Start with the full workflow
The 14-day free trial is there so you can set up real booking, payments, packages, contracts, forms, and portal flows before deciding whether to continue.
After the trial, free stays limited
If you do not upgrade, the free plan keeps basic booking and CRM available for up to 5 active clients and 1 session type. Packages, contracts, and the client portal require Pro.
Take action
Open the relevant setting or workflow next
The article covers the why and the sequence. Use the link below to jump into the part of the product that matches this workflow.
Open Billing