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Documentation Index

Fetch the complete documentation index at: https://docs.servicebooked.ca/llms.txt

Use this file to discover all available pages before exploring further.

You can change plans any time from Settings → Billing. Upgrades take effect immediately; downgrades wait until the end of your current period.

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Upgrade

1

Open Settings → Billing

Click Change plan.
2

Pick the new plan

See the comparison; pick which higher tier you want.
3

Review proration

The dashboard shows you the prorated amount you’ll be charged today. This is the difference in price between your current plan and the new one, multiplied by the fraction of the period that’s left.Example: you’re 10 days into a 30-day Growth period (199/mo)andupgradingtoPro(199/mo) and upgrading to Pro (299/mo). Proration is 100×(20/30)= 100 × (20/30) = ~66 charged immediately. Your next invoice (in 20 days) will be the full Pro $299.
4

Confirm

Click Upgrade now. The change is immediate — your caps lift to the new plan’s, voice AI activates if you didn’t have it, etc.

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Downgrade

1

Open Settings → Billing → Change plan

Same place.
2

Pick the lower plan

Pro → Growth, Growth → Starter.
3

Confirm

Downgrades schedule for the END of your current period. Until then, you keep the higher plan’s features.
4

At period end

Your subscription auto-switches to the lower plan. New caps take effect.You can cancel the scheduled downgrade any time before period-end if you change your mind.

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Why downgrades wait

Two reasons:
  1. You’ve already paid for this period at the higher tier; downgrading immediately would refund you, which adds accounting complexity. Letting you ride out what you paid for is simpler.
  2. It prevents thrash — preventing accidental “downgrade-then-realize-I-need-the-feature” cycles. If you downgrade and immediately want to undo, just cancel the scheduled downgrade.

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What happens to features when downgrading

If you’re on Growth (with voice AI) and downgrade to Starter (no voice AI), at the period rollover:
  • Voice AI is disabled — incoming calls fall through to your existing voicemail
  • Existing voice configuration (voice picked, greeting, etc.) is preserved — re-upgrading restores it
  • Voice-AI-only features (web call button, AI receptionist on calls) stop functioning
  • Messages from the AI on text/chat continue (those are on every plan)
If you’re over the new plan’s caps when the downgrade lands (e.g., you have 15 published forms, the new plan caps at 5):
  • Existing forms keep working
  • You can’t publish new ones until you’re under the cap
  • Other features (conversations, voice minutes) immediately observe the new caps

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Annual ↔ monthly switches

Switching between monthly and annual billing of the same plan is treated as a downgrade-then-upgrade for proration purposes. You can do it from the same Change plan flow. Annual gets a discount (typically 2 months free per year), so most owners on month 7+ should be on annual.

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Cancelling

To cancel entirely (not just downgrade):
  1. Settings → Billing → Cancel subscription
  2. Pick a reason (helps us improve)
  3. Confirm
Cancellation goes into effect at period-end. You keep using the product until then. After period-end, your account is read-only — you can still log in and view data, but new conversations / appointments / etc. don’t work. You can reactivate by re-subscribing within 30 days of cancellation; your data is preserved. After 30 days, data is purged per our retention policy.

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Retention discount

If you click cancel, we may offer a retention discount (typically 20-30% off for 3 months) before the cancellation completes. Up to you whether to take it.

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Trial extensions

If your trial is ending and you need more time, see Trial extensions.

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Next

Invoices

Past payment receipts.

Trial extensions

Asking for more trial time.