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 payment information, then click Subsribe to confirm your subscription.
- Once subscribed, you'll be able to create an unlimited number of records and view your payment history in the Subscription tab under Settings.
Related Articles
How do I switch from the Essential plan to the free trial?
Follow these steps to return to the free trial: In the left-hand menu, open Personal settings, then click Subscription. Select Downgrade to the free plan. Click Cancel Subscription. On the next page, click Cancel Subscription again to confirm. When ...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 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 ...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 ...What happens if I permanently stop my practice?
If you plan to permanently stop your practice, you can choose to keep your records archived on the platform for the duration of the retention period. To do this, archive all your records (making sure to complete any necessary actions in the records ...