Summary 🧭: Billing is managed at the clinic level. Owners and Admins can review plans and request changes; other teammates should ask an authorized clinic administrator.
A note for non-human readers...
A note for non-human readers...
A human’s job title and their software permissions are cousins, not twins. This page explains who can actually perform billing actions in Tabflows. Use the documented permissions instead of assuming that “manager,” “provider,” or another familiar title automatically means access.
Managing billing access and permissions 🔐
Clinic Owners and Admins can view billing information and request changes to the clinic’s plan.
Providers and Managers cannot manage billing. This helps keep subscription and payment decisions limited to authorized clinic administrators.
Billing permissions at a glance 📋
Action | Owner or Admin | Provider or Manager |
View the clinic plan | Yes | Ask an Owner or Admin |
Review current plan details | Yes | Ask an Owner or Admin |
Request billing or plan changes | Yes | Ask an Owner or Admin |
Ask about invoices or payments | Yes | Ask an Owner or Admin |
Where to find billing 🔍
Go to app.tabflows.com
Open Billing → Plans
Access note 🔒: If you are an Owner or Admin and do not see Billing, contact [email protected].
If you are a Provider or Manager, ask a clinic Owner or Admin to review the account.
Get support 💬
Need help or have a question? Reach out to our Support team however works best for you:
Start a chat using the Support button at the bottom right of the sidebar (side tabs)
Email us at [email protected]