Up to 3 active clients per month
That is the real Free plan cap and it is worth knowing up front. Enough to test the whole workflow with real cases rather than sample data.
Free plan
The Free plan lets you see up to 3 active clients per month on the full platform. No card required, and no surprises about what is included.
Create a free accountThat is the real Free plan cap and it is worth knowing up front. Enough to test the whole workflow with real cases rather than sample data.
Clinical records, plan design, shopping lists, food database, and the client app. What paid plans change is volume, not access to the product.
You can export what you load. A free plan you cannot get your data out of is not free: it is a deposit.
Evaluate it with one real case from start to finish before deciding whether your volume justifies a paid plan.
The moment you load your first client you are processing health data, and that requires the same on a free plan as on a paid one: a processing agreement with the vendor, individual access, and knowing where data is hosted. Checking those three things before loading anything matters more than the price.
What to check when evaluating a toolWhat happens when I reach 3 clients in a month?
The cap is on distinct active clients per month. If your volume consistently exceeds that, the Free plan will be too small and it is worth considering a plan with more capacity.
Do I lose my data if I never upgrade?
You should not, and in any tool you evaluate you should confirm you can export. It is the criterion that protects you most against a price or vendor change.
Is a free plan safe for health data?
Being free does not determine security; safeguards and the contract do. Ask for the data processing agreement and check access control, exactly as you would on a paid plan.
Can I use it just to trial before migrating?
That is precisely the best use: run one real case end to end — intake, plan, delivery, follow-up — before moving all your active clients.
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