Your Client Plans page gives you complete control over your client plans, so you can easily view usage, plan costs and more.
Go to Settings (bottom left of your XBert screen)
Under the Clients heading, select Plans.
Your Connect plan
At the top of the page you will see a card showing your Connect plan. This is your own XBert account plan, the one your whole practice is on. It shows the plan name, a status tag reading Active, Trial or Locked, and when it next renews.
If any of your clients are on trials ending within the week, a pill appears here telling you how many and prompting you to review and activate them.
Example, Workflows (Monthly) — Active · renews in 21 days.
Understanding the columns
Client Search
Click Client Search above the list to turn it into a search box and type the name of the client you're after. If a client file is set to be removed, a red warning icon appears next to its name.
Activities
Tracks the number of activities a client has used against their plan's limit for the current billing period (for example, 0 / 100).
The count resets at the end of each billing period.
Click the information icon ('i') to learn more about how activities and pricing work.
Plan & Status
The plan the client is currently on and where it's up to:
Active - a green tag with the plan name (for example, Micro), followed by when it next renews (such as Renews in 27 days).
Trial - an amber tag reading Trial · Micro, with a countdown showing how many days are left before the trial ends.
Locked - a red Locked tag, meaning the file needs to be unlocked.
To unlock it, find that client's row and click the Upgrade button in the Recommended Plan column, then choose a paid plan and confirm.
Monthly Cost
The monthly cost for that client's plan. While a client is on a trial, this shows trial instead of a price.
See our full plan pricing here: https://www.xbert.io/value-based-pricing
Plan
Shows whether the client is on the right plan for their activity usage:
A green tick means the client is already on the best plan for them — nothing to do.
If XBert recommends a different plan, you'll see the recommended plan with an Upgrade button so you can move them across. (When an upgrade is required, the file will say so.)
