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Getting started · 4 steps

Plans, trial and billing

See how long your trial has left, check usage and billing history, and change your plan, add-ons or seats.

Before you start: You need permission to manage billing to change the plan.

1See your trial days

During the free trial, the top bar shows Free trial · N days left. Click it to open your plan. If Scalar has given your company complimentary access, it shows Complimentary · N days left instead, and paid plans show no chip.

Scalar360 screen: See your trial days
Numbered outlines show what to click, in order.

2Check Plan & Usage

Settings → Plan & Usage shows your plan, when it renews or when the trial ends, and how many users and records you're using. Choose Choose a plan to pick a paid plan — it starts when your trial ends, so you don't lose any trial days.

Scalar360 screen: Check Plan & Usage
Numbered outlines show what to click, in order.

3Review billing history and record usage

Further down, Billing history lists your payments and receipts, and Record usage shows how close you are to your plan's record limit.

Scalar360 screen: Review billing history and record usage
Numbered outlines show what to click, in order.

4Manage your plan, add-ons and seats

Once you're on a paid plan, open Manage Plan to change your Plan, buy Add-ons, add User seats or see your Active add-ons. You review every change and its cost before anything is charged. During the free trial these options are locked — use Choose a plan instead.

Scalar360 screen: Manage your plan, add-ons and seats
Numbered outlines show what to click, in order.

Still stuck? Contact our support team — or start a free trial to try this in your own company.