> For the complete documentation index, see [llms.txt](https://help.dollarlabs.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.dollarlabs.io/dollarback-store-credit/getting-started/choose-a-plan-and-start-your-trial.md).

# Choose a plan & start your trial

{% embed url="<https://dollarlabs.neetorecord.com/watch/2904501df3b4e3d439ae>" %}

*This article's section starts at 7:54 in the video.*

This page shows you how to compare DollarBack's plans, which features each unlocks, and how the free trial works, so you can pick once and not think about billing again.

## Compare plans

Open **DollarBack admin → Plans** (*"Choose the plan that grows with you"*). Each plan card shows its monthly price, its included **Orders per month**, and a feature checklist. Rather than comparing prices first, compare two things:

1. **Order volume.** Every plan includes a monthly order allowance (some are unlimited). Check your store's typical monthly orders and pick a plan whose allowance covers it. Orders beyond the allowance bill as overage on plans that support it. Your live count is always visible on the dashboard's **Plan & usage** card.
2. **Feature gates.** Higher plans unlock operational features:

| Feature (as listed on the plan card) | What it unlocks                                           | Notes                   |
| ------------------------------------ | --------------------------------------------------------- | ----------------------- |
| **Cashback tiers**                   | Loyalty tiers with multipliers                            | Advanced plan and above |
| **Bulk import**                      | CSV credit/debit uploads                                  | Plan-gated              |
| **B2B store credit**                 | Credit for B2B company locations                          | Plan-gated              |
| **Order editing**                    | Recalculating cashback when orders are edited or refunded | Plan-gated              |
| **Integrations**                     | Klaviyo, Omnisend, Flow and friends                       | Per plan card           |

{% hint style="info" %}
Checkout and thank-you page blocks are gated by **Shopify Plus**. That's a Shopify requirement for checkout editing, independent of your DollarBack plan.
{% endhint %}

If your volume outgrows the public plans, the bottom of the page has a custom-pricing contact. Reach out and we'll cap your bill.

## Start your trial

1. On the plan you want, click **Start free trial**. The button shows the trial length for that plan (for example, *X-day free trial*).
2. Approve the subscription in Shopify's billing prompt. Shopify manages the charge, and you won't be billed until the trial ends.
3. You land back in DollarBack with every feature of that plan active immediately. The dashboard's **Plan & usage** card now shows your plan name and the current billing period.

During the trial the plan behaves exactly as paid: order counting, feature gates, everything. Cancel or switch before the trial ends and you pay nothing.

## Changing plans later

Go back to **DollarBack admin → Plans** at any time. Your current plan is marked **You are on this plan**, and other plans show **Upgrade now** (or **Get started** for free options). Upgrades take effect immediately; Shopify prorates the charge. If you see a banner that your plan is no longer offered, pick a current plan, since legacy plans are being discontinued.

## Verify it works

After subscribing, check the dashboard: the **Plan & usage** card shows the plan name and price, and gated pages (for example **DollarBack admin → Tiers** on Advanced, or **Bulk import**) open without an upgrade prompt.

## Common issues

* **A feature page shows "Upgrade Required"**: your current plan doesn't include it; check the feature checklist on the Plans page.
* **Order count seems too high or overage appeared** → [Plans, usage and overage billing](/dollarback-store-credit/analytics-data-and-account/plans-usage-and-overage-billing.md)
* **Checkout blocks unavailable after upgrading DollarBack**: that gate is Shopify Plus, not the DollarBack plan → [Activate widgets in your theme](/dollarback-store-credit/getting-started/activate-widgets-in-your-theme.md)

## Related articles

* [Plans, usage and overage billing](/dollarback-store-credit/analytics-data-and-account/plans-usage-and-overage-billing.md)
* [Understanding the dashboard](/dollarback-store-credit/getting-started/understanding-the-dashboard.md)
* [Loyalty tiers overview](/dollarback-store-credit/loyalty-tiers/loyalty-tiers-overview.md)
* [Bulk import credit (CSV)](/dollarback-store-credit/analytics-data-and-account/bulk-import-credit-csv.md)