🔍 Overview
If you are upgrading to an annual Pro plan and your upgrade includes a financing or payment review meeting, you may be wondering whether a promotional offer — such as discounted pricing or free implementation hours — will still apply if your meeting is scheduled after the promotion's advertised end date.
This article explains how promotion eligibility is determined and what to expect when your meeting date falls outside the original promotion window.
✅ How Promotion Eligibility Is Determined
Promotional offers tied to annual Pro plan upgrades are based on when you book or commit to the upgrade, not on the date your financing meeting takes place. As long as you took action to secure the promotion — such as initiating the upgrade, submitting your information, or booking a meeting — within the active promotion window, your eligibility is preserved.
This means that if the earliest available financing meeting slot falls after the promotion's end date, you will not lose your promotional benefits simply because of scheduling availability outside your control.
📋 What Qualifies as Booking Within the Promotion Window
To lock in a promotional offer, you generally need to have completed one or more of the following steps before the promotion expires:
- Initiated the upgrade process through your Search Atlas account
- Selected the annual Pro plan and indicated your intent to upgrade
- Booked a financing or implementation meeting through the provided scheduling link
- Received a confirmation that your meeting is scheduled
If you completed any of these steps before the promotion ended, your booking timestamp serves as proof of eligibility, regardless of when the actual meeting occurs.
📅 What Happens If My Meeting Is Scheduled After the Promotion Ends
In most cases, the following promotional benefits will still be honoured at your scheduled meeting:
- Discounted annual pricing locked in at the rate advertised during the promotion
- Free implementation hours (such as 10 hours of free implementation support) included with your upgrade
- Any other bonuses or add-ons that were part of the promotion at the time you booked
Your meeting confirmation or booking receipt acts as your record of eligibility. Be sure to keep this confirmation on hand in case any questions arise during your financing meeting.
💡 Tips to Protect Your Promotional Eligibility
- Book as early as possible once you decide to upgrade, even if the soonest available meeting is days or weeks away.
- Save your booking confirmation email or screenshot. This documents your intent and timestamp.
- Note the promotion details at the time of booking, including the discount amount and any free services included.
- Mention your booking date at the start of your financing meeting so the team can verify and apply your benefits correctly.
⚠️ Important Exceptions to Be Aware Of
While eligibility is typically based on your booking date, there are a small number of situations where benefits may not carry over:
- If the promotion was explicitly marked as requiring the financing meeting to be completed (not just booked) before a specific date
- If you rescheduled your meeting to a date significantly later without prior approval
- If your original booking was cancelled and re-booked after the promotion period ended
If you are unsure whether any of these exceptions apply to your situation, it is best to confirm with our team before your meeting takes place.
🛠️ Still Have Questions About Your Promotion?
If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.