account manual | 2 min

Free Trial Account User Guide

How to manage your free trial account

Last published on: August 21, 2026

1. Learn the Basics

Start by reviewing our Help Center resources to understand how to build plans and use the platform:

You can also click the question mark icon in the top-right corner of the app and select Self-Guided Training to access in-app guided walkthroughs.

 

2. Choose the Best Way to Build Your First Plan

For Pro Users

Use AI tools to save time by uploading documents or transcripts. The system can build a plan for you in minutes, reducing manual data entry.
👉

For Core Users

Use the Quick Create option to quickly build a simple plan.
👉 Try Quick Create

 

3. Join a Training Session

During your trial, you can attend a live group training session.

To schedule:

  1. Click the question mark icon in the top-right corner
  2. Click Schedule a Training

 

Or use this link:
👉 Join a Group Training Session

 

4. Add Team Members

To add team members to your trial, contact support at [email protected].

Or, inside the app, click your profile icon, then click Manage Account.

 

Go to the Billing and Payment tab and under Current Subscription, click Contact Us.

 

Send an email to support and include the following information:

  • Number of seats needed
  • Whether users are advisors or support staff

Once seats are added, you can:

  • Go to the Members tab
  • Click Add Member to create the user login

 

 

➡️ Important Note

All team members share the same trial end date as your account. Add them early so they have enough time to explore the platform. These new members will be included in your subscription cost, so if you need to remove a seat before your first payment, contact the support team.

 

 

5. Completing Your Trial

At the end of your trial, your account will automatically convert to a paid subscription so you can continue using Income Lab without interruption.

If you’d like to take advantage of annual pricing discounts, please reach out to your sales representative or contact our team at:
👉 [email protected]

Once you become a paying customer, you’ll also gain access to 1:1 support from our account management team, who will help guide you every step of the way.

 

6. Cancelling Your Trial

Prefer not to continue?
To avoid being billed, you’ll need to cancel your trial before it ends. If you're a free trial user and you'd like to cancel your subscription, you must do so in the app. 

Steps to cancel

  1. Click the profile icon and click on Manage Account 

 

 

 

  1. Open the Billing and Payment tab and click Cancel Free Trial under Current Subscription

 

 

 

  1. Click Cancel Account

 

 

 

⚠️ Cancellation Reminder

You must cancel your free trial in the app at least one day prior to the trial end date to avoid being charged. Once the subscription starts and the first monthly fee is processed, you'll need to contact support to request cancellation. 

Refunds will not be provided - please refer to our Billing, Subscription, and Refund Policy for more information. 

 

 

Need Help?

If you have questions or need additional support:

 

 

 

 

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