Managing Billing and Subscription
Everything related to your subscription lives at Billing.
Plan tiers and agent limits
| Tier | Active agent limit | |---|---| | Boutique | 10 | | Independent | 30 | | Brokerage | Unlimited |
Limits apply to agents who are both active and unlocked. Locked or deactivated agents don't count against your limit. Limits are also skipped entirely while you're on a trial.
Switching tiers or billing frequency
- To move to a paid plan from a trial, click Upgrade to paid plan.
- To move to a higher tier, click Upgrade next to the tier you want.
- To move to a lower tier, click Downgrade. This takes effect at the end of your current billing period rather than immediately, so you keep your current tier's limits until then. If you change your mind, a Cancel option appears to cancel the scheduled downgrade.
- To switch between monthly and annual billing, click Switch to annual or Switch to monthly.
Managing your card and canceling
Click Manage billing & card to open the Stripe billing portal, where you can update your payment method and view invoices.
To stop your subscription from renewing, switch off the Auto-renewal toggle. Your plan stays fully active, with everything included, until your current billing period ends; there's no separate cancel step beyond that. Once the period ends, the account locks: you can still log in to export your data (Data Export) or resubscribe, but nothing else. Your data is kept for 30 days after locking, then permanently deleted, and we'll email you the exact date. Resubscribing any time in that window restores everything exactly where you left off.
Refunds
Click Request a refund if you're eligible. Refunds are only available within 7 calendar days of your current billing period's start date, and only after you've canceled.