Manage billing and seats

You need to be an admin. If you are not, use Ask my admin on any upgrade prompt. It opens an email to your admins asking them to upgrade your seat.

#Upgrade from Free

1. Open Admin > Billing.
2. Click Upgrade.
3. Pick Monthly or Annual, save about 17%.
4. Click Upgrade to Pro or Upgrade to Max. Stripe checkout opens with your company already attached.
5. Set the number of seats and pay.
6. You come back to the Billing page. Your plan updates within a few seconds.

#Choose who has a paid seat

1. Open Admin > Team Management.
2. Look at the Seat column: Paid seat, Unpaid or Seat ends with a date.
3. Open the row menu (...) for a person and click Give paid seat or Take back paid seat.

If every seat is in use, Tidy says "Every paid seat is in use". Buy more with Manage billing and seats on the Billing page.

#Change plan or seat count

1. Open Admin > Billing.
2. Click Switch to Pro/Max or Manage billing and seats.
3. Make the change in the Stripe customer portal. Upgrades apply now. Downgrades apply at your next renewal.

#Cancel, and undo

1. Open Admin > Billing and click Cancel plan at the bottom of the plan card.
2. Read the summary and click Cancel plan again. Click Keep Pro to back out.
3. Your plan stays active until the end date. A banner shows the date and an Undo cancellation button.
4. Changed your mind? Click Undo cancellation any time before the end date.

#Related

• Billing
• Plans and limits