Articles on: Workspace & integrations

Understand your plan and limits

Your plan sets the limits of your workspace: how many services and request types it can have, how many people can work in it, and how much it can store. Going over a limit never deletes anything. Settings › Workspace › Plan & billing shows which plan you are on, its billing period, and the date and amount of the next payment.

Change your plan or add seats

Manage plan lets you change your plan, and Manage seats lets you buy more seats. Seats can also be bought with Add seats on Settings › Workspace › Team. Only the workspace owner sees Plan & billing.

Plan & billing: your plan, the available seats, Manage seats and Manage plan.

What each plan includes can change over time, so the current allowances are on the public pricing page, which Plan & billing links to with View pricing.

Manage your plan, card and invoices

Manage plan opens Zendo's billing page, which is run by Stripe. There you can:

Update plan — switch to another plan, or between monthly and annual billing. Annual billing is cheaper than paying month by month.
Cancel plan — stop the subscription.
Change payment method — replace the card that is charged. Zendo accepts card payments through Stripe.
Edit profile under Wallet — change the billing name, email address, billing address and Tax ID that appear on your invoices.
History — see and download every invoice, and filter the ones still outstanding.

When you upgrade, you pay only the difference between the two plans for the rest of the billing period. To ask for your money back, see Request a refund of your Zendo plan.

There are no setup fees

You pay only for your plan and the seats you add. There is no fee to start, and clients never use seats, so you do not pay per client.

A new workspace starts with a Pro trial

A new workspace gets 14 days of the Pro plan for free, with no card required. After the trial, you choose a paid plan or continue on the free plan. See Create your Zendo account.

Each list shows its own limit

You do not have to open your plan to see what it allows. Settings › Sales › Services and Settings › Requests › Request types show the allowance next to the heading, for example Unlimited, and filters and features that need a higher plan are marked, for example with Pro +. See Something is greyed out or limited on your plan.

Items over the limit are archived, not deleted

When a list holds more items than your plan allows, Zendo archives the extra ones. The archive view of services and of request types shows how many items your plan has archived.

So when you downgrade, the extra services and request types move to the archive, and when you upgrade, they come back without you having to create them again.

A watcher does not use a seat

Seats and watchers have separate limits, and Settings › Workspace › Team shows both, for example Seats 2 / 10 and Watchers 1 / 20. The Owner, Admin, Manager and Agent roles each take a seat. A Watcher does not; watchers count against their own, larger limit. Someone who only needs to follow what is happening can therefore be added as a watcher. Paid plans include two watchers for every seat. See Invite your team and choose roles.

Storage

You can see how much of your storage you have used, as an amount and a percentage, on Settings › Workspace › Plan & billing and on Settings › Workspace › General. Only the files in Files count towards it, and a file shared with several clients counts once. Attachments to messages and forms, and images in your settings, such as logos and service images, do not use your storage. See Share files with clients.

Updated on: 09/11/2026

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