Understanding Your Subscription
Your Dental Marketing Tool subscription covers the core platform features your practice uses every day, and knowing how your billing cycle works helps you avoid surprises. This article walks you through what your plan includes, when you are charged, and where to find the details in your account.
What Your Monthly Plan Includes
Your subscription gives your practice access to the full set of platform tools available on your plan tier. Depending on the plan you are on, this typically covers:
- The unified Conversations inbox for texts, emails, and calls
- Online booking calendars and automated appointment reminders
- Patient contact management and new patient pipelines
- Reputation tools for sending and managing reviews
- Marketing tools including email and text campaigns
- AI agents for after-hours coverage and appointment booking
- Ad campaign launching for Facebook and Instagram
- Staff seats up to the limit on your plan
How Your Billing Date Works
Your billing date is set the day you first activated your subscription. That same date repeats each month as your renewal date. For example, if you started on the 8th of the month, your card is charged on the 8th every month going forward.
Your subscription renews automatically. There is no action required on your end each month. As long as your payment method is current, access continues without interruption.
Finding Your Plan Details
- From your dashboard, click Settings in the left menu.
- Select Billing.
- Under Subscription, you will see your current plan name, your renewal date, and a summary of what is included.
If you need a record of past charges, you can view and download individual invoices from the same section. See Viewing Invoices and Receipts for step-by-step instructions.
Staff Seats and Your Plan Limit
Each plan includes a set number of staff user accounts. If your front desk has grown and you need to add more team members than your current plan allows, you may need to upgrade before the new seat becomes available. Open Settings and go to My Staff to see how many seats are in use versus how many your plan supports.
What Happens if a Payment Does Not Go Through
If your card is declined on your renewal date, the platform will retry the charge automatically over the following days. You will receive an email notification so you have a chance to update your payment information before any features are restricted.
If you need to swap out a card, you can do that any time in Settings under Billing. The new card takes effect immediately for future charges. For the full walkthrough, see Updating Your Payment Method.
Making Changes to Your Plan
If your practice needs have changed and you want to move to a different plan tier, you can request a change through the Billing section of your settings. Plan changes typically take effect at the start of your next billing cycle. For the full process, visit Upgrading or Changing Your Plan.
If you have questions about a specific charge or want a full picture of all billing activity in one place, the Billing Overview is a good starting point. From there you can also access invoices, wallet usage, and payment settings all in one section.