Otter.ai offers an easy way for your team members to integrate our features into their workflows, collaborate with other members in the Workspace, and provide a central location for all of your meeting needs. Both small teams and large organizations can benefit from Otter Workspaces. With our trial process, you and your Workspace members can make an informed decision on the value and benefits Otter.ai can provide for your team.
General FAQs to understand your Workspace trials
FAQs about billing for subscriptions purchased directly through Otter.ai
FAQs about billing for subscriptions purchased through a sales team member
General FAQs to understand your Workspace trials
What happens when I invite members?
When a user is invited to join a Workspace through Workspace discovery or a conversation sharing invite, either by an Admin or member, they will join the Workspace as a trial member. Trial members are free to use all of the services and features available with an Otter Workspace. Learn more about how members can join your Workspace.
What happens when I remove members?
If your total number of licenses decreases, your account will receive a credit on the next billing cycle. The amount of your credit depends on which plan you’re on. Learn more about managing the trials in your Workspace.
What if I join as a trial member?
If you join as a trial member, you are free to use all of the services reflected in your Workspace subscription free of charge for a limited time.
FAQs about billing for self-serve subscriptions purchased directly through Otter.ai
What happens if someone joins my Workspace as a trial member?
When someone joins your Workspace as a trial member, they are free to use all of the services reflected in your subscription for a limited time. The date of the end of their trial will appear in your Workspace Settings, which is when they will convert to paid members. If you don’t want to pay for them to become licensed members, an Admin can cancel their membership.
How is pricing calculated for the Otter plan?
Pricing is calculated per license, or member for either the monthly or annual duration. Please review the pricing for each license on our pricing page.
How are my payments processed? What is Stripe?
Stripe is one of the largest and most secure online payment processors available. Otter.ai uses Stripe to process your online payments. We never collect, view, or store any of your credit card information.
Can I get an invoice?
To see if you qualify for invoicing, please contact our sales team.
What if my payment is declined?
If your payment is declined, you’ll receive an email notification and we’ll retry the charge. We’ll attempt to charge your card up to three (3) times. After the third try, if payment is still unsuccessful, your account will be downgraded to the Otter Basic (free) plan.
FAQs about billing for Business and Enterprise subscriptions purchased through Otter Sales
What happens when I invite members, or if someone joins my Workspace as a trial member?
When a user joins through Workspace Discovery or is invited to join the Workspace through a shared conversation invite, either by an Admin or member, they will join the Workspace as a trial member. Trial members are free to use all of the services and paid features of the Business or Enterprise subscription. Learn more about how members can join your Workspace.
How is pricing calculated for my subscription?
Pricing is calculated per license, or member. Please speak with Otter Sales to obtain the details of your subscription pricing.
When will I be charged for my trial members?
Please speak with Otter Sales to move forward with converting your trials to paid licenses. You have full control over which trial members convert to paid. Before converting to paid licenses, remove any trial members that you do not want to purchase a license for. Learn more about managing the trials in your Workspace.
Learn more about your Workspace features and management
- How members can join your Workspace
- Managing your Workspace trial members
- Managing your team members in a Workspace
- Invite new members to join your account
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