Trial, plans & billing

The service provider purchases Engagement capacity. One provider subscription covers its workspaces; invited provider and client members do not need their own subscription. Only provider admins can administer billing.

Plan limits

Pending, unexpired invitations reserve people’s seats. Archived workspaces still count against the workspace allowance. Inactive, Paused, and Completed projects still count against the projects-per-client allowance. Purchased capacity and these structural limits are separate.

The default trial begins with your first workspace. A valid signup promotion can change its duration, but not its limits. No card is required and there is no automatic charge when the trial ends.

What you pay for

Each purchased active-project slot costs $5 USD per month, before discounts and applicable tax. You pay for unused purchased slots too.

For example, eight purchased slots cost $40 USD/month before discounts and tax, whether you use five or all eight. If you archive two of five active projects, you have three active projects and eight purchased slots. The monthly base price stays $40 until you explicitly reduce purchased capacity.

A maximum of 125 slots can be purchased. The quantity cannot be below the current active-project count. Zero slots are supported when no projects are active; no project can be activated without available capacity, and checkout may require payment-method setup.

Subscribe from the trial

1. Open Settings and find Your free trial or Project billing.
2. Review active projects across all workspaces and Plan usage.
3. Set Active project slots to the number of purchased slots, at least the current active count and at most 125.
4. Review the monthly price and agreement, retention, and recurring billing acknowledgements.
5. Choose Continue to checkout.
6. In checkout, review the final total and apply an eligible payment discount if you have one. Complete the required steps.
7. Return to Engagement and check that subscription status and capacity have updated.

The app’s displayed base price is before discounts. Checkout and invoices show the applicable discounted total. A return from checkout alone does not mean extra capacity is already available.

Change purchased capacity

1. In Project billing, enter the new purchased quantity in Active project slots.
2. Choose Review capacity change.
3. In Confirm project capacity, review the monthly amount and estimated prorated charge or credit. Credits apply to future invoices.
4. Accept the required acknowledgements and select Confirm capacity change.
5. Wait for Subscription updated. If Complete payment appears, follow it to finish payment.

Extra capacity becomes available after successful payment. A failed or incomplete payment does not grant new slots. If the review expires or active projects change, refresh and review a new quote. You cannot reduce below the active-project count; make projects non-Active first if appropriate.

Invoices, payment methods, and cancellation

Choose Manage billing to review invoices, update payment methods, or cancel renewal. Cancellation takes effect at the end of the current billing period. The app displays Subscription ends… and editing remains available until then.

After cancellation takes effect, work becomes read-only. Viewing and exports remain available only until each project’s original 90-day deadline. Cancellation is not a project backup and does not extend retention. Consult the Billing, Cancellation & Refund Policy for the actual terms; a capacity credit is not a promise of a cash refund.

Resolve a billing block

If Payments are not available yet appears, contact support. If checkout is already pending, resume the existing flow or use Cancel open checkout before starting again. If purchased capacity has not updated, check Complete payment, refresh after payment, and contact support with the error text if it persists.

Never send card details, passwords, or payment authentication links to support.