Role That Can Manage Billing & Usage: Owner

Table Of Contents

1. Changing The Plan
2. Upgrading From Essential
3. Starting A Free Trial
4. Downgrading Or Upgrading A Paid Plan
5. Canceling A Subscription
6. Renewing A Subscription
7. Managing Subscription
8. Adding Seats
9. Changing The Billing Period
10. Checking The Information

Changing The Plan

Upgrading From Essential

To upgrade to a paid plan from the free Essential plan:

1. select Plan & Billing from the left-hand side panel,

2. select the "Upgrade plan" button,
3. choose the plan you want to purchase and select the billing period you're interested in, either annual or monthly,

4. select the "Purchase plan" button under the plan you want to subscribe to,

You'll be taken directly to Stripe's checkout to complete the purchasing process.

5. fill out any required information,
6. complete the process by selecting the "Pay and subscribe" button in Stripe.

Starting A Free Trial

You can start a 14-day free trial of the Agency plan.

To do that:

1. select Plan & Billing from the left-hand side panel,

2. select the "Start Free Trial" button,

Downgrading Or Upgrading A Paid Plan

To downgrade or upgrade your Pro or Max plan:

1. select Plans & Billing from the left-hand side panel,

2. select the "Manage subscription" text link,
3. select the plan you want to upgrade/downgrade to,

4. select the "Continue" button,
5. select the "Subscribe and pay" button to confirm your choice.

Canceling A Subscription

To cancel your subscription to a paid plan:

1. select Workspace from the left-hand side panel and choose Billing & Usage from the drop-down menu,

2. select the "Manage plan" button,

3. select the "Cancel plan" button,
4. on the confirmation page, select the final "Cancel plan" button to confirm your choice.

Renewing A Subscription

To renew your subscription to a paid plan:

1. select Workspace from the left-hand side panel and choose Billing & Usage from the drop-down menu,
2. select the "Manage plan" button,

3. select the "Renew plan" button,
4. on the confirmation page, select the final "Renew plan" button to confirm your choice.

Managing Subscription

Adding Seats

To add or remove seats from your Pro plan:

1. select Workspace from the left-hand side panel and choose Billing & Usage from the drop-down menu,

2. select the "Manage seats" text link,

3. chose the number of seats you wish to have in total,
4. select the "Update seats" button,
5. you will be redirected to Stripe to proceed with the payment.

The free Essential plan includes 1 seat and doesn't allow adding more.

Read more about seats in Zendo, here.

Changing The Billing Period

To change the billing period:

1. select Plan & Billing from the left-hand side panel,

2. select the "Change billing period" text link,
3. under the "Update your plan" heading, select the preferred billing period, either monthly or yearly,

4. select the "Continue" button,
5. on the confirmation page, select the "Subscribe and pay" button.

Checking The Information

To check the essential information about your current subscription to Zendo, added payment methods, billing information, or check the invoice history:

1. select Plan & Billing from the left-hand side panel,
2. select the "Manage plan" button,
3. on the new page, check or update any essential information,

there, you can:

• *check the details about your current subscription, including the number of seats, the date of next payment, or selected payment method,
• add and delete payment methods under the "Payment Methods" section: select the "+ Add payment method" text link, add your payment method, and confirm by selecting the "Add" button,
• update your billing information under the "Billing Information" section: select the "Update information" text link and update your details, name, address, or Tax ID, and confirm by selecting the "Save" button,
• check the invoice history under the "Invoice History" section.

For more information about Pricing, go to this page.

Updated on: 17/02/2026