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Billing and account

Upgrade a trial and choose seats

Select billing cadence and enough seats for the people already using the workspace.

Reading time
5 min read
Audience
Admins
Updated
Updated September 5, 2026
01

Start a paid plan

  1. 1

    Review the trial

    A new workspace starts with a 30-day trial. Open Settings → Upgrade before access is interrupted.

    Open this page
  2. 2

    Choose seats

    Select between 1 and 500 seats. The count cannot be lower than the number of active workspace members.

  3. 3

    Choose cadence

    Select monthly or annual billing and apply an optional coupon when you have one.

  4. 4

    Enter billing details

    Complete the supported U.S. billing address and payment fields, then review the final checkout total.

Watch out

Do not archive a person merely to bypass a seat requirement when they still need access. Archiving removes their workspace access.

02

Confirm current pricing in checkout

Use the amount displayed in the upgrade flow as the source of truth. Taxes, coupons, billing cadence, and product pricing can affect the charged total.

Open this workflow in Unify Revenue

These links open the relevant product page. Sign in first if the workflow belongs to your workspace.