All help articles/Manage your workspace

Upgrade to a paid subscription

Last updated January 21, 20192 minute read


Dovetail has three pricing plans you can subscribe to. Check out the pricing page on our website or the plans page in-product for details on each plan.

You can upgrade to a paid subscription at any time during your free trial, or at any time after your free trial has expired. You can also manage your subscription, update your credit card, change the billing email address, switch your billing interval, and more in Dovetail without needing to contact us.

Overview

Here’s what you need to know about our paid subscriptions:

  • There are three plans available.
  • You can choose to pay monthly or yearly. Yearly includes a 50% discount.
  • You can choose to pay by invoice instead of card on our ‘Enterprise’ plan.
  • You can change plans at any time, and we’ll prorate the difference.
  • Cancelations take effect at the end of the current billing period.

Get started

To navigate to the billing screen:

  1. Click Projects.
  2. Click Settings.
  3. Click Billing.

Upgrade your workspace

To upgrade your workspace to a paid subscription:

  1. Next to Subscription, click Upgrade.
  2. Choose a plan.
  3. Choose a payment method.
  4. Choose a billing interval.
  5. Agree to the Customer Terms of Service.
  6. Click Create subscription.

Manage your subscription

You can upgrade or downgrade your plan and manage your payment preferences from the subscription management screen.

Note: If you decide to change your plan in the middle of a billing period, we will pro-rate the difference. For example, if you upgrade to a new plan, you’ll need to pay a bit more to make up the difference based on what you’ve already paid. If you downgrade, we’ll apply some credit to your account.

A summary of the proration calculation including how much you’ll pay will be shown at the bottom of the subscription page.

To manage your subscription:

  1. Next to Subscription, click Manage.
  2. Change your plan, payment method, or billing interval.
  3. Agree to the Customer Terms of Service.
  4. Click Update subscription.

Update your credit card

If you’ve set your subscription payment method to ‘pay by card’, then we’ll charge your card at the start of each billing period (month or year).

To update your card details:

  1. Next to Card details, click Update.
  2. Enter your name as it appears on the card.
  3. Enter the billing address associated with the card.
  4. Enter your credit card number, expiry, and CVV.
  5. Click Update credit card to save the new details.

Update your customer details

Customer details includes your organization name, billing email, and your full organization address.

This information is used by us for tax purposes, and the email address is where payment receipts, pricing updates, and other important announcements are sent. It’s important you keep these details up-to-date.

To update your customer details:

  1. Next to Customer details, click Update.
  2. Update your organization name, email address, or country.
  3. Click Save.

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