Managing Your Subscription

Title: Managing Your Subscription
Category: Payments

Your platform subscription determines which features you have access to and your usage limits. This guide explains how to manage your subscription plan.

Where to Find This

Navigate to Services → Purchased Services tab to manage your subscription.

Understanding Your Subscription

Your subscription includes:

• Plan tier (Base, Standard, or Pro)
• Feature access (which features are enabled)
• Usage limits (pages, bookings, storage, etc.)
• Billing cycle (monthly or annual)
• Renewal date (when your next payment is due)

Viewing Your Current Plan

From Your Dashboard

1. Log in to your account.
2. Navigate to Services → Purchased Services tab.
3. Look for the plan indicator in the header.
4. Click to view full plan details.

Plan Information Displayed

• Current plan name and tier
• Monthly/annual cost
• Next renewal date
• Features included
• Usage limits

Upgrading Your Plan

Upgrade to access more features or increase your limits.

When to Upgrade

You've hit a limit:

• Reached maximum pages
• Exceeded monthly bookings
• Need more storage space
• Require additional calendars

You need premium features:

• Custom domain support
• Advanced integrations
• Priority support
• Higher API rate limits

How to Upgrade

1. Go to Services → Purchased Services tab.
2. Click View Plans or Upgrade.
3. Review available plans.
4. Click Upgrade on your chosen plan.
5. Confirm the change.
6. Pay any prorated difference immediately.

Prorated Billing

When you upgrade mid-cycle:

• You're charged the difference for the remaining days.
• Your renewal date stays the same.
• Example: Upgrade from $30/month plan to $60/month plan on day 15 of 30:
  • Prorated charge: $15 (half of the $30 difference)
  • Next month: Full $60 charge

Immediate Access

Upgraded features and limits are available immediately after payment.

Downgrading Your Plan

Downgrade to a lower-cost plan if you don't need all the features.

When to Downgrade

• Business is seasonal, and you're in a slow period.
• You're not using premium features.
• You want to reduce costs.

Important: Downgrade Restrictions

When downgrading, you may need to:

Reduce Usage Below New Limits:

• Delete extra pages if new plan has page limits.
• Remove additional calendars.
• Archive old data to reduce storage.

Lose Access to Features:

• Custom domain (reverts to free subdomain).
• Advanced integrations.
• Premium components.

How to Downgrade

1. Check your current usage vs. new plan limits.
2. Reduce usage if necessary (delete pages, remove calendars).
3. Go to Services → Purchased Services tab.
4. Select a lower-tier plan.
5. Click Downgrade.
6. Confirm the change.

When Downgrade Takes Effect

• At next renewal: Your current plan remains active until the end of your billing cycle.
• No immediate refund: You paid for the full current period.
• Confirmed via email: You'll receive confirmation of the scheduled downgrade.

Example: Current plan is Pro ($100/month), renews May 15. You downgrade to Standard ($50/month) on May 5.

• May 5-14: Still Pro with full access.
• May 15: Downgrade takes effect, charged $50.

Cancelling Your Subscription

If you no longer need the platform, you can cancel your subscription.

What Happens When You Cancel

Immediate:

• No further billing after current period ends.
• Cancellation confirmation email sent.

Until Period End:

• Full access to your current plan features.
• All data remains accessible.
• Sites stay live.

After Period Ends:

• Access restricted to canceled tier limits.
• Sites may be suspended or limited.
• Data retained but read-only.

How to Cancel

1. Go to Services → Purchased Services tab.
2. Find your active subscription.
3. Click Cancel Subscription.
4. Provide feedback (optional).
5. Confirm cancellation.

Reactivating After Cancellation

To reactivate:

1. Go to Services → Purchased Services tab.
2. Select a plan.
3. Click Subscribe.
4. Complete payment.

Your previous data and settings are restored if still within retention period (typically 90 days).

Changing Billing Cycle

Switch between monthly and annual billing.

Monthly vs. Annual

Billing	Pros	Cons
Monthly	More flexible, lower upfront cost	Higher monthly rate, no discount
Annual	Save 15-20%, locked-in pricing	Full year commitment, larger payment

How to Switch

1. Go to Services → Purchased Services tab.
2. Click Change Billing Cycle.
3. Select Annual or Monthly.
4. Review new pricing.
5. Confirm.

Switching to annual:

• Immediate charge for full year (minus credit for unused monthly time).
• Save on total annual cost.

Switching to monthly:

• Takes effect at end of current annual term.
• No refund for unused months.

Payment Methods

Updating Payment Info

1. Go to Services → Account tab.
2. Click Update Payment Method.
3. Enter new card details.
4. Click Save Changes.

Your next charge will use the updated method.

Failed Payments

If a payment fails:

Day 1:

• Email notification sent.
• Automatic retry in 3 days.

Day 3:

• Second retry.
• Reminder email.

Day 7:

• Third retry.
• Final warning email.

Day 15:

• Subscription may be canceled.
• Access restricted.

Subscription Status

Your subscription can have different statuses:

Status	Meaning	What to Do
Active	Current and paid up	Nothing—you're all set
Past Due	Payment failed, retrying	Update payment method
Canceled	Will not renew	Resubscribe if desired
Grace Period	Payment overdue, still has access	Pay immediately to avoid suspension
Suspended	Payment very overdue, access limited	Pay to restore access

Viewing Invoices

Access all your past invoices:

1. Go to Services → Account tab.
2. Click Invoices.
3. View or download any invoice.

Invoices include:

• Date and invoice number
• Plan and billing period
• Amount charged
• Payment method used

Common Questions

Q: Can I pause my subscription?
A: No pause option currently. You can cancel and reactivate later, but you'll lose access during the gap.

Q: Do I get a refund if I cancel?
A: No refunds for unused time. You keep access until the end of your current billing period.

Q: What happens to my data after cancellation?
A: Data is retained for 90 days in read-only mode. After that, it may be permanently deleted.

Q: Can I upgrade and downgrade unlimited times?
A: Yes, but frequent changes may result in complex prorated billing. We recommend reviewing your needs before changing plans.

Q: What if I exceed my limits?
A: Some features may be restricted until you upgrade or reduce usage. You'll receive warnings before hitting limits.

Q: Does canceling delete my website?
A: Your site may be suspended but not immediately deleted. Reactivate within 90 days to restore full access.

Best Practices

Review Usage Regularly

Check your usage dashboard monthly:

• Are you close to any limits?
• Are you using all the features you're paying for?
• Would a different plan be more cost-effective?

Plan Ahead for Busy Seasons

If your business is seasonal:

• Upgrade before busy seasons.
• Downgrade during slow periods.
• Save on costs while maintaining access when needed.

Keep Payment Info Current

• Set calendar reminders before card expiration.
• Enable email notifications for billing.
• Update immediately when changing banks or cards.

Read Renewal Emails

Renewal emails include:

• Next charge date and amount.
• Plan details.
• Link to manage subscription.

Review these to stay informed and avoid surprises.

Getting Help

If you need assistance with your subscription:

• Email support: Contact support from your dashboard.
• Knowledge base: Browse subscription-related articles.
• Billing questions: Support team can pull invoice history and verify charges.

Next Steps

• Viewing Payments – Track transaction history.
• Understanding Payouts – Learn how you receive money from customers.
• Connecting Stripe – Set up payment processing.