Overview
Choosing the right Schedly plan ensures that your team can effectively leverage our platform's full potential without encountering unexpected limits. Schedly offers three primary plans: Basic, Pro, and Enterprise. Each plan is tailored to cater to varying team sizes and feature requirements, from small teams needing standard event scheduling to large enterprises requiring extensive integration and insights capabilities.
Prerequisites
- Access to Schedly dashboard
- Role as Admin or Billing Manager to change plans
Step-by-Step Instructions
To Compare and Choose Your Plan
- Log in to your Schedly account using your chosen authentication method.
- Click on the Settings button from the main navigation menu.
- Navigate to Billing within the Settings menu.
- Click on Compare Plans to view the detailed breakdown of each plan’s features.
- Review the features and limits of Basic, Pro, and Enterprise plans.
- Decide based on your current team size, required integrations, and insights needs.
To Upgrade or Downgrade
- Follow steps 1-4 above to reach the Billing section.
- Click on Change Plan.
- Select the plan you wish to upgrade or downgrade to.
- Click the green Confirm button to finalize your plan change.
Key Details & Limits
- Basic Plan
- Monthly Cost: $10
- Up to 10 team members
- Includes access to event types and service booking
- Pro Plan
- Monthly Cost: $25
- Up to 50 team members
- Includes all Basic features plus team management and booking insights
- Required for advanced insights and SAML/OIDC integration
- Enterprise Plan
- Custom pricing, please connect with our sales team
- Unlimited team members
- Includes all Pro features plus custom integrations and priority support
Frequently Asked Questions
- What happens if we exceed our plan's team member limit?
- When your team exceeds the member limit, you will need to upgrade your plan to continue adding more users or you could face restricted functionalities.
- How does the Enterprise plan custom pricing work?
- Enterprise pricing is tailored based on the specific needs and volume of your organization. It typically involves a detailed consultation with our sales team to tailor the solution.
- Can we access SAML/OIDC authentication on the Basic plan?
- No, SAML/OIDC integration requires at least the Pro plan.
- Will any data be lost if we downgrade our plan?
- Downgrading your plan may result in loss of access to specific Pro or Enterprise features, but your data will remain intact. However, you will lose team member roles if they exceed new plan limits.
- How do I get booking insights?
- Booking insights are available from the Pro plan onwards and can be accessed via the Insights button in the main menu.
Troubleshooting
- Encountering errors during plan upgrade: Ensure that all billing information is current and correct. Verify your internet connection and try again.
- Cannot access certain features after plan upgrade: Log out of your account and log back in. If the issue persists, double-check under your plan details to make sure the upgrade was successful.
Related Topics
- How to Manage Teams in Schedly: Learn how to add, edit, and manage team members effectively.
- Using Schedly Insights for Better Scheduling: Get to grips with extracting and interpreting data from the Insights feature.
- Integration with SAML/OIDC Protocols: A guide to setting up single sign-on for seamless logins.