Saylidocs
Download

Manage your subscription

Upgrade, change seats, pause or cancel, and find your invoices.

Your team grew, and the plan you started on no longer fits. You open the Plans page, move to a bigger plan, and everyone keeps working. The change takes effect and the invoice lands in your billing history.

Change plans from one place

Billing belongs to the workspace Owner. Admins can open the Plans page and see what the workspace is on, but only the Owner can buy, change, pause, or cancel, or see invoices and payment details.

1
Open the Plans page
Go to Settings, then Plan, under Workspace.
2
Pick a plan and a billing period
Choose Pro or Team, yearly or monthly. A first purchase opens a secure checkout in your browser. An existing subscription moves in place.
3
Manage payment and invoices
"Payment methods and invoices" at the foot of the Plans page opens your billing panel: saved cards, past invoices, pause, and cancel.
Billing settings
Billing settings
The current plan, payment methods, and invoices.

When a change takes effect

Moving up
Pro to Team, or monthly to yearly, takes effect at once. You are charged the prorated difference today.
Moving down
Team to Pro, or yearly to monthly, waits until the period you already paid for ends. Nothing is charged today, and you keep the current plan until then.
Team to Pro
Pro has one billable seat, so remove the other owners, admins, and members first.
A failed payment
The billing panel says so and links to the open invoice, where you finish the payment or use another card. The plan stays on meanwhile. Plan changes wait until that invoice is settled.

Seats set the total on Team

The Team plan is billed per seat, with a two-seat minimum. Adding a person charges the prorated difference for the rest of the period right away. Removing a person lowers the price from the next renewal, with no credit for the rest of the current period.

Free and Pro include one billable seat. To add a second owner, admin, or member, move to Team. Viewers are free on every plan.

What counts

Owners, admins, and members each take a seat, and that count is what the total tracks. Viewers are read-only, take no seat, and never change the bill. Promoting a viewer claims a seat, exactly like an invite. On Free and Pro, a pending invite also holds the seat until it is accepted, revoked, or expires. A seat is claimed when an invite is created or accepted, never retroactively, so an organization that is already over a limit keeps everyone it has. See Pricing and plans for what each plan includes.

Pause, cancel, and come back

Pause billing stops the charges and keeps the workspace. Live copilot is off while paused. Your meetings, briefs, and documents stay exactly as they are, and live copilot comes back the moment you resume billing.

Cancel subscription stops the next renewal. You keep your plan until the end of the period you already paid for, then the workspace moves to Free. Your meetings, briefs, and documents all stay. Until that date you can resume and keep the plan. That is the Cancellation Policy. Getting a payment back is a different question, answered by the Refund Policy.

Tax and receipts

Payments run through our payment provider. Prices exclude tax. Where VAT or sales tax applies, it is added at checkout and shown before you pay, and your invoices reflect it. Past invoices and your payment details live in the billing panel, and the provider's own billing portal is one click away from it.

Next

Pricing & plansWhat each plan includes, so you can pick the right one.Account managementAdd people, remove them, and keep your organization tidy.Roles & permissionsDecide who can change billing and who cannot.