Plan requirement
| Subscription | Any plan |
| Access | