Do I have to purchase a subscription when I want to add a new client?

Do I have to purchase a subscription when I want to add a new client?

You can add another client Organisation even without buying a subscription right away because you have a 3-day* free trial. 

So, when you add your client's Organisation, you have 3 days to work on the workflows, and make sure that everything is set up correctly and working as expected. 
If the client then chooses to keep using ApprovalMax after the free trial, you'll need to add this Organisation to billing.

*For active customers with ApprovalMax subscription the Trial period for new Organisations will be limit to 3 days.

    • Related Articles

    • How can I add an Organisation to a subscription?

      You can add an Organisation to a subscription during the subscription purchase. If you already have a subscription with a space for the new Organisation, just add it to this plan: In the ApprovalMax product interface, click on Billing & Subscriptions ...
    • How can I start a paid subscription?

      If you are using a free ApprovalMax trial and want to continue working with your ApprovalMax Organisation, you need to start a paid subscription. This is how you start a paid subscription: To start a paid subscription, please click on "MANAGE" in the ...
    • How can I transfer my subscription?

      Account Owners can initiate a subscription transfer to any user (irrespective of that user holding an account or not). A subscription transfer also transfers all Organisations under that subscription. Please note: a transfer cannot be done from a ...
    • How can I transfer my account?

      Account Owners can initiate an account transfer to any user, regardless of whether such users already have an account. The only restriction is that the target user's email address must be in the same domain as the address of the user who is ...
    • Business account roles

      A member is a person who has an ApprovalMax profile and has been assigned to a Partner account as a related person. Member is visible in Practice staff list and has access to a Partner Portal. A user manager has the same authority as a member plus ...