Overview
Schedly offers multiple subscription plans—Basic, Pro, and Enterprise—to best suit your business needs. Knowing how to smoothly transition between these plans is crucial for optimizing your scheduling capabilities. This guide will walk you through upgrading your plan, ensuring uninterrupted service, and leveraging new features available to you after the upgrade.
Prerequisites
- Access to the admin account associated with your Schedly account is required to upgrade plans.
- An understanding of your organization's scheduling and collaboration needs can help you select the appropriate plan.
Step-by-Step Instructions
Understanding Plan Differences
Before upgrading, it's important to understand what each plan offers:
- Basic Plan: Costs $10/month and includes access to event types and service booking, with a limit of 10 team members.
- Pro Plan: At $25/month, this plan includes all Basic features as well as team management and insights, with a cap of 50 team members.
- Enterprise Plan: Custom pricing that includes all Pro features plus custom integrations and priority support, supporting unlimited team members.
How to Upgrade Your Plan
- Log in to your Schedly account as an admin.
- Navigate to Settings from the main navigation menu.
- Select Billing from the settings submenu.
- Click on the Change Plan button.
- Choose the desired plan from the options presented.
- Review the pricing details and features that will be added.
- Click Confirm Upgrade to complete the process.
Ensuring Uninterrupted Service
- Upgrading your plan does not require downtime. All your events, settings, and user data remain intact and accessible throughout the process.
- Consider notifying your team about the upgrade to prepare them for accessing new features.
Accessing New Features
After upgrading:
- Refresh your browser to ensure all new features are loaded.
- New features such as enhanced insights can be accessed from the Insights section in the main navigation menu.
Key Details & Limits
- Plan upgrades take effect immediately upon confirmation.
- Downgrading your plan will not take effect until the next billing cycle.
- Payment updates can be done via the Billing section where plan details are changed.
- Enterprises benefit from custom integrations and priority support which is not available on lower plans.
Frequently Asked Questions
- How can I check which plan I'm currently on?
- Visit the Billing section in Settings to view your current plan.
- Can I try features before committing to a higher plan?
- Yes, Schedly offers trials of certain features upon request. Check the trial options in the Billing section.
- What if I exceed the team member limit on my current plan?
- You will need to upgrade to a plan that supports more team members. For instance, from Basic to Pro.
- Is there a fee for canceling my subscription early?
- No, there are no cancellation fees, but you will maintain access until the end of your billing period.
- How does the custom integration in the Enterprise plan work?
- Enterprise users can work with Schedly's support team to integrate bespoke solutions tailored for their business.
Troubleshooting
- Billing Not Updating: Ensure your payment details are up to date in the Billing section.
- Unable to Access New Features: Refresh your browser or log out and back in after upgrading your plan.
- Upgrade Not Reflecting: Double-check the confirmation of your upgrade in the Billing section to ensure the selection was finalized.
Related Topics
- Managing Team Members: Discover ways to effectively add or remove team members in your organization.
- Configuring Event Types: Step-by-step guide on creating and managing event types effectively.
- Using Schedly Insights: Learn how to maximize the potential of data analytics tools available in Schedly.
- Single Sign-On Setup: Understand how to integrate and use SAML/OIDC protocols for user authentication.