Account & Billing
What happens when my 14-day trial ends?
What still works when the trial ends, what pauses, what happens to your data and how to pick a plan.
When your 14-day DoTally trial ends, nothing is charged. The workspace pauses in read-only mode, and all your data is kept until your workspace’s Administrator chooses Team StartUp or Team Professional.
Before the trial ends
Every new workspace gets the full Team Professional plan for 14 days, with no credit card. The days left show in the Your Plan card at the bottom of the sidebar, and next to the plan in Settings. Each DoTally account belongs to one workspace.
The Administrator can choose a plan at any time during the trial. The paid plan, and its billing, start that day, even if trial days are left.
What pauses when the trial ends
Recording stops. The desktop app stops capturing and shows Trial Expired. It won’t start a new day until a plan is chosen.
Logging stops. Activity can’t be logged, and days during the pause aren’t recorded.
Changes are blocked. You can’t invite people, change settings or edit anything in the workspace.
What still works
Your data is kept. Every logged day, score and insight from the trial stays in the workspace.
You can still sign in and look around. The dashboard opens in read-only mode, so you can review your team’s trial data before deciding.
How to choose a plan
Only the workspace’s Administrator can choose a plan. Everyone else sees a banner asking them to contact their Administrator.
Select Choose Plan in the banner at the top of the dashboard, or open Settings → Workspace Plan.
Pick Team StartUp or Team Professional.
Enter your payment details on the secure checkout page.
Recording and logging start again as soon as payment goes through. Everyone in the workspace can carry on from where they left off, with their trial data in place.
Choosing Team StartUp after the trial
Team StartUp is for up to 5 people and has no Manager role. If your workspace has more than 5 people, counting pending invites, or anyone in the Manager role, DoTally asks you to remove people or change Managers to Members first. Your AI results from the trial aren’t deleted. They’re hidden on Team StartUp and come back if you move to Team Professional later.
See What’s the difference between Team StartUp and Team Professional?
Available on: every new workspace. Choosing a plan needs the Administrator role.
Related
Still stuck? Email awesome@dotally.app.
