What you’ll see on this page
Plan status
The top of the page shows your current subscription state:
The page also shows your plan expiry date, grace period end date (if applicable), and when your next billing cycle occurs.
Seat usage
Shows how many staff accounts are active in your workspace vs. the maximum allowed by your plan. When you approach the seat limit, you’ll see a warning here and on the Staff settings page. To add more seats: either remove an inactive staff member to free a slot, or upgrade to a plan with a higher seat limit.Monthly usage
Some plan limits reset monthly:
The account page shows how much of each limit you’ve used in the current billing period. If you approach a limit, consider upgrading before the end of the month to avoid disruption.
Modules and entitlements
The plan summary lists which product modules are enabled for your workspace (for example Orders, Leads, Calendar, Website Leads, and Online Booking) and which premium entitlements are included (for example AI Assistant, Native Website Booking, and Quote Portal). Features not included in your plan are either hidden or show an upgrade prompt.Upgrading or changing your plan
Click Upgrade or Change Plan to see available plan options. Plans are offered on both monthly and annual terms — annual plans typically include a discount. After selecting a plan, you’re taken through a Stripe Checkout flow. Once payment is confirmed, your new plan activates immediately and all associated features become available.Billing portal
Click Manage Billing to open the Stripe Customer Portal. From there you can:- Update your payment method (credit card or bank account)
- Download past invoices
- View upcoming charges
- Cancel or modify your subscription
Deleting your workspace
Account deletion is a guarded, permanent action. The flow runs in three parts, and it will try to solve your problem before it deletes anything.1
Tell us why
A reason is required — Too expensive, Missing features, Too difficult to use, Technical problems, Switching to another service, Business closed, No longer need it, or Other. Choosing Other makes the details field required as well.
2
See what we can offer instead
The reason you pick decides what you’re offered next. Nothing is deleted at this point, and every offer can be declined with No thanks.
3
Confirm the deletion
Type DELETE, tick the acknowledgement that the action is permanent, and confirm. A confirmation of the workspace deletion is then sent to you by email.
What you’ll be offered
The 30% retention discount is one time per workspace. If it has already been used, the flow says so instead of offering it again. Accepting an offer cancels the deletion — your account stays as it is.
How billing is secured
Your subscription payments are processed by Stripe — the same secure processor used for customer payments. Your card details are never stored on our servers. See Payments & Card Security and Compliance for the full picture.Staff & Roles
Manage team members and seat usage.
Roles & Permissions
Control who can change billing and settings.
Compliance
What’s in place today and what’s planned.
Welcome to Auto Detailing CRM
Return to the setup guide if you’re just getting started.