Managing Your Subscription

Change plans, update billing, and manage your subscription settings.

Viewing Your Subscription

Current Plan

See your plan at Settings > Billing:

• Plan name and tier
• Billing cycle (monthly/annual)
• Renewal date
• Current usage

Plan Features

View what's included:

• Feature list
• Usage limits
• Team member count
• Credit allowance

Upgrading Your Plan

Why Upgrade

Consider upgrading when:

• Hitting usage limits
• Need more team members
• Want additional features
• Require better support

How to Upgrade

1. Go to Settings > Billing
2. Click Upgrade Plan
3. Compare available plans
4. Select new plan
5. Confirm and pay

Upgrade Billing

When you upgrade:

• Immediate access to features
• Prorated charge for remainder
• New rate on next billing
• No service interruption

Example

Upgrading Starter to Pro mid-month:

• Day 15 of 30-day cycle
• Half month remaining
• Pay half of price difference
• Full Pro price next month

Downgrading Your Plan

Before Downgrading

Check you're within new limits:

• Workflow count
• Form count
• Team members
• Stored data

How to Downgrade

1. Go to Settings > Billing
2. Click Change Plan
3. Select lower plan
4. Review restrictions
5. Confirm downgrade

Downgrade Timing

Downgrades take effect:

• At next billing cycle
• Current features until then
• No partial refunds
• Prepare for transition

What to Do First

Before downgrading:

1. Remove excess team members
2. Archive extra workflows
3. Export needed data
4. Adjust integrations

Changing Billing Cycle

Monthly to Annual

Save 20% by switching:

1. Go to Settings > Billing
2. Click Switch to Annual
3. Confirm payment
4. New annual rate applies

Annual to Monthly

Switch to monthly:

• At renewal only
• Toggle before renewal date
• Loses annual discount
• More flexibility

Adding Seats

For Growing Teams

Add team members:

1. Go to Settings > Billing
2. Click Add Seats
3. Enter number needed
4. Pay prorated amount

Seat Pricing

| Plan | Per Additional Seat | |------|---------------------| | Starter | $5/month | | Pro | $10/month | | Business | $15/month |

Removing Seats

To reduce seats:

1. Remove team members first
2. Go to Settings > Billing
3. Click Reduce Seats
4. Takes effect next cycle

Subscription Status

Active

• Normal operation
• All features available
• Payment current

Past Due

• Payment failed
• Grace period (7 days)
• Update payment to fix

Canceled

• Subscription ended
• Read-only access
• Reactivate to restore

Paused

• Temporary hold (Business+)
• Data preserved
• Resume anytime

Canceling Subscription

How to Cancel

1. Go to Settings > Billing
2. Click Cancel Subscription
3. Choose reason (helps us improve)
4. Confirm cancellation

What Happens

After cancellation:

• Access until period end
• Then downgrade to Free
• Data preserved (90 days)
• Can reactivate anytime

Before You Cancel

Consider:

• Downgrading instead
• Pausing (if available)
• Exporting your data
• Talking to support

Reactivating

After Cancellation

To reactivate:

1. Go to Settings > Billing
2. Click Reactivate
3. Choose plan
4. Enter payment
5. Access restored

Data Recovery

Within 90 days:

• All data preserved
• Workflows restored
• Settings intact
• Team members re-invited

Enterprise Options

Custom Subscriptions

Enterprise customers get:

• Annual contracts
• Custom pricing
• Flexible terms
• Dedicated support

Contact Sales

For enterprise needs:

• Request demo
• Discuss requirements
• Get custom quote
• Negotiate terms

Troubleshooting

Can't Change Plans

• Check you have Owner role
• Verify payment method valid
• Contact support if stuck

Billing Errors

• Update payment method
• Check card limits
• Try different card
• Contact support

Feature Access Issues

• Verify plan includes feature
• Check billing is current
• Clear browser cache
• Contact support

Next Steps

• Plan Tiers - Compare plans
• Payment Methods - Update payment
• Invoices & History - View records