Plan limits control workspace capacity for clients, assets, reminders, reports, checks, and API access. Review usage before adding a large batch of records.
Start with the current plan
Open Billing settings to see the active plan, workspace usage, and upgrade controls. Free workspaces are useful for setup and trial workflows, while paid plans expand capacity and automation access.
Watch usage before importing
If you are moving from a spreadsheet, check plan limits before importing a large client list. This prevents interrupted setup work and makes the upgrade decision explicit.
- Review client and asset usage.
- Review report and check limits.
- Upgrade before importing if the source list is larger than the current plan.
Manage subscription changes
Paid plans are handled through secure billing flows. Workspace owners can start checkout or open the billing portal from Billing settings when those controls are available for the account.