Subscription & billing

You control your Rebrief plan and payment details from Settings. This article covers how changing plans works, who can manage billing, what a plan actually decides inside Rebrief, and what you'll see if a payment doesn't go through.

Where to manage your plan

Open Settings and go to your plan. From there you can compare plans, change your plan, or update your payment method — the same four plans, in the same order, as Rebrief's public pricing page.

Changing your plan

What happens next depends on the kind of change you make:

• Upgrading to a higher plan, or switching the same plan from monthly to annual billing — the change applies immediately. Before it's confirmed, you'll see the exact amount that will be charged to your card on file today, since there's no separate checkout page for this kind of change.
• Moving to a lower paid plan, or switching from annual back to monthly billing — the change is scheduled for the end of your current paid period. Nothing is charged today, and you can undo the scheduled change (Keep your current plan) any time before it takes effect.
• Moving to the Starter (free) plan — this cancels your paid plan at the end of the period you've already paid for. You can undo the cancellation (Keep my plan) any time before then.
• Enterprise — instead of checking out, you're taken to a short inquiry form so the team can follow up with you directly.

Tip: After paying through checkout, stay on the page for a moment — Rebrief confirms the payment and updates your plan automatically, no refresh needed.

Who can manage billing

Only a clinic's admin account can change the plan or payment method. If you don't have admin access, ask your clinic admin to make billing changes.

What your plan decides

Your plan controls two things inside Rebrief:

Which areas appear in the side rail. Some areas only make sense once Rebrief is connected to your practice-management software — your Patients list is one example. A plan without that connection simply won't show a Patients (or Tasks) entry at all, rather than showing an empty or broken page. The Starter plan keeps the core scribe — notes, transcript, and dictation — plus Evidence answers grounded in the current appointment, your appointments list, documents, templates, and settings.

Your monthly AI-credit allowance. Every plan includes a monthly allowance of AI credits that's spent as you use Rebrief's AI features. See the AI credits article in the Help Center for how credits are counted and what happens if you run low.

Note: The desktop app that connects Rebrief to your practice-management software, and the full chart tab in the phone app, also require a paid plan.

If a payment doesn't go through

If Rebrief can't charge your card, you'll see a banner on your plan page:

• Payment failed — update your card, then retry the payment from the same banner.
• Your bank needs to confirm the payment — the banner links you to complete that confirmation.
• Payment disputed or billing on hold — contact support to resolve it.