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How to activate a client trial to paid

Turn a client's trial into a paid subscription. Choose the plan, billing cycle, and add-ons. Your partner account pays, and you need a payment method on file.

Turn a client’s trial into a paid subscription. Choose the plan, billing cycle, and add-ons. Your partner account pays the bill.

Before you start

  • You need a payment method on file for your partner account. Without one, activation is blocked with a Set payment method action.
  • Your partner account must not be suspended.
  • The account must be on a trial.

Steps

Subscription page for a trial: plan, billing cycle, add-ons, and the summary with Activate subscription
  1. Open the account, then click Manage subscription (or choose Manage subscription from the row menu on the Client accounts page).
  2. In Subscription options, set:
  • Billing cycle - Monthly, Annual (Save 20%), or a multi-year cycle (Save 30%).
  • Plan - Business, Enterprise, or Agency. Each option lists its maps, storage, and viewers.
  • Add-ons - on Enterprise and Agency, add extra Admins, Editors, Maps, or Storage. Business does not allow add-ons.
  1. Check the Subscription summary - it updates live and shows the Due today amount, with any Partner discount applied.
  2. Click Activate subscription. On success the subscription becomes active and you return to the account details page.

To set up the plan but keep the client on trial, click Continue trial instead - it saves your choices and leaves the trial running until it expires.

If card verification is required

If the card issuer requires extra verification, a 3D Secure Verification dialog appears. Complete it and the activation finishes automatically. If verification fails or the charge is declined, see a client payment or card verification failed.

What your client sees

Nothing changes for the client owner’s access. They are never shown a payment screen - you hold billing. If they are already active, they keep working in the account as before, now on the paid plan’s limits.