Billing
See your plan and seats, change or cancel the subscription, manage payment details, and control the shared AI credits.
Billing lives under Organization → Settings (Organization is under Manage in the sidebar), in the Billing group. Subscription shows your plan, seats and payments, and only the owner can open it or change it. AI credits is for the owner and anyone with the Manage AI credits permission, which Admin has.
Check your plan and seats
Open Subscription. The top shows your plan, a status (Active, Trial, Payment failed, Paused or Ends with a date) and one sentence about the next invoice or renewal. Prices exclude VAT.
| Starter | Premium | Enterprise | |
|---|---|---|---|
| Clinical workspace, Agent, standard Insights | Included | Included | Included |
| Teams | 1 | Unlimited | Unlimited |
| Practice locations | 1 | 3 | Unlimited |
| Custom dashboards | No | Yes | Yes |
| Custom cohorts and anonymised data export | No | No | Yes |
| Custom roles and single sign-on | No | No | Yes |
Starter and Premium bill monthly or yearly. Enterprise is managed by contract, and your Salisan contact handles its seats and invoices.
Seats follow your members. Roles that can write clinical records use a practitioner seat. Other roles use a staff seat, and every staff seat is billed. Who holds a seat lists them. Changing someone's roles can move them between seat types, and People shows the new price before you confirm.
Change your plan or billing interval
- Choose Upgrade, Change plan or Choose a plan. The plans page opens.
- Pick the plan, the billing interval and the number of practitioners and staff.
- Read the confirmation. It says what changes now and what changes on which date, and what is Due today.
- Confirm, for example with Pay and upgrade, Pay and switch or Schedule switch. If payment is requested, complete it and return.
Some changes start now, and you pay only the difference for the rest of the period. Others are scheduled for the end of the period you have paid for, with nothing charged today. The confirmation says which. Until a scheduled change happens, choose Keep and your plan name on the banner, for example Keep Premium, to cancel it.
Moving to a lower plan can take features away. Custom roles can no longer be created or edited, custom dashboards and cohorts become read-only, and the anonymised export stops. Teams and locations over the new limit stay, but you cannot add more. The confirmation lists what you lose.
Choose More billing actions for Switch to yearly billing or Switch to monthly billing. Open billing portal opens the secure portal for payment method, billing details and invoices. During a trial, choose Add payment method to prepare for the end of the trial.
Cancel or resume
Choose More billing actions → Cancel subscription…. The subscription stays active until the end of the period you paid for and nothing more is charged. After that the workspace pauses: nobody can add or change anything, but all records stay readable and exportable. Before the end date, choose Resume subscription to keep it.
If a payment fails, Payment failed appears. Records and scheduling keep working, but the Agent pauses if payment is not resolved. Choose Update payment method. If a payment for new seats fails, new invitations are on hold until it is paid.
When the workspace is paused, members can open records read-only. The owner sees Choose a plan or Update payment method to continue.
To export your data or close the practice, see Data and compliance.
Manage AI credits
Open Settings → AI credits. The clinic shares one pool of credits each month. The pool is the number of practitioners times the credits your plan includes per practitioner, which is 2,000 on Starter and 5,500 on Premium. Enterprise credits follow your contract.
To limit someone, find them under People, expand their row, choose Monthly limit, enter the credits a month and choose Save limit. A new limit applies from their next message. A limit is a ceiling, not a reservation, so what someone leaves unused stays in the pool. Shares the pool removes a limit.
Extra credits keep the Agent working after the pool runs out, at €1 per 100 credits up to a monthly budget. Only the owner turns them on, from Subscription → Extra credits. Choose Set up, Allow extra credits, enter the Monthly limit in EUR and Save. While extra credits are off, the Agent pauses when the pool runs out. They are not available during a trial, on a plan provided by Salisan, or while a payment is overdue.
Each member sees their own allowance in Agent settings.