Managing your subscription

Open Billing and choose a higher plan. Stripe charges the difference for the rest of your current billing period straight away, and the upgrade goes through only when that payment does. If the card is declined, nothing changes and you stay on your current plan. Your renewal date does not move.

Your jobs, verify credits and Bridgeant messages start a new cycle on the day you upgrade, at the new plan's full allowance. Unused verify credits that would have rolled over are not carried into it. Packs you bought are.

From Free, Upgrade opens Stripe Checkout instead, where you pick monthly, quarterly or annual billing.

Open Billing and choose a lower plan. The change is scheduled, not immediate. You keep your current plan for the period you already paid for, and the lower plan starts when it ends. Between paid plans the switch can land up to a day before the last paid day. Until then, Keep on the Billing page cancels the change.

Starter and Free include one seat. If your workspace has more than one member, Billing asks you to remove the extra members first and says how many. Pro and Agency never need this step: extra members are billed as extra seats.

Allowances you already received this cycle stay until the cycle resets. The lower plan's figures apply from the next reset.

On the lower plan, saved mappings and workflows over its limit are kept, and you cannot save new ones until you are back under it. On Free, saved mappings, workflows and custom CRM templates are hidden and kept, and come back when you upgrade, unless a Free workspace goes 90 days with no sign-in and is cleared. Billing lists what the lower plan loses before you confirm.

In Billing, choose Free, or open Manage subscription and cancel in the Stripe portal. Either way you keep your plan until the period you already paid for ends, then the workspace moves to Free. If you cancel halfway through a month, you keep everything on your plan until that month ends. The same applies to quarterly and annual plans. In Billing, a workspace with more than one member must be down to one member before it can choose Free.

There are no cancellation fees or lock-in contracts. The unused part of a paid month, quarter or year is not refunded, except where the law requires it or our terms promise it (see Refunds below).

Extra-seat billing ends with your plan. Monthly credit add-ons stop renewing, and one you already paid for runs to the end of its own month. Verify credits and Bridgeant messages from packs are kept but can't be spent on Free.

You choose monthly, quarterly or annual billing when you first upgrade from Free. Quarterly and annual plans are charged for the whole period up front. Changing plan later keeps the billing period you already have. To change how often you're billed on a paid plan, email support@operelio.com and we'll switch it for you.

Pro includes 5 seats and Agency includes 10. Extra seats are billed monthly on their own subscription, even when your plan is billed quarterly or annually.

When a member joins beyond the included seats, the card is charged straight away for the rest of the current seat month, then monthly. Removing a member gives no credit for the month already paid, and the lower count bills from the next monthly seat charge. If you cancel your plan, extra seats end with it.

Stripe retries the card. While the payment is overdue you keep your plan and your jobs keep running. Verify credits, Bridgeant messages and purchased packs are paused, and you can't buy new packs. A banner on every page and a Payment overdue label on Billing tell your admins.

An admin opens Manage subscription on Billing and updates the card. Everything the pause held comes back once the payment clears. If the payment keeps failing, Stripe eventually cancels the subscription and the workspace moves to Free. Your files and saved items stay, your packs wait for you, and you can buy a plan again from Billing.

Stripe invoices every payment. In Billing, View invoices opens the Stripe portal, where you can see past invoices and receipts and update your card. Extra seats and monthly add-ons are separate subscriptions, so they appear as their own invoices.

We do not refund partial months or years. Exceptions are refunds the law requires and refunds our terms or Data Processing Agreement promise: an untouched credit pack within 14 days of purchase, and the 14-day change-of-mind right for consumers in the UK and EU on a first purchase, less a fair share for what you used in those 14 days. That right ends once a purchase has been fully delivered. To ask, email support@operelio.com with the purchase date. Nothing in the app issues a refund, so a person handles each request.