Legal

Refund & Cancellation Policy

Last updated November 2026

You pay in advance, in US dollars, by card, and your plan renews automatically until you cancel. Canceling stops the next renewal; the time already paid isn't refunded, except for charges made in error.

Free trial

Every new clinic gets a 30-day free trial with up to 2 practitioners and full access. No card is needed, and nothing is charged when the trial ends: choose a plan before then to keep going. If you don't, access pauses and your data is kept for 60 days, then deleted.

Plans and billing periods

Monthly allowances

Plans include monthly allowances for AI form and note drafts and for practitioner swaps. They restart each month, on yearly plans too. When one runs out, that feature pauses until your next month starts, or you can upgrade straight away. Unused allowance doesn't carry over.

Upgrades and downgrades

Failed payments

If a renewal payment fails, we email you and retry, and your clinic keeps working for 7 days. Update your card in Settings → Subscription during that time. If payment still fails after 7 days, the subscription ends and access stops until you choose a plan again. Your data is kept for 60 days, then deleted.

Canceling

Cancel at any time in Settings → Subscription. Your plan keeps working until the end of the period you have paid for, then stops and doesn't renew. Your data is kept for 60 days after that, then deleted. Export anything you need first, or choose a plan again within that time to carry on where you left off.

Refunds

Closing your account

You can close your account and delete all of the clinic's data in Settings. The clinic keeps working until the end of the paid period, and at least 30 days from your request. We email you 30, 7 and 1 days before deletion, and you can stop it until then. Deleted data leaves our encrypted backups within 180 days.

Questions

Email [email protected] before disputing a charge with your bank; we answer billing questions within 1 business day.

Questions about this page? Email [email protected], or see every way to contact us.

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