Subscription
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 or permanently cease my practice?
Your records can be archived and stored on the platform free of charge. All you have to do is archive all your records and switch to the free plan. If you wish to transfer your records to a transferee, you can easily do so by modifying your account ...
How does the free trial work?
Until September 4, 2024: With the free trial, you get full access to all of Psylio’s features and can add up to 5 active records. You can archive an unlimited number of records. Once you reach 5 active records, you won’t be able to create any new ...
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?
Clicking on the "My subscription" icon in the left-hand menu will take you to the subscription management page, where you can modify your payment details, view your next billing date and download your payment receipts.
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 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".