Handing a client its own subscription
When an engagement ends, the client's owner takes over billing and nothing moves. Covers who can do it, the freed slot, your access, and deleting instead.
- Consultants and agencies
- 2 min read
- Updated Oct 14, 2026
When an engagement ends, or when a client decides to keep going on their own, they take over the subscription. It's a change of invoice, not a migration.
#What actually happens
The client's owner opens Subscription in their workspace and chooses Take over billing, then picks Pro or Business and pays. On payment:
- The sponsorship clears. The workspace bills itself from then on.
- Your engagement slot frees up immediately, and your Clients list drops to the new count.
- We record that you brought them, permanently.
- The ballot stops naming your firm, and the Engagement access card leaves their Admin → Users page.
Nothing else moves. Same workspace, same address, same polls, same results, same keys, same people. No export, no import, no re-inviting anyone.
Why this matters: the reason a handover is this cheap is that the workspace was theirs from the start. You never held their data in your account, so there's nothing to give back.
#Your access after a handover
Your membership survives. An engagement usually outlives the invoice: reports get presented weeks later, boards ask follow-up questions, and a consultant locked out the moment a card is charged is a consultant who can't finish the job.
Settle how your access ends before the handover. While the workspace is sponsored, any owner there can end it with End access on the Engagement access card under Admin → Users. That card isn't shown once the client pays for itself, and there's no other button in the app for it yet. See Inviting the client's owner for what ending access does and doesn't reach.
#Who can do it
Only an owner from the client. You're an owner in their workspace too, so the button is deliberately hidden from you: ending the sponsorship starts an invoice to a company that isn't you, and that isn't a decision a consultant gets to make on their behalf. Your view of the page explains the arrangement and says who can change it.
#If you'd rather not hand it over
You don't have to. The other way to free the slot is to delete the workspace, with Delete workspace in that workspace's settings. It's permanent: every poll, response and result is removed, for the client as well as for you, and it can't be undone. Any owner of the workspace can do it, so talk to the client first, and only do it when they have no intention of continuing and don't need the results.
#When your own licence lapses
You don't need to do anything for your clients to be safe. Their data stays, they can still sign in, and paid features stop until somebody pays. Any of them can take over their own subscription without asking you, from the same page, at any time.