Billing

Summary: Configure organization billing.

Audience & Prerequisites: Organization admins.

UI Path: Settings → Billing

Step-by-step

  1. Navigate to Settings → Billing.

  2. Review Current Usage (Clients, Staff, Monthly Bookings).

  3. If already subscribed via Stripe, click Manage Billing to open the customer portal.

  4. If not subscribed, under Choose Your Plan, select a plan in the Plan Selector.

  5. Complete checkout to activate your subscription.

Results & Where to Verify

  • Subscription details and status update in the Billing page.

  • Usage metrics display current counts and limits.

  • Customer portal reflects the chosen plan and payment method.

Troubleshooting

  • Cannot access page: ensure you are signed in and have a company.

  • Plan changes not reflected: refresh; use Manage Billing to confirm portal status.

  • Usage not updating: metrics cache briefly; refresh after actions or revisit later.

Permissions

  • Admin: Manage subscription and billing

Last updated