Billing

Billing & referrals

Manage your subscription and earn account credit for every friend who subscribes.

Free trial

Every new Cartoply account starts with a 14-day free trial, counted from the day you sign up. The trial lets you try scheduling features without a credit card. Collecting booking payments requires a paid subscription or an admin-granted free access plan — trials are not eligible. The days remaining are shown on your organization's Home page from day one, and a banner appears across the app in the last week.

When the trial ends, a subscription is required to continue using org features and receiving routed bookings.

Subscription & pricing

Cartoply is billed per seat, on a monthly or annual cycle. A seat is counted for each member of your organization — the pricing is the same regardless of role (admin or member).

Annual billing saves 20% versus paying monthly for a year. Pick Monthly or Annual when you subscribe — the choice is made at checkout. You can view the current per-seat rate and your total on the Billing page in the dashboard. The rate is the same for all organizations.

Starting a subscription

1. Go to Billing in the dashboard sidebar.
2. Find the organization you want to subscribe.
3. Choose Monthly or Annual billing (annual saves 20%), then click Subscribe.
4. Complete checkout with a credit or debit card. You'll be redirected back once the subscription is active.

If you're still in your trial, a Subscribe early button appears instead — clicking it lets you start a paid plan before the trial ends.

Managing your subscription

Once subscribed, click Manage subscription → on the Billing page. This opens the Stripe customer portal where you can:

• Update your payment method.
• View upcoming invoices.
• Cancel your subscription.

Seat count is updated automatically as you add or remove members from your organization. Cartoply invoices the change straight away, prorated — rather than waiting for renewal, which on an annual plan could be nearly a year off.

Reading the status badge

Each organization card on the Billing page shows an App plan status for your Cartoply subscription. It reflects the live state of your Stripe subscription each time the page loads.

Eligibility for booking payments

Your organization can collect payments through Stripe or PayPal when either of these applies:

• It has an active paid subscription, and its latest invoice is paid with a positive amount paid.
• It has an admin-granted free access plan. No subscription payment is required while the grant remains enabled.

A trial alone, a past-due subscription, or a latest invoice fully covered by discounts or credits does not qualify without a free access grant. Canceling at the end of the billing period keeps payment access while the subscription remains active and meets the invoice requirement.

These checks apply to the organization receiving the booking, including when you administer several orgs. They gate provider setup, positive event prices, and new payment collection. If access ends, priced events do not become free; restore access or clear the price. Refunds for existing bookings remain available. See setting up payments.

The text messaging add-on

Text messaging is $5/month, including a dedicated toll-free number for your business and 50 texts a month, and it is not a separate subscription — it's an extra line on the subscription you already have, so it appears on the same invoice and renews on the same cycle. On an annual plan it's billed annually to match.

Turn it on from Messaging in your organization's sidebar, not from the Billing page. Billing shows a one-line summary with your remaining balance and a link across.

Texts beyond the monthly allowance come from prepaid credits, bought in packs of 250, 1,000 or 5,000 as a one-time charge. Credits never expire and survive turning the add-on off. Running out stops texts only — bookings and emails are unaffected.

AI credits

Carti has its own account-wide metered balance. Regular accounts include 100 AI credits, and one credit covers up to 1,000 model tokens per answer. One-time packs are 1,000 credits for $10, 5,000 for $50, or 10,000 for $100. These credits are separate from text messaging credits, referral credit, and your organization subscription. Connecting your own AI through MCP uses your provider account instead of Cartoply AI credits.

Invoice history

All past invoices appear at the bottom of the Billing page. Each row shows the invoice date, period, amount, and status. You can download a PDF or open the Stripe-hosted invoice for any entry.

Referral program

Earn $10 in account credit for every person you refer who starts a paid subscription. Credits are applied automatically to your next invoice — there's nothing to redeem manually.

Finding your referral link

1. Go to Billing in the dashboard sidebar.
2. Find the Refer & Earn card.
3. Click Copy to copy your unique link to the clipboard.

Share the link anywhere — email, social media, direct message, or a blog post. When someone signs up using your link and later starts a paid subscription, you automatically receive the credit.

Tracking referrals

The Refer & Earn card shows three stats:

• Signups — total number of people who created a Cartoply account using your link.
• Converted — how many of those signups have started a paid subscription.
• Earned — total credit you've accumulated across all conversions.

Credits are only awarded on conversion to a paid plan — signups alone do not earn credit.