How-to Purchase Professional Services

Audience: Organizations

The short answer: Owners and admins on Business Pro, Business Pro+, Title Pro, or Business/Title Elite and Enterprise plans can purchase Professional Services onboarding anytime from Settings → Billing & Payment → Add-ons — a one-time $1,000 charge for 4 hours of live 1:1 setup help, with no contract or sales call required.


Who Can Purchase This

This add-on is available to owners and admins on any of the following plans:

  • Business Pro
  • Business Pro+
  • Title Pro
  • Business or Title Elite/Enterprise
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Already purchased Professional Services onboarding — either through this Add-ons section or at Business Pro+ signup? You won't see the option to purchase again. This is currently a one-time purchase, with no option yet to buy additional hours.

1. Go to the Add-ons Section

Log in to your Proof account, then select Settings → Billing & Payment → Add-ons. You'll see a Professional Services onboarding card with the option to purchase.

Select Learn more on the card for a full breakdown of what's included in the session, or read our Standard Onboarding overview.

Professional Services Onboarding card in the Add-ons tab under Settings, Billing and Payment

2. Choose Your Payment Method

Select Purchase on the Professional Services card. You'll be asked to pay using:

  • Your existing payment method on file, or
  • A new credit card or bank account (ACH)
Selecting an existing payment method for the Professional Services Onboarding purchase, with $1,000 due today
Entering a new credit card as the payment method for the Professional Services Onboarding purchase

Your Due today total of $1,000 is shown before you confirm.


3. Confirm Your Purchase

Once you complete the purchase, you'll see a confirmation message. Here's what happens next:

A Proof team member reaches out

Someone from our Professional Services team will email you to schedule your onboarding session.

Your card updates to "Purchased"

The Add-ons section shows the onboarding card as purchased so you know it's done.

Your plan doesn't change

This is a one-time charge, not a plan upgrade — you stay on your current tier.

The charge appears in Recent Payments

Find the $1,000 fee under Settings → Billing & Payment → Recent Payments.

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Title organizations on the Defend free trial will see Professional Services onboarding listed as an additional add-on option alongside Defend in this same section.

Summary Checklist

  • Go to Settings → Billing & Payment → Add-ons.
  • Select Purchase on the Professional Services card and choose a payment method.
  • Confirm the $1,000 charge — a Proof team member will follow up to schedule your session.
  • Remember — it's a one-time purchase, and your plan tier doesn't change.
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Still unsure? See Billing and Payment Overview for Organizations for the rest of your Billing & Payment settings, or submit a support request and we'll help you out.

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