Refund Policy

Last updated 5 September 2026. This policy is a draft pending legal review — every bracketed item below must be completed before it is published. Consumer law in some countries gives rights that override what a policy says; the bracketed items are where that needs checking.

Try before you pay

Every plan can be trialled for 14 days with the full Professional feature set and no payment details. We would always rather you used the trial than paid for something that turns out not to fit — most refund requests are avoidable that way.

Monthly subscriptions

You can cancel at any time and the change takes effect immediately. [STATE WHETHER THE REMAINDER OF THE CURRENT MONTH IS REFUNDED PRO RATA, OR WHETHER ACCESS SIMPLY CONTINUES TO THE END OF THE PAID PERIOD.]

Annual subscriptions

[STATE THE POSITION. A common approach is: a full refund if cancelled within [N] days of purchase, and after that a pro-rata refund of complete unused months, or no refund. This needs to match what your payment terms and local consumer law require.]

Upgrades and downgrades

When you upgrade, you are charged pro rata for the remainder of the billing cycle, so you pay only for the time you have the higher plan. When you downgrade, the change takes effect immediately and [STATE WHETHER THE DIFFERENCE IS REFUNDED OR CREDITED].

Additional team members

Members added mid-cycle are charged pro rata. Members removed mid-cycle [STATE WHETHER THIS IS REFUNDED OR CREDITED AT THE NEXT RENEWAL].

AI Helper credits

Credits included with a plan have no cash value and are not refundable. Credits purchased separately are [STATE WHETHER REFUNDABLE, AND WITHIN WHAT PERIOD IF UNUSED]. Unused monthly allocations roll over for one month and then expire.

Enterprise implementation fees

Implementation is quoted and scoped before work begins. Fees for work already carried out are not refundable. Where a project is cancelled before completion, [STATE HOW PART-COMPLETED WORK IS CHARGED].

If something is wrong

If the platform is not working as described, tell us before asking for a refund — most problems are fixable and quickly. If we cannot put it right within a reasonable time, we will discuss a refund of the fees covering the affected period.

How to ask

Write to [BILLING CONTACT EMAIL] from the email address on the account, telling us which account and what you would like refunded and why. We will respond within [RESPONSE PERIOD]. Approved refunds are returned to the original payment method within [REFUND PROCESSING PERIOD].

Chargebacks

Please contact us before raising a chargeback with your bank. A chargeback raised without contacting us first may result in the account being suspended while it is resolved.

Your statutory rights

Nothing in this policy affects rights you have under the law of your country that cannot be excluded by agreement.