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Open Settings > Billing to review payment information and billing history. Use Settings > Plan for the plan and available changes. Billing actions require the appropriate workspace permission. Other members may have read-only access to billing information.

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Trial and checkout

Review the trial duration, included access, payment method requirement, and conversion terms displayed at checkout. The onboarding lead preview is separate from the trial. After checkout, wait for the app to confirm access. A checkout redirect alone is not confirmation that a pending payment completed.

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Change or cancel a subscription

Choose the available plan, interval, add-on, cancellation, or pause action. Review the amount due, effective date, and access changes before confirming. Check the result when you return from any payment authorization step. A scheduled change does not necessarily apply immediately. The app shows when it takes effect and whether you can keep the current plan.

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Read-only access

An ended trial, ended subscription, or paused subscription can leave the workspace read-only. Existing information may remain available while actions that change data or start work are disabled. Use the offered billing action to restore access. See the refund policy for the published refund terms. For a billing issue, contact support with the workspace name and the issue; do not include payment credentials.