Billing

The Billing page is where institution administrators manage program subscriptions, seats, and optional add-ons such as voice simulation credits, Agent usage, and Enterprise SSO.

Overview

Most institutions use annual program billing. You choose a plan and seat count, pay securely through Stripe, and renew each year. Current pricing always appears on the Billing page and on the public pricing table.

Only institution administrators can open Billing.

Plans

Program plans are selected on the Plans tab:

Pick the plan that matches your program’s needs, then set how many student seats you need. Volume discounts apply automatically as seat count increases. Your institution may also have custom pricing set by HealthTasks—when that applies, Billing shows your negotiated rates.

Seats

• Each seat covers one active student for the subscription period.
• The seat summary shows how many seats are allocated, available, and entitled under your current subscription.
• If you have more active students than seats, Billing warns you. Extra users can lose access at the next billing cycle unless you increase seats.

Changing your subscription

• Upgrade plan or add seats: Preview the change in Billing, then confirm. Stripe handles payment (including proration when applicable).
• Downgrade plan or reduce seats: Changes typically take effect at the next renewal so current access is not cut mid-cycle.
• Quotes: Download a PDF quote for procurement or budget approval before you checkout.

Billing Settings

Use Billing Settings to open the Stripe customer portal. There you can:

• Update payment methods and billing contact details
• Download invoices and receipts
• Review subscription and purchase history

Add-ons

Billing includes additional tabs when those products are available for your institution.

Sims (voice simulation credits)

Purchase credits for student voice simulations. One credit covers one assigned simulation (about five minutes). Credits expire one year after purchase. Larger purchases unlock lower per-credit pricing—exact rates appear on the Sims tab.

Agents

Choose a monthly Agent usage allowance for AI features (such as Insights reports). Limits reset on the 1st of each month (UTC). Standard usage is included for eligible institutions; higher tiers are available as a monthly add-on if your team needs more capacity.

Enterprise

Subscribe to the annual Enterprise add-on for single sign-on with your identity provider and automated directory provisioning. Setup and connection details are coordinated after purchase.

Getting started

1. Open Billing from the main navigation.
2. On Plans, select Tracking, Vision, or Intelligence and set your seat count.
3. Review the price preview (including any volume discount).
4. Checkout with Stripe, or download a quote first if you need approval.
5. Use Billing Settings anytime to manage payment methods and invoices.
6. Add Sims, Agents, or Enterprise from their tabs when you need those products.

Payments and security

• Checkout and portal payments run through Stripe (cards, and other methods Stripe offers for your region).
• HealthTasks does not store full card numbers on its servers.
• Taxes are calculated from your billing address when applicable. Tax-exempt institutions should contact sales.

Tips

1. Size seats for upcoming enrollment, not only today’s roster.
2. Check seat utilization from Billing or Users before you run out of capacity.
3. Use quotes when finance or procurement needs a written estimate.
4. Review Agent usage mid-month if your team relies on Agents heavily.
5. Buy voice sim credits ahead of large assignment windows so students are not blocked at launch.

Troubleshooting

Cannot open Billing
Only institution administrators have access. Ask an admin at your institution, or contact support.

Checkout or payment failed
Confirm the payment method in Billing Settings, verify billing address details, then try again. Contact support if the error continues.

Seat count looks wrong
Seats track active students for the current subscription period. Review Users for archived or inactive accounts, then adjust seats in Billing if needed.

Add-on tab missing
Some products are only shown when enabled for your institution. Contact sales or support if you expect Sims, Agents, or Enterprise and do not see the tab.

Related features

• Users: Assign seats when you add or restore students
• Settings: Institution configuration that can affect seats, SSO, and integrations
• REST-API: Connect external systems (separate from subscription billing)

Support

• Sales / custom pricing: [email protected]
• Support: [email protected]
• Invoices and payment methods: Billing → Billing Settings