All topics

Billing

How active clients are counted, seats, upgrade/downgrade, annual vs monthly.

How active clients are counted

A client counts against your tier if BOTH:

  • It's not archived (archived_at is NULL), AND
  • It was created OR had any activity (task, message, file, comment, tracking-map edit) within the last 60 days.

Archive dormant clients to free slots. Re-activate later by editing — only one unarchive per client per 30 days.

Seats

Owner / admin / member roles count as paid seats; viewers don't. Each tier includes a baseline (Starter 2, Pro 5, Growth 8, Business 15, Scale 30). Extra seats are a per-month charge that varies by tier — the lower the tier, the more each seat costs.

Upgrade / downgrade

Settings → Billing → Change plan. Stripe opens for checkout (upgrades) or the customer portal (downgrades). Upgrades prorate immediately. Downgrades are blocked if your current usage exceeds the lower tier's caps — Phloz tells you exactly how many clients or seats to remove first.

Annual vs monthly

Annual plans save roughly 17% (two months free) and bill once per year. Switch from monthly to annual any time from Settings → Billing — the prorate gives credit for the unused month.

Tier ladder

Six tiers from Starter (free, 1 client) to Enterprise (custom). See the full matrix on the pricing page.