Billing

How the free trial works, the emails before it ends, and what happens when the trial ends or a payment fails.

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What it is#

Every new account starts with a two month free trial. You do not need a card to sign up. The trial runs for two calendar months from the day you create your account, and every feature works during it.

Before the trial ends, RotaRound emails you so the date does not come as a surprise. If the trial ends with no card on file, or a payment later fails and is not put right, the account pauses. Nothing is deleted while it is paused.

When to use it#

Read this when your trial is coming to an end, when you have had an email about a payment, or when you sign in and see a screen headed Subscription ended instead of your dashboard.

How to do it#

  1. Watch for the trial emails. RotaRound emails you 14 days, 7 days and 1 day before the trial ends, while there is no card on file. Each one gives the date the trial ends.
  2. If the trial ends with no card, the account pauses and you get an email saying so. When you next sign in, you see the Subscription ended screen.
  3. On that screen, press Update payment. It opens the secure payment page, where you add a card. Once the payment goes through, the account is active again at once and you are back in the app.
  4. If you would rather take your records away, press Download your data on the same screen. It works whether or not you add a card.
  5. If a payment fails later, you get an email saying the payment did not go through. You have 3 days to put it right. If it is still unpaid after 3 days, the account pauses and shows the Subscription ended screen, with Update payment as above.
  6. To stop paying altogether, close the account (see the article on your data and closing your account). The subscription ends at the end of the month you have paid for.

What your customer sees#

Nothing while your account is live, including the trial. While the account is paused, nothing is sent to your customers or your team, and their page links show "This link is no longer available." Everything comes back as it was once the account is active again.

What happens next#

When a payment goes through, the account is active straight away. Your diary, customers, team and emails carry on from where they were. The diary's nightly planning only runs for live accounts, so after a pause it picks up again from the next pass.

Good to know#

  • Settings has no card, plan or cancel control. The trial emails and the Subscription ended screen are where billing happens.
  • Nothing is deleted while the account is paused. You can sign in, see the screen and download your data at any time.
  • The trial is the same length whichever mode you use, automatic ("Let the diary plan itself") or self ("I place visits myself").
  • A payment that goes through at any point, during the 3 days' grace or after the account has paused, makes the account active again at once.

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