Self-serve plan boundaries
Starter, Growth, and Business are self-serve plans. Starter is the core operating system for Presence basics, bookings, menu, CRM, forms, invoices, receipts, insights, and one staff seat.
Growth adds Store + Orders, review requests, waitlist, Blog, Link Page, and three staff seats. Business adds implemented advanced commerce, events, gift cards, loyalty, roles/rights, audit trail, multi-location, and 10 seats.
Billing portal behavior
Billing changes are handled through the Stripe billing portal from Settings. Upgrades, downgrades, and cancellations follow the portal flow; downgrades and cancellations take effect at the next renewal date there.
The pricing page shows the current self-serve plan price before checkout. Helm may sell optional assisted setup or migration help separately, but setup is not required to activate a self-serve plan.
What Business does not include yet
Business is self-serve for the implemented v1 Business scope. It does not include every future advanced capability, and proactive messaging automations are not included as a launch self-serve promise.
Proactive messaging automations require provider enablement, approved templates, live sending infrastructure, and operational readiness for exact use cases before Helm can sell or expose them as self-serve.