Articles on: Plans and Privacy

How do I manage my subscription?

Subscription Management



How do I get to the subscription page?



If you need to create a new account or make changes to your billing settings, you can do so on the billing page. To access the billing page:

Sign in to the dashboard.
Click Subscription in the left side menu.

Here, you can create or view the subscriptions in your organization.

Subscriptions

Adding a Credit Card



Add a credit card during your free trial so that your teams don't lose access when your trial ends. Here, you can also change your billing address. To add a credit card:

Click Subscription on the left side menu.
Find your subscription and click on its name, if multiple subscriptions exist.
Under payment methods click on the "Add Card" button
Add Card

Fill out the required information


Updating your billing information


In the event that your card or billing address change, you can follow these steps to update them:

Click Subscription on the left side menu.
Find your subscription and click on its name, if multiple subscriptions exist.
Press on the three dots to change the credit card on file, or on the "Edit" button to change the address on file.
Updating billing information

Changing your plan



If you wish to change your plan billing period:

Click Subscription on the left side menu.
Find your subscription and click on its name, if multiple subscriptions exist.
Click on Change Plan.
Change Plan

Choose the Annual or Monthly option, and click on Next to finalize the new plan selection.

Plan Selection

Additional Information



Invoices



CoffeePals will email a copy of your paid invoice every billing period. You can also view your invoices on the subscription page. To get a history of your invoices:

Click Subscription on the left side menu.
Find your subscription and click on its name, if multiple subscriptions exist.
Press the Three Dots next to the Change Plan button.
Select Invoice History and press the download button for any invoice you'd like to see.

Download Invoice

How do I cancel my subscription?



We are sorry to see you go! Our Product Success Team will be happy to help you make the most of CoffeePals, reach out to us on support@coffeepals.com.

You can cancel your plan at any time and move back to the free tier. Once you cancel your plan, no further payments will be taken but we will not issue refunds once a payment has been made. If you wish to cancel your plan:

Click Subscription on the left side menu.
Find your subscription and click on its name, if multiple subscriptions exist.
Press the Three Dots next to the Change Plan button.
Press Cancel Subscription
Stop CoffeePals programs and uninstall the app by following this guide.

Updated on: 07/05/2024

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