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Manage your organization's plan and invoices

OrganizationsUpdated Oct 16, 20261 min read
Short answer

Plans & Billing shows your organization's plan, its status and your staff seats. Choose or change a plan and team size from the plan cards, manage your card in the billing portal, and find past invoices under Invoices. Only the owner and billing managers can see billing.

  1. See where you stand

    Open Plans & Billing. The summary shows your plan, its status, your staff seats and how many are in use.

  2. Pick your team size

    Plans that include staff are priced by team size. Under How many staff practitioners?, pick your size. You can't go below the staff and invitations you already have.

  3. Change plan or card

    With no plan yet, choose Monthly or Annual and select Get on a plan. Already on one? Select Upgrade, Switch or Change on the plan or team size you want; you'll see what happens before you confirm. Open billing portal manages your card and subscription.

  4. Invoices

    Invoices lists your organization's billing history.

Compare plans.

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