> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.getzendo.io/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Plan & Billing

### Role That Can Manage Billing & Usage: Owner

## Table Of Contents

1. [Changing The Plan](#1-changing-the-plan)
2. [Upgrading From Essential](#3-upgrading-from-essential)
3. [Starting A Free Trial](#3-starting-a-free-trial)
4. [Downgrading Or Upgrading A Paid Plan](#3-downgrading-or-upgrading-a-paid-plan)
5. [Canceling A Subscription](#3-canceling-a-subscription)
6. [Renewing A Subscription](#3-renewing-a-subscription)
7. [Managing Subscription](#1-managing-subscription)
8. [Adding Seats](#3-adding-seats)
9. [Changing The Billing Period](#3-changing-the-billing-period)
10. [Checking The Information](#3-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,

![](https://storage.crisp.chat/users/helpdesk/website/-/5/3/1/2/531203e6a7585000/cleanshot-2026-02-17-at-163411_1n138i8.png)
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,

![](https://storage.crisp.chat/users/helpdesk/website/-/5/3/1/2/531203e6a7585000/cleanshot-2026-02-17-at-163516_flo4dd.png)



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.

![](https://storage.crisp.chat/users/helpdesk/website/531203e6a7585000/billing-usage-0_chy8jo.png)

### 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,

![](https://storage.crisp.chat/users/helpdesk/website/531203e6a7585000/billing-usage-2_m5e7fi.png)

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,

![](https://storage.crisp.chat/users/helpdesk/website/531203e6a7585000/billing-usage-3_l7afo4.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/531203e6a7585000/billing-usage-4_1jvhpd9.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/531203e6a7585000/billing-usage-5_jke9op.png)

### 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,

![](https://storage.crisp.chat/users/helpdesk/website/531203e6a7585000/billing-usage-6_1bereae.png)

2. select the "Manage plan" button,

![](https://storage.crisp.chat/users/helpdesk/website/531203e6a7585000/billing-usage-7_lqb0x7.png)

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

| To delete your account completely, reach out to us directly on contact@getzendo.io, select the "Chat with us" option under Support on the left-hand side panel of your workspace, or select the chat icon on our help center.

### 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,

![](https://storage.crisp.chat/users/helpdesk/website/531203e6a7585000/billing-usage-8_8aqghr.png)

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,

![](https://storage.crisp.chat/users/helpdesk/website/-/5/3/1/2/531203e6a7585000/cleanshot-2026-02-17-at-162744_1e5towq.png)



2. select the "Manage seats" text link,
![](https://storage.crisp.chat/users/helpdesk/website/-/5/3/1/2/531203e6a7585000/cleanshot-2026-02-17-at-162946_1bszyjo.png)
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.

| Changing the number of seats is only possible on paid plans.

The free Essential plan includes 1 seat and doesn't allow adding more.
Read more about seats in Zendo, [here](https://help.getzendo.io/en/article/seat-limits-13ofkl0/). 

### Changing The Billing Period
To change the billing period:

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

![](https://storage.crisp.chat/users/helpdesk/website/531203e6a7585000/billing-usage-10_1rccptc.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/531203e6a7585000/billing-usage-11_1gdzhw3.png)

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,

![](https://storage.crisp.chat/users/helpdesk/website/531203e6a7585000/billing-usage-12_14ivzb2.png)

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](https://getzendo.io/pricing/).