Plans, seats and billing

How seats work and where to change your plan.

Billing is managed by admins in the portal under Billing. It never appears in the app.

• Each rep or manager uses a seat. Your first admin is included and doesn't use a user seat.
• Add seats or change plans at any time. Changes are prorated.
• Annual plans are billed once a year at a discount.
• Prices are before sales tax. Where it applies, tax is added from your billing address and shown on each invoice. Enter your tax ID at checkout if you have one.

To cancel, open Billing. Your data stays available to export.