Plans and billing

Manage your SleekFlow subscriptions based on your business needs

Written By Frieda Yip (Super Administrator)

Updated at September 11th, 2024

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:

  • 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.

     
  • In the “Monthly usage” section, you can monitor your monthly usage of broadcast messages, flow enrollments and API calls. Your usage cycle resets every month in alignment with your billing cycle. 
     
     
  • In the “Plan limits” section, you will find details about your usage of user accounts and contacts. Your usage cycle for user accounts or contacts 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:

  • 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.


     
  • 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.


     
  • 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:

  • 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.


     
  • Once your payment is processed, your subscription will be switched immediately
     

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”.


 

Flow Builder add-on management 

You can increase your flow enrollment limits by purchasing flow enrollment add-ons. The maximum enrollment limits vary depending on the plan you have chosen. You can learn more by visiting the “Add-ons” page in “Plans and Billings”.
 


 

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.
  • 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.
  • 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

To add a new credit card to your account:

  • At the top of the “Subscriptions” page in “Plans and Billings”, click “Update payment method”. You will be redirected to Stripe to continue updating your payment method.

     
  • Enter your credit card information and click “Save card” to save your changes.

     

Invoice management

To view and download your plan subscription invoices:

  • Click the “Subscription” tab on the “Invoices” page in “Plans and Billings”.

     
  • 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.

     
  • To download a PDF invoice, click the “Download” icon.