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How to Purchase from a Free Trial

How to start your paid subscription and free trial FAQs

Written by Rajit Theodore

Select your plan

To start your paid subscription, first visit our pricing pages and choose the plan with the features that suits your needs best! 😊

You can select from:

β€’ Standard plans: https://www.boardpro.com/pricing

Buy Now

Once you've chosen your plan you can start your subscription from the 'Buy Now' banner at the top of your page in BoardPro. There is also a 'Buy Now' button on the lower left of your main menu.

The 'Buy Now' banner is dismissible so if its not there you can also start your subscription from your top right personal menu, under 'My Organisations'.

Note - only the listed account owner on your People page can do this step.

The Checkout Process

Once you check out select your industry. If you are a non profit its important to select 'Nonprofit' as your industry and add in your annual expenses so you can qualify for a discount. All your free trial data will be retained in the paid subscription, ensuring a seamless transition.

You'll then be taken to a page where you can select you plan, compare plan feature and add any committees or optional 'on-boarding' getting started packages to help you get up and running. Committees can also be added during the checkout process.

Payment

The last checkout page will ask you to add your credit card payment details.

Once that's done you've completed the checkout process!

FAQs

Will my data come across from my free trial?

Yes! All of your free trial data will carry over into your paid account.

Can I pay by invoice?

Our preferred payment method is by credit card, but if you need to pay by invoice please contact our support team via chat or email support@boardpro.com

How long is the free trial?

Your free trial is for 30 days.

What plan is the Free trial on?

The free trial is on the Premium plan

How can I cancel my free trial?

Your free trial will close after 30 day, you can also contact us via chat or email support@boardpro.com if you'd like it closed sooner.

Can I add a committee in my free trial

Yes you can add a committee from your committees page to your free trial. When you checkout your committee will be added to your total at checkout.

I have a quote from one of BoardPro's Sales Team how should I proceed?

If you have been talking to a Sales Team Member and have a special quote, please email them directly, and they will help guide your through the process.

Can I add our organisation's account emails as a CC's to the billing information?

Yes, you will be able to add additional email addresses at checkout.

What happens to the documents that we have uploaded at the end of the trial if we weren't to proceed?

Your Free Trial lasts for 30 days and runs on our Premium plan. If you decide to continue with a paid subscription, all your trial data carries over seamlessly - nothing is lost. However, if you don't proceed with a subscription, your free trial account will close after the trial period ends and you will lose access to your documents.

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