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What should I check before the free trial ends?

Before the free trial ends, check billing, location count, settings and staff access. Then test one real task in each live location. Do not wait until the last day.

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Help Center › Categories › Set Up Your Business › Finish Setup Before Your Free Trial Ends
Answer

Before the free trial ends, check billing, location count, settings and staff access. Then test one real task in each live location. Do not wait until the last day.

Before you start

  • Know the free trial end date and the plan you want to keep.
  • Make sure each live location already has its name, money and time settings, and at least one tested staff login.
  • Keep the owner or billing contact ready to finish any payment step.

Step-by-step guide

  1. Open Subscription and review the free trial date, billing state and location count.
  2. Check that every live location is already set up and that test locations are not part of the live rollout.
  3. Test one real task in each live location, such as POS, stock check, repair intake or reporting.
  4. Finish the billing step before the trial ends, then log in again and confirm normal access continues.

How to confirm it worked

  • The business account stays open after billing is completed.
  • Location count, staff access and live work still behave normally.
  • The owner knows who will watch billing and plan changes later.

Common mistakes

  • Waiting until the trial has already ended before checking billing.
  • Changing the plan without first checking the number of live locations.
  • Saying setup is complete without testing one real task in each location.

Do this in Cellivo

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More answers

Set Up Your Business 5-10 min

How does Cellivo organise my business?

Your main Cellivo account holds billing and all of your locations. Each location is where the daily work happens. Then you choose which staff can use which locations.
Set Up Your Business 5-10 min

How many locations can I run on my plan?

Open Subscription to see your plan and how many locations it allows. Then create only the live locations you really need now.
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How do I set up each location correctly?

Switch to the right location first. Use General Settings for the name and contact details. Use Regional Settings for country, money and time. Save both and test the result right away.
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How do I add staff and limit access?

Create the staff account in Users, choose the right role, give access only to the needed locations, then test the login to make sure it works as expected.