Strategy
Option A confirmed — Plus features move to Advanced, creating clear differentiation. Essentials enriched with billing features (ERA, insurance checks). Free tier tightened with cumulative limits.
Group Features
Group sessions (3+ people) restricted to top tier. Couples/family sessions (2 people) stay in mid-tier. Rationale: true group sessions generate additional revenue justifying the higher tier.
Free Plan
Cumulative limits (not monthly resets) to prevent gaming. 100 appointments, 1 user post-trial, 7-day retention. Purpose: semi-professional mode for practitioners building their practice — NOT true freemium.
Next Steps
Engineering starts late April (~1 sprint). Sequence: 14-day trial (launched) → simplified plans → welcome pack. Share with David, Jerrard, and Gran for feedback.