Managing your subscription

All subscription management happens in one place: Setup > Organization > Plans & Billing. From here you can upgrade to a higher plan, downgrade to a lower one, or cancel your subscription entirely.

Viewing your current plan

Go to Setup > Organization and click the Plans & Billing tab. At the top of the page you'll see:

• Your current plan name and price
• Whether you're on monthly or annual billing
• Your next billing date
• Your payment method on file

Upgrading your plan

Upgrading gives you more users, rows, AI messages, and access to additional features. The upgrade takes effect immediately.

1. Go to Setup > Organization > Plans & Billing.
2. Click Change Plan.
3. Select the plan you want to upgrade to.
4. If you don't have a payment method on file, enter your credit card details.
5. Review the price difference. You'll be charged a prorated amount for the remainder of your current billing cycle.
6. Click Confirm Upgrade.

After upgrading:

• New features (workflows, connectors, audit log) are available immediately
• Your row and user limits increase right away
• AI message quota resets to the new plan's allocation

Downgrading your plan

If you need fewer features or want to reduce costs, you can downgrade to a lower plan.

1. Go to Setup > Organization > Plans & Billing.
2. Click Change Plan.
3. Select the lower plan.
4. Review what you'll lose - the dialog shows which features and limits change.
5. Click Confirm Downgrade.

What happens when you downgrade

• Users over the new limit - you'll need to deactivate users down to the new plan's seat count before the downgrade activates. Genuics warns you if you're over the limit.
• Rows over the new limit - existing data is preserved, but you won't be able to upload new data until you're under the limit.
• Features no longer included - workflows, connectors, audit logs, or SSO may become unavailable depending on the plan. Existing configurations are paused (not deleted), so if you upgrade again later, they'll still be there.
• AI messages - your quota resets to the new plan's allocation at the start of the next cycle.

Switching between monthly and annual billing

1. Go to Plans & Billing.
2. Click Change Billing Cycle.
3. Select Monthly or Annual.
4. Confirm the change. Annual billing starts on your next billing date.

Switching to annual billing saves up to 17% - see Plans and pricing for the exact savings.

Cancelling your subscription

If you no longer need Genuics, you can cancel your subscription.

1. Go to Setup > Organization > Plans & Billing.
2. Click Cancel Subscription.
3. Tell us why you're leaving (optional - this helps us improve).
4. Confirm the cancellation.

After cancelling:

• You keep access until the end of your current billing period
• Your data stays until the period ends - you can export datasets, reports, and dashboards before then
• You're moved to Free at the end of the billing period, with Free plan limits applied
• No further charges are made

Reactivating after cancellation

If you cancelled but changed your mind before the billing period ends, you can reactivate from the same Plans & Billing page. Click Reactivate and your plan continues as if nothing happened - no data lost, no configuration changes.

After the billing period ends and you've been moved to Free, you can upgrade again at any time from Plans & Billing. Your data and settings are preserved as long as your organization exists.

Next steps

Learn about add-ons and usage tracking, or review the plans and pricing comparison to make sure you're on the right plan.