The Subscription page (/settings/subscription) is where you view and manage your clinic's ClinyPal plan: choosing or changing your plan, seeing what's included, and cancelling if needed. This page is Admin only.
What you'll learn
What's capped by your plan (user/practitioner seats) and what isn't (locations, storage, patients, appointments, integrations)
How the seat-rotation allowance works if you deactivate and reactivate staff
That SMS credit is a separate prepaid pool, not part of any plan tier
How upgrading, downgrading, and cancelling actually take effect
What happens to your data if you cancel or your trial ends
Admin-only page Only staff with Administrator access can open Subscription & Billing.
What your plan does and doesn't limit
It helps to know upfront what your subscription plan actually controls, since it's less than you might expect.
Thing
Capped by plan?
Clinic locations
No — unlimited on every plan, no cap at any tier.
Active users / practitioners
Yes — your plan sets a seat limit.
SMS credit
No — a separate prepaid pool, not tied to plan tier at all.
Your plan caps the number of active users and practitioners your clinic can have at once. On top of that, there's a monthly seat-rotation allowance that limits how many times you can deactivate and reactivate staff near your seat cap.
Why the rotation allowance exists The rotation allowance exists to prevent effectively cycling more unique staff through your account than your seat count implies — for example, repeatedly deactivating one person and activating another to stay under the seat cap while actually giving access to far more people than you're paying seats for.
If you hit the rotation limit If you hit this allowance, you'll need to wait for the next billing period or upgrade your plan to a higher seat limit.
SMS credit is separate from your plan
Not tied to your plan tier SMS credit is a separate prepaid pool you top up any time, and it's available equally on every plan. It's not included in, or limited by, your subscription tier. The only thing that stops outgoing SMS is your balance hitting zero.
The plan chooser shows the available plans side by side, with a few visual cues to help you compare.
A Monthly/Yearly billing toggle switches how plan prices are displayed and billed.
An annual-savings badge highlights the discount for billing yearly instead of monthly.
A "Most popular" badge marks a commonly chosen plan.
A "Current plan" badge marks whichever plan your clinic is on right now.
The Subscription plan chooser, showing the Monthly/Yearly toggle, an annual-savings badge, a 'Most popular' badge on one plan card, and a 'Current plan' badge on the clinic's active plan.
Upgrading or downgrading
Changes take effect immediately, with proration Changing your plan — upgrading or downgrading — takes effect right away, not at your next renewal. Billing is prorated: you're charged or credited the difference immediately rather than waiting for the next cycle.
Downgrading can be blocked by your active practitioner count If your current active practitioner count exceeds the new plan's seat limit, downgrading is blocked. Deactivate staff to bring your count within the new plan's limit before downgrading.
Cancelling
1
Start cancellation
Use the cancel action on the Subscription page.
2
Keep access through your billing period
Cancelling doesn't cut off access immediately — you keep full access through the end of your current billing period.
3
Undo any time before the period ends
If you change your mind, you can undo the cancellation at any point before the billing period ends.
Your saved card
Subscription billing uses the same saved card as your SMS credit top-ups — one card on file for both.
What happens to your data if you cancel or your trial ends
Your data is stored on secure, encrypted cloud storage. If your subscription lapses or is cancelled, that data remains yours to export for 60 days. During that window, you can still log in and export everything.
After 60 days, data is permanently deleted If your clinic doesn't reactivate within the 60-day window, your data is automatically and permanently deleted. Resubscribing within the window keeps everything intact, with no action needed on your part.
Frequently asked questions
Your data remains yours to export for 60 days after your subscription lapses or is cancelled. You can log in and export everything during that window. After 60 days without reactivating, the data is automatically and permanently deleted. Resubscribing within the window keeps everything intact with no action needed.
Yes. There's no limit on the number of locations your clinic can add, on any plan.
No. SMS is a separate prepaid credit pool, available equally on every plan — it's not part of your subscription tier.
Immediately, with prorated billing. If your active practitioner count is above the new plan's seat limit, you'll need to deactivate staff first.
No. You keep full access through the end of your current billing period, and you can undo the cancellation any time before then.
