Your trial, choosing a plan and account access

Your original free trial starts before you add ABN and practice details. Starting business setup again does not create a new trial.

Start and check your trial

1. Follow Create your account, using your email, phone number and password.
2. Confirm your email and trial when the app asks.
3. Check the trial confirmation and its actual end date. No payment card is required to start the trial.
4. Continue with business setup when ready. Do this before the business and record actions that require those details.

Choose a plan

Open Settings, then Subscription. Read the plan, price, billing period and the date shown before continuing to the available checkout. Check the subscription state after returning. Leaving checkout or seeing a pending screen does not confirm a payment or an active subscription.

If the trial has expired, the app can restrict worker actions until a subscription is active. Read the access message and use the plan option offered. Existing participant access and the participant's authority are separate from worker billing.

Billing help

Use the billing controls currently offered. If the cancellation page says cancellation is unavailable, it has not changed the subscription. Contact support for the next step rather than assuming that closing the page or signing out stops billing.

Changing optional messages does not cancel a plan. Account closure, record retention and billing changes are separate requests. See Account and security.

Trial reminders

Setup tips and trial offers use the optional email/text choices you select. Both start unchecked. A required signup phone number does not opt you in. You can change Email and text preferences. Text updates depend on text delivery being enabled; a saved preference is not proof that a text was delivered.