Understanding your trial

2 min readBilling & Plans

Understanding Your Trial

Try HeyIntake risk-free with our 7-day trial.

What's Included

Your trial gives you:

  • 7 days of full access
  • 20 submissions included
  • All features unlocked
  • No feature restrictions

Trial Activation

  • $1 preview charge — Verifies payment method
  • Full amount charged after 7 days
  • Cancel anytime before trial ends

During Your Trial

You can:

  • Create and customize forms
  • Receive and manage submissions
  • Use AI scoring and summaries
  • Set up team members
  • Configure all settings

Trial Limits

  • 20 submissions max — Additional submissions available after upgrade
  • 7 days — Trial ends automatically

After Trial Ends

If you don't cancel:

  • Subscription begins at selected plan rate
  • All your data and settings remain
  • No interruption to service

If you cancel:

  • No further charges
  • Account remains accessible (read-only)
  • Can reactivate anytime

Extending Your Trial

Need more time? Contact support to discuss options.


Tip: Use your trial to test with real leads so you can evaluate actual results.