Your AgencyPro Plan & Billing

Open Settings > Billing to manage what you pay AgencyPro. This is separate from client invoices and payments and your clients' service subscriptions.

Review Your Plan

The billing page shows the current plan, subscription status, and plan usage. Review the displayed member, storage, workspace, and other limits before choosing a plan or adding capacity.

Workspace team members inherit the owner's feature access. Changing a workspace's modules controls which areas are enabled, while the owner's plan controls which paid capabilities are available. Enabling a module does not add a feature excluded from the plan.

Subscribe or Change Plan

1. Open Settings > Billing with the account that owns the subscription.
2. Review the available plans and choose monthly or yearly billing.
3. If offered for that plan, choose any additional seats.
4. Select the plan action and complete the checkout or plan-change flow shown.
5. Review the final price, billing period, and any applicable discount before confirming payment.
6. Return to AgencyPro and confirm the current plan and limits updated.

Use the prices and features displayed in the current billing page. Plan configuration, promotions, and lifetime tiers can differ. A yearly price should be reviewed as the full amount billed for that billing period.

Manage Billing Details

For an eligible Stripe subscription, choose Manage billing to open the Stripe customer portal. Use its available controls to manage payment details, invoices, and subscription cancellation. Review any effective dates and confirmation shown by the portal.

Where the billing page offers seat management, update the additional seat quantity there and check the resulting total. Included seats and purchasable extra seats depend on the plan. Adding an invited member and purchasing subscription capacity are separate actions.

The member usage count covers unique staff across the owner's workspaces and includes the owner. Before reducing purchased seats, compare the new total with your staff usage and outstanding invitations, and remove access or cancel invitations you no longer need. Do not assume reducing a billing quantity removes a teammate's workspace access.

Cancellation and Access Dates

Use Manage billing for the cancellation options available to a Stripe subscription. Review the confirmation carefully: cancellation scheduled for the end of the billing period preserves access until the recorded end date; an immediate cancellation ends access immediately. The current-subscription card displays Cancels on when an end date has been recorded.

If you change your mind before a scheduled end date, open Manage billing and use the renewal/resume option if the portal offers it. After access has ended, use the subscription options presented on the billing page or contact support.

Lifetime access is not a recurring monthly/yearly subscription to cancel from this screen. AppSumo license changes are handled through AppSumo. A local free trial uses the upgrade flow rather than a recurring-payment cancellation flow.

Trials and Offers

The billing page identifies a trial and offers the upgrade options available to that account. Upgrade before the trial expires to retain access to paid workspace features.

When the owner's trial or subscription access expires, workspace product pages redirect to billing. The billing page remains available so the owner can choose a plan. Team members and clients depend on the workspace owner's subscription; they should contact the owner when the workspace requires an upgrade.

If a trial upgrade, returning-customer, or concierge setup offer appears, review its eligibility, price, and deadline in the application. Discounts and setup offers are conditional; they are not included with every account or every billing period. Claim an available concierge offer before its displayed deadline and follow the booking action provided.

AppSumo Licenses

AppSumo plans are managed through AppSumo rather than the normal monthly/yearly plan-change controls.

1. Start activation from your AppSumo purchase.
2. Follow the AgencyPro registration/activation flow. If you already have an account, choose the existing-account option and sign in with its credentials to link the license.
3. When asked for a license key, use the active key belonging to your purchase. A license already linked to another account cannot simply be reused.
4. Open Settings > Billing and check the current tier and license information.

Use Manage on AppSumo or the AppSumo account link on the billing page for supported tier changes. AgencyPro receives license updates from AppSumo; confirm the resulting tier after completing the change.

An AI credit add-on is separate from the AppSumo tier license. Its credits do not upgrade the workspace's plan tier. See AI Assistant, Agents & Credits to inspect AI usage and balance.

Troubleshooting

• A paid feature is unavailable: confirm the current owner's plan, module settings, and your permissions.
• The plan did not update after checkout: confirm payment completed, reload billing, and contact support if the old plan remains.
• AppSumo shows the wrong tier: check the purchase and activation account in AppSumo, then compare the linked license in AgencyPro.
• A license cannot be linked: check that it is active, belongs to you, and is not already linked elsewhere.
• You need a client payment setting: use Payment Providers rather than the AgencyPro subscription page.