Plan: Trial uses Starter capabilities (no portal / payment links until you upgrade).
During the trial
- 30 days on Starter features.
- No card required to start.
- You can connect books, import, build sequences, and send within Starter rules.
- Portal and payment links need Growth or higher — upgrade anytime from Compare Plans if you need them before day 30.
Before the trial ends
- Open Billing / Compare Plans.
- Pick the tier that matches your concurrent overdue balance and feature needs.
- Add a payment method and confirm the plan so the account converts cleanly.
If you do not convert
Product behaviour around expiry is still being refined. Practically:
- Sending — expect outbound chasing to stop if there is no active paid (or trialing) subscription. Do not assume reminders keep going.
- Your data — plan to export your data before you lose access to sending; confirm current retention on Billing and with Support rather than relying on a remembered number.
- A grace / export window (often discussed as about 60 days in planning) may apply — verify on your account because this area of the product is changing.
After a successful convert
Status moves to an active paid plan, the trial end timestamp clears, and entitlements match the tier you chose. Safety rails stay on.