Free trial, upgrades and quotations

New companies start on a free trial. When you're ready to buy, or want to change your package, your Attendex account manager sends you a quotation that you can accept online. This article explains both.

During your free trial

• Your trial starts when you create your company account. If you chose a package at sign-up, you trial that package; otherwise you can try everything.
• The admin dashboard shows Trial ends on … with the date. The same date appears under Status on the Plan & billing tab ( open Plan & billing).
• To choose a plan before the trial ends, contact Attendex.

When a subscription expires

• The dashboard shows Your subscription has expired. Contact us to renew.
• Admins who try to sign in see "Subscription expired. Please renew your subscription." Contact your account manager to renew.

Accept a quotation

Quotations are sent by email with a secure link. You don't need to sign in to view one.

1. Open the quotation email and click the link.
2. Check the package, number of employees, term, discount and total.
3. Click Accept quote to go ahead, or Decline if it isn't right.
4. Look for the confirmation message. After accepting, you'll see "Thank you — we have received your acceptance and will be in touch shortly."

What happens after you accept

• Your account manager activates the new package. New modules appear in the menu straight away.
• An invoice is raised for the subscription. You can pay it online — see Pay an invoice online.
• The new numbers show on the Plan & billing tab — see View your plan and billable headcount.

Adding employees or modules later

• Extra employees above your billed number may be charged as add-on charges — see View your plan and billable headcount.
• To add a module that isn't in your plan, contact your account manager. See A menu item is missing or a page is blocked.