How do I remove seats from my organization?

As the owner or responsible administrator of your organization, you can adjust the number of seats when someone leaves your organization or is away for an extended period.

Step 1: Remove a member’s access

Before you can remove a seat, you must first remove the member’s access to the organization. To learn how, see the Remove access to the organization section in the following article: How do I manage members in my organization?

You can’t remove seats while all seats are assigned to active members.

Manage records before a member leaves

If the departure is permanent: Before removing access, make sure all records are properly handled.

1. The member exports their records, if they need to keep them
2. The member transfers their records to another organization member
3. The coordinator transfers the records to another organization member

If the departure is temporary: Records can remain in the member's account. They'll be accessible again once the member returns and their access to the organization is restored.

Step 2: Remove one or more seats

Once at least one seat is available, you can adjust your subscription.

1. Go to Organization settings > Subscription.
2. Click Remove seats.
3. Enter the number of seats you want to remove and confirm.

Billing and subscriptions

1. No refund is issued for the current billing period (monthly or annual).
2. Removed seats won’t be billed at your next subscription payment.

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