Floyi Subscription Management

Managing Your Subscription Plan

Manage your plan from Settings in the bottom-left corner of Floyi. Upgrades and downgrades happen in the Plans & Upgrades tab. Payment details, invoices and cancellation stay in the Stripe customer portal under Manage Subscription. Changing plans changes your monthly credit allowance. For the full billing picture, start at the billing section overview.

Only the workspace Owner can change the plan. Other team members see a notice that points them to the Owner.

How to Upgrade Your Subscription

1. Go to Settings and open the Plans & Upgrades tab.
2. Choose Monthly or Yearly above the plans.
3. (Optional) Enter a promo code in the box below the plans. Add it before you choose a plan.
4. Click the button on the plan you want:
   • Upgrade moves you to a higher plan.
   • Switch to Yearly moves your current plan from monthly to yearly billing.
   • Start Paid Plan ends your trial and starts the paid plan now.
5. Review the amount due today and confirm:
   • Most upgrades open a secure Stripe page that shows the new plan, the amount due today and any promo code. Confirm the change there.
   • Trials moving to the same plan, team owners with extra seats and customers with a trial offer discount confirm inside Floyi. Click Upgrade for $X, then Yes, charge $X. Nothing is charged until you click the second button.
6. Floyi shows a progress message while your new credits are added. This usually takes a few seconds.

On a trial, you can also click Upgrade now in the trial banner on the Billing & Credits tab.

What Happens When You Upgrade

• Billing: You pay for the new plan today, minus a credit for unused time on your current plan. Your billing date moves to the day you upgrade.
• Credits: Once payment goes through, your monthly credits are set to the new plan’s full monthly allowance. Unused monthly credits from your old plan don’t carry over. PAYG and free credits aren’t affected.
• Trials: Upgrading ends your trial right away. If you’d already canceled your trial, upgrading keeps the new plan active.
• Declined cards: Your plan doesn’t change until the payment succeeds. Stripe asks you to update your card or approve the payment, and the upgrade applies once it’s paid.
• Older plan prices: If you’re on an older or grandfathered price, you keep it as long as you stay on that plan. Any plan change moves you to today’s price for the new plan.
• Promo codes: Codes limited to first-time purchases can’t be used on an upgrade. Promo codes can’t be combined with a trial offer discount.
• Trial offer discount: If you accepted a trial offer, starting Pro monthly keeps your discount. Moving to Scale or to yearly billing charges the full price and ends the discount.

How to Downgrade Your Subscription

Downgrades take effect at the end of your current billing period. You keep your current plan and its credits until then, and the lower plan’s monthly credits start at the next renewal.

1. Go to Settings and open the Plans & Upgrades tab.
2. Choose Monthly or Yearly above the plans.
3. Click the button on the plan you want:
   • Downgrade moves you to a lower plan.
   • Switch to Monthly moves your current plan from yearly to monthly billing.
4. Review the change. Nothing is charged today. Floyi shows the date the change starts and the amount you’ll be charged on that date.
5. Click the Schedule for button. It shows the date the change starts.

Plans & Upgrades and Billing & Credits show the scheduled change, for example “Changes to Pro Plan (monthly) on November 3, 2026.”

Changed your mind? Click Keep followed by your current plan’s name (for example, Keep Scale Plan) on either tab before the change date. Your plan stays as it is and nothing else changes.

Things to know:

• Trials: You can move to a lower plan after your trial ends.
• Extra team seats: Remove extra seats before you downgrade.
• Team size: Your team’s members and pending invites must fit the lower plan’s included seats (3 on Pro). Floyi tells you how many to remove.
• Team changes while a downgrade is scheduled: You can’t invite more members than the lower plan includes, and you can’t change seats. Keep your current plan first if you need to.
• Promo codes: Promo codes apply to upgrades only. Clear the promo code box before you downgrade.
• One change at a time: While a downgrade is scheduled, keep your current plan first if you want to upgrade instead. Canceling in Manage Subscription replaces the scheduled downgrade.
• Discounts: An active discount on your subscription carries over to the lower plan, unless the code only applies to your current plan.

How to Cancel Your Subscription

1. Go to Settings in the bottom-left corner of Floyi.
2. Open the Billing & Credits tab.
3. Click Manage Subscription to open the Stripe customer portal.
4. Select Cancel Subscription.
5. Confirm the cancellation. The portal shows that your subscription stays active until the end of your billing period.

Important Notes

• Cancellation timing: Canceling stops future charges after the current billing period. You keep access until the period ends, and Settings shows the scheduled cancellation date. Canceling replaces a scheduled downgrade.
• Promo codes: Enter the code before you choose a plan. Floyi checks it first and shows a message if it can’t be used.
• Trials: During a trial, a banner in the Billing & Credits tab shows your remaining days, an Upgrade now button and a Cancel Trial button.
• Team workspaces: Plan changes and cancellation are available only to the team Owner.