When the trial ends

What changes when the 7-day free trial ends, what stays saved and how to subscribe through the three-step conversion window.

Updated on October 14, 20263 min read
In this article · 3 sections

When the 7-day free trial ends without a subscription, the account goes into read-only mode. Nothing is deleted: you keep seeing dashboards, reports and data, but you can't create, edit or connect anything until you subscribe. Subscribing unlocks everything right away.

What changes on screen

  • The counter at the top becomes Trial ended (on mobile, Subscribe now).
  • The bar Your trial ended. Your data is safe and in read-only mode. appears with a Subscribe button.
  • In Settings › Plan and billing, the current plan shows as Trial ended.

What keeps working and what is blocked

  • Viewing dashboards, reports, metrics and clients

    Blocked until you subscribe
    Creating or editing dashboards, reports, goals and clients
  • Data already synced

    Blocked until you subscribe
    Connecting new sources
  • Opening Settings › Plan and billing and subscribing

    Blocked until you subscribe
    Inviting people
  • Asking support for help

    Blocked until you subscribe
    Sending messages to RelatorAI
Keeps workingBlocked until you subscribe
Viewing dashboards, reports, metrics and clientsCreating or editing dashboards, reports, goals and clients
Data already syncedConnecting new sources
Opening Settings › Plan and billing and subscribingInviting people
Asking support for helpSending messages to RelatorAI

Subscribe through the conversion window

  1. 1
    Step 1

    Click Subscribe

    Use the bar's Subscribe button or the Trial ended counter. The Keep everything you've built window opens, with three steps: Summary, Plan and Payment.

  2. 2
    Step 2

    Review the summary

    The Summary step recaps what you created and compares two options: Pro, Recommended for you, which keeps the trial limits, and Starter, The essentials to get started. If what you built doesn't fit Starter, the list What doesn't fit this plan today: appears. Choose Reactivate with Pro, Continue with Starter or See all plans.

    Illustrative screen
    Farol Agency
    Photo of Marina, who uses Relator
    Home
    Your trial ended. Your data is safe and in read-only mode.Subscribe
    Keep everything you've builtSummary · Plan · Payment
    ProRecommended for you
    Everything as it is today, nothing lost · 5 clients · 25 sourcesReactivate with Pro
    Starter
    The essentials to get started · 1 client · 5 sourcesContinue with Starter
    What doesn't fit this plan today:
    • Disconnect 7 of 12 sources
    • AI drops to 100 messages/month
    • Keep only 1 of 4 clients
    1. 1Pro keeps the trial limits.
    2. 2What would be over the limit if you chose Starter.
  3. 3
    Step 3

    Choose how to continue

    In the Plan step, the two options appear side by side: the Budget option (Starter) and the Recommended one (Pro), with the monthly price. Click Select on your choice, or View all plans to see Scale too.

    Illustrative screen
    Farol Agency
    Photo of Marina, who uses Relator
    Home
    Spend vs. Revenue
    Choose how to continue
    Starter · R$ 59/monthBudget option
    Disconnect 7 of 12 sources · daily syncSelect
    Pro · R$ 199/monthRecommended
    Everything you've built stays included, with no data loss.Select
    1. 1Pro keeps what you built during the trial.
    2. 2View all plans also shows Scale.
  4. 4
    Step 4

    Pay

    The Payment step shows the price and the six methods: Card — monthly, Card — yearly (2 months free), PIX — monthly recurring (3% off), PIX — quarterly, PIX — semiannual (1 month free) and PIX — annual (2 months free), each with its total. By card you go to Stripe; by Pix the QR code opens in the same window.

  5. 5
    Step 5

    Back to work

    Once payment is confirmed you see Subscription confirmed. Click Back to work: the bar disappears and everything unlocks.

Frequently asked questions

Do I lose my data when the trial ends?

No. Everything stays saved and visible in read-only mode. Subscribing unlocks editing again, with everything in place.

Does data keep refreshing after the trial ends?

What was already synced stays visible. To keep your sources refreshing and edit again, subscribe to a plan.

Can I subscribe to a plan other than the two suggested?

Yes. Click View all plans to subscribe to Scale, or use Settings › Plan and billing › Change plan.

Who in the agency can subscribe?

People with the Owner or Admin role. Members see the bar but need to ask one of them.

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