complete; changes apply at the next period (Choose your plan).
- Add Provider: on Complete each additional therapist is billed per month; the invite dialog shows the change before you send (Invite your team).
- Cancel: the subscription ends at the close of the current billing period; the card says so.
Invoices
Invoices lists every subscription invoice with status and a downloadable receipt. “No invoices yet” is normal during the trial.
Beta and referral credits
Beta access codes and referral credits appear on this page as applied discounts. See the referral program.
Frequently asked questions
What happens if a payment fails?
The account stays active while the payment is processing. If it does not complete, access is gated until a payment method succeeds; nothing is deleted.