Plans and billing
Manage your subscription
Choose a plan, switch to a bigger or smaller one, and use the billing portal to cancel, resume, update your card or download invoices.
Your subscription covers your whole organisation and every workspace in it. You manage it from Settings → Billing, which shows your current plan, its status and allowances, and every plan you can switch to. Payments are handled securely in a billing portal run by our payment provider.
Who can manage billing
Only owners and admins can choose a plan, switch plans or open the billing portal. Members can see the Billing page, but in place of the controls they see "Only owners and admins can change the plan or payment details."
Your plan at a glance
At the top of Settings → Billing, Your plan shows:
- the plan you're on and its monthly price
- its status, such as Active or Payment failed, and when it renews
- its allowances: channels, seats, AI replies, cases, training storage and actions
If a cancellation is scheduled, you'll see "Cancels on (date) — you keep access until then."
Below that, a card for every plan and a Compare plans table show what each plan includes, with your current plan marked Current. See Plans and limits for the full list.
Choose your first plan
You pick a plan when you sign up, before you create your first workspace.
Pick a plan
On Choose your plan, click Choose on the plan you want, for example Choose Growth.
Pay securely
You're taken to checkout. Enter your payment details and confirm.
Wait a moment
You'll see Activating your subscription while we confirm your payment. This usually takes a few seconds. Then you're taken on to set up your workspace.
If you see Still finishing up, your payment has gone through but we haven't had confirmation yet. Click Check again after a minute or two.
Switch plans
You can upgrade or downgrade at any time.
Open Billing
Go to Settings → Billing.
Choose the new plan
On the plan you want, click Upgrade or Downgrade.
Confirm
In Switch to (plan)?, click Continue to billing portal.
Finish in the billing portal
Confirm the switch in the billing portal.
The difference for the rest of your current billing period is charged or credited, and your next invoice is at the new price.
Downgrading: the fit check
Before opening the billing portal, OrbitBase checks that everything you have fits the smaller plan. That covers messaging channels, configured actions, seats (including pending invites) and training storage. If something doesn't fit, you get a message listing exactly what to remove, such as "disconnect 2" channels or "delete 3" custom actions. Make room, then try again.
AI replies aren't part of the check. If you've already used more than the smaller plan includes, your replies for that period just end early.
Use the billing portal
Click Manage subscription on the Billing page to open the billing portal. There you can:
- cancel your subscription
- resume a subscription you've cancelled, before it ends
- update your payment method
- download invoices
When you cancel, you keep access until the end of the period you've already paid for. After that your agent stops replying, but nothing is deleted. See Plans and limits.
If a payment fails
Your plan shows Payment failed and a notice asks you to update your payment method. You keep full access, and your agent keeps answering, while the charge is retried automatically. Open Manage subscription to update your card.
Owners and admins also get an email about failed payments, cancellations and receipts. You can choose which of these you get in Settings → Profile. See Notifications.
Start again after your subscription ends
When a subscription has ended, OrbitBase opens Choose your plan instead of your workspace. An owner or admin picks a plan and checks out again, and everything is where you left it.
FAQ
Can I have two subscriptions at once?
No. Each organisation has one subscription. If you already have one, use Upgrade or Downgrade to change it.
What happens to my bill if I delete my account?
Deleting your account closes your subscription, so you aren't charged again. See Security and data.
My plan says "Complimentary". What does that mean?
Your plan is provided by OrbitBase at no charge. There's no payment method, invoice or plan change to manage.