{
 "id": "carepatron",
 "name": "Carepatron",
 "category": "productivity",
 "website": "https://www.carepatron.com",
 "domains": [
  "carepatron.com"
 ],
 "summary": "Open Settings, Workspace settings, the Subscriptions tab, then Cancel Subscription. Access continues to the end of the billing period, then the workspace moves to the Free plan. Payments are final: no refunds for annual plans or the current period. Data is kept no more than 90 days after termination.",
 "routes": [
  {
   "channel": "direct_web",
   "label": "Cancel the subscription",
   "applies_to": "Paid Plus and Advanced subscriptions, billed monthly or yearly; each workspace is billed separately",
   "who": "Not stated in the help article",
   "method": "self_serve",
   "start_url": null,
   "steps": [
    {
     "do": "Open Settings, then Workspace settings, then the Subscriptions tab",
     "expect": null
    },
    {
     "do": "In the Subscription Summary section, click Cancel Subscription",
     "expect": null
    },
    {
     "do": "Click Yes, cancel my subscription to confirm",
     "expect": null
    }
   ],
   "confirm_by": null,
   "effective": "End of the current billing period. You keep access until then, after which the account automatically switches to the Free plan",
   "notice": "None: you can cancel at any time and won't be billed again; there is no minimum contract",
   "refund": "Subscription payments are considered final. Annual subscriptions are non-refundable, payments already made for the current billing period are non-refundable, and credits are non-refundable",
   "fees": null,
   "source_ids": [
    "s1",
    "s2",
    "s3",
    "s4",
    "s5",
    "s6",
    "s7",
    "s8",
    "s27",
    "s22",
    "s23",
    "s24",
    "s29",
    "s36"
   ]
  },
  {
   "channel": "direct_web",
   "label": "Delete the workspace",
   "applies_to": "The whole workspace and the data in it",
   "who": "Not stated in the help article",
   "method": "self_serve",
   "start_url": null,
   "steps": [
    {
     "do": "Export what you need first (see export): a deleted workspace can't be restored",
     "expect": null
    },
    {
     "do": "Open Settings, then Workspace Settings, and scroll down to Danger Zone",
     "expect": null
    },
    {
     "do": "Click Delete workspace, choose one of the offered reasons, and confirm",
     "expect": "Yes, permanently delete workspace."
    },
    {
     "do": "If you are on a paid plan, cancel the subscription when prompted as part of the process",
     "expect": null
    }
   ],
   "confirm_by": null,
   "effective": "Access is removed immediately",
   "notice": null,
   "refund": "No refund on termination; subscription payments are considered final",
   "fees": null,
   "source_ids": [
    "s9",
    "s10",
    "s11",
    "s31",
    "s12",
    "s13",
    "s14",
    "s25",
    "s24",
    "s28"
   ]
  }
 ],
 "pay_less": [
  {
   "type": "annual_billing",
   "what": "Choose Pay yearly on the pricing toggle, shown with 20% off",
   "evidence": "documented",
   "source_ids": [
    "s15",
    "s16"
   ]
  },
  {
   "type": "downgrade",
   "what": "Downgrade at any time if you don't use your current plan's features: in the Subscription Summary, select Manage Plan and choose a lower plan and billing cycle",
   "evidence": "documented",
   "source_ids": [
    "s17",
    "s30"
   ]
  },
  {
   "type": "free_plan",
   "what": "The Free plan, described as perfect for getting started at no cost. Cancelling moves the workspace to it at the end of the billing period",
   "evidence": "documented",
   "source_ids": [
    "s8",
    "s18"
   ]
  }
 ],
 "export": [
  {
   "data": "Invoices, claims and payments (finance reconciliation exports)",
   "how": "Open Billing, choose the Invoices, Claims or Payments tab, click Export, set the date range, status and staff filters (optionally Include line items), then save",
   "format": "CSV",
   "limits": "The article covers billing data only; client records and notes aren't covered there",
   "source_ids": [
    "s19",
    "s20",
    "s26",
    "s32"
   ]
  },
  {
   "data": "Your User Data",
   "how": "Use the export feature in the service. After your account ends, access is limited to downloading your User Data",
   "format": null,
   "limits": "User Data is kept no more than 90 days after termination or expiration. A deleted workspace can't be restored",
   "source_ids": [
    "s33",
    "s34",
    "s35",
    "s13"
   ]
  }
 ],
 "after_cancel": {
  "access_until": "The end of the current billing period, after which the workspace switches to the Free plan. Deleting the workspace removes access immediately",
