How do I switch from the essential plan to the free plan?

Follow these steps to switch to the free plan:

1. Make sure you have no more than 5 records before changing your subscription.

2. Click on the "My subscription" icon in the left menu.

3. Select "Switch to the free plan".

• Related Articles

• How do I upgrade from the free plan to the essential plan?

  To upgrade from the free plan to the Essential plan, follow these simple steps: Click the Upgrade icon (arrow icon) in the left-hand menu to open the Subscription tab in the settings. Select the Upgrade to the Essential plan button. Fill in your ...

• How does the free trial work?

  The Psylio free trial plan gives you full access to all the features of the Essential subscription, but with a limit of 5 combined active and archived records. This free plan has no time restrictions—you can use it for as long as you need. However, ...

• How can I switch from monthly to annual billing for my subscription?

  Switching to annual billing for your Psylio subscription is quick and easy—and you’ll save 10%. Follow these steps to make the change: Steps to switch to annual billing: Log in to your Psylio account and navigate to the Subscription tab in the ...

• What happens if I temporarily cease my practice?

  If you plan to take a break from your practice (e.g., for maternity leave or an extended absence), you can switch to the free plan to avoid subscription fees during this time. All your active and archived records will be retained without a time ...

• How does payment work if I sign up?

  When you join the platform, you gain access to a free trial for an unlimited period, as long as you do not exceed the maximum of 5 records. This means you can explore stress-free without having to provide payment details. To activate the Essential ...