Billing & Account·4 min read

Managing Billing and Subscription

Everything related to your subscription lives at Billing.

Plan tiers and agent limits

| Tier | Active agent limit | |---|---| | Boutique | 5 | | Independent | 25 | | 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 cancel your subscription entirely, click Cancel subscription. After cancellation, your account enters a grace period rather than being locked immediately — if payment issues aren't resolved by the end of that period, the account locks and your data is scheduled for deletion 30 days later. Use Data Export to download a copy before that happens.

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.