Your free trial, your plan, and your bill

How the 14-day trial works, what the trial banner means, where to see your plan and usage, and how to cancel before you're charged.

3 steps · about 4 minutes

1. 1

   How the free trial works

   Your first 14 days on the plan are free. A card is required when you sign up, but no plan fee is charged during the trial.

   On day 15 your card is charged for the Starter plan, and your service continues without a break. If you cancel before then, no plan fee is charged. We email you a reminder three days before the first charge.

   Add-ons start with your plan. A phone number is not available while you are on the trial (business texting is coming soon and can't be turned on yet) — so nothing is charged to your card during the 14 days, for anything. Once your plan is running, each add-on shows its price before you confirm.

   The trial always converts to Starter, whichever plan you were looking at when you signed up. You can change plans afterwards.

2. 2

   The trial banner

   Top of every screen

   While you're on the trial, a banner at the top of the app counts down, for example: "Your free trial is ending. 11 days left. Your plan then bills at $49.00/month — cancel before then and no plan fee is charged." The "Manage plan" link beside it opens your billing page.

   Dates are shown in your business's timezone.

3. 3

   See your plan and usage

   Dashboard → Manage billing →

   The billing page shows your plan and price (Starter is $49.00/month), your billing period, and how much of your monthly allowance you've used, and what's left in credits and roughly how many chats that is (Starter includes 120 AI phone minutes + 300 web chats a month), with "Buy More" when you need a top-up — extra minutes come in 60/200/1000-minute packs at 25 cents a minute.

   Below that is everything your plan includes and what you're using: storage, office users, chat panels, assistant panels, phone numbers, and field crew. Each row shows how many are included and the maximum you can add.

   The same numbers appear in the usage strip at the bottom of your dashboard, for example "Office users 1/3" and "Field crew 2/10".

   Your crew don't use an office-user seat — they count as field crew, and every plan includes some free. Only people with an office login count toward Office Users. See the Add your crew guide.