Billing

Start with a 14-day free trial, subscribe to the Upclient plan, and cancel or resume your subscription.

Upclient has one plan: $99 per month for the whole workspace. Every new workspace starts with a 14-day free trial, and you don’t need a card to start it. This page explains the trial, how to subscribe, cancel, and resume, and what happens to your workspace and your clients when a trial or subscription ends.

How the free trial works

The trial starts when you create the workspace and lasts 14 days.
The sidebar shows Free trial and the days left. Owners and Admins also see Choose plan, which opens the Billing tab.
Everything in Upclient works during the trial.
If you subscribe during the trial, you keep the rest of your trial: your first payment is taken when the trial ends.

Open Settings in the sidebar and select the Billing tab.
Click Subscribe for $99 per month.
Enter your payment details on the secure checkout page.

When you come back, the Billing tab shows your plan as Active. Click Manage payment and invoices to update your card or download invoices.

How to cancel or resume

On the Billing tab, click Cancel subscription.
Confirm in the dialog.

Your subscription is cancelled at the end of the period you’ve paid for, not straight away. Until then everything keeps working, the Billing tab shows Cancels on that date, and the sidebar shows Plan cancels on that date. Changed your mind? Click Resume subscription on the Billing tab, or Resume in the sidebar, any time before that date, and your subscription carries on as before.

What happens when the trial or subscription ends

When a trial ends without a subscription, or a cancelled subscription reaches its end date, the workspace is locked for your team, but not for your clients.

For your team:

Everyone sees a Your trial has ended page (or Your subscription has ended) instead of the workspace. Owners and Admins can subscribe from that page; other teammates are asked to contact an Owner and can email them from the page.
Your team can still open the Billing tab, their account pages, and help, and they can sign out. Everything else in the workspace, including previewing the client portal, is unavailable until someone subscribes.
Owners can also delete the workspace from that page. See Workspace Settings.
Your data is kept. Subscribe again and everything is back where you left it.

For your clients, the client portal keeps working as before:

Clients can still sign in, see their projects, tasks, pages, and files, complete tasks, upload files, sign contracts, and send messages.
Emails to clients, notifications, and workflows triggered by their actions keep running.
Your team can’t reply or review their work in Upclient until someone subscribes, so let clients know if you pause your subscription.

What happens when a payment fails

If a payment fails, the Billing tab and the sidebar show Payment failed. Your workspace keeps working while Stripe retries the payment. Click Update payment method on the Billing tab to change your card.