Plans, billing, and what Pro unlocks

The Free plan is the whole referral workflow for one person. It sends and receives referrals without any limit on volume, in every category, with secure links, tracking, messaging, and attachments. It includes one seat, which the practice owner holds, and a Choice referral can offer the patient up to three practices. Nothing about Free expires, and signing up asks for no card.

Pro Solo keeps the one seat and adds:

• Shortlists of the providers you refer to most, per specialty
• Accepting referrals through a public form
• Your practice logo on your referral pages
• The Relationships analytics view
• The full activity log with CSV export

Pro Teams adds everything in Pro Solo, plus:

• Unlimited staff and up to 10 providers, with roles you assign
• Front desk, one shared sign-in for your front desk with a PIN for each person
• Assigning received referrals to a team member

A practice with more than 10 providers can contact billing@syncroly.co. The billing page shows the current monthly and annual prices before you buy, and so does the pricing section of the Syncroly website.

In settings, under Administration, open Billing & Plan. The Primary Admin and Admins see this entry; other roles do not.

The page leads with a Current Plan card carrying a Free, Pro, or Trial badge. Below it, a practice on Free or on its trial sees Choose a Plan, and a practice that has chosen a plan sees Manage Subscription.

A new practice starts with 45 days of Pro Teams, free. There is nothing to set up and no card to enter. The Current Plan card reads Pro Teams trial with a Trial badge and the day the trial ends.

When the trial ends without a plan, your practice moves to Free. The Primary Admin keeps access, everyone else loses it until the practice moves to Pro Teams, and the Pro features lock, including your public form. Choose a plan before then and you lose no trial days.

During your trial, nothing is charged that day. The first charge waits until the trial is over, and the Current Plan card shows both dates, Trial ends and First charge. Without a trial, you are charged at checkout and the plan starts right away. The card then shows your plan, its price, and a Next charge date.

Pro Solo includes one user. Choose it during the trial and, when the trial ends, the Primary Admin keeps access and everyone else loses it until the practice moves to Pro Teams. The panel warns you before checkout.

• Pro Solo to Pro Teams starts now. You are charged the difference for the current billing period.
• Pro Teams to Pro Solo starts when the period you paid for ends. Everyone but the Primary Admin loses access then; to keep someone else instead, hand over the Primary Admin role first.
• Monthly to annual starts today. You are charged now, less credit for the rest of the month.
• Annual to monthly starts when the year you paid for ends.

Before your first charge, a switch charges nothing, and the first charge is at the new price. A move to Pro Solo then takes effect when your trial ends.

A change that waits for the end of a period shows on the Current Plan card with an Undo button. Until it takes effect or you undo it, the switches are hidden, and canceling asks you to undo it first.

On a Pro practice, Manage Subscription opens your billing portal, hosted by the payment provider Stripe. Update your payment method and view past invoices there; changes reach Syncroly on their own.

For anything the page does not cover, including enterprise plans, write to billing@syncroly.co.

Canceling is not immediate. Pro continues until the end of the billing period you already paid for, and until then a banner shows the end date with a Resume Subscription button that undoes the cancellation. Cancel before your first charge and nothing is charged.

Downgrading never deletes anything. Every referral, message, and file stays, and you keep sending and receiving on Free. What ends is access to the Pro capabilities: teammates and Front desk lose access, the public form goes offline, and the Pro screens return to their locked previews.

The Your data card sits on the billing page on every plan. Export downloads all of your practice data as a single JSON file, for your own records. Running it changes nothing about your account.

Four screens are Pro only: shortlists, Relationships, the activity log, and Get referred. On a Free practice each shows a preview of the real screen behind an upgrade card naming what Pro unlocks there, with Upgrade your plan as the action, and the matching sidebar and settings entries carry a Pro badge.

Nothing is wrong with your account; the feature belongs to the Pro plan. The card links straight to Billing & Plan.