Manage your subscription

You can change your plan, update your payment details, see invoices, or cancel at any time. Most of this happens in your dashboard, with billing details handled securely through Stripe.

Where to manage billing

Go to Settings and open the Plan & billing section. There you will see your current plan, your next billing date, and buttons to manage it. Only the account owner can change the plan or billing, so if you are a team member, ask the owner.

• Change plan starts an upgrade or downgrade.
• Manage billing opens the secure Stripe portal, where you can update your card, view and download invoices, and cancel.
• Credits and top-ups opens Usage & Billing, where you can see every allowance and balance.

Upgrade or downgrade

Use Change plan, pick the new plan, then confirm the change on the secure Stripe page that opens. Because you already have a subscription, the change updates your existing plan in place rather than creating a second one, and the cost is prorated. To switch between monthly and annual billing on the same plan, use Update billing on your current plan.

• Stripe shows the prorated amount and when the change applies before you confirm.
• Your plan's features and limits switch the moment Stripe applies the change.
• Moving up: the new plan's monthly scan credits and AI visibility checks arrive with your next monthly allowance (your renewal date, or the 1st of the month on annual billing). Until then you keep the credits you already have. The plan-change email gives the date.
• Moving down: plan credits above the smaller plan's monthly amount are removed straight away, so make sure your usage fits its allowances first. Credits you bought are kept.

Monthly or annual

Starter, Pro and Agency can be billed monthly or annually, and Enterprise is billed on its contract terms. Annual billing charges you for ten months instead of twelve, so you save around 17%, the equivalent of two months, across the year. Use the monthly / annual toggle when you pick a plan on the pricing page or from Change plan, and the price updates to show the effective monthly rate with the annual total underneath.

Update your card

Select Manage billing to open the Stripe portal and update your card there. If a payment fails, SearchOps will let you know so you can fix it before access is affected.

Invoices and receipts

Your invoices live in the same Stripe portal under Manage billing, where you can view and download them whenever you need.

Cancel

Cancel from the Stripe portal via Manage billing. Cancelling stops future billing and sets your plan to end at the close of the current period. You keep full access until then, and Plan & billing confirms it. After that your account has no plan, so the dashboard asks you to choose one before you can use it again. Settings and Help & Support stay open.

If you joined with an invitation code

SearchOps does not offer a trial you can start yourself. Now and then the team invites a business to try it, with a link that carries a code. The code sets the plan, how many days the trial lasts and its allowances, which can be smaller than that plan's full month.

During the trial, Plan & billing shows Trial with the date it ends. What happens at the end depends on how it was set up:

• No card needed: nothing is charged when the trial ends. Select Choose a plan before then to keep your scans, profiles and LLM Visibility running. If you don't, the account goes back to having no plan, and any trial allowance left is removed. Your locations and history are kept.
• Card added at the start: the plan starts when the trial ends and the card is charged, unless you cancel first through Manage billing.

Next steps

• Not sure which plan fits? See pricing.