Your advisor trial includes your full tier's client seat allowance from day one. There is no reduced trial cap to work around — the seat count you see on signup is the seat count you can use immediately.
What You Get at Each Tier
| Tier | Seats during trial | Seats after trial | |------|---------------------|--------------------| | Practice Solo | 0 (Solo includes no advisor-paid seats) | 0 | | Practice 10 | 10 | 10 | | Practice 25 | 25 | 25 | | Practice 50 | 50 | 50 |
Practice Solo is an outlier — it includes zero client seats at any time, trial or otherwise. Solo is built for advisors whose connected clients self-pay for Builder Pro (or use the free Starter tier).
Overflow Seats During Trial
Overflow seat purchasing (Practice 10 and above, $15/seat/mo) is available the moment you need it — including during the trial. You don't need to wait for your trial to convert to add capacity beyond your included allowance.
What Happens if You Cancel Mid-Trial
If you cancel before the trial converts:
- Seated clients lose Builder Pro access at the end of your trial period
- Their connection (the data-sharing link) is independent of the seat — connections survive seat removal
- Their personal accounts and data are not affected
Common Questions
Do I need to do anything to unlock my full seat allowance? No. Your tier's full seat allowance is active from the moment your trial starts — there's nothing to convert or unlock.
Does my seat count change when the trial converts to a paid subscription? No. Billing switches from trial to paid, but your seat cap stays exactly where it already was.
Are overflow seats available during the trial? Yes — overflow seat purchasing (Practice 10 and above, $15/seat/mo) works the same during the trial as after conversion.