Skip to content
All guides

Workspace setup

Your plan, services and payments

Start your 7-day trial, choose a plan and review your workspace subscription and payments.

4 min readNovember 2026

For business owners and authorised billing administrators

On this page

Read the current plan

Open Settings → Management → Billing & plan. The page shows the current plan, status, relevant dates, enabled services and billing history. This is your workspace's subscription to Gatherdesk, separate from your customer invoices.

New workspaces receive one 7-day trial when they are ready to use, with one connected email account and one website widget. WhatsApp requires a paid plan. A public demo or trial request lets our team follow up and help with setup; sending the form does not create a workspace, start the trial clock or charge you.

Choose services for your team

Booking Pool brings your customer conversations and team ownership together. Starter includes connected email, website chat, WhatsApp and three staff seats, including your administrator. Professional adds invoicing, customer payments, reports, work records, scheduling, suppliers, quotes and the customer portal. Available services also depend on the workspace settings and your role.

WhatsApp becomes usable after your workspace connects and activates its own business number. Website chat uses your configured website installation. Review the current plan, team allowance and enabled services before choosing. Active staff and pending invitations count towards the allowance; customer records do not use staff seats.

Choose a paid plan

  1. Review the plan and billing interval

    An authorised administrator opens Billing & plan and chooses the plan and billing interval that fit the team. This continues the same workspace and its records.

  2. Confirm secure checkout

    Where online checkout is available, Paddle shows the recurring total and applicable taxes before you confirm. Payment and subscription status update after server verification.

  3. Manage an existing subscription

    Use Billing & plan to review payment details, plan changes and subscription options. A plan change shows any immediate charge or credit and the new recurring total for review before confirmation.

Report an available bank transfer

  1. Check the configured instructions

    If bank transfer is offered for this workspace, use the payment method, amount and reference shown in Billing & plan.

  2. Report the completed transfer

    After making the transfer through your bank, submit its details in the billing page. The report stays pending while the platform operator checks it.

  3. Review the confirmed result

    Confirmed payments appear in billing history and update the subscription. A saved payment report alone does not activate services.

Keep your workspace and history

When the trial ends, your saved records are retained and incoming customer messages keep arriving. Choose a paid plan to continue replying and working with your team. The one-time trial belongs to the workspace; switching plans or returning later does not start another trial.

Read the current billing status and any renewal or payment notice for the dates and actions that apply to your workspace. An expired subscription retains its records; restoring paid access preserves the business's settings and does not switch on a service its owner deliberately disabled.