Plans and the free trial

Plans decide which extras you get, like the phone assistant, text reminders, your own domain and team seats.

Steps

1. Go to Billing. The top card shows your current plan and its status.
2. Under Choose a plan, switch between Monthly and Yearly (yearly saves about 17%).
3. Compare what each plan includes in its list.
4. Click Start …-day trial (or Choose plan if the plan has no trial).
5. Enter your card on the secure Stripe checkout page.
6. You return to Billing with "Thanks — your subscription is being set up." It may take a moment to appear.

Good to know

• A card is needed to start a trial. It's charged automatically when the trial ends; the trial end date shows on Billing.
• New accounts choose their plan at signup and add the card straight after, on One last step.
• The free trial is once per business. Changing plan later doesn't start a new trial.
• If a payment fails, the status shows Payment failed. Your website and bookings keep working; update your card under Manage billing & invoices.
• If a plan lapses, your website and online booking keep working and you can still see your client photos, but extras like the phone assistant switch off.
• Your card details are handled by Stripe and never touch Sotera.
• Only the account owner sees Billing.