Skip to content
Tallyfy

Subscribe to a paid plan

Turn your trial into a paid plan

When your free trial is ready to become a paid plan, go to Settings > Billing. If you haven’t subscribed yet, you’ll see a short checkout. Only administrators can do this. Pick your billing term, confirm your seats, and pay by card to go live right away.

  1. Go to Settings > Billing.
  2. Choose monthly or annual billing. Annual costs less per seat, and the total updates live as you change seats.
  3. Confirm your seats (see below), then enter your card details.
  4. Click Subscribe. Your plan starts as soon as the payment succeeds.

Choose your seats

Tallyfy is priced per seat, so the checkout starts you at the number of seats your current active members already use. You can’t go below that count, because those people are already working in Tallyfy. You can add more seats now if you’re growing, or leave it as is.

You buy both seat types in the same checkout:

  • Full seats for people who build and run processes.
  • Light seats for people who only complete assigned tasks.

For what each seat type costs, see the pricing page ↗. To learn how the seat pool works after you subscribe, read how seat billing works.

Pay by card

The checkout takes a credit or debit card, processed securely by Recurly. Your card is charged when you subscribe. If it’s declined, nothing changes and nothing is saved, so you can try another card.

Two optional extras sit in the same checkout:

  • Promo code - enter one in the “Have a promo code?” field if you have it.
  • Analytics add-on - tick the box to add Analytics. See billing add-ons and usage credit for what it includes.

Prefer ACH or wire transfer?

The self-serve checkout is card-only. If you’d rather pay by ACH, wire transfer, or against an invoice, our team sets that up for you. Use the Contact support link in the checkout, or contact Tallyfy Support. Manual billing and multi-entity contracts are handled this way.

After you subscribe, Settings > Billing switches to seat management, where you can buy more seats and review your billing history.

Billing > Manage billing

Manage your Tallyfy subscription, seats, payment methods, and invoices from Settings > Billing…

Settings > Billing

Tallyfy bills per seat through Recurly. You commit to full and light seats, pre-pay for your…
Get in touch
About Tallyfy