How do I move from the trial to a paid plan?
Pick a plan and a seat count, and checkout opens in a Paddle window. Nothing is charged during the trial and no card is needed to start one.
Every new organization starts on a free trial with the full feature set and no card. When the trial is running, the plan card in your account shows a Free trial badge and the date it ends.
Starting the subscription
Open your account and go to Manage subscription, then press Change plan or seats. You pick two things: which plan, and how many seats.
Checkout opens in a secure Paddle window. Paddle handles the payment, so your card details go to them and never touch Worktivity. When the payment goes through, the plan switches immediately and the trial badge disappears.
How many seats to buy
One seat per person whose work is tracked. Pricing is per seat per month, or per seat per year if you pick yearly billing, which costs less per seat.
If your organization was given complimentary seats, they are not billed and are not counted in the number you choose. The plan card tells you how many you have.
You are not locked in. Adding seats later charges the difference for the rest of the current period, and removing seats takes effect at the next renewal.
What happens if the trial ends first
Tracking stops and the reports stop filling. Nothing is deleted: your people, projects, timesheets and history stay exactly as they were, and starting a subscription brings the whole workspace back with its records intact.
After the first payment
Your card is saved the first time a payment actually goes through, and only then does it appear under Payment method. Invoices show up in the same place and are downloadable as PDFs.
The subscription renews on its own on the date shown on the plan card. You can cancel at any point and keep access until the paid period ends.
Did this answer your question?
Still stuck?
Three different questions, three different places to ask them.