  "data_kept": "No more than 90 days after termination or expiration of the agreement, then deleted. A deleted workspace doesn't go to the Trash and can't be restored",
  "you_lose": [
   "Paid plan features once the billing period ends",
   "Access to the workspace as soon as you delete it",
   "Deleted workspace data, which can't be restored",
   "Any refund of amounts already paid"
  ]
 },
 "agent_notes": {
  "sign_in_needed": null,
  "phone_or_chat_only": null,
  "retention_step": null,
  "tips": [
   "Cancelling stops renewal. Access continues to the end of the billing period, then the workspace moves to the Free plan",
   "Each workspace is billed separately: cancel in every paid workspace",
   "Deleting the workspace removes access at once and can't be restored: export first",
   "Subscription payments are considered final, so check the renewal date before cancelling",
   "Refund questions go through the Help channel in your workspace"
  ]
 },
 "sources": [
  {
   "id": "s1",
   "url": "https://help.carepatron.com/en/articles/11970663-managing-your-subscription",
   "title": "Managing your subscription",
   "publisher": "vendor",
   "quote": "Subscription Summary",
   "supports": "the section that holds the Cancel Subscription button"
  },
  {
   "id": "s2",
   "url": "https://help.carepatron.com/en/articles/11970663-managing-your-subscription",
   "title": "Managing your subscription",
   "publisher": "vendor",
   "quote": "Workspace settings",
   "supports": "the settings menu used to cancel"
  },
  {
   "id": "s3",
   "url": "https://help.carepatron.com/en/articles/11970663-managing-your-subscription",
   "title": "Managing your subscription",
   "publisher": "vendor",
   "quote": "Subscriptions tab",
   "supports": "the tab that holds the subscription"
  },
  {
   "id": "s4",
   "url": "https://help.carepatron.com/en/articles/11970663-managing-your-subscription",
   "title": "Managing your subscription",
   "publisher": "vendor",
   "quote": "Cancel Subscription",
   "supports": "the cancel button"
  },
  {
   "id": "s5",
   "url": "https://help.carepatron.com/en/articles/11970663-managing-your-subscription",
   "title": "Managing your subscription",
   "publisher": "vendor",
   "quote": "Yes, cancel my subscription",
   "supports": "the final confirm button"
  },
  {
   "id": "s6",
   "url": "https://help.carepatron.com/en/articles/11970663-managing-your-subscription",
   "title": "Managing your subscription",
   "publisher": "vendor",
   "quote": "Choosing Cancel will stop your plan from renewing.",
   "supports": "cancelling stops renewal"
  },
  {
   "id": "s7",
   "url": "https://help.carepatron.com/en/articles/11970663-managing-your-subscription",
   "title": "Managing your subscription",
   "publisher": "vendor",
   "quote": "You will keep access until the end of your current billing period,",
   "supports": "access continues to the end of the period"
  },
  {
   "id": "s8",
   "url": "https://help.carepatron.com/en/articles/11970663-managing-your-subscription",
   "title": "Managing your subscription",
   "publisher": "vendor",
   "quote": "after which your account will automatically switch to the Free plan.",
   "supports": "the Free plan after the period ends"
  },
  {
   "id": "s9",
   "url": "https://help.carepatron.com/en/articles/7212660-delete-your-workspace",
   "title": "Delete your workspace",
   "publisher": "vendor",
   "quote": "Workspace Settings",
   "supports": "the settings menu used to delete"
  },
  {
   "id": "s10",
   "url": "https://help.carepatron.com/en/articles/7212660-delete-your-workspace",
   "title": "Delete your workspace",
   "publisher": "vendor",
   "quote": "Danger Zone",
   "supports": "where the delete option sits"
  },
  {
   "id": "s11",
   "url": "https://help.carepatron.com/en/articles/7212660-delete-your-workspace",
   "title": "Delete your workspace",
   "publisher": "vendor",
   "quote": "Delete workspace",
   "supports": "the delete button"
  },
  {
   "id": "s12",
   "url": "https://help.carepatron.com/en/articles/7212660-delete-your-workspace",
   "title": "Delete your workspace",
   "publisher": "vendor",
   "quote": "Yes, permanently delete workspace.",
   "supports": "the final confirm button"
  },
  {
   "id": "s13",
   "url": "https://help.carepatron.com/en/articles/7212660-delete-your-workspace",
   "title": "Delete your workspace",
   "publisher": "vendor",
   "quote": "If you delete a workspace, it won't appear in the Trash and can't be restored.",
   "supports": "deletion can't be undone"
  },
  {
   "id": "s14",
