Billing & Plan

View your current plan, update payment method, or change your subscription.

Go to Settings → Billing to see your current plan, add-ons, and payment method. This page is the single place to understand what you are paying for and what changes when your usage or team size grows.

Check your current plan

Review the plan name, monthly price, billing cycle, and list of included modules. Operations plans (Starter, Pro, Business) cover CRM, calendar, and related tools. The AI Receptionist is a separate paid add-on, or choose a receptionist bundle plan that includes it.

Update payment details

Update your card, billing address, or payment method from this page. Keep the payment method current so automatic renewals are not interrupted. Enter the information exactly as it appears on your bank statement if a payment fails.

Change plan or add-ons

Change plan, or add capacity, channel, or AI add-ons from this page. Plans are monthly and you can upgrade, downgrade, or cancel anytime. Before downgrading, check which features the team currently uses so you do not lose access to a module you still need.

Review invoices and usage

Check invoices and usage around each renewal date. If call minutes, SMS, or other usage look unexpectedly high, review the detailed activity before changing your tier.

Understand trial and renewal timing

In the US, only Starter includes a 14-day free trial with a card on file before going fully live; Pro, Business, and receptionist plans are Charged today · cancel anytime. In Brazil, the 14-day limited trial is Essencial only; Profissional and Empresa charge today. Returning customers who have already used a trial do not receive another one, regardless of plan. Existing Stripe trials are grandfathered; the restriction applies to new checkouts. When the trial ends, billing continues monthly for the plan and add-ons you keep. Mark the renewal date and review the plan before it arrives so there are no surprises.

Choose the right base plan and add-ons

Separate what you need today from what you want after the workflow is live. CRM and calendar are the base operations layer; SMS, email, call minutes, and AI add-ons extend that layer. Start with the minimal setup that lets a real customer move through the pipeline, then add channels after the team can keep up with the leads they create.

Review before changing plans

Before upgrading or downgrading, list the features your team used in the last 30 days. Compare that list to the target plan, including limits on users, channels, call minutes, or modules. If the team is close to a limit, calculate the cost of an add-on against the cost of a larger plan before changing.

Keep a monthly billing check

Once a month, confirm the plan name, payment method, renewal date, and usage totals. Check invoices for unexpected charges, confirm trial or promotional timing, and remove add-ons that are no longer active. This short review catches most billing surprises before they interrupt service.

Plan change examples

A growing company often follows the same path: start with one operations plan while the team learns the workflow, add a channel or AI add-on when a new workflow becomes important, then move to a larger plan when user, channel, or usage limits are close. Before any change, list what the team used in the last month and compare that to the target plan. If only one feature is missing, an add-on may be more predictable than a planwide upgrade.

Common billing tasks to complete together

• Confirm the payment method before a renewal or trial end.
• Add a backup payment method if the provider supports it.
• Review usage for call minutes, SMS, or email before plan changes.
• Remove add-ons that are not active or tested.
• Note the renewal date and compare it with the invoice timing.

When to contact support about billing

Contact support after you have checked the billing page and renewal date, because that context makes the reply faster. Include whether the issue is about a charge, a missing invoice, a plan or add-on not appearing, or a payment method error. Do not include sensitive payment details in a plain message; complete secure account changes inside the dashboard where they are available.

Build a billing calendar

Create a simple calendar with the renewal date, invoice date, card payment date, add-on review date, and the dates when you expect higher usage, such as a busy cleaning season. Review the calendar before each renewal so the payment method, plan limits, and add-ons are already in the right place. A billing calendar turns renewal from a surprise into a scheduled check.

Project costs before scaling the team

When you plan to add users, channels, call volume, or customer communications, estimate the expected usage before changing the subscription. Start with the current monthly total, add the new volume, and compare that number with the current plan and add-on allowance. If usage will land near a limit, compare the cost of extra capacity against the cost of the next plan before you commit.

Keep a short billing decision log

Write down when a plan or add-on changes, the reason for the change, and what the team expected to gain from it. Review the log before the next change. It helps you avoid repeating a more expensive plan when a smaller add-on solved the same problem.

Act before a busy season

Review billing, usage, and plan limits before the period when call volume or customer communication jumps. Confirm the payment method is current, note the limits most likely to be reached, and compare the expected extra cost with the price of a larger plan or add-on. Waiting until after the busy period makes it harder to change the setup while the team still needs it.

Make the renewal check visible

Put the renewal date, card expiry date, and next invoice date somewhere the owner sees before billing runs. A simple line in the team notes or weekly review is enough. When the dates are visible, a failed payment or an expired add-on is less likely to arrive as a surprise on a busy morning.

Worked example: add-on vs. larger plan

A small company expects to send 500 customer messages next month while its current plan allows 300. The team sees two ways forward: buy an extra messaging add-on for a fixed amount or upgrade to a larger plan that raises the monthly base price and adds more channels. Before choosing, list the actual use from the last 30 days, estimate whether 500 messages will be a peak or a sustained level, and check whether the larger plan fixes another near limit, such as users or call minutes. If only one limit is close and usage will fall after the season, an add-on may be cheaper. If two or three limits are close and the team expects growth, the larger plan can be easier to manage.

Run a monthly billing checklist

• Confirm the plan name, base price, and active add-ons match what the team uses.
• Check the renewal date, card payment date, and next invoice date in one place.
• Review call, message, and email usage against the current allowance.
• Remove add-ons that were only for a test or no longer fit the workflow.
• Compare the next expected usage spike with the current limit before it arrives.
• Save the invoice or billing page summary in a folder the owner can review.

Handle a failed payment without interrupting service

If a card payment fails, start on the billing page instead of waiting for a support reply. Check the card expiry, billing address, and bank limits, then enter the correct details or use a different card. After the method is updated, confirm that the next invoice date and open balance look right before leaving the page. If the payment still does not process, contact support with the invoice date and the exact error message shown, not a screenshot that hides the relevant field.

Forecast billing before hiring or adding a channel

Before adding users, promotions, or a new messaging channel, estimate the monthly effect on the current plan. Start with today's recurring total, add the expected users or message volume, and compare that total with the current allowance. Write the decision down with the date and the reason, then review it after the first billing period. This forecast is short, but it prevents the common mistake of adding a feature first and discovering the cost only when an invoice arrives.

Common billing mistakes to avoid

• Changing plans while a busy season is already running without checking usage.
• Leaving an old payment method on file after a card expires or is closed.
• Keeping add-ons that were enabled for a test and were never removed.
• Comparing plans only by base price while ignoring user, channel, and usage limits.
• Waiting until a renewal failure to confirm the billing email and invoice date.
• Upgrading for one missing feature when a smaller add-on would solve the same workflow.

Review billing with the team whose work depends on it

Once a month, show the people who use the channels the current allowance and ask what they expect next month. A manager may know that an owner is about to launch a WhatsApp campaign, while an admin may know that two new cleaners need logins. Add those changes to the billing forecast before the renewal date. The review keeps billing decisions connected to the actual operation instead of being handled only after an alert appears.