Team and billing

Roles#

There are two, and that is the whole model.

Members are not read-only. They answer calls, reply to texts, edit contacts and change call routing. What they cannot do is reconfigure the business, change the plan, or manage the team.

Inviting someone#

1. Go to Settings → Organization → Members.
2. Invite member.
3. Enter their email address and pick Admin or Member.
4. Send.

They get an email with a link. Until they accept, the invitation sits under Invitations, where you can resend or revoke it.

Someone joining an organization that has already finished setup is asked only for their own name, theme and profile. They are not walked through the business again.

Changing and removing people#

Change a role or remove someone from the members list.

One rule constrains both: the last admin cannot step down or remove themselves. An organization with no admin has nobody who can manage or close it while it is still being billed, so the action is refused with an explanation rather than allowed to strand the account. Promote somebody else first.

Billing#

Settings → Organization → Billing holds:

• Your plan and what it costs, with the option to change it. Changes take effect immediately.
• Usage, the appointments booked in this period, which is what Pay Per Appointment is billed on.
• Invoices, downloadable.
• Billing email, which is where invoices are sent. It does not have to be the email you sign in with.
• Billing address, which appears on invoices and determines tax.

Payments run through Stripe. Card details never reach our servers. For what each plan costs, see Pricing and plans.

Closing your account#

Settings → Organization → Close account. It is admin only, and it is not instant, deliberately.

What happens on the day you close#

Service stops and billing stops. The receptionist stops answering, and you are not charged again.

The 30 days after that#

Your account sits in a grace period, and this is the part worth understanding before you start:

• Your data is still there and still exportable.
• Your phone numbers are still held, which means a port-out to your new carrier can still complete.
• If you change your mind, you can come back.

Five days before the grace period ends, we email a reminder about porting your numbers out, because that is the deadline people miss.

At the end of the grace period#

The numbers are released and the account is torn down. This part cannot be undone by anyone, including us. A released number goes back to the carrier pool and someone else can buy it.

If you want to keep a number, port it out before the grace period ends. Starting a port with your new carrier early is the safest thing you can do, because the port runs on their schedule rather than yours.

Exporting your data#

You can request an archive containing your contacts, call history, transcripts, recordings, appointments, messages and invoices. It arrives as an emailed link that stays valid for seven days.

Take the export before the deadline. We cannot produce another one after the teardown.

Accounts nobody uses#

An account that goes completely silent is eventually closed the same way, and the timeline is deliberately long enough to be impossible to miss.

• 90 days with no calls, no messages, no bookings and nobody signing in flags the account.
• 60 days then pass before anything happens. Every admin is emailed three times in that window: on the day it is flagged, thirty days later, and a week before the deadline.
• Signing in once clears the flag and starts a fresh window.

That is five months between your last action and the start of a departure, and six before a number is released. Changing settings does not count as activity. Calls, messages, appointments and sign-ins do.

Paying accounts are included, because an account nobody uses should not keep being charged.

Deleting only yourself#

Removing your own user is different from closing the organization. It removes you and your sign-in, and the organization carries on running (and being billed) without you.

If you are the only admin, this is refused for the reason above. To shut the whole thing down, use Close account instead.