Starting your free trial and choosing a plan

How to sign up for a 14-day free trial with no card, and how to choose a plan and add payment before the trial ends.

Before you begin

• A work email address you can open now.
• To pay for a plan: the Plan and billing permission (Administrators have it) and two-step verification on your account.

Start your free trial

1. Select Start a free trial on the CompanionAxis website or the sign-in page.
2. Enter Your name, Work email and Organisation name, then select Continue.
3. On Check your email, enter the 6-digit Verification code from the email. It submits as soon as you type the sixth digit. You can open the emailed link on any device instead.
4. On Secure your account, choose a password of at least 12 characters and select Continue.
5. On Choose your plan, select Starter or Professional and select Start my 14-day trial. The set-up wizard opens.

Premium and Enterprise (for SIL, medication, multiple sites or your own API) are set up with the CompanionAxis team: select Talk to us on those plans.

Check what your trial includes

1. Use everything in the plan you chose for the trial period. Prices are per active staff user per month in AUD, excluding GST, and apply only once you add billing.
2. Watch the banner at the top of the app: it shows the days left in your trial.
3. Open the Getting started checklist: Choose how you’ll pay also shows the days left.

Choose a plan and add payment

1. Go to Settings → Plan and billing.
2. Select Choose a plan. Compare the plans and select Choose on the one you want.
3. Enter your payment details on the secure Stripe page and confirm.
4. Back in CompanionAxis, wait for You’re subscribed. It usually appears within a minute while Stripe confirms the payment.

Change plan, billing details or cancel later

1. Select Change plan on your plan card to move plans. The change is immediate and the difference is prorated on your next invoice.
2. Select the pencil on Billing details to set the Billing email, ABN and up to five addresses under Also send invoices to.
3. Select Payment method or Update payment method to change your card in Stripe.
4. Select Cancel subscription to cancel. Access continues to the end of the period and you can export your data afterwards.

Tips

• You’re billed for active staff users: staff who signed in or were rostered in the period. Invited staff aren’t billed until they sign in. Participants, families and external users are free.
• Each plan has a minimum number of users; it’s shown on the plan card.

If something goes wrong

No verification email arrived

Check spam, then select Send a new code (available after a minute). The code lasts 30 minutes and the link 24 hours. If the email already has a CompanionAxis account, we send sign-in help instead of a code.

Subscribing says I need two-step verification

Payments require a second sign-in step. Follow Set it up now, then return to Plan and billing.

The banner says my last payment didn’t go through

Select Update payment method before the date shown. After the grace period the account goes on hold: records stay readable but changes pause until billing is fixed.

My password is rejected

It must be at least 12 characters and not appear in a known data breach (“This password has appeared in a data breach. Choose a different one.”). A short phrase works well.