Overview
Every new clinic on the platform starts with a free trial that includes core platform features. This page explains the trial experience, what happens at expiry, and how plan tiers work.Free trial
How it starts
Your trial begins automatically when our team approves your clinic account. No credit card or payment information is required to start. During the trial, your clinic has access to core features including:- Full appointment scheduling and management
- Patient records and dental charting
- Billing, invoicing, and payment tracking
- Clinical notes and treatment plans
- Messaging and notifications
Trial countdown
You can see the remaining trial days in your dashboard. We send email reminders as your trial nears its end, each with a direct link to upgrade.What happens when the trial expires
When the trial ends without an active subscription:Staff experience
All staff members (Doctors, Receptionists) see read-only access. They can view
existing data but cannot create, edit, or delete records.
Admin access
Admins retain access to payment and upgrade routes so they can activate a
subscription. All other features are read-only.
Plan tiers
We offer multiple subscription tiers designed for clinics of different sizes. Each tier determines your user limits, patient capacity, storage allocation, and which modules are available.Pro
Best for solo practitioners and small clinics. Includes all core clinical,
billing, and scheduling features.
Pro+
Best for growing practices with multiple doctors or branches. Adds multi-clinic
support, IPD, inventory, lab tracking, insurance, and more.
Enterprise
Best for large organizations needing unlimited scale, custom integrations, and
dedicated support with guaranteed SLAs.
For current pricing, plan details, and a full feature comparison, contact our
sales team or visit your billing settings in the dashboard.
What varies by plan
Each plan tier controls:- User limits — how many doctors, receptionists, and admins your clinic can have
- Patient capacity — maximum number of patient records
- Storage — total file storage for X-rays, documents, and images
- Portal accounts — how many patients can access the self-service portal
- Available modules — not all features are available on every plan (see below)
Modules and add-ons
Not all modules are available on every plan. Feature availability is tiered:| Module | Pro | Pro+ | Enterprise |
|---|---|---|---|
| Patients, Appointments, Clinical Notes, Treatment Plans | Yes | Yes | Yes |
| Finance (Invoices, Quotations, Receipts) | Yes | Yes | Yes |
| Dental Charting | Yes | Yes | Yes |
| Prescriptions | Yes | Yes | Yes |
| Patient Files & Imaging | Yes | Yes | Yes |
| Expenses | Yes | Yes | Yes |
| Communication & Messaging | Yes | Yes | Yes |
| Analytics & Reports | Yes | Yes | Yes |
| IPD (In-Patient) | — | Yes | Yes |
| Inventory Management | — | Yes | Yes |
| Lab Case Tracking | — | Yes | Yes |
| Insurance Claims | — | Yes | Yes |
| Multi-Clinic Support | — | Yes | Yes |
| Custom Integrations | — | — | Yes |
| Dedicated Support & SLA | — | — | Yes |
Patient portal
The patient portal allows your patients to view their records, appointments, and invoices online. Each plan includes a set number of portal accounts. If you need more, additional portal account bundles can be purchased from your billing settings.Billing
Both Pro and Pro+ plans offer monthly and yearly billing cycles. Yearly billing includes a discount compared to paying monthly. Enterprise plans are custom-quoted.Frequently asked questions
Can I extend my trial?
Can I extend my trial?
Trial extensions are handled on a case-by-case basis. Contact our support team before
your trial expires to discuss your situation.
What happens to my data if I do not subscribe?
What happens to my data if I do not subscribe?
Your data is preserved after the trial expires. Your clinic enters a suspended state
with read-only access. If you subscribe later, full access is restored immediately.
Can I downgrade from Pro+ to Pro?
Can I downgrade from Pro+ to Pro?
Yes. Contact our support team to arrange a downgrade. Note that features exclusive to
Pro+ (multi-clinic, IPD, inventory, lab tracking, insurance) will become unavailable,
and user limits will adjust to the Pro tier.
How do I enable AI features?
How do I enable AI features?
AI Insights is included on the Pro+ plan. Ruby for DICOM is a separate
add-on. Contact support to enable Ruby for DICOM or to discuss our on-premise
solution for real-time intraoral sensor imaging. Once enabled, all clinic staff
can access AI Insights subject to the per-user rate limit (3 generations per hour).
Are there any setup fees?
Are there any setup fees?
No. There are no setup fees for any plan tier. You only pay the subscription rate.
Related articles
- Upgrading Your Plan — How to activate a subscription and manage billing
- Signup & Approval — The approval process that triggers your trial
- Inviting Staff — Understand user limits when adding team members
- Clinic Modules — See which modules are available on your plan
- AI Overview — Learn about AI-powered features