Managing Subscriptions and Cancellations in Your Account

If your account has been provided access to certain add-on services by your agency, you can view the details for these subscriptions and, in many cases, cancel them directly from your account settings. This self-service feature gives you more control and transparency over your active plans.

How to Access and Manage Your Subscriptions

To review or cancel an eligible subscription provided by your agency, follow these steps:

1. Navigate to Settings > Billing > Subscriptions within your CRM account.
2. You will see a list of your active subscriptions. Find the specific one you wish to manage.
3. Click the three-dot menu icon next to the subscription and select View Subscription.
4. A details screen will open. Here you can review key information about the plan, such as its purchase type, current status, purchase date, and billing cycle.
5. If you wish to proceed with cancellation, start the process from this details screen.

The Cancellation Process

When you initiate a cancellation, a guided modal will appear to walk you through the steps. The exact options presented may vary depending on the subscription, but commonly include:

• The choice to cancel the service immediately.
• The choice to cancel at the end of your current billing cycle.

Follow the prompts, confirm your choice, and the cancellation will be scheduled. For some subscriptions, you may have the ability to reactivate the service before the scheduled cancellation date takes effect.

What You Can Manage

This feature is specifically for managing add-on services (like communication tools, AI features, or directory listings) that have been resold to your account by your agency. It is the primary method for handling these types of subscriptions.

Please note that this process is different from canceling your main CRM SaaS plan or closing your entire account. Those actions are managed through different channels, typically by your agency administrator or via a separate SaaS cancellation flow.

Key Benefits

• Self-Service Control: Manage eligible subscriptions without needing to submit a manual request to your agency.
• Transparency: View all relevant plan details before making a change.
• Consistent Experience: Follow a familiar cancellation process for different supported services.