Plans, billing and invoices

Plans

Kalman has two plans:

• Signal covers the first-party tag, your sources, the Meta Conversions API, the event log and the signal-gap report. It also includes Traffic, Funnel and lifetime value on Products. Other ad channels are included when they're available on your account.
• Signal + Attribution has everything in Signal, plus Acquisition and CAC (imported ad spend, cost per approved patient, and campaign to ad set to ad drill-down) and Web analytics.

Your Billing page lists exactly what your plan unlocks.

Free trial

Each plan has its own trial length, shown on the plan card and at checkout ("Start 7-day trial"). Checkout also shows the exact date the trial ends and the date and amount of the first charge, in UTC. Nothing is due today. The same date appears under Trial ends on your Billing page and in the sidebar. To avoid being charged, cancel before that date.

Locked pages

If a page isn't part of your plan, it still opens, labelled "Not in your plan". Kalman keeps collecting the data on every plan, so the page shows its full history as soon as you upgrade. Owners and admins see Change plan. Everyone else is asked to contact the account owner.

Who manages billing

Owners and admins manage billing, from the main workspace. An additional workspace shows "This workspace is covered by (main workspace)'s package", with an Open its billing link.

Change plan

1. Click Billing at the bottom of the sidebar.
2. Under Change plan, each plan lists what switching gains, or what it locks (your data is kept).
3. Click Switch. The change takes effect now. Paddle prorates the price to today; during a trial nothing is billed.

Payment method and invoices

On Billing, click Payment method & invoices. This opens the customer portal of Paddle, our payment provider. There you can update your card and download invoices. Kalman never sees or stores your card number.

Cancel

1. On Billing, click Cancel subscription and confirm.
2. You keep access until the end of the current period (or trial). After that date, every page of the workspace takes you to the plans page until you restart a plan. Your data is kept.

If a payment fails, Paddle marks the subscription past due. The workspace's pages then take you to the plans page until the payment is fixed in the Paddle portal.

The Current plan panel shows the date access ends. To come back later, click Restart a plan. You must cancel the plan before you can delete the main workspace.

Your BAA

The Business Associate Agreement card on Billing shows its status, who signed it and when, and a link to the signed copy. See Sign your BAA.