What happens if I upgrade from Solo to Team?

With a solo subscription, the only option is using your "personal clients" tab, which you cannot add other team members to. If you upgrade to a team plan, you can still continue to use the "personal clients" tab if you'd like, or you can add a team and transfer most things easily over to that team. Regardless of using the personal clients tab, or adding a team, if you upgrade to a team subscription, you will have access to team only features such as:

• Telehealth video calls
• HIPPA Compliance (when the BAA is completed)
• Claims processing (with an annual subscription to Team)

It is important to add a team if you want to be able to invite other team members to your business! You can duplicate documents, forms and resources over and transfer client profiles easily to a new team, but things like lead forms, and other templates would have to be created again on the new team. In order to duplicate a document, form or resource, you can click on the little 3 dots in the bottom right corner of your template, select duplicate and then select the new team to copy it to.

Here is an article with some recommended tips and first steps when starting a new team plan:

Starting a New Team Account