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

# Introducing UP

This chapter provides information about signing up, managing subscriptions and billing for UP.

# Signing Up for UP

To establish an account for UP, do the following:

1. On the UP website [app.up.telestream.com](http://app.up.telestream.com)
2. Click *Sign Up*.
3. Create a Username and Password
4. Confirm your Email Address by entering the security code that has been sent to your email.
5. Agree to the Terms and Conditions by scrolling down and check the "I have read and agree to the Terms & Conditions" checkbox.
6. Click *Accept*
7. Enter your personal and organization details. The information entered here are being used for billing. The user that is created will be initial root user of the organization, that ownership can be changed after more users have been added.
8. Click *Next*
9. Select a plan. As a new user to UP you will likely want to select the free trial option. However, you can also directly select a paid subscription. See UP Pricing for details.
10. Click the *Select Plan* button.
11. Enter the required information and click the *Pay Now* button.
12. To log in, click the *Log In* button.

# Subscription Management

Subscriptions define how usage on UP is organized, billed, and presented on customer invoices. Each subscription represents a logical billing entity that ties usage data (billable units) to a pricing plan.

While customers can operate across multiple spaces within a single organization, subscriptions are still managed on a per-organization basis. The association of spaces to an organization are managed by UP.

When a new account is created the platform automatically creates a default space. To ensure the account is usable from day one.

## Trials

### Trial Subscriptions

A trial subscription offers a great way to start using UP without committing to any future usage. Trials include \$100 in credits that are usable across all usage based applications. Trials also include 1 Review Session and 1 Ingest Seat. Trials are valid for 30 Days or until the \$100 credit is exhausted, which ever comes first. One User/Email combination can only ever do a single trial. Organizations created during trial can continue to be used after subscribing.

### Trial Credits

* Trial credits (\$100) are granted upon creation of a trial and can be used for all usage based applications.
* The remaining credits can be seen in the Account Overview section of UP.
* When credits are exhausted, usage is blocked and the subscription is placed on hold until an admin subscribes.

### Trial Duration

* Trial duration is 30 Days from the date of organization creation.
* The remaining days can be seen in the Account Overview section of Organization Settings.
* When the duration is exhausted, usage is blocked and the subscription is placed on hold until an admin subscribes.

### Trial Conversion

A trial can be converted to a paid subscription at any time, remaining credits will be carried forward. Subscription upgrades are managed through the Account Overview section in the Organization Settings.

## Subscription Plans

UP offers the following types of subscription plans:

* Starter
* Basic
* Professional

For Details about subscription plans and tiers available, please see [UP Pricing](/platform/up-pricing)

## Upgrades, Downgrades, and Proration

Customers may upgrade or downgrade no more than once per calendar month.

### Upgrading Mid-Cycle

* Upgrades take effect immediately.
* Customers gain instant access to upgraded features and limits.
* To reduce complexity, mid-cycle proration for base-plan upgrades isn't charged.

### Monthly to Annual Upgrade

* Processed at end of current billing cycle.
* Annual charge is invoiced starting of the next term.

### Overages when Downgrading

Every plan includes a number of benefits. If an organization wishes to downgrade, all non add-on purchase conditions must be met. That may include:

* Number of spaces
* Number of users per organization
* SSO
* Future features

If downgrading a customer must meet the conditions of the lower they select. If a customer downgrades from a plan that includes three UP.Review sessions to one that includes one session and the customer still uses two sessions, the extra session is billed as an add-on.

## Add-Ons and Usage-Based Items

### General Rules

* Add-ons are billed monthly (even for annual base plans).
* Some add-ons (e.g. Review Sessions) are tiered, including a volume-based discount, while others will have a flat price (e.g. Ingest Seats).
* Usage-based and session-based items are billed in arrears (at the end of the billing period).

### UP.Review Sessions

* UP.Review sessions can be purchased as add-ons.
* Adding sessions: billed monthly, access granted immediately.
* Removing sessions: access continues until the end of the current monthly billing cycle.
* Customers may increase or decrease quantities freely.
* Proration and service credits are handled automatically.

### Spaces

* Spaces aren't available as separate add-ons.
* Space limits are enforced by the subscription tier.

## Cancellation

### Cancellation Timing

* Subscriptions can be canceled at any point in the billing period with the cancelation taking effect at the end of the current billing period.
* Status becomes 'cancel pending' until the effective cancellation date.

### Post-Cancellation State

The organization is set to 'Inactive' once cancellation takes effect.

Inactive organizations:

* Can't perform any billable actions.
* Can't add users, data, or storage.
* Can view settings and configurations.
* Can remove users.
* Can export existing data (billing analytics)

### Subscription Renewal After Cancellation

* If a user cancels and later returns, a new subscription must be selected.
* Previous plans aren't preserved.
* Downgrade implications (spaces, add-ons) apply based on the newly-selected plan.

## Feature Gating and Access Control

Some features are gated by subscription tier. Example: SSO is available only on the professional tier or Billing Analytics only available on the Basic and Professional tier.

# Account Overview and Billing Analytics

Account Overview for UP provides an intuitive dashboard for viewing your billing history for your subscriptions. You can use Account Overview for managing payment methods, tracking upcoming charges, and canceling subscriptions.

Account Overview is available only to users with a Admin role. Admin's can view:

* Invoice Date
* Amount Due
* Payment Status
* Invoice ID
* Payment Method

The Billing Analytics Dashboard provides UP users with a comprehensive overview of their consumption, costs, and trends across all UP applications. Through the Billing Analytics Dashboard, you can:

* Understand where and how billable units are consumed
* Identify cost drivers by application, space, or timeframe
* Visualize spending trends and forecasts
* Gain predictive insights into upcoming costs based on historical usage patterns.

To estimate prices for the UP platform and applications, use the [UP Pricing Calculator](https://app.up.telestream.com/calculator).