Plans and the Trial
What the free plan covers, how the trial works, and what happens after.
The platform your clients are meant to experience comes with Premium, and most firms start with a 30-day Premium trial that needs no card. The free plan is deliberately limited.
Free vs Premium for Firms
| Free | Premium | |
|---|---|---|
| Client families you can invite | Limited | Unlimited |
| Colleagues on your team | No | Yes, four during the trial |
| White-labelled client experience | No | Yes |
| Chat with Kin | No | Yes |
| Legacy Letters and milestones for your families | Limited | Unlimited |
Your client families do not pay. A household you invite gets Premium through your firm's plan.
Starting the Trial
When your network offers a trial, it starts the moment you finish firm setup. Your Premium Trial Has Started is waiting on your dashboard.
A countdown badge shows how much of the trial is left, and a trial task appears on your roadmap. A firm on the Free plan can start one from Start Free Trial in the top bar. Upgrade to Premium walks through it.
No Card Needed
Nothing is billed during the trial, and you do not need a card to start it. Select Add Card Details at any time to keep Premium when the 30 days end. The licence is priced in AUD.
If you signed up through a partner's link, your negotiated discount is applied at checkout with no promo code.
Adding Colleagues Costs a Seat
Each colleague you invite adds a seat, so Total Family confirms before sending the invitation.
You can add advisors at any point during the trial. The additional seat is included in your first billing cycle after the trial ends, not immediately. My Team covers the invitation itself.
When the 30 Days End
Reminders arrive 7, 3, and 1 days before the trial ends, showing the amount and date of your first charge in your own timezone.
If you added a card, it is charged for the annual licence, including any seats added during the trial, on that date. If you did not, the trial ends on the free plan and nothing is billed. Nothing your families have written is deleted. Their households drop to the family free plan, where Quotes and My Journey stay open and their existing vision, letters, and milestones remain theirs.
That last point is worth saying to a client up front. Families sometimes assume their material is tied to your subscription. It is not.
Billing Afterwards
Firm billing lives in Partner Settings, including the plan you are on, what it costs, your trial and its upcoming charge, and when it renews. Partner Settings covers that page.
Next
Your First Families covers getting households in and using the trial period well.