Help Center

Manage Subscription

For: Admins — see the current plan, renewal, and how much of each feature you have used

Hub label Manage subscription. The screen is Usage & Plan Details. It answers: which plan are we on, when does it renew or end, and which limits are we hitting.

Settings Organization Manage subscription read plan + usage


What this is for

1. Current Plan Information

Header has Refresh to reload. Card fields:

Plan Name: The active Books plan

Plan Start Date: When the current period started

Auto Renewal: Enabled or Disabled

Next date: Next Renewal Date if recurring; Trial End Date if a free trial; Plan End Date if it does not auto-renew

What it affects: Nothing you edit here. When a period ends without renewal, the product can go view-only (you cannot create documents). Feature flags on Settings cards (WhatsApp, Incentive) follow this plan

2. Feature Usage Details

Columns: Feature, Plan Limit, Add-On, Total Limit, Usage (Used/Limit)

What it affects: Create actions elsewhere hit these caps (users, documents, WhatsApp recipients, and the other named features on your plan). This table is how you see used vs allowed

Note: You do not buy add-ons from this page. It only reports plan limit plus any add-on already on the subscription.


Business rules

TopicRule
Admin onlySettings → Organization → Manage subscription. Page title Usage & Plan Details
View, not checkoutThere is no Buy / Upgrade button on this screen. Refresh reloads the same subscription. Plan changes for WhatsApp (when not on a custom plan) go to the account billing URL from WhatsApp config, not from here
What the table isEach row is a plan feature: Plan Limit, Add-On, Total Limit, Usage (Used/Limit). Unlimited shows a check instead of a number. Used is how much of that feature the company has consumed