This guide will help you subscribe to Unleashed, upgrade your plan, and manage your billing settings.
Sign Up for Unleashed
If you're currently in a trial of Unleashed, you can subscribe by following these steps:
From your trial account's main menu, go to Settings > Billing.
Select the appropriate subscription plan.
Add any additional modules.
Select Subscribe.
🤓 Tip: For further guidance, see Subscribe to Unleashed.
Update your subscription
Upgrades to your current subscription can only be performed by the current Account Owner, Superuser or Account Partner via the account's Billing page. Specific subscription changes, such as removing a user license or canceling a module, require written approval from the Account Owner. This ensures that only authorized individuals can make significant alterations, safeguarding account integrity.
Add additional user licenses to your subscription.
Upgrade your base subscription.
Upgrade your Customer Success Plan.
Add additional modules or services to your subscription.
Manage your subscription's API bundle.
To update your subscription:
Go to Settings > Billing.
Click Edit to upgrade your subscription plan
Click Modify to manage your plan's Modules and Services.
Review changes in the Billing summary.
Select Update, then Confirm.
Important: For updates to Large Extra subscriptions, contact your Account Manager. For detailed assistance on managing automatic or manual subscription changes, consult with Unleashed Support.
Update payment details
Account Owners and Superusers of an Unleashed account have the option to update the card details currently held against their subscription. To update your subscription's payment information:
Go to Settings > Billing.
Click Update Card.
Enter your new card details:
Card Number
Expiration Date
CVV
Cardholder Name
Contact Phone Number
Click Save.
Subscription invoices
What happens after updating a subscription
Upgrades made to your subscription apply immediately once confirmed in your account's Billing page. If you upgrade mid-term during your current subscription period, the following will occur:
Pro-rated credit is applied to your account for any subscription plan or module being replaced by the upgrade, covering the remaining subscription period.
Pro-rated charge is applied to cover the cost of your updated subscription plan or module for the period up to your next monthly billing date.
Invoice generated showing both of the above transactions.
New invoice on your next monthly billing date for the new plan.
You may notice a charge that appears slightly higher than the annual fee for the partial month before your next billing date. Your renewal will then occur on the next billing day plus 12 months.
Annual Subscription for Modules and Services
Prospective Customers
Trial users signing up for an annual base subscription: Can pay monthly or annually for additional modules
Trial users signing up for a monthly base subscription: Can only pay monthly for modules
Existing Customers
Monthly base subscription customers: Can change their base subscription to an annual payment at any time. Once changed to annual, they can then modify the current monthly module plans to annual.
Annual base subscription customers: Can change their monthly module payments to annual at any time.