Account & Billing

Cancellation is initiated from your billing settings. You'll go through an exit survey, then your subscription continues until the end of the current paid period. You can withdraw the cancellation any time before that period ends. Your data is retained per the privacy policy.

When your Data Credit balance hits zero, behavior depends on your overage setting — block (prevent further pulls), allow (charge for overages), or temporary (allow for a window). Auto-reload prevents the question entirely by topping up before zero.

Invoices are listed in your agency billing settings. Each invoice has a downloadable PDF generated by Stripe. Older invoices may live behind Stripe's data retention window — most agencies need only the last 12-24 months for normal accounting.

Trials let you use SALT before committing to a paid plan. When the trial ends, your access to billable features stops until you pick a plan and complete payment. Your data is retained while you decide, per the standard data retention policy.

Each plan includes a baseline number of user seats. To grow beyond the included count, add seats as an add-on. Removing a user frees the seat for another invitation.

SALT offers three standard plans (Propel, Propel+, Middle Market) plus Custom for enterprise. Each plan defines user seats, monthly Submission limits, custom role count, Custom Question count, and whether Reports are available.

Payment method updates run through Stripe's hosted billing portal. Open the update flow from your agency billing, complete the change on Stripe's secure page, and return to SALT. Updates apply immediately for future charges.

Upgrade from your billing settings. Most upgrades take effect immediately and are prorated against the current cycle. Higher-tier features (Custom Questions slots, custom roles, Reports) become available right away.