Overview
Managing your subscription plans and payment methods on Schedly is essential to avoid interruptions in service and maintain access to all necessary features. This guide helps you view and update your subscription plan, change payment methods, and understand billing-related inquiries using Schedly's robust and user-friendly interface.
Prerequisites
- Access to your Schedly account with the necessary admin permissions
- The account must be subscribed to a Basic, Pro, or Enterprise Plan
Step-by-Step Instructions
Viewing and Updating Subscription Plans
- Log in to your Schedly account: Use your credentials on the login page or opt for SAML/OIDC if your organization allows it.
- Navigate to the Subscription page: Click on the main navigation menu and select Billing & Subscription.
- View current plan details: Your current plan, billing cycle, and renewal dates are displayed.
- Update your plan: Click on Change Plan and select either the Basic Plan ($10/month), Pro Plan ($25/month), or inquire for Enterprise Plan pricing.
- Confirm changes: Click the blue Save button to update and activate your new plan.
Changing Payment Methods and Billing Details
- Go to Billing Details: Within the Billing & Subscription page, select Payment Methods.
- Add a new payment method: Click Add Payment Method, enter your credit card or banking details, and click Save.
- Set default payment method: Hover over the payment method and click Set as Default.
- Update billing address: Click Billing Address, edit the necessary fields, and save changes.
Understanding Plan Features and Limits
- Basic Plan: $10/month. Access to event types and service booking. Limited to 10 team members.
- Pro Plan: $25/month. Includes team management and insights with a limit of 50 team members.
- Enterprise Plan: Custom pricing, includes all Pro features plus priority support, perfect for large businesses.
Handling Billing Issues and Inquiries
- Identify issues: Ensure your payment method has enough balance and your billing address is correct.
- Check your subscription status: Confirm if the plan has renewed or if there are any outstanding dues under Billing History.
- Resolve payment failures: Retry the transaction with a different payment method or check if your card is up to date.
Key Details & Limits
- Subscription changes take effect immediately upon confirmation.
- Payment methods accepted include major credit cards and direct bank transfers.
- Custom Enterprise pricing is discussed directly with Schedly sales representatives.
- Ensure to input correct billing details to avoid subscription errors.
Frequently Asked Questions
- How do I upgrade my plan?
- Navigate to Billing & Subscription and select Change Plan.
- Can I downgrade my subscription?
- Yes, follow the same steps as an upgrade and select a lesser plan.
- What payment methods are accepted?
- We accept all major credit cards and direct bank payments.
- Will my plan change immediately?
- Yes, plan updates are applied as soon as they are saved.
- How do I know when my subscription renews?
- Renewal dates can be viewed under Billing History.
Troubleshooting
- Failed Payment Notification: Ensure your card is valid, or add a new method in Payment Methods.
- Unable to Change Plan: Check if you have the necessary admin permissions.
Related Topics
- Creating a New Event Type: Step-by-step guide on configuring new events in Schedly.
- Logging in via Magic Link: A simple, secure login method using email links.
- Setting Up SAML/OIDC for SSO: Increase security with SAML/OIDC authentication for your organization.