   "url": "https://help.carepatron.com/en/articles/11970663-managing-your-subscription",
   "title": "Managing your subscription",
   "publisher": "vendor",
   "quote": "If you choose to Delete a workspace, access is removed immediately,",
   "supports": "access ends at once on deletion"
  },
  {
   "id": "s15",
   "url": "https://www.carepatron.com/pricing",
   "title": "Carepatron pricing",
   "publisher": "vendor",
   "quote": "Pay yearly",
   "supports": "the yearly billing option"
  },
  {
   "id": "s16",
   "url": "https://www.carepatron.com/pricing",
   "title": "Carepatron pricing",
   "publisher": "vendor",
   "quote": "20% off",
   "supports": "the yearly discount"
  },
  {
   "id": "s17",
   "url": "https://help.carepatron.com/en/articles/11970663-managing-your-subscription",
   "title": "Managing your subscription",
   "publisher": "vendor",
   "quote": "If you're not using the features in your current plan, you can downgrade your subscription at any time.",
   "supports": "downgrading is allowed at any time"
  },
  {
   "id": "s18",
   "url": "https://help.carepatron.com/en/articles/11970663-managing-your-subscription",
   "title": "Managing your subscription",
   "publisher": "vendor",
   "quote": "Perfect for getting started at no cost.",
   "supports": "the Free plan is for starting at no cost"
  },
  {
   "id": "s19",
   "url": "https://help.carepatron.com/en/articles/6381746-how-to-export-data-for-finance-reconciliation",
   "title": "How to export data for finance reconciliation",
   "publisher": "vendor",
   "quote": "Choose a tab: Invoices, Claims, Payments.",
   "supports": "what can be exported"
  },
  {
   "id": "s20",
   "url": "https://help.carepatron.com/en/articles/6381746-how-to-export-data-for-finance-reconciliation",
   "title": "How to export data for finance reconciliation",
   "publisher": "vendor",
   "quote": "The downloaded file will be in CSV format.",
   "supports": "the export format"
  },
  {
   "id": "s21",
   "url": "https://help.carepatron.com/en/articles/6743449-transferring-ownership-of-your-workspace",
   "title": "Transferring ownership of your workspace",
   "publisher": "vendor",
   "quote": "If you are on a paid plan, adding another member will charge your account for an additional seat",
   "supports": "adding members on a paid plan adds a seat charge"
  },
  {
   "id": "s22",
   "url": "https://help.carepatron.com/en/articles/13902276-carepatron-refund-policy",
   "title": "Carepatron refund policy",
   "publisher": "vendor",
   "quote": "Annual subscriptions are non-refundable.",
   "supports": "annual subscriptions get no refund"
  },
  {
   "id": "s23",
   "url": "https://help.carepatron.com/en/articles/13902276-carepatron-refund-policy",
   "title": "Carepatron refund policy",
   "publisher": "vendor",
   "quote": "Payments already made for the current billing period are non-refundable.",
   "supports": "monthly payments for the current period are not refunded"
  },
  {
   "id": "s24",
   "url": "https://help.carepatron.com/en/articles/13902276-carepatron-refund-policy",
   "title": "Carepatron refund policy",
   "publisher": "vendor",
   "quote": "Subscription payments are considered final.",
   "supports": "subscription payments are final"
  },
  {
   "id": "s25",
   "url": "https://help.carepatron.com/en/articles/11970663-managing-your-subscription",
   "title": "Managing your subscription",
   "publisher": "vendor",
   "quote": "you will be prompted to cancel your subscription as part of the process.",
   "supports": "deleting a workspace prompts cancelling the subscription"
  },
  {
   "id": "s26",
   "url": "https://help.carepatron.com/en/articles/6381746-how-to-export-data-for-finance-reconciliation",
   "title": "How to export data for finance reconciliation",
   "publisher": "vendor",
   "quote": "Select the issue date, due date range, status, and staff.",
   "supports": "the export filters"
  },
  {
   "id": "s27",
   "url": "https://www.carepatron.com/pricing",
   "title": "Carepatron pricing",
   "publisher": "vendor",
   "quote": "No, you can cancel your subscription at anytime, and you won't be billed again.",
   "supports": "cancel at any time, no further billing"
  },
  {
   "id": "s28",
   "url": "https://www.carepatron.com/terms-of-service",
   "title": "Carepatron Terms of Service",
   "publisher": "vendor",
   "quote": "You will not be entitled to any refund on termination or expiration of the Agreement.",
   "supports": "no refund on termination"
  },
  {
   "id": "s29",
   "url": "https://help.carepatron.com/en/articles/11970663-managing-your-subscription",
   "title": "Managing your subscription",
   "publisher": "vendor",
   "quote": "Credits are non-refundable",
   "supports": "account credits aren't refunded"
  },
  {
   "id": "s30",
   "url": "https://help.carepatron.com/en/articles/11970663-managing-your-subscription",
   "title": "Managing your subscription",
   "publisher": "vendor",
   "quote": "Manage Plan",
   "supports": "where plan changes are made"
  },
  {
   "id": "s31",
   "url": "https://help.carepatron.com/en/articles/7212660-delete-your-workspace",
   "title": "Delete your workspace",
   "publisher": "vendor",
   "quote": "choose one of the offered reasons",
   "supports": "a reason is asked before deleting"
  },
  {
   "id": "s32",
   "url": "https://help.carepatron.com/en/articles/6381746-how-to-export-data-for-finance-reconciliation",
   "title": "How to export data for finance reconciliation",
   "publisher": "vendor",
   "quote": "Include line items",
   "supports": "the itemized export option"
  },
  {
   "id": "s33",
   "url": "https://www.carepatron.com/terms-of-service",
   "title": "Carepatron Terms of Service",
   "publisher": "vendor",
   "quote": "there is an export feature in the Service which will enable you to retrieve your User Data",
   "supports": "an export feature exists for User Data"
  },
  {
   "id": "s34",
   "url": "https://www.carepatron.com/terms-of-service",
   "title": "Carepatron Terms of Service",
   "publisher": "vendor",
   "quote": "your access to the Service will be limited to downloading your User Data.",
   "supports": "after the account ends, only downloading is allowed"
  },
  {
   "id": "s35",
   "url": "https://www.carepatron.com/terms-of-service",
   "title": "Carepatron Terms of Service",
   "publisher": "vendor",
   "quote": "all User Data in your Account will be retained no more than ninety (90) days after termination or expiration",
   "supports": "90-day retention after termination"
  },
  {
   "id": "s36",
   "url": "https://help.carepatron.com/en/articles/11970663-managing-your-subscription",
   "title": "Managing your subscription",
   "publisher": "vendor",
   "quote": "Each workspace is billed separately",
   "supports": "billing is per workspace"
  }
 ],
 "verification": {
  "level": "partial",
  "checked_on": "2026-10-08",
  "by": "stackcut-research",
  "unverified": [
   "The help articles don't say which role (owner or admin) can cancel a subscription or delete a workspace",
   "No confirmation email or status page is documented for a cancellation",
   "The refund article sets no refund window and gives no request steps; it points to the Help channel in your workspace",
   "Where the general User Data export feature sits in the app, and its format, aren't described in the help articles checked",
   "Carepatron's help doesn't mention buying a plan through Apple or Google, so no app store route is included"
  ],
  "review": {
   "by": "stackcut-review",
   "on": "2026-10-08",
   "result": "fixed",
   "notes": [
    "Added from the pricing FAQ that you can cancel at any time and won't be billed again (no notice or minimum contract)",
    "Added from the Terms of Service: no refund on termination, an export feature for User Data, download-only access after the account ends, and data kept no more than 90 days (the draft had no retention period)",
    "Corrected the finance export steps to the article's path (Billing, tab, Export) and added that credits are non-refundable and that each workspace is billed separately",
    "Workspace deletion now starts with exporting, and the step that asks for a reason is cited"
   ]
  }
 },
 "page": "https://stackcut.io/cancel/carepatron",
 "json": "https://stackcut.io/exits/carepatron.json",
 "evidence": {
  "packet_revision": "47fb0ff88bf45bdb90ef877bb3a29c2e8f49f93e0d5f6d51a58d16c570302ab8",
  "docs_checked_on": "2026-10-08",
  "last_observed_success_on": null,
  "verification": "partial",
  "freshness": {
   "as_of": "2026-10-09",
   "status": "current",
   "checked_on": "2026-10-08",
   "age_days": 1,
   "stale_after_days": 30,
   "next_check_on": "2026-11-07"
  },
  "routes": [
   {
    "route_id": "carepatron--direct-web--r1",
    "channel": "direct_web",
    "checked_on": "2026-10-08",
    "freshness": {
     "as_of": "2026-10-09",
     "status": "current",
     "checked_on": "2026-10-08",
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    }
   },
   {
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     "age_days": 1,
     "stale_after_days": 30,
     "next_check_on": "2026-11-07"
    }
   }
  ]
 },
 "license": "CC-BY-4.0",
 "credit": "Stackcut Exits (https://stackcut.io/cancel), CC BY 4.0"
}