Upgrade to Full Membership

How to Upgrate — Full Membership

If you’re currently on the 7-day trial and would like immediate access to all resources, you can upgrade your membership at any time.

What happens when you upgrade?

  • Your trial subscription will be canceled automatically.
  • You’ll be charged for the new membership immediately.
  • Your account will be switched to the full membership right away
  • You’ll get access to all courses, documents, and member resources.  

How to Upgrade

Step 1: Go to My Account and click on the “Subscriptions” tab in your account area.

Step 2: Locate your active trial subscription and click on the “Change Plan” link.

Step 3: Select the full membership plan you’d like to upgrade to and click the “Select Plan” button.
You’ll be redirected to the membership checkout page, where you can enter your payment details and complete your purchase.

Ready to upgrade?

Once you complete the Change Plan checkout, your full membership access will be activated immediately. Click here to upgrade immediately

Need Help or Have Questions?

If you’re having trouble logging in or can’t find your account, Support / Contact Us — so we can assist you with upgrading the full membership.

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Your Free Trial Period Has Ended

We hope you enjoyed exploring our platform and the features available during your free trial. If you found value in your experience and wish to continue unlocking the full potential of what we offer, we invite you to purchase a full membership. This will give you continued access to all the tools and features you need to achieve your goals.

Upgrade to Full Membership

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Liath Dalton

Liath | Co-Owner and Deputy Director
Person Centered Tech (Workshops) Liath Dalton is PCT’s deputy director and a co-owner. As the group practice service plan manager, Liath oversees the vendor review program and is the account manager for group practices working with PCT. She loves helping practices find solutions that meet the security and functionality needs that allow them to meet clients where they are. Liath’s consultation area of expertise is focused on selecting the right combination of services and tech that not only meet the legal-ethical needs of mental health practices, but also the functionality, efficiency and cost-effectiveness needs as well.

Casey Gromer

Business Strategist and Fractional Integrator
Casey Gromer is an MBA graduate with over two decades of experience in business and marketing. Currently serving as a business strategist and Fractional Integrator for group practice owners, Casey excels in crafting business management systems that drive profit and accountability. Casey specializes in accountability, performance measurement, leadership, structuring teams, business planning, business systems and operation

Niki Ramirez

Founder, CEO | Principal Consultant
HR Answers LLC Niki Ramirez is the Founder and Principal Consultant at HR Answers, LLC a firm dedicated to providing practical human resources guidance that leaves a big impact on small business success. Niki is a certified HR professional with leadership and HR experience spanning well-over 20 years, including: serving in operational management and leadership roles, community college adjunct faculty, and as a human resources executive. Niki holds an MBA in HR Management and three different HR certifications. She carries with her a strong desire to educate and empower employees and their leaders to work in partnership to design and implement meaningful human resources programs that drive the success of their organizations and increase their bottom line!

Julie Herres

Founder, CEO | IRS Enrolled Agent and Financial Advisor
GreenOak Accounting Julie Herres is an accountant and the owner of GreenOak Accounting, a firm that specializes in working with therapists in private practice. Julie's goal is for every practice to be profitable! She's on a mission to give practice owners financial peace of mind by helping them make data-driven business decisions. Julie and her team have worked with hundreds of private practice owners, so they are uniquely positioned to be a trusted advisor to clients. Julie also hosts the Therapy For Your Money Podcast, where she talks about all things money & finance for private practices. The GreenOak Accounting team: Helps practice owners make daunting financial decisions by acting as a trusted advisor who is intimately familiar with their situation Coaches practice owners from the mindset of "I don't understand the numbers in my practice" to "I feel confident and empowered to make the right business decisions!" Guides practice owners from having no cash in the bank to having healthy reserves using the Profit First methodology

Maureen Hermann

Founder, CEO of TGPE and Urban Wellness
The Group Practice Exchange Maureen is the owner of a multi location group practice in Chicago, Urban Wellness Counseling, owner of The Group Practice Exchange and co-owner of the former Group Practice Builders. Maureen loves creating a safe space for clinicians and clients to do amazing work together, and equally enjoys helping group practice owners start and scale (and growing alternate passive income streams!).
 
Her Open Office Hours/Q+A each month will be Ask Me Anything style on everything from startup to seven figures.