Billing & Subscription
Your plan, subscription, and payment details can be managed in the Admin panel.
Only people with the 'Owner' role can access Billing management.
Details of the plans can be found here.
Billing Management in the Admin Panel
In Billing Management, you can:
  • See your current Plan
  • Start a trial of a Paid Plan (if you've not had a trial already)
  • Upgrade your Plan
  • Manage your subscription and payment details
  • View historic and upcoming payments
  • View audit log of billing events

Start a Trial

You can start a 30 day free trial of the Team plan, which unlocks:
The time remaining in your trial is displayed in workspaces and boards
Once your trial expires your organization will be downgraded to the Free plan. If you are over the object limit when the plan downgrades, you will need to delete board objects before you can create any more.
You can only start a trial once per Organization space.
You can upgrade at any time while in the trial.

Upgrade Your Plan

You can upgrade to a paid plan to unlock unlimited board objects and security options for your organization. You can upgrade your plan from Billing Management ⧉ in your Admin panel.
Your subscription is calculated from the number of people in your space. Before upgrading, review your members in People Management ⧉.
You can exclude people people from the billing calculation by designating them the Viewer role.

How To Upgrade

  1. 1.
    Go to Billing Management ⧉ in the Admin panel. (You must be an 'Owner' role to do this).
  2. 2.
    Choose your plan and billing schedule (monthly / annual).
  3. 3.
    If you select annual, choose your seat total.
  4. 4.
    Review the Plan summary.
  5. 5.
    Confirm the email address to receive billing communication (they will receive billing notifications and invoices)
  6. 6.
    Enter your payment details.
  7. 7.
    Once the payment is confirmed, your organization space will be upgraded. You may need to refresh to see the changes.
  8. 8.
    You will receive a confirmation email and invoice receipt to the supplied email address.
Our order process is conducted by our online reseller Paddle.com. Paddle.com is the Merchant of Record for all our orders. These are the supported payment cards:
  • Mastercard
  • Visa
  • Maestro
  • American Express
  • Discover
  • Diners Club
  • JCB
  • UnionPay
  • Mada
If you wish to pay by invoice, please contact us.

Managing your Plan

Both monthly and annual subscriptions are calculated from the number of members in your organization.
You have controls to set limits on your team numbers:
  1. 1.
    Set a Seat Limit
  2. 2.
    Designate people the Viewer role (a read-only role that is free of charge)
If you have any questions about your Plan, please use the support chat or email us.

Managing billing for monthly subscriptions

Monthly plans are "flex" plans. As you add or remove people from your organization, your subscription will be updated pro rata to reflect the changes. You next monthly bill will reflect the changes.

Set a Seat Limit

You can apply a "seat limit" in the subscription settings to cap your flex allocation from going too high (and costing over your budget). The Seat Limit is optional, and can be changed or removed at any time.
A monthly plan with a seat limit of 10 will only be charged for 10 members

Exceeding the Seat Limit

If you exceed the seat limit, new people can still join the organization but are automatically assigned to the Viewer role. This is a read-only role which is free of charge, so they aren’t included in your bill.
People with the Viewer role can still join workspaces and view boards at the same time as others, but they cannot create anything or participate.
Viewers can be upgraded to team members in People Management if there are seats available. You can have any number of Viewers in your Organization.

Managing billing for Annual subscriptions

When setting up an Annual Plan you choose the number of seats upfront and this is how much you are billed for the year.

Add additional seats to Annual Plan

You can add additional seats to your Plan at any time in Billing Management. You will be billed immediately for the new seats, the amount is calculated pro-rata on the time remaining in your Plan.
Adding seats to an Annual Plan
You cannot decrease the seats on an annual plan, but you can free up seats by removing old team members or setting people to the (free) Viewer role.

Cancel your Plan

You can cancel your plan at any time. Your organization will remain on the paid plan until the end of your current billing period, then will be downgraded to the Free Plan.
To cancel your Plan, follow these steps:
  1. 2.
    In the Settings, choose 'Cancel Subscription'.
  2. 3.
    Confirm cancellation
  3. 4.
    Return to your Billing Settings. You may need to refresh to see the updates.
  4. 5.
    You can see the date that your Organization will be downgraded to the Free Plan.
Note - once your organization is on the Free plan, there will be limits on your usage and security options.​