- The first location, or an advisor's first client, is free for as long as you like, with everything included.
- Past that you add a card on Billing and pick a size, say up to 10 locations. Adding within the size changes nothing; going past it moves you to the next size once, prorated. A smaller size takes effect at the next renewal.
- Paying yearly costs ten months, and the setup package comes free with it.
- Invoices, the card on file and cancellation are on the Billing page, handled by Stripe. A workspace covered by an advisor firm pays nothing.
In the app: Billing. Sign in to open them in your workspace.