Subscription
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 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 ...
I am waiting for a new credit card, what can I do for the upcoming payment?
When your credit card is declined by our system, it will make two additional attempts on the card: one 5 days later and another within the following 5 days. This means you can add 5 days to the date of your usual Psylio payment before your account is ...
Will the data that I record in the free version be kept if I switch to the paid plan?
Absolutely! The free version provides you with all of the features offered with the essential plan. It is not a trial version as such, but rather a free version that lets you try out the platform so that you can decide for yourself. This means that ...
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 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 ...
How do I change my payment information?
To update the payment information for your Psylio subscription, view your next payment date, or download your receipts: Head to Settings > Subscription in your account. Select the Edit button to update your payment details. You’ll be redirected to ...
Where can I access my platform payment receipts?
Clicking on the "My subscription" icon in the left-hand menu will take you to the subscription management page, where you can change your payment details, view your next billing date and download your payment receipts.
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 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 ...