Your Client Plans page is where you see every client's plan, their activity, what they cost, and what needs paying for.
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 and a status tag reading Active, Trial or Locked, followed by 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
You can sort the list by Activities, Plan & Status, or Monthly Cost by clicking the column heading.
1. Client Search
Use the Client Search box above the list to find a client by name.
A warning triangle can appear next to a client's name (see section 3)
red if the client is scheduled to be deleted
amber if the client is scheduled to move to the Workflow AI plan
2. 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) in the column heading to learn more about how activities and pricing work.
👉 Read more here: Understanding XBert Pricing
3. 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 has not been paid for. To unlock it, click the Unlock button on that client's row in the Plan column.
👉 Read more here: How To: Unlock a File
If a change is scheduled for that client, a countdown replaces the renewal line:
Changing in [X] days in amber, when the client is moving to the Workflow AI plan
👉 Read more here: How To: Move a Client from Financial AI to Workflow AI
Deleting in [X] days in red, when the client is scheduled to be deleted
4. Monthly Cost
The monthly cost for that client's plan, shown as the price followed by /mo. While a client is on a trial, the price is followed by trial instead.
See our full plan pricing here: https://www.xbert.io/value-based-pricing
5. Plan
What needs doing for that client. You will see one of three things:
A green tick, meaning there is nothing to pay or action for this client.
A tick box and an Upgrade button, for a client whose trial has not been paid for yet.
An Unlock button, for a client file that has locked.
To handle several at once, use Select All, and then Review selected Clients at the top of the column.
👉 Read more here: Checkout and Billing
Note: You cannot choose a different Financial AI plan for a client from this column. Once a client's ledger is connected, XBert works out their plan from that client's activity volume.
6. Actions
Each row has a red bin icon to delete that client. This is also the route to move a client off Financial AI without deleting them.
👉 Read more here: How To: Move a Client from Financial AI to Workflow AI
Need help?
If you have any questions, our support team is here to help!
Reach out via the chat widget on the bottom left of your XBert screen (Help), or email us at support@xbert.io