Managing your subscription

Start a trial, choose seats, upgrade from Solo to Practice, and manage payment and invoices through the Stripe billing portal.

Last updated Sep 14, 2026

What you’ll need

  • A supervisor or HR admin account

This guide covers the actions you take to run your subscription: start a trial, pick your plan and seats, upgrade from Solo to Practice, and manage payment details. Billing lives at /dashboard/billing.

Both supervisors and HR admins can manage billing. Payment, invoices, and cancellation are handled through Stripe's secure billing portal.

Start a plan

  1. Go to /dashboard/billing.
  2. Choose your plan: Solo (monthly or yearly) or Practice.
  3. For Practice, set the number of seats you need.
  4. Continue to checkout to start your 14-day trial.

You are not charged until the trial ends.

[Screenshot: the billing page showing plan selection and, for Practice, the seat picker]

Upgrade from Solo to Practice

If you outgrow the Solo caseload limit, move up without leaving the app.

  1. Go to /dashboard/billing.
  2. Select Upgrade to Practice.
  3. Set your seat count and confirm.

Your plan switches to Practice and your seat count takes effect.

Tip: Upgrade before you invite past the Solo limit of 3 supervisees, so new invitations are not blocked by the seat cap.

Manage payment, invoices, and cancellation

Day-to-day billing changes happen in the Stripe billing portal.

  1. Go to /dashboard/billing.
  2. Open the customer portal.
  3. In the portal, update your card, download invoices, change your plan, or cancel.

AuditHalo syncs your subscription status, seat count, and renewal date from Stripe automatically, so your in-app plan display stays current.

[Screenshot: the billing page showing the link to the Stripe customer portal]

Note: Enterprise plans are managed by contract, not through self-serve checkout or the portal. See Enterprise plans.

What's next

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