Managing Your WhatsApp Business Subscription

Overview

This article explains how to cancel your WhatsApp Business subscription within the CRM and what happens after cancellation. Only Agency Owners and Admins have permission to perform this action.

Canceling Your Subscription

To stop your subscription and any future charges, follow these steps:

1. Go to the Settings area of your CRM.
2. Select the WhatsApp section.
3. Click or tap the three-dot menu icon (⋮) and choose Cancel Subscription from the list.
4. On the next screen, select Proceed to Cancellation.
5. You will be asked to select a reason for cancellation. After choosing one, confirm by selecting Cancel Subscription to finalize.

What to Expect After Cancellation

Once your cancellation is confirmed:

• You will receive a confirmation that the subscription has been successfully canceled.
• No further subscription charges will be applied to your account.
• Access to WhatsApp Business messaging services and certain features will be limited or disabled according to your plan's terms.
• You are eligible for a prorated refund for any unused portion of your current subscription period. This refund is typically processed within 7 to 8 business days.

Frequently Asked Questions

Where do I find the option to cancel?

The cancellation option is located in Settings > WhatsApp > three-dot menu > Cancel Subscription.

Can I reactivate my subscription later?

Yes. You can resubscribe at any time by going back to the Settings > WhatsApp area and selecting a new plan. Your messaging capabilities will resume once the subscription is active.

Is providing a reason for cancellation required?

Yes. The system requires you to select a reason from a list before you can complete the cancellation process.

What if I cancel before finishing setup?

If you subscribed but have not completed the WhatsApp Business Account integration, you can still cancel. Navigate to the WhatsApp section in your CRM, use the three-dot menu to select Cancel Subscription, and confirm the prompt.

Will I lose my templates and data if I cancel?

No. Canceling your subscription does not delete your WhatsApp Business data. All approved message templates, account settings, and historical information are preserved in your CRM. If you resubscribe in the future, you will regain access to these templates without needing to re-submit them for approval. Note that you cannot send messages while your subscription is inactive.