Plans, seats and your subscription

You manage the subscription from Settings → Workspace → Billing. Upgrades start right away with a prorated charge, downgrades wait for the end of your billing period, and cancelling keeps the plan running to the end of the period you paid for.

Prices below are in USD and can change. The live prices are at workspace369.com/pricing.

Plans at a glance

Yearly billing saves 20% on every plan. For example, Cadet billed yearly is $278.99 a year, and Voyager is $710.99. Voyager and above can add seats beyond the included ones for $10 per seat per month. Cadet can't add seats.

Tokens for AI, texts, calls and email are a separate balance with their own allowance and top-ups. See Tokens and AI billing.

Who can manage the subscription

Anyone with the Manage subscription permission can change the plan, switch billing interval, buy seats and cancel. Manage payment methods covers adding, removing and choosing the default card. Owners and admins have both. Everyone else needs them granted under the Billing area of their permissions.

Without these permissions a member can still open the Billing page and view the plan, seats, cards and invoices. The change buttons are hidden or turned off. To grant access, see Team access and permissions and Invite a member and configure access.

Start the free trial

Every plan has a 14-day free trial. A card is required to start it, nothing is charged during the trial, and the plan converts to paid on the trial end date unless you turn renewal off first. A workspace gets one trial. If it has already used its trial, billing starts today.

1. Open Settings → Workspace → Plan, or choose Change plan on the Billing page.
2. Choose Start 14-day trial on the plan you want.
3. Read the review, which shows the date you'd be charged, then choose Start free trial and add your card.

On the Billing page the plan shows a Trial status and the card below reads "Free trial until" followed by the date. To stop the trial from converting, choose Turn off renewal. You keep full access until the trial ends and pay nothing. Choose Turn renewal back on to undo it.

If you switch plans during the trial, the trial end date stays the same and the new plan starts when the trial ends.

Change your plan

1. Open Settings → Workspace → Billing and choose Change plan in the Plan section.
2. Pick the plan you want. The button reads Upgrade to or Downgrade to followed by the plan name.
3. Read the review, then confirm.

When you upgrade, the review says "Starts right away". The new plan's features unlock immediately. The unused time on your current plan is credited and the difference is charged to your saved card. Choose Upgrade now to confirm.

When you downgrade, nothing changes until your current period ends, so you keep what you paid for. The review lists the features you'd lose on that date. Choose Schedule switch to confirm, or Keep followed by your plan name to leave things as they are. Until then the plan card on the plan page reads Change scheduled.

Switch between monthly and yearly

1. Open Change plan and use the Monthly and Yearly toggle.
2. On your current plan, choose Switch to yearly or Switch to monthly.
3. Review the amounts, then confirm with Switch to yearly or Switch to monthly.

The charge is prorated. Moving to yearly credits your unused monthly time toward the first year. Moving to monthly credits your unused yearly time toward the monthly bills. Your plan itself doesn't change.

Add seats

Seats are the people in your workspace, including you. The Team seats section on the Billing page shows how many are in use, for example "3 of 10 seats in use", and the price per extra seat.

1. Open Settings → Workspace → Billing and find Team seats.
2. Choose Add seats.
3. Enter how many under Enter seats.
4. Check the price per new seat, the New monthly increase and the Updated monthly add-on total.
5. Choose Add Seats and complete the payment if asked.

Your invoice is prorated for the rest of the current billing cycle. If you try to invite more people than you have free seats, the invite panel offers the same purchase. If you're on Cadet, the section reads "Upgrade to Voyager or higher to add seats."

Remove seats

You can remove only seats you bought, not the seats included in your plan, and not below the number of people on your team. Remove team members first if you need to go lower.

1. In Team seats, open the More actions menu.
2. Choose Remove seats.
3. Use the minus button to set Paid seats after removal.
4. Check the New monthly add-on total, then choose Remove Seats.

You keep your current seats until the end of the billing cycle. If the number is too low, the dialog says "Paid seats needed for your current team" with the count.

To stop paying for extra seats altogether, use Cancel seats subscription from the same menu. This works once your team fits in the included seats. The seats stay until the end of the period, and no new seats can be added after that.

Update the payment card

Your default card pays for plan and seat renewals and for Token auto-refills.

1. Open Settings → Workspace → Billing and find Payment methods.
2. Choose Add card and enter the new card.
3. When asked to make it your default, choose Make default.
4. To retire the old card, open its More actions menu and choose Remove, then confirm.

To switch to a card you already saved, open its More actions menu and choose Set as default. The default card shows a Default label, and an expired card shows Expired.

If a payment failed, the Billing page shows "Your last payment didn't go through". Choose Pay now to pay the open invoice, or Update card to add a new one.

Find invoices and receipts

The Billing history section lists every subscription invoice with its date, description, amount and status. Choose a row to open the invoice page in your browser, or choose Download PDF to save a copy. If the list is long, choose Show all to see the rest. A new workspace shows "No invoices yet" until the first charge.

Cancel the subscription

1. Open Settings → Workspace → Billing and scroll to the bottom.
2. Choose Cancel subscription.
3. Optionally answer "What's missing for you?", then confirm with Cancel subscription.

Your plan stays active until the end of the period you paid for, and the Billing page shows "Cancels on" with the date. You aren't billed for a period that starts after that. To change your mind before the date, choose Resume subscription. In some workspaces you're shown a page with alternatives before you confirm, and the cancel option is always there.

During a free trial the button reads Turn off renewal instead, and the trial runs to its end date without a charge.

If your last payment failed, cancelling ends the plan immediately instead of at the end of the period.

What happens to your data

After the plan ends, your workspace data stays available to export for 90 days. You can reactivate in that time to restore access. Export anything you need before cancelling.

When the plan ends, or moves to Cadet, any extra seats you bought stop at the end of their paid period and aren't charged again. Dedicated phone numbers and Token auto-refill are billed separately, so turn off Auto-refill if you don't want it to continue.

Refunds

Refunds follow the Refund and Cancellation Policy, which explains when a refund applies and how to ask for one.

Subscriptions bought in the App Store or Google Play

If your plan is billed through the App Store or Google Play, manage it there. The plan screen shows Manage in App Store or Manage in Google Play, and choosing a web plan is blocked until you do. Deleting the app doesn't cancel the store subscription.

Troubleshooting

• I don't see Change plan, Add seats or Cancel subscription. You probably lack Manage subscription. Ask an owner or admin. The plan screen says "You don't have permission to manage the subscription."
• Add seats is missing. Your plan can't add seats (Cadet), or a seats cancellation is already scheduled. Upgrade to Voyager or higher, or wait until the seats end.
• "Your team is larger than your paid seats." More people are in the workspace than the seats you pay for. Choose Add followed by the number of seats shown in the notice, or choose Manage team to review members under Team & seats.
• The downgrade hasn't happened. It's scheduled for the end of the current period. The Billing page shows the date.
• I can't remove seats. You can't go below the paid seats your team currently needs. Remove members first.
• A payment failed. Update the card under Payment methods, then choose Pay now.
• I can't switch plans and the app mentions the App Store or Google Play. Your current plan is billed by the store. Manage it there first.