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How to manage a client trial

End a client trial early, restart a trial on a closed account, or save plan choices while the trial keeps running, all from the Client accounts page.

Each new client account starts with a 30-day Enterprise trial. From the portal, you can end it, restart an expired trial, or save plan changes while it runs.

Before you start

  • Your partner account must not be suspended; trial actions are disabled when it is.

End a trial early

End trial early? confirmation dialog

End a trial early when you need to close the account or delete it.

  1. On the Client accounts page, open the row action menu (⋯) for the account.
  2. Click Terminate trial.
  3. Confirm in the End trial early? dialog by clicking End trial.

The trial ends immediately and the account moves to an expired-trial state. From there you can activate it to paid or delete it.

Restart a trial

Use this to give a closed account a fresh trial.

  1. On the Client accounts page, open the row action menu for a Closed account.
  2. Click Start a trial.

A new 30-day trial begins.

Keep the trial running while choosing a plan

If you want to pre-configure the subscription but not start billing yet:

  1. Open the account and click Manage subscription.
  2. Set the Plan, Billing cycle, and Add-ons you intend to use.
  3. Click Continue trial. Your choices are saved and the trial keeps running until it expires.

To start billing instead, click Activate subscription - see how to activate a client trial to paid.

What your client sees

The client owner keeps whatever access they have. Ending or restarting a trial does not email them.