Plans scale with you — start free, upgrade when you outgrow it, drop back down if a season slows. Changes are self-service and instant.
How to change plans
- Open Settings → Subscription.
- Scroll to the Available Plans grid.
- Click Upgrade to <plan> or Downgrade to <plan> on the tile you want.
- Review the prorated charge or credit in the confirmation dialog.
- Click Confirm.
Upgrades activate instantly. Downgrades schedule for the next renewal date — you'll see a banner showing the date.
Plan tiers at a glance
| Tier | Best for | Key limits |
|---|---|---|
| Free | Trying it out | 1 location, 1 user, basic AI |
| Starter | Solo practices | 1 location, 3 users, full AI features |
| Pro | Small multi-provider | 1 location, 10 users, integrations |
| Elite | Growing groups | 5 locations, 25 users, priority support |
| Ultimate | Enterprise | Unlimited locations & users, custom SLAs |
Plan tiers in code are ranked free < starter < pro < elite < ultimate for permission checks — features check "are you at least Pro?" not specific plan names.
What you can't do via self-service
- Custom enterprise plans — talk to sales
- Pause and resume — contact support; we'll preserve your data but suspend billing
- Cancel — covered in Cancel your subscription (separate workflow that requires confirming data export)
Limits enforcement
Plan limits are checked at the action that would exceed them:
- Team members — invite blocked with a clear "upgrade to add more" message
- Locations — adding a location blocked similarly
- Minutes / SMS — overages are allowed and billed at per-unit rates (see Usage and overages)
We never silently stop your AI from answering calls because of a usage cap — we'd rather charge the overage and tell you about it.
What's next
- Track usage in Usage and overages
- Update your payment method before your next renewal
- Add another location (requires Elite+)