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Upgrading from free to paid

How to move from the free plan to paid and unlock client records, history, and consent.

On the free plan and want the clinical features (client profiles, session history, check-ins, consent)? You upgrade in place — no second account needed.

  1. Open /upgrade (or click any Upgrade or Set Up Billing prompt in the app).
  2. On Add your license to go paid, enter your license details.
  3. Click Continue to payment and finish checkout through Stripe.

Your account switches to the paid Solo plan after checkout completes. Your license is saved as soon as you submit the form, so if you close the payment window before finishing, you simply stay on free — reopen /upgrade to pick up where you left off.

Once you're paid, client profiles, session history, check-ins, and consent unlock.

See it in the app: the upgrade page (/upgrade)

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