I had a solo account and have just joined an organization. How can I avoid being billed as a solo customer?

I had a solo account and have just joined an organization. How can I avoid being billed as a solo customer?

When you join a group organization, you'll always have access to two accounts. The one under the name of your organization, and the one under your name. If you wish to avoid being billed for your personal account, you'll need to revert to the free plan by following the procedure below. 

Clicking on the "My subscription" icon in the left-hand menu (https://admin.psylio.com/billing/history) will take you to your subscription management page, where you can select "Back to the free plan".



You will then have the option of archiving the records in your personal account for the duration of the retention period, or you can ask us to transfer your active records to your organization account so that you won't be limited to 5 records. To do so, simply contact us at support@psylio.com.
    • Related Articles

    • I’ve just joined my group organization on Psylio. How can I properly configure my account?

      Welcome to your group organization! Here are three tips to help you get off on the right foot: Use the correct account: When you log in to Psylio, you’ll see two types of accounts: one under your name and another under your organization’s name. ...
    • How can I manage users in a group organization?

      Each group organization in Psylio has one or more administrators. As an administrator, you have access to the User management tab, where you can: View the list of active and inactive users in your organization. Manage members' access and roles. ...
    • My group organization has been created in Psylio. How to proceed as an administrator?

      Welcome to your group organization! Here are some tips to help you get started with your organization in Psylio: Use the right account: When you log in to Psylio, you will see two accounts: one with your name and another with your organization’s ...
    • How is the organization’s logo used?

      Organization logo The logo set by the organization owner is automatically applied to all automated communications sent to clients on behalf of all practitioners. This includes the following notifications: Appointment confirmation Appointment changes ...
    • What information is accessible to the coordinator?

      The coordinator has access to an overview of the organization's advisors and can access the following details for each one: First and last name Email address Professional title Number of institutional and confidential records in each professional's ...