Managing Your Subscription

Subscription Management

All subscription changes are made in Settings → Billing. Only the workspace Owner can manage billing.

Upgrading

1. Go to Settings → Billing → Change Plan.
2. Select the new plan.
3. Review the prorated charge for the remainder of the current billing period.
4. Click Confirm Upgrade. Changes take effect immediately.

Downgrading

Downgrades take effect at the end of the current billing period. If your current usage exceeds the new plan's limits (e.g., more than 5 playbooks on a Starter plan), you'll be prompted to archive the excess before the downgrade goes through.

Changing Billing Cycle

Switch between monthly and annual billing from Settings → Billing → Billing Cycle. Annual billing saves 20% compared to monthly. The switch takes effect at your next renewal date.

Updating Payment Method

1. Go to Settings → Billing → Payment Method.
2. Click Update Card.
3. Enter the new card details in the Stripe-hosted form.
4. Click Save.

Invoices

Past invoices are listed in Settings → Billing → Invoice History. Click any invoice to view or download a PDF. Invoices are also emailed to the billing contact on file.