Manage Subscription Changes

1. Go to Settings > Billing.
2. In Available Plans, choose a higher plan.
3. Click Upgrade.
4. Complete checkout in Stripe.

After checkout, you return to Billing and your subscription data refreshes automatically.

If your organization already has a Stripe customer record:

1. Open Settings > Billing.
2. Click Manage Billing in the Current Plan card.
3. Make changes in Stripe customer portal.

Typical portal actions include:

• Updating payment method
• Downloading invoices
• Managing cancellation at period end

Billing page can display status after Stripe redirect:

• success=true: subscription update completed
• canceled=true: checkout canceled
• sms_success=true: SMS add-on purchase completed

• Checkout supports Starter, Pro, and Business plans.
• All plans require checkout to activate.

• review expected SMS usage and automation volume
• confirm which users need billing/admin access
• align upgrade timing with campaign periods to avoid mid-cycle surprises

After plan changes, recheck Billing page totals and limits so operational teams have the current thresholds.

• Billing Overview
• SMS Usage and Add-on Packs
• Billing Troubleshooting