> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Free trial — what's included and what happens next

> Everything you need to know about the HoopAI 14-day free trial, including features, limitations, and what happens when it ends.

HoopAI offers a **14-day free trial** on all plans. No credit card is required to start. This page covers what's included, what happens when the trial ends, and how to make the most of your trial period.

## What's included in the trial

Your trial gives you full access to the plan you selected during sign-up. This includes:

* All core CRM features (contacts, pipelines, calendars)
* Email and SMS marketing tools
* Workflow automation builder
* Website and funnel builder
* Conversation inbox
* Reputation management
* Reporting and analytics dashboard
* Mobile app access

<Note>
  Some features like dedicated sending domains, premium integrations, and AI add-ons may require additional setup or activation during your trial. These features are available but may need configuration before you can test them.
</Note>

## Trial limitations

While the trial includes full platform access, there are a few differences from a paid account:

| Feature             | Trial                   | Paid plan                              |
| ------------------- | ----------------------- | -------------------------------------- |
| **Duration**        | 14 days                 | Unlimited (while subscribed)           |
| **Contacts**        | Up to 100               | Per plan limits (5K / 25K / Unlimited) |
| **Emails sent**     | Up to 500               | Per plan limits                        |
| **SMS/calls**       | Requires adding credits | Pay per use                            |
| **Custom domain**   | Available to configure  | Available                              |
| **Custom branding** | Not available           | Enterprise plan only                   |

## What happens when the trial ends

<Steps>
  <Step title="You receive reminder emails">
    HoopAI sends email reminders at **7 days**, **3 days**, and **1 day** before your trial expires. Each email includes a direct link to choose a plan and add a payment method.
  </Step>

  <Step title="Trial expires">
    When the 14 days are up, your account enters a **read-only state**:

    * You can still log in and view your data
    * You cannot send emails, SMS, or make calls
    * Workflows and automations are paused
    * Websites and funnels remain published but editing is disabled
    * No data is deleted at this stage
  </Step>

  <Step title="Choose a plan to continue">
    Go to **Settings → Billing** and select a plan. Once payment is processed, your account is fully reactivated within minutes. All your data, workflows, and configurations are exactly where you left them.
  </Step>
</Steps>

<Warning>
  If you do not select a plan within **30 days after your trial expires**, your account and all associated data may be permanently deleted. Export any important data before this deadline.
</Warning>

## How to extend your trial

If you need more time to evaluate HoopAI:

1. Go to **Settings → Billing**
2. Look for the "Need more time?" banner or link
3. Request a trial extension (typically 7 additional days)

Alternatively, contact HoopAI support directly to request an extension. Extensions are granted on a case-by-case basis.

## Making the most of your trial

<AccordionGroup>
  <Accordion title="Follow the getting started checklist">
    Complete the [account setup checklist](/getting-started/account-setup) to configure the essentials: business profile, phone number, domain, and email. This ensures you're testing with realistic settings.
  </Accordion>

  <Accordion title="Import a small batch of contacts">
    [Import 50–100 contacts](/contacts/importing-contacts) to test workflows, email campaigns, and pipeline management with real data.
  </Accordion>

  <Accordion title="Set up a workflow">
    Build a simple [workflow](/automation/workflow-builder) (e.g., a welcome email sequence) to see the automation engine in action.
  </Accordion>

  <Accordion title="Test the mobile app">
    Download the [HoopAI mobile app](/mobile-app/overview) to see how your team will manage contacts and conversations on the go.
  </Accordion>

  <Accordion title="Connect a calendar">
    Set up a [booking page](/calendars/booking-pages) to test the scheduling experience your clients will see.
  </Accordion>
</AccordionGroup>

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Do I need a credit card to start the trial?">
    No. You can start your 14-day trial without entering any payment information.
  </Accordion>

  <Accordion title="Will I be charged automatically when the trial ends?">
    No. You will not be charged unless you actively select a plan and add a payment method. The trial simply expires if you take no action.
  </Accordion>

  <Accordion title="Can I switch plans during the trial?">
    Yes. You can change which plan you're trialing at any time during the 14 days by going to **Settings → Billing**.
  </Accordion>

  <Accordion title="What happens to my data if I don't subscribe?">
    Your data is retained in read-only mode for 30 days after the trial expires. After that, it may be permanently deleted. [Export your data](/settings/data-export) before this deadline if you're not continuing.
  </Accordion>

  <Accordion title="Is there a 30-day trial option?">
    The standard trial is 14 days. If you need more time, you can [request an extension](#how-to-extend-your-trial). Some promotional offers may include longer trial periods — check your sign-up confirmation email for details.
  </Accordion>

  <Accordion title="Can I use the trial for multiple accounts?">
    The trial applies to your main account. Additional accounts created during the trial are included but share the trial's contact and usage limits.
  </Accordion>
</AccordionGroup>