What it is
Choose your plan is step 2 of 3 when you sign up: after the email code you answer six quick questions about you and your dealership (Step 1 of 3 · About you), then Continue to your plan opens this page (Step 2 of 3 · Your plan). It also opens any time your workspace has no active plan. New Smart Flow workspaces get a seven-day free subscription trial from card confirmation. A card is required; the selected subscription amount is charged automatically after seven days unless cancelled before then. Optional $750 guided onboarding is charged upfront. Ultra Flow, Scale Flow and Dealer Flow Enterprise do not include this trial. Card confirmation opens the rest of workspace setup (step 3 of 3).
If you chose a plan on the QualiFlow pricing page, that plan and billing period are already selected.
Only the workspace Owner can choose a plan and pay.
How to use it
- Pick the Billing period: Monthly, Quarterly (saves 10%) or Annual (saves 15%).
- Pick a plan: Smart Flow, or Ultra Flow / Scale Flow if our team has unlocked one for you. Otherwise those cards show Custom pricing and Contact sales: select it and our Sales team prepares a price for your store. For several locations or custom limits, the Owner selects Request Dealer Flow on the Dealer Flow card (see Dealer Flow: how your custom plan is prepared).
- On Smart Flow, tick Add guided onboarding if you want our team to set up the workspace with you. On Ultra Flow and Scale Flow it is already included.
- Check Total due today and the line under it, which says what you pay after that.
- Select Continue to payment and enter your card on the secure payment page.
- Back in QualiFlow, Payment received shows while your workspace is set up. Workspace setup then opens by itself.
What the data means
Each plan card shows the price per month for the chosen period, what is billed (for example "Billed $1,617.30 every 3 months"), what you save against paying monthly, the monthly AI credits, call minutes, SMS, campaign emails, AI agents and team seats, and whether Aria makes outbound calls. The Dealer Flow card shows Custom and "Contact sales — we prepare your plan". After Request Dealer Flow the page shows "Your Dealer Flow plan is being prepared by QualiFlow" until QualiFlow has prepared it; then it shows "Your Dealer Flow plan is ready" with your price, limits and Choose and pay.
Total due today is the first period plus the guided onboarding fee when it applies: Smart Flow $750 (optional); on Ultra Flow and Scale Flow it is part of the price our team prepares (charged once). Ultra Flow and Scale Flow show Custom pricing and Contact sales until our team unlocks one for your workspace; then the card shows your price.
Until the plan is paid, every page shows Choose your plan, except Settings → Billing, Support and Sign out. Before the six questions are answered, every page shows them instead (except Support and Sign out). Your answers are saved, so a reload or sign-out brings you back to the same place.
Possible issues and fixes
"Payment canceled. Nothing was charged."
Symptom: You are back on Choose your plan with this message.
Why: The payment page was left before paying.
Fix: Pick your plan again and select Continue to payment when you are ready.
How to check: After paying you see Payment received, then workspace setup.
The card was declined
Symptom: The payment page says the card was declined and stays open.
Why: Your bank refused the payment. Nothing was charged.
Fix: Try another card on the same page, or call your bank. If your bank asks you to confirm the payment, finish that step on the payment page.
How to check: You come back to Payment received.
"Still confirming your payment"
Symptom: After paying, the page says your bank is taking a little longer than usual.
Why: Some payments take a minute to confirm. You are not charged twice.
Fix: Select Check again after a moment. If it still waits, ask Nora with the chat button.
How to check: Workspace setup opens.
"Your workspace is paused"
Symptom: Every page shows this, with Renew and Choose a different plan.
Why: The subscription was canceled. Your data is kept.
Fix: The Owner selects Renew (or picks another plan) and pays. There is no onboarding fee again.
How to check: The workspace opens where you left it.
"Your workspace needs a plan"
Symptom: A teammate sees this instead of the workspace.
Why: Only the workspace Owner can choose a plan and pay.
Fix: Ask the Owner to sign in and pick a plan, then select Check again.
How to check: The workspace opens.
