Feature Gating¶

Feature gating controls which Configly features are available based on your current subscription plan. This page explains what each plan unlocks, what read-only mode means, and what to do when you hit a limit.

Plan Feature Matrix¶

Feature	Trial	Solo Admin	Multi-Instance	Agency Toolkit
Configuration sync	✓	✓	✓	✓
Visual diff	✓	✓	✓	✓
Cross-instance diff	—	—	✓	✓
Dependency mapping	✓	✓	✓	✓
What-if simulation	✓	✓	✓	✓
Health checks	1 on-demand	On-demand	On-demand	On-demand + daily + custom rules
Health check PDF downloads	—	—	✓	✓
AI analysis	—	✓	✓	✓
Branding settings	—	—	—	✓
Push to Zendesk	—	✓	✓	✓
Templates	Preview only	—	Limited	Full library
White-label reports	—	—	—	✓
Multi-client dashboard	—	—	—	✓
API access	—	✓	✓	✓
Instances	2	1	5	Unlimited
Snapshot history	14 days	30 days	90 days	365 days

Read-Only Mode¶

Your account enters read-only mode when:

Your trial period expires and you have not upgraded
Your subscription lapses due to unresolved payment failure
Your subscription has been cancelled and the billing period has ended

What You Can Do in Read-Only Mode¶

View all existing snapshots, diffs, health check results, and configuration data
Search across existing configuration objects
Export or download any data you need

What You Cannot Do in Read-Only Mode¶

Run a new sync
Create or modify connections
Run a new health check
Use What-If simulation
Use AI analysis

When your account is in read-only mode, a banner is displayed at the top of every page explaining why access is restricted and providing a link to the billing page to reactivate or upgrade.

During an active trial, a banner at the top of the app shows how many days remain. As the trial end date approaches the banner becomes more prominent. Click the banner or go to Settings → Billing to upgrade at any time.

If a payment has failed but the subscription has not yet lapsed, a yellow warning banner appears across the top of the app. Your account remains fully functional during this period. Follow the link in the banner or go to Settings → Billing to update your payment method.

Upgrade Prompts¶

When you try to use a feature that is not available on your current plan, Configly displays an upgrade prompt in place of the feature. The prompt explains which plan unlocks the feature and provides a direct link to the billing page.

For example, if you are on a trial and attempt to use AI optimisation, you will see an upgrade prompt rather than the feature.

Hitting Instance Limits¶

Each plan has an instance limit:

Trial — 2 instances
Solo Admin — 1 instance
Multi-Instance — 5 instances
Agency Toolkit — unlimited

If you attempt to add an instance beyond your plan's limit, you will be prompted to upgrade.

Frequently Asked Questions¶

Will I lose my data when my trial expires? No. Existing snapshots and configuration data are preserved in read-only mode. You only lose the ability to run new syncs or use write actions. Data is only deleted when a cancelled subscription's billing period ends — see Billing & Subscription.

Can I access my data after cancelling? Yes, until the end of your current billing period. After that, all data is immediately and permanently deleted. See Billing & Subscription.

What happens to scheduled health checks in read-only mode? Scheduled health checks stop running. Existing results remain viewable.

How do I get out of read-only mode? Go to Settings → Billing and either upgrade to a paid plan (if your trial expired) or update your payment method (if payment failed). Access is restored immediately upon successful payment.