Free Trial Account User Guide

1. Learn the Basics

Start by reviewing our Help Center resources to understand how to build plans and use the platform:

• 🎥 New User Videos
  
• 📘 Building Plans Guide
  

You can also click the question mark icon (?) in the top-right corner of the app and select “Self-Guided Training” to access in-app guided walkthroughs.

2. Choose the Best Way to Build Your First Plan

For Pro Users:
Use AI tools to save time by uploading documents or transcripts. The system can build a plan for you in minutes, reducing manual data entry.
👉 Try AI Tools

For Core Users:
Use the Quick Create option to quickly build a simple plan.
👉 Try Quick Create

3. Join a Training Session

During your trial, you can attend a live group training session.

To schedule:

1. Click the question mark icon (?) in the top-right corner
2. Select “Schedule a Training”

Or use this link:
👉 Join a Group Training Session

4. Add Team Members

To add team members to your trial:

1. Contact support at support@incomelaboratory.com
   • Or inside the app:
     • Click the firm icon
     • Go to Billing and Payments
     • Select “Contact Us”
2. Let us know:
   • Number of seats needed
   • Whether users are advisors or support staff

Once seats are added, you can:

• Go to the Members tab
• Click “Add Member” to create the user login

5. Try Pro Features (Core Users Only)

If you're on a Core plan, you can test Pro features during your trial:

• Click “Try Pro” in the top-right corner to unlock Pro features (including AI tools)

To keep Pro features after your trial:

• Click “Keep Pro” to upgrade your subscription

Note:

• If you don’t select “Keep Pro,” your account will revert to Core features after the trial ends
• Upgrading will change your subscription to Pro pricing

6. Completing Your Trial

At the end of your trial, your account will automatically convert to a paid subscription so you can continue using Income Lab without interruption.

If you’d like to take advantage of annual pricing discounts, please reach out to your sales representative or contact our team at:
👉 support@incomelaboratory.com

Once you become a paying customer, you’ll also gain access to 1:1 support from our account management team, who will help guide you every step of the way.

Prefer not to continue?
To avoid being billed, you’ll need to cancel your trial before it ends.

Steps to cancel:

1. Click the firm icon
2. Go to Billing and Payments
3. Select “Cancel Free Trial”
4. Click “Cancel Account”

Important:
Canceling your account will immediately delete it, including all households and data created during your trial.

Need Help?

If you have questions or need additional support:

• Contact your sales representative
• Or email support@incomelaboratory.com