Refund and cancellation policy

Last updated 22 September 2026. This policy explains renewals, cancellations and refund requests.

Free trial

The 14-day trial does not require a card and does not automatically become a paid subscription. The business owner must complete checkout to start a paid plan.

How renewal works

A paid subscription renews automatically each month until cancelled. Your billing area shows the plan, recurring price and next renewal or end date. Applicable VAT or US state and local sales tax may be added at checkout.

How to cancel

The business owner can cancel without contacting support: sign in, open Settings, choose Subscription & billing, select Manage subscription, select Manage plan, card or cancellation, then choose Cancel subscription and confirm. You may cancel at any time before renewal. If the app will not accept the request, email us before the renewal date so we can investigate.

What happens after you cancel

Cancelling stops the next renewal. It does not end the period you have already paid for: your access continues until the end of that paid period, and the app shows the date it ends. You can reverse a cancellation before that date.

After the paid period ends, retained business records remain viewable in your account. Self-service export is not currently available. Creating new records and uploading files stops until you subscribe again.

Refunds

Cancellation does not automatically create a refund, and fees for a part-used billing period are normally non-refundable. This does not affect rights that cannot lawfully be excluded.

Contact us promptly if you believe a charge was duplicated, incorrect or unauthorised, or if a paid service was materially unavailable. We will investigate and issue any refund that is required by law or that we agree is appropriate in the circumstances. Trade Sidekick is sold for business use, so consumer cooling-off rights may not apply.

Plan changes and payment details

The billing screen explains when a plan change takes effect and shows its price before confirmation. Payment methods and Stripe invoices can be managed through the secure billing portal linked from the app. A plan change does not cancel the subscription unless the cancellation control is also used.

Telephone services

If live telephone services are activated for an account, stopping a subscription is not automatically the same as releasing its telephone number. Contact support before cancellation if you want to ask about retaining or porting a business number.

Contact

This policy is issued by Forgebridge Software Ltd, 66 Paul Street, London EC2A 4NA. To ask about a cancellation or refund, email tradesidekicksupport@gmail.com from the account owner's email address and include the business name and charge date.