Introduction
Managing your subscription in Swyvl is easy and ensures your team has the resources they need. Whether you need to upgrade your plan, update payment information, or view your billing history, this guide will help you take control of your subscription.
Accessing Subscription Settings
Log in to your Swyvl account and navigate to the Dashboard.
Click on Organization in the left sidebar.
Select Manage Organizations from the dropdown menu.
Navigate to the Subscription tab to access all subscription-related settings.
Managing Your Plan
Upgrade or Downgrade:
Select a plan that suits your needs by clicking Change Plan.
Review the plan details, including features and pricing, before confirming the change.
Add Storage or Users (if applicable):
Expand your subscription to include additional storage or user seats as needed.
Updating Payment Information
In the Subscription section, click Manage Billing.
Add a new credit card or update the details of an existing payment method.
Save your changes to ensure uninterrupted service.
Viewing Billing and Invoice History
From the Subscription section, click Manage Billing.
View a detailed list of past invoices, including amounts and payment dates.
Download invoices as PDFs for your records.
Canceling Your Subscription
If you need to cancel your subscription:
Go to the Subscription section.
Scroll down to find the Manage Subscription option.
Follow the instructions to confirm your cancellation.
Tips and Notes
Set Payment Reminders: To avoid disruptions, ensure your payment details are up to date before your renewal date.
Review Usage Regularly: Monitor your storage and team member usage in the dashboard to ensure your plan meets your needs.
Refund Policy: Check Swyvl’s refund policy in the Terms of Use before making changes to your subscription.
Need Help?
For assistance, explore the Swyvl Help Guide or ask our AI Assistant directly within the platform. If you need further support, our team is here to help via the chat widget.