Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Your Plan & Billing
Plans, monthly limits, the free trial, changing plan and what happens if a plan runs out.
Your plan decides how much you can add each month and which features you get. Here is how plans, limits, trials and renewals work.
Overview
This guide covers the plans, what the limits mean, the free trial, changing plan and what happens if a plan runs out.
Who Can Access
Agency Owner
The Plans
Invoices and forms are not limited on any plan. Your current numbers are always on the plans page.

How Limits Work

- Monthly allowances (clients, orders, tickets, leads) count what you add, and start again on your renewal day each month. A yearly plan refills every month too.
- Anything unused does not carry over.
- Seats (team members, remote team, co-admins) are how many you can have at once. They stay as they are until you remove someone.
- When an allowance is used up, only adding new items stops. Everything you have stays visible, and the message tells you when it refills.
- See your usage under Your Usage on the plans page.
The Free Trial
- New agencies get a 14-day free trial. No card is needed.
- The trial has small limits (5 clients, 5 orders, 5 tickets and 5 leads, 3 team members and 2 remote members). The example data in a new workspace does not count.
- Choose a plan any time from the plans page to keep going.
Changing Plan
- Pick a new plan on the plans page and pay. The new plan starts as soon as the payment is confirmed.
- Moving to a smaller plan never deletes anything. If you are over a new limit, you keep everything but cannot add more until you are back inside it.
- Features the new plan does not include, such as leads and live chat on Starter, are hidden. White label ends below Pro.
If Your Plan Runs Out
- For 3 days after the end date everything keeps working.
- After that the workspace is read-only: you, your team and your clients can still view and download, but nothing new can be created.
- Nothing is deleted. Renew and it opens straight back up.
- A trial that ends works the same way: 3 more days, then read-only until you choose a plan.
Your Current Plan

Billing & Payment shows your plan, its period, price, limits and renewal time, with Change Plan and Cancel Subscription Plan.
Frequently Asked Questions
Do unused clients roll over?⌄
No. 25 of 30 used this month still means 30 next month.
Can I get a refund?⌄
Payments for a plan are final. Try Clientish on the free trial first.
Who can change the plan?⌄
Only the workspace owner.