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Upgrade Subscription

Use this guide to choose your first plan after the free trial, move to a different edition or size, or add a module to your Engage plan.

Permissions

Only the account Owner and Administrators can change the plan. Other team members see a message asking them to contact their administrator.

Not sure which plan you need? Read Choose Your Plan first. For prices in your country, see our pricing page.

Open the plans page​

You can get to the plans page (Please select a plan) in any of these ways:

  • During or after your trial: click Upgrade Now! at the bottom of the sidebar.
  • From settings: go to Settings, and under Account & Team click Manage Subscription. Then:
    • If you do not have an active plan, click Upgrade Subscription.
    • If you already have a plan, click the More actions button (three dots) and choose Upgrade Subscription.
The Manage Subscription page with the More actions menu open, showing Upgrade Subscription, Update Billing Address, Update Payment Method and View Invoices

Choose or change your plan​

The plans page walks you through three steps: 1. Choose plan, 2. Add-ons and 3. Review.

Step 1: Choose plan​

  1. Choose how you want to be billed: Monthly or Yearly.
  2. Under Choose your size, pick Plus, Scale or Supreme. Each size shows how many contacts and users it includes.
  3. Pick an edition:
    • Engage (Start with the inbox): click Choose Engage.
    • Complete (Everything included): click Choose Complete.

Your current plan shows Your current plan instead of a button.

Step 1 Choose plan: the Monthly and Yearly switch, the Choose your size picker and the Engage and Complete cards, prices hidden

Step 2: Add-ons​

  1. Under Modules:
    • On Engage, tick the modules you want: CRM Suite, Bookings or Sales. Bookings and Sales show a + CRM Suite label, because CRM Suite is added with them. Modules you already pay for are ticked for you.
    • On Complete, there is nothing to pick: CRM Suite, Bookings and Sales are all included.
  2. Under Extra capacity, use the + (Add one) and - (Remove one) buttons to add extra users, locations, websites, active contacts or template messages. See Whautomate Add-ons.
  3. Check the Estimated total, then click Review. Click Back to change your plan.
Step 2 Add-ons for an Engage plan: Modules checkboxes for CRM Suite, Bookings and Sales, and the Extra capacity list with plus and minus buttons, prices hidden

Step 3: Review​

Review your new plan lists your plan, every module and add-on, and the Total. Read any notes before you continue:

  • These add-ons will be removed: add-ons that do not fit the new plan, for example module add-ons when you move to Complete.
  • Some features will lock: if you choose Engage without a module you have been using (such as bookings or invoices), those features lock after the switch. Your data is kept, and you can add them back any time.
  • Too many team members: if your account has more active team members than the new plan allows, you cannot continue. Deactivate team members in Settings > Team Members first, then change your plan.

Taxes, and any credit or charge for the rest of your current billing period, are shown on the payment page.

Pay and finish​

  1. Click Continue to payment.
  2. In the secure checkout window, enter or confirm your business details and payment method, then complete the payment. To manage your cards later, see Update Payment Method.
  3. Whautomate shows Please give us a few minutes to update your subscription! and takes you back to Manage Subscription.

Your new plan, modules and limits usually appear within a few minutes.

note

If you are on an older plan, the plans page shows a note: you keep your current price while you stay on your plan, and choosing a new plan moves you to the current prices.

Add a module to your Engage plan​

If you are on a paid Engage plan, you can add CRM Suite, Bookings or Sales without leaving Engage:

  1. Open the module from Unlock more in the sidebar, or go to Manage Subscription and click Add Bookings (or Add CRM Suite, Add Sales) under Your plan includes:.
  2. On the module page, click Add Bookings (for Bookings or Sales without CRM Suite, the button reads Add Bookings + CRM Suite).
  3. The plans page asks How would you like to add Bookings? Choose one:
    • Add Bookings (Add-on, or Add CRM Suite + Bookings when you do not have CRM Suite yet): keep your Engage plan and pay only for what you add.
    • Switch to Complete (Choose Complete): get every module. The card tells you if Complete costs less, the same, or only a little more.
    • See all plans: go back to the full plans list.
  4. Continue with Add-ons and Review as described above, then pay.
The How would you like to add Bookings screen, comparing the Add CRM Suite + Bookings add-on on the current Engage plan with switching to Complete, prices hidden

On a free trial you do not need to pay to try a module: click Add Bookings to my trial instead. See Plan Modules.

Need help?​

If you have questions while choosing a plan, contact us via live chat in the app or email support@whautomate.com.

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