Plans, minutes and payment live in one place. Prices change, so this guide gives the steps; the pricing page has the plans and what each includes.
- Sign in as the Owner and open Settings, then the Billing tab. Only Owners can open it.
- Under Plan & billing, the top card shows your Current plan, minutes used, branches in use and the renewal date.
- Scroll to the plan cards, grouped by line (Calling, Social and Powerhouse), and press the Choose button on the plan you want. It reads Choose followed by the plan's name.
- Read the window that opens. For a first plan it says what Stripe charges today and each month. For a change on an existing subscription it says the subscription is moved, not duplicated, and that the difference is prorated onto your next invoice.
- Press Continue to Stripe (first plan) or Move me to the plan's name (change). Pay on Stripe's page if asked; your new plan appears within a few seconds.
Add a branch
On plans that sell extra branches, the current-plan card offers Add another branch. It is added to the same subscription, and Stripe puts the unused part of the period on your next invoice. Give one back reverses it. See run more than one business.
Top up minutes for one month
If you are close to your minutes or already over, the card shows a Top up button with the minutes and price. It is a single payment for the current period; nothing renews. When minutes run out the agent stops answering until the period rolls over or you top up. After a top-up it starts answering again by itself within about a minute.
Changing plan never deletes anything
Moving to a smaller plan keeps your branches, phone numbers, bookings, contacts and transcripts. Only growth is limited from then on, and the smaller plan's minutes apply. A channel you already connected keeps its connection but may stop answering if the new plan has no conversations.
Where do I update my card or download invoices?
Press Payment method & invoices on the Billing tab. It opens Stripe's billing portal.
Why do I not see the Billing tab?
Billing is for Owners only. Ask the Owner to open it, or to transfer ownership to you.
My payment failed. What happens?
The panel says so. Stripe retries the card and your plan stays as it is while it does. Update your card in the billing portal before the retries run out. If Stripe cannot take the payment, the workspace falls back to Free until the invoice is paid.