Managing Your Subscription

Managing Your Subscription

Accessing Billing Settings

1. Log into your Nobi dashboard

2. Click Settings in the sidebar

3. Click Billing

Starting a Subscription

During Your Trial

1. Go to Settings → Billing

2. You'll see plan options: Starter ($300/mo) and Growth ($900/mo)

3. Click Select Plan on your preferred plan

4. You'll be redirected to Stripe Checkout

5. Enter your payment details

6. Complete the checkout

• Your trial continues until it ends (or until you've used 100K messages)

• When your trial ends, your subscription begins automatically

• First billing occurs on the 1st of the following month (prorated if mid-month)

After Your Trial Ends

1. Go to Settings → Billing

2. You'll see a prompt to select a plan

3. Choose Starter or Growth

4. Complete checkout with Stripe

5. Your subscription begins immediately

Enterprise Plans

1. Go to Settings → Billing

2. Click Contact Us in the Enterprise section

3. Fill out the contact form with your requirements

4. Our sales team will reach out to discuss options

Viewing Your Current Plan

• Plan name (Starter, Growth, or custom plan name)

• Monthly price

• Message limit

• Current billing period dates

• Trialing - You're on a free trial

• Active - Subscription is current and paid

• Past Due - Payment failed, retrying

• Canceled - Subscription will end at period close

• Messages used this period

• Messages remaining

• Visual progress bar

• Period reset date

Changing Your Plan

How to Change Plans

1. Go to Settings → Billing

2. Click Change Plan

3. Select your new plan (Starter or Growth)

4. Review the change details

5. Confirm the change

Upgrading (Starter → Growth)

• New message limit applies right away

• You gain access to any additional features

• You're charged a prorated amount for the upgrade

• Example: Upgrading from Starter ($300) to Growth ($900) mid-month charges ~$300 prorated for the remaining days

• Next month, you're billed the full Growth rate ($900)

Downgrading (Growth → Starter)

• Change takes effect at the start of your next billing period

• You keep Growth limits until then

• No refund for the current period

• Next month, you're billed at the Starter rate ($300)

• If you're using more than 3,000 messages/month, consider whether Starter will meet your needs

• Messages over the new limit will be handled according to your overage settings

Upgrade/Downgrade Confirmation

• Your current plan

• Your new plan

• When the change takes effect

• Any prorated charges (for upgrades)

Managing Payment Methods

Accessing Payment Settings

1. Go to Settings → Billing

2. Click Manage Payment

3. You'll be redirected to the Stripe billing portal

In the Stripe Portal

• Update card - Add a new card or change your default payment method

• View invoices - See all past invoices and download receipts

• Update billing info - Change billing address or email

Adding a New Card

1. Click Manage Payment to open Stripe portal

2. Click Add payment method

3. Enter new card details

4. Set as default if desired

5. Save changes

Updating an Expired Card

1. You'll receive an email notification

2. A warning banner appears in your dashboard

3. Click Manage Payment to update

4. Add a new card or update existing card details

5. Stripe will retry the failed payment

Handling Payment Failures

What Happens When Payment Fails

1. Automatic retry - Stripe automatically retries failed payments over several days

2. Email notification - You'll receive an email about the failure

3. Dashboard banner - A warning banner appears across your dashboard

4. Status change - Subscription status changes to "Past Due"

How to Fix a Failed Payment

1. Go to Settings → Billing

2. Click Manage Payment

3. Update your payment method

4. Stripe will automatically retry the charge

If Payment Continues to Fail

• Your subscription may be marked as "Unpaid"

• Nobi will stop appearing on your website

• Your dashboard and data remain accessible

• Update payment to restore service

Canceling Your Subscription

How to Cancel

1. Go to Settings → Billing

2. Scroll to find Cancel Subscription

3. Click the cancel button

4. Review what you'll lose access to

5. Confirm cancellation

What Happens After Canceling

• Your subscription is marked for cancellation

• You can continue using Nobi until the end of your billing period

• Nobi stops appearing on your website

• Your subscription status changes to "Canceled"

• No further charges occur

• Your dashboard access

• All your settings and configuration

• Product catalog data

• Knowledge base documents

• Conversation history

• Query Rules and Custom Actions

Cancellation Timing

• Service continues until the end of your paid period

• No refunds for unused time

• No prorated refunds

Resubscribing After Cancellation

How to Resubscribe

1. Go to Settings → Billing

2. Click Resubscribe or select a plan

3. Complete checkout with Stripe

4. Your subscription begins immediately

What to Know About Resubscribing

Viewing Invoices and Billing History

Accessing Invoices

1. Go to Settings → Billing

2. Click Manage Payment

3. In the Stripe portal, click Billing history or Invoices

Invoice Details

• Invoice date

• Billing period

• Plan charges

• Overage charges (if any)

• Total amount

• Payment status

Downloading Receipts

1. Find the invoice you need

2. Click to view details

3. Click Download invoice or Download receipt

4. Save the PDF for your records

Enterprise Plan Management

What's Different for Enterprise

Enterprise Billing Page

• Your custom plan name and terms

• Current usage (if applicable)

• Contact information for support