How the trial works (and what happens when it ends)

In short: Use SALT freely during your trial. When it ends, you’ll need to pick a plan and provide payment to continue. Your data is preserved while you decide; access pauses until you complete enrollment.

What a trial includes

During a trial:

Full feature access at the trial’s tier
Ability to create Forms, Links, Submissions
Connect integrations
Upload documents
Run Live Intake

Some limits may apply (e.g. capped Submission count, restricted integrations) depending on the trial configuration. The trial is a real preview — what you build during the trial is yours when you convert.

What happens at the end

When your trial period ends without enrollment:

Sign-in still works, but you’ll be redirected to a plan-selection / billing page
You can’t create new Submissions or use billable features until enrollment is complete
Past Submissions and Forms are preserved
Integrations may pause (depending on configuration)

This is silent in some respects — there’s no automatic downgrade and no immediate data loss. The app simply puts up a paywall until you choose a plan and pay.

Pre-trial-end notifications

You’ll receive email reminders as the trial nears its end. These tell you:

How many days are left
What plan you’d default to if you don’t change
A link to the enrollment flow

Don’t ignore these. Picking a plan before expiration ensures continuity.

Enroll in a paid plan

1

Open your agency billing or follow the enrollment prompt that appears after the trial ends.
2

Pick the plan that fits your usage (see Plans and pricing).
3

Provide a payment method via Stripe.
4

Confirm. The plan activates immediately.
5

Your access is restored fully.

What happens to data

If you don’t convert by the end of the trial:

Short-term: data is preserved, you just can’t access it until you enroll
Long-term: per the data retention policy, eventually data may be deleted if no enrollment occurs within a defined window

To export data before walking away from the trial:

Bulk-export Submissions
Document your Form structures
Save any documents uploaded to Submissions you want to keep

Trial extensions

Need more time? Contact support before the trial ends. Extensions are at SALT’s discretion but are generally available for legitimate evaluation needs.

After expiration, an extension may not be possible — enrollment is the path back.

Common questions

Will I be charged automatically when the trial ends? Standard trials don’t auto-charge. You explicitly enroll in a plan to start being charged.

Can I downgrade my trial to start at a smaller plan? Trials usually run at a specific tier. When you enroll, you pick the plan you want — it doesn’t have to match the trial’s tier.

My trial just ended and I lost access mid-call. What do I do? Enroll quickly — the flow takes a few minutes. Once active, your access resumes and you can pick up the conversation.

Can my colleagues see during the trial that we’re on a trial? Trial banners and notifications are visible to admins. Non-admin users may not see anything different — they just have full access.