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Subscription shows your plan and billing.

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Who can use it

Organization Admins and Finance Managers.

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The three tiers

Basic

1–10 employees. Perfect for small agencies.

Professional

11–50 employees. Ideal for growing agencies.

Enterprise

51+ employees or multiple locations.
Full feature comparison: Plans and modules.

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What your tier unlocks

Two sidebar modules require Professional or higher: Other tier-dependent capabilities include multi-location support and workflow automation (Professional), and SSO and multi-location management (Enterprise).
Organization Admins bypass role checks but not tier checks. If you are an admin and cannot see Forms or Integrations, your agency is on Basic.

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Upgrading

1

Check what you actually need

Compare the tiers in Plans and modules.
2

Change the plan

Upgrades take effect for everyone in your organization.
3

Confirm the new modules appear

Forms and Integrations appear in the sidebar for permitted roles.

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Downgrading

Downgrading removes access to higher-tier features. Records created with those features are retained, but you cannot open the pages that manage them until you upgrade again. If you have multiple locations and downgrade below Professional, confirm what happens to your location data with support before proceeding.

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Employee count and tier

Tiers are described by employee range, and your roster in Employees is what determines whether your tier still fits. An agency growing past 50 employees should review whether Enterprise suits it better.

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Troubleshooting

Plans and modules

Full tier and module comparison.

Organization settings

Plan and billing detail.