Introduction
Welcome to UpdateAI! If you're loving our service and are considering leveling up your experience, this guide is for you. Whether you're still on a trial or already part of an Organization, we've got you covered on how to upgrade your account.
Why Upgrade: Benefits of the Pro Plan
Upgrading to our Pro Plan offers numerous advantages, the crown jewel being our industry-leading generative AI. This AI is specifically designed to help you manage client meetings effectively. As a subscriber, you can save over 5 hours per week on busywork and have a better chance of catching client churn risk signals early. To see all the features included in the Pro Plan, head over to our Pricing and Plans page.
Who Can Upgrade: Permissions and Eligibility
Team Owners or Admins: If you're an owner or an admin in your Organization, you have the permissions to purchase a seat for anyone else in the Organization.
Members: If you have a "Member" status, you can't directly upgrade your account. However, you can request an upgrade from your admin or owner. For exceptional cases, email concierge@update.ai to request a workaround.
Single-User Organizations: If you're the only user in an Organization, it serves as your private workspace. That means you're the owner and can upgrade anytime.
How to Upgrade: Step-by-Step Guide
Navigate to Account Settings: Go to Plan and Billing.
Select Plan: Choose the Pro Plan that fits your needs.
Enter Payment Information: Follow the prompts to enter your billing details.
Confirm Upgrade: Complete the process and look out for a confirmation email.
Payment and Pricing Details
Licensed Seats: We offer per-seat licensing, similar to platforms like Zoom.
Billing Cycle: You can subscribe on either an annual or monthly basis. Note that all licensed seats within a single Organization must be on the same billing cycle.
Pro-Rated Costs: Adding seats later? Don't worry; any added cost will be pro-rated.
License Reassignment: The flexibility of our system allows you to reassign licenses to different people within your Organization at any time. If someone leaves the team or you want to allocate a license to a different team member, you can easily make that transfer.
FAQs
Trial Period: Feel free to upgrade anytime, even during your 2-week free trial to the Pro Plan.
Checking Admins: If you're a Member and want to see the list of admins in your Organization, navigate to Plan and Billing.
Troubleshooting
If you encounter any difficulties while trying to upgrade, or if you're a Member struggling to get approval, contact us at concierge@update.ai for a workaround.
Contact Support
For any other questions or special requests, our support team is here to assist you. Reach out to us at concierge@update.ai.