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, to add more records, you'll need to upgrade to the Essential plan.
Need help? Here's how to switch from the free plan to the Essential plan.
No payment information is required to start your free trial. Just create your account and begin!
Planning a break from your practice? Here’s how you can manage your subscription during this period: What happens if I temporarily cease my practice?
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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 Cancel subscription. Click Cancel Subscription. On the next page, click Cancel Subscription again to confirm. When you ...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 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 ...I am waiting for a new credit card, what can I do for the upcoming payment?
If your credit card is declined, our system will automatically attempt to process the payment up to four times over the next 14 days. This gives you an extra 14 days after your usual payment date on Psylio before any account limitations take effect. ...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 ...