Billing Policies2023-03-07T09:18:42+00:00

PlanPlus™ Agreement Terms:

PlanPlus™ Essentials Edition will automatically renew at the current cost advertised based on the elected payment schedule (monthly or annual).  PlanPlus™ Business Edition (CRM) will automatically renew based on the current pricing model and will be adjusted for minimum licensed users and any add-on features.  For CRM customers please contact support for any account changes at   All Agreements will be considered to be in effect until canceled.  Please see Cancellation Policy requirements to avoid any additional fees or prorated refunds.  For all products we reserve the right to reasonable annual price increases.    (End User License Agreement)

Delinquent Accounts

The PlanPlus™ Online Team reserves the right to suspend the customer’s account if not paid by the due date. PlanPlus Online may choose, at its option, to let delinquent accounts remain active. The customer will remain liable for all account charges until the account is canceled. Accounts must have all payments current for data to be exported. Overdue payments may, at PlanPlusOnline discretion,  accrue a late fee of 1.5% of past due balance per month. If legal action is required to procure overdue payments from a customer, the legal and collection costs may be added to the overdue balance.

PlanPlus™ Implementation / Customization

All fees for Implementation / Customization Services will be due in advance. Work may begin on the account as soon as a Statement of Work has been agreed to and signed by customer. Refunds will not be given for services that have already been delivered. Due to the uncertain nature of services engagements, the customer assumes the risk that additional costs may be required to meet the customers specific tastes and preferences.

Canceling or Rescheduling a Scheduled Training or Coaching appointment: A minimum of 24 hours notice is requested to reschedule or cancel a training event. We reserve the right to bill for hours not rescheduled appropriately.

All Service purchases or retainers for hours expire 365 days after initial purchase, unless otherwise agreed to in writing.


All payments must be made by the end of the billing period. Accounts will be billed for all Allocated Licenses in the account. Payment is expected via credit card (Visa, MasterCard, and American Express) or EFT (electronic funds transfer). In some cases, invoice billing may be acceptable. Contact a sales rep for details.

Cancellation Policy

Cancellation requests must be made 10 days before the agreement renewal date in order to avoid automatic renewal and the related billing charges. You may cancel from within your PlanPlus™ account or by contacting our support team. If you request cancellation via email your cancellation request may take up to 14 days to process. If the next billing date is within 2 weeks, it is highly recommended that the cancellation is done from within the account to avoid additional charges. Annual Agreements require payment of balance due at the time of cancellation.


COMPLETExRM may issue refunds on a discretionary basis in some circumstances. Requests for refunds must be received within 90 days of the corresponding payment. Our products have a 14-day trial period which if canceled prior to the 14th day you will not be charged. If you elect to cancel service and you are paying an annual contract billed monthly you will be required to pay a Termination Fee equal to 70% of the remaining balance of your contract.

As an illustration, if your annual contract billed monthly has been in operation for 6 months billed at $25 per month and you cancel your contract, you will be responsible to pay $105 as a Termination Fee (6 months X $25 X 70% = $105). The Termination Fee will be due and payable the day of cancellation.

Contact Information For questions, please contact,

Phone: 801.438.3460
Attn: PlanPlus Online – P.O. Box 4229, Salt Lake City, UT  84110