Subscription Model

Beegle charges a monthly subscription for each active client group. Following are the details of how the subscription is implemented. 

For details on managing subscriptions, please refer to this guide. 

Active vs Dormant Client Groups

Simply, an active client group is one which is currently incurring a subscription fee, whereas a dormant one is not. 

A dormant client group will be restricted to a read only state, meaning users can view all the client group's records, but cannot amend any information for the client group. The only details that can be altered for a dormant group, are those associated with the client group record itself (Name, address, servicing office, etc). 

An active client group allows users full access to view, amend and interact with the clients information and data. 

Switch between Active and Dormant

A dormant client group can be activated at any time, resetting the commitment period as detailed below. This change is instantaneous. 

An active client group can only be switched to dormant once they come to the end of their commitment period. Therefore, although the switch can be requested at any time, it will only come into effect at the end of the commitment period or the current month, whichever is last. 

Commitment Period

When a subscription for a client group is activated, there is a 12 month commitment period, during which the subscription cannot be cancelled. This commitment period starts from the 1st of the next month, and lasts for 12 months from that point. This in effect means that the commitment period is a little more than 12 months (unless a subscription is started on the last day of a month), however you will not be invoiced for the initial partial month. 

After the 12 month commitment period ends, the client group moves onto a month-by-month subscription which can be cancelled at any time, making the client group dormant. As noted above, a dormant client group can be reactivated at any time but this will start a new 12 month commitment period. 

Note that deleting a client group during their commitment period is handled differently, per this guide. Essentially, all underlying data for a client group can be deleted during the commitment period, but the client group itself can only be deleted once the commitment period ends. Deleting a client group during their commitment period will automatically set Auto-Renew to Disabled (refer to the next section for details). 

Subscription Renewal

Any client group with an active subscription will have the option whether the subscription should be renewed each month or not. At the end of each month, any active subscriptions with Auto-Renew set to Disabled, will have their subscription cancelled. Therefore, the Auto-Renew setting is essentially how a subscription is cancelled. 

The exception to the above is where a client group is still within their commitment period. In this case setting Auto-renew t false will end the subscription once the commitment period ends. 

Timing of Fees

Beegle's subscription charges fees in advance on the 1st of every month. For this reason, any cancellation of a subscription will only switch a client group to a dormant state at the end of the month that the cancellation is requested. 

Complimentary Client Groups

Beegle recognises the need to have sample clients which can be used to test Beegle features without impacting actual client data. For this reason you receive a discount equivalent to two client group subscriptions each month.