Refund Policy

Every practice can use the platform free for 30 days with up to 200 clients. No payment is taken during the trial, so there is nothing to refund if you decide not to continue.

Monthly plans can be cancelled at any time. Cancellation stops the next renewal, and access continues until the end of the month already paid for. Partial months are not refunded.

If you cancel a yearly plan within 14 days of the first payment, you receive a full refund. After 14 days, you can cancel the renewal and keep access until the end of the paid year.

• Adding seats is charged on a pro-rata basis for the rest of the billing period.
• Removing seats applies from the next billing period. Unused seats are not refunded mid-period.

If the service is unavailable for an extended period because of a fault on our side, we will credit the affected days to your account. Where a credit is not practical, we will refund the equivalent amount.

Send a request through the Advisor Desk page with your practice name and the email on the account. Approved refunds are paid to the original payment method within 7 to 10 business days.