Before you begin
The trial gives you 14 days of Platinum. A card is required to activate it, and nothing is charged during the trial. Review the plan and first charge date shown to you before completing activation.
Use an email address you can access and keep your business name, billing details and team invitations ready. Workspace setup and billing changes may need the owner’s access.
Set up your workspace
- Sign in and open Home. Follow the Get set up checklist.
- Open Settings and check the workspace name, time zone and default currency. Put your business address and tax details in Settings › Invoices.
- Invite your colleagues from Settings › Members. Choose access that matches each person’s work.
- Add a customer with New Customer Intake in Customers, then create a deal in Sales › Pipeline or a project in Projects.
- If you are moving from another tool, open Settings › Migration. Review the import plan and test a small batch before importing everything.
Check billing before the trial ends
Open Settings › Billing to check your trial end date, plan and usage. Pro and Platinum include all six suites; their seat, mailbox and AI allowances differ.
If you do not want a paid subscription, cancel through billing before the trial ends. If the billing action is unavailable, contact support before that date.