Change or cancel your plan
Everything happens in Settings › Billing. By default only the workspace Owner can change the plan; Admins see the page without its buttons.
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Change plan, billing or seats
- In the app, go to Settings › Billing.
- On the plan you want, click Switch to and its name. The Your plan section opens with it chosen.
- Pick Monthly or Annual (2 months free), and add Extra seats with the + button if you need them.
- Click Preview change. It shows what is due today and what follows.
- Click Confirm and pay for a change that starts now, or Schedule for and the date for one that waits for your renewal.
- Starts now
- A bigger plan, annual billing or more seats. The difference for the rest of the period is charged today, prorated.
- At your renewal
- A smaller plan, monthly billing or fewer seats. Nothing to pay now, and nothing changes until then.
- Both at once
- Not possible in one go. Make the change that adds first, then the one that waits.
A scheduled change shows in Your plan with Keep my current plan, which cancels it. One change waits at a time.
Seats
Cancel
- In Settings › Billing, at the bottom of Your plan, click Cancel plan. That’s it: nothing to confirm.
- Your plan runs to the end of the period you paid for, then stops. Until then, Undo in the same place puts it back.
- We email the Owners to confirm.
- Cancel during the $1 first month and the full price is never charged.
- When the plan ends, the workspace has no plan: the AI stops answering your customers until you choose one again, and your team can keep working in the inbox. If the workspace still has no plan 30 days later, it can be deleted with all its data. We email the Owner a week before, with a link to export it.
Ask for a refund
For 7 days after your first full-price payment, Your plan shows Request a refund. Click it and Retily support answers you by email. A refund ends the plan at once; credits you bought as top ups are kept. The refund policy has the rest.
If a payment fails
Stripe tries again on its own for about two weeks, and your plan stays on meanwhile. Until the payment goes through, the plan can’t be changed. You can pay it now under Payment due in Settings › Billing, with another card if you like.
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Still stuck?
Write to support@retily.com with your support email address and what you tried. Or see all help pages.