Account Billing
Manage your monthly subscription, update payment methods, view pending charges, and access past invoices directly from Account Settings > Billing.
👤 Permissions Notice: Only Administrators or the Account Owner can view billing details and update payment methods.
In this article:
- Billing Payment Information
- Reviewing Pending Charges
- Viewing Invoices
- Late Payments
- Pricing Details
- Referral Discounts
- Frequently Asked Questions
- Related Resources
Billing Payment Information
Whether you are upgrading from a trial or updating an expiring card, you can manage your payment details directly in your account settings.
Adding a Card on File
To upgrade from a free trial to a Professional or Freemium plan, go to Account Settings > Billing and add a credit card.
💲Freemium Plan Requirement: Freemium accounts require a card on file before your 30-day trial ends. Your card will not be charged as long as your practice maintains 3 or fewer active clients.
Updating Card Details
To edit or replace an existing credit card:
- Go to Account Settings > Billing.
- Locate the Payment Method section.
- Click Update to enter new card details.
Reviewing Pending Charges
The Pending Charges card gives you real-time visibility into your current billing cycle. It itemizes active plan fees and usage-based add-ons so you know what to expect on your next invoice.
Your summary may include:
- Plan: Your active subscription level (Professional, Freemium, or Trial).
- Additional Practitioners: Total monthly add-on fee for active team members on your account.
- Add-On Services: Usage-based charges accrued during the current cycle, including:
- Integrated Telehealth (per practitioner)
- Electronic Claims (number of submitted claim forms)
- Eligibility Reports (total monthly checks generated)
- AI Assist (per practitioner)
- Est. Total: Your next billing date and estimated total charge. Estimated totals do not include applicable state sales tax, which is calculated and applied at the time of billing.
Viewing Invoices
Access your full subscription payment history under Account Settings > Billing and scroll to Invoices.
Sessions Health automatically emails an invoice receipt to the account owner each month on your recurring billing date. You can also view, download, or print historic invoices directly from this page at any time.
Late Payments
If a subscription payment fails, the account owner receives an immediate email notification.
- 7-Day Payment Retry Period: We retry failed payments over a 7-day window. Please update your payment details promptly during this time to avoid service disruption.
- Account Cancellation: If payment is not successfully processed after 7 days, the account is automatically canceled.
- 30-Day Data Grace Period: Once canceled, you have 30 days to log in, reactivate your account, or export practice records. Contact support@sessionshealth.com for help restoring a canceled account.
⚠️ Permanent Data Deletion Warning: If an account remains canceled due to non-payment, all practice records and client data will be permanently deleted 30 days after cancellation. Deleted accounts cannot be recovered. Contact support@sessionshealth.com within this 30-day window to restore access.
Pricing Details
Sessions Health offers flexible subscription tiers based on your practice size and needs. View current plan rates, features, and add-on pricing anytime on our official Pricing Page.
- 30-Day Free Trial: Try Sessions Health risk-free with full access to features for 30 days.
- Freemium Plan: Ideal for solo practitioners starting out. Eligible accounts with 1 practitioner and 3 or fewer active clients can use Sessions Health at no monthly charge.
Referral Discounts
Earn subscription credits by inviting colleagues to try Sessions Health using your unique referral link. You can copy your link under Account Settings > Billing > Referral Link.
How Credits Work
When a colleague signs up using your link:
- They complete their 30-day free trial (Month 1).
- They pay for their first month of subscription service (Month 2).
- Once Month 2 payment processes, a subscription credit is applied to both your account and their account (discounting Month 3).
💡Check out our article about the Sessions Health Referral Program for more information.
Frequently Asked Questions
When will my credit card be charged each month?
Your subscription is charged monthly on the date you first upgraded your account. You can view your exact upcoming charge date and estimated total under Account Settings > Billing > Pending Charges.
Why was my account charged if I am on the Freemium plan?
The Freemium plan is free as long as your account maintains 1 practitioner and 3 or fewer active clients. Charges occur if you add a 4th active client, add an additional practitioner, or use add-ons (such as integrated telehealth, AI Assist, electronic claim submissions, or eligibility reports).
How do I send subscription invoices to my bookkeeper or accountant?
Invoices are automatically emailed to the account owner on your recurring billing date. You can also log in anytime to Account Settings > Billing > Invoices to view, download, or print PDFs of all past invoices for your accounting records.
How do I cancel my account?
To close your account, go to Account Settings > Account, scroll down to the Danger Zone, and click Cancel account.
ℹ️ Need Long-Term Record Retention? Standard account cancellations permanently delete all practice data after 30 days. If you need long-term access to client records without paying for a full subscription, contact support@sessionshealth.com to switch to our low-cost Storage Account before your 30-day window ends.
Related Resources
For related information, see these articles: