Upgrade, downgrade, or cancel your plan
Everything about your plan lives at Manage Subscription (in your user menu). Billing is handled by Stripe — Velosiq never sees your card number.
Your 30-day free trial
Every new Velosiq account starts on a 30-day Professional trial — no credit card, and nothing is charged when it ends. A banner across the top of the app counts down the days remaining, and we email you at 7 days, 3 days, and 1 day out.
You can subscribe at any point during the trial. Doing so ends the trial immediately and starts your paid plan — you aren't billed twice, and you don't lose the remaining trial days as a penalty, you simply move onto the plan you chose.
When the trial ends, your account moves to the Free plan automatically. Nothing you created is deleted — every client, invoice, appointment, project, and proposal stays exactly where it is. What changes is what you can do:
- Free allows 20 clients, 20 invoices per month, 2 assets, and 1 user. If you're above any of those, existing records stay put but you can't add new ones until you're back under the cap or on a paid plan.
- Scheduling, expenses, projects, proposals, and the advanced reports lock until you subscribe.
Subscribing later unlocks everything again instantly, with all your data intact. The trial is one per business — moving to Free and back doesn't start a new one.
Subscribing to a paid plan
Pick a plan and click Subscribe. You'll complete payment in Stripe's secure checkout and return to Velosiq with the plan active. Features unlock immediately.
Changing plans
Once subscribed, the buttons change: Upgrade and Downgrade open Stripe's billing portal, where plan changes are prorated automatically — you're credited for unused time on the old plan and charged the difference. Manage billing on your current plan opens the same portal for updating your card or viewing invoices.
Cancelling
Cancel any time from Manage billing. Your paid plan runs until the end of the period you've paid for; the page shows "Your plan is set to cancel on {date}" until then, after which you move to the Free plan. Your data is untouched — clients, invoices, and history all remain. If the Free plan's limits are below what you're using, you simply can't add more until you're back under (or upgraded again).
If a payment fails
You'll see "Your last payment failed. Update your payment method in Manage billing to keep your plan." — one click into the portal fixes the card and retries.
The usage meters
The subscription page shows four live meters — Clients, Invoices this month, Assets, Users — against your plan's limits, turning red as you reach a cap. When you hit a limit mid-task, Velosiq tells you at that moment with an upgrade path; nothing is ever deleted, you're just out of headroom.
The invoices meter resets on the 1st of each calendar month. For what each plan includes, see Choosing your plan.