Refund & Cancellation Policy

1. Free trial

Every new agency starts with a 14-day free trial of the plan you select. No credit card is required to start. During the trial:

• You have full access to all features of the selected plan;
• You may cancel at any time from the settings screen with no charge;
• You may add a payment method to continue after the trial ends;
• If you do not add a payment method, your account moves to read-only for 30 days, then is deleted (with data export available throughout the read-only period).

2. Cancellation

You may cancel your paid subscription at any time from Settings → Billing → Cancel subscription. Cancellation:

• Takes effect at the end of the current billing period (monthly or annual). You keep access until then.
• Does not trigger a refund for the remainder of the paid period, except as described below.
• Data export remains available for 30 days after the subscription ends.
• After 30 days of inactivity following cancellation, Customer Data is permanently deleted from active systems. Backups purge within 90 days.

3. Refund eligibility

Refunds are considered case-by-case. In general:

• New annual subscriptions — a full refund is available if requested within 14 days of the initial charge and if the account has not been used to process meaningful operational data (a good-faith test drive is fine). Contact [email protected].
• Monthly subscriptions — generally not refunded; you have the free trial period to evaluate the Service before committing.
• Service outages — if the Service is materially unavailable and we have failed to meet our published availability commitments, we may issue a pro-rata credit or refund on request.
• Duplicate or erroneous charges — full and immediate refund on notification.

Refunds are issued to the original payment method within 10 business days of approval. Currency-conversion or payment-processor fees are not refundable.

4. Price changes

We may change subscription prices at any time. Existing customers on active subscriptions are given at least 30 days’ notice; the new price applies from the first billing cycle after the notice period. If you do not wish to continue at the new price, you may cancel before it takes effect and are not charged the new amount.

5. Downgrades and upgrades

• Upgrades take effect immediately; you are charged a prorated amount for the remainder of the current billing period.
• Downgrades take effect at the end of the current billing period. No refund is issued for the difference; you retain the higher-tier features until the period ends.

6. Failed payments

If a payment fails, we retry once after 3 days and again after 7 days. If all attempts fail, the account moves to a limited state on day 10 (existing data is preserved; certain features are disabled) and is fully suspended on day 21. You may reinstate at any time by updating the payment method.

7. Termination for cause

We may terminate a subscription without refund if the account is used in violation of the Acceptable Use Policy or the Terms of Service, or if required by law. See those documents for details.

8. How to request a refund or cancellation

• Cancel subscription: in the app, go to Settings → Billing → Cancel subscription. Effective at end of current period, no email required.
• Request refund: email [email protected] with subject “[Refund request]” and include your agency name and reason. We respond within 3 business days.