Upgrading to Premium
Move from a free account to Premium, from the upgrade prompt through to payment.
Total Family starts you on a free account. Once you finish the Initial Assessment, the next step in building your vision is behind Premium, and you will be invited to upgrade. This guide walks through that whole flow: the prompt, choosing a plan, checkout, and payment.
Table of Contents
- Before You Start
- Reach the Upgrade Prompt
- Choose the Premium Plan
- Review Your Order
- Enter Your Payment Details
- Confirm Premium Is Active
Before You Start
You will need:
- A Total Family account with the Initial Assessment completed
- A payment card, or an Apple Pay or Link account
One Premium membership covers your whole family, including access for up to two heads of household.
Reach the Upgrade Prompt
After submitting the assessment, you land on a "You're So Close!" screen. This is the free account reaching the point where Premium takes over. Select Upgrade to Premium.
Tip Not ready yet? You can leave this screen and come back whenever you like. Everything you have done so far is saved. To return, go to Settings > Upgrade to Premium.
Choose the Premium Plan
The Plans page shows your current plan alongside what each tier includes. Free keeps the resource library, quotes, and family invitations. Premium adds software-led vision, unlimited legacy letters and milestones, and Kin AI.
Select Get Started Now under Premium.
Review Your Order
The checkout page summarises what you are buying and the total. If you have a promo code, enter it and select Apply before continuing, the discount line updates to reflect it.
When the total looks right, select Buy Now.
Enter Your Payment Details
Buy Now hands you to our payment provider to finish securely. Total Family never sees or stores your card details.
- Card information: your card number, expiry date, and security code
- Cardholder name: the name printed on the card
- Country or region: the billing country for the card
- Subscribe: completes the purchase
You can also pay with Apple Pay or Link using the buttons at the top, which skip the card fields entirely. Your email is filled in from your Total Family account.
Confirm Premium Is Active
Once payment goes through you are returned to Total Family with Premium active. The PREMIUM badge appears under the logo in the sidebar, and Chat with Kin AI joins the menu.
You are now on Total Vision, ready to choose your values, define your purpose, and clarify your roles. Select Let's get started to begin.
Troubleshooting
- Promo code not applying? Check for typos and that the code has not expired. The discount line shows
($0.00)until a valid code is applied. - Payment declined? Your bank will usually explain why. Try another card, or use Apple Pay or Link instead.
- Paid but still on Free? Refresh the page. If the PREMIUM badge still does not appear, contact us with your payment confirmation.