How do I cancel, and what happens to my data?

A team admin cancels the team’s plan. Cancel before day 45 and you pay nothing.

Cancel

If your Billing page shows Manage subscription:

1. Open Settings, then Billing, and select Manage subscription.
2. In the Stripe billing portal, cancel the plan and pick a reason.
3. The plan ends at the end of the current billing period. Settings, Billing then shows Ends on with the date.

If you do not see Manage subscription, email [email protected] from an admin’s address with the team name. We cancel it and confirm by email.

Before you cancel

• Finish and send any reports waiting for a signature.
• Open the phone app with a connection so anything recorded offline uploads.
• Download what you want to keep: reports as PDF or Word, Metrics as CSV or Excel, contacts and tasks as CSV.

What happens to your data

• You own the records you enter, before and after you cancel.
• Under our Terms of Service, you have 30 days after the account closes to export your data, and after 90 days it is permanently deleted.
• After the plan ends, your team can still sign in to read and export its records.
• Reports you already sent stay with the people who received them.

Good to know

• Deleting the phone app does not cancel the plan.
• You pay through the end of the current billing period or annual commitment. Fees are not refunded except where the law requires it.
• For copies of original recordings and photos, contact support before the account closes.