In this article, we will guide you through how to check and manage your SleekFlow subscriptions, payments, and invoices.
ℹ️ Note on permission
Only Admin users can access billing information and make billing changes to your SleekFlow account.
Plan details and usage limits
To check your current plan subscription and usage limits:
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Navigate to the "Subscriptions" page under "Plans and Billings". You will find details about your current plan, billing amount, billing cycle, and the next billing date.
Manage your plan subscriptions
Important note on payment method
The payment method used for your first subscription will be saved as your default for future billing. To update your payment method, click “Update payment method” under the Subscriptions page.
In the “Monthly usage” section, you can monitor your usage for:
- Monthly active contacts (MACs)
- AI agent credits
- Broadcast messages
- Flow enrollments
- API calls
Your usage cycle resets every month in alignment with your billing cycle. You can also manage your flow enrollment add-on from this section, adjust your enrollment limit by purchasing a different plan, or enable/disable auto-scaling as needed. Refer to this article to learn more about auto-scaling: Managing your Flow Builder enrollment usage
Manage your plan limits
In the “Plan limits” section, you’ll find information about your usage of:
- User accounts
- Contacts
- Channels
Your usage cycle for user accounts, contacts, and channels does not reset. This means that once you've reached your limit, you'll need to upgrade your plan or manage your resources within the allocated limits.
Plan subscription management
SleekFlow offers a range of subscription plans. You can learn more in “Plans and Billings” to decide which one best fits your business needs.
To explore SleekFlow’s subscription plans:
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On the “Manage plan” page in “Plans and Billings”, you’ll find the Base Plan Options table that provide detailed information on the available subscription plans. It outlines pricing details, usage limits, and feature breakdown for each plan type.
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To upgrade your plan, click “Upgrade” to proceed with the payment. Once your payment is processed, your subscription will be upgraded immediately, giving you instant access to additional features and increased usage limits.
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For businesses with unique requirements or the need for high scalability, SleekFlow offers an Enterprise plan. To learn more about the Enterprise plan, click "Contact us" to get in touch with a SleekFlow specialist who can provide personalized assistance.
Billing cycle management
SleekFlow offers two options for billing cycles: monthly and annually.
To change your billing cycle:
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On the “Manage plan” page in “Plans and Billings,” select your preferred billing cycle and subscription plan. Then click “Switch” to proceed with the payment.
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Once your payment is processed, your subscription will be switched immediately
Manage your monthly active contacts (MACs)
Monthly active contacts (MACs) is the usage metric behind SleekFlow’s new pricing. It aligns what you pay with how much value you get from customer engagement on SleekFlow.
To help prevent service interruptions when your usage grows unexpectedly, SleekFlow offers auto-scaling for monthly active contacts (MACs).
With auto-scaling enabled, SleekFlow will automatically upgrade your MAC tier to the next available pricing level if your usage exceeds your current limit.
ℹ️ For details on how monthly active contacts are defined and managed, see Monthly active contacts overview
ℹ️ Auto-scaling is enabled by default and can be managed from your subscriptions settings. To learn more about auto-scaling, refer to this article: Auto-scaling
Add-on management
In addition to plan subscriptions, you can choose to purchase add-on subscriptions to meet your business needs. SleekFlow currently offers the following add-ons:
- User accounts to enhance your workspace’s capabilities
- Contact storage to expand your reach to a larger customer base
You can learn more by visiting the “Add-ons” page in “Plans and Billings”.
Manage your flow enrollment credit
You can manage your monthly flow enrollment credit through plan upgrades or add-ons. This gives you flexibility to scale based on your team’s usage.
To manage your flow enrollment credits:
- Click on the icon on the left-hand navigation bar
How will I be charged?
Once you upgrade or downgrade the flow enrollment credit, you’ll be charged the full amount for your new limit first. Your previous plan will be canceled with a prorated refund, which will be credited to your account and applied to your next purchase.
Support services management
To ensure your optimal utilization of the SleekFlow platform, we provide a range of support services that grant you direct access to dedicated specialists, who can offer you personalized assistance, guidance, and troubleshooting. These services include:
- Onboarding support: Helps you set up your account and navigate the SleekFlow platform with ease.
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Business consultancy service: Offers expert guidance on leveraging SleekFlow’s products to maximize your marketing impact. This includes:
- Technical support: Assistance with technical issues related to the platform.
- Third-party software support: Help with integrating and using third-party software alongside SleekFlow to enhance your business operations.
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Flow Builder and automation setup support: If you need help setting up your Flow Builder and Automation workflows, our specialists are available to guide you through the process.
You can learn more by visiting the “Support services” page in “Plans and Billings”.
Payment method management
The Payment methods page lets billing admins manage saved credit cards directly in SleekFlow. You can view the default payment method, add new cards, edit billing addresses, set another card as default, and remove saved cards.
Note: Only users with billing permission can manage payment methods. Learn more about roles and permission in this article: Roles and permissions
Add a payment method
To add a new card:
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Click on the
icon on the left-hand navigation bar
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Go to “Plans and Billings”, and click “Payment methods”
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Click “Add payment method”
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You will be directed to Stripe to fill in the credit card and billing information
Note: If this is the first card added to the workspace, it will be automatically set as the default payment method. If there are already saved cards, the new card will be added as another payment method and will not become the default automatically.
Set a payment method as default
To change the default payment method:
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Go to Settings > Plans and Billings > Payment methods.
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Under “Other payment methods”, find the card you want to use.
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Click “Set as default”
The selected card will become the new default payment method immediately.
Edit a saved payment method
To update the billing address of a saved card:
- Go to Settings > Plans and Billings > Payment methods
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Click Edit next to the card
- Update the billing address.
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Save your changes
Note: Card number and expiry date cannot be edited. To update these details, add a new card instead.
Remove a payment method
To remove a saved card:
- Go to Settings > Plans and Billings > Payment methods.
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Click Remove next to the card
Note: A default payment method cannot be removed until another card is set as default. If the workspace has an active card-billed subscription, the last saved card cannot be removed unless a replacement card is added or the subscription is cancelled.
Invoice management
To view and download your plan subscription invoices:
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Click the “Subscription” tab on the “Invoices” page in “Plans and Billings”.
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By default, all transactions are displayed in a table with the most recent transaction at the top. You can utilize the date picker located above the table to filter the transactions.
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To download a PDF invoice, click the “Download” icon.
