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Billing Upgrades and Practitioner Access Basics

0 views0 likesAug 24, 2026

Billing, Upgrade, and Practitioner Access Basics

Transcript
Your billing area shows your current plan, renewal date, and the access level active on your account right now. Upgrade to the Practitioner tier when you need client roster tools, branded exports, and higher-volume delivery workflows. After any plan change, review your feature access directly so you know what is available immediately and what requires additional setup. For billing issues, contact support through the designated path rather than retrying charges or disputing them through your payment provider.