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, saved check-ins, consent)? You upgrade in place — no second account needed.
The quickest route is the free trial. Click any Start your free 21-day trial prompt in the app (or open /upgrade?mode=trial), enter your license details (or, if your license is already on file, skip straight ahead), and click Continue to secure checkout. Add a card there — nothing is charged for 21 days, and the full workspace unlocks as soon as checkout finishes. One trial per account, ever.
Try the full plan free for 21 days. It renews at $25 per clinician per month unless you cancel before it ends. We email you 7 days before. To stop it, cancel before the trial ends from Billing → Manage billing — you won't be charged, your account returns to free, and nothing is deleted. Everything you saved stays readable; the free plan just stops saving new records.
To pay directly instead (or once your trial has been used):
- Open /upgrade.
- On Add your license to go paid, enter your license details.
- 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, consent, and saving check-ins to the client's record unlock. (A session already running when you upgrade stays live-only — saving starts with your next session.)
See it in the app: the upgrade page (/upgrade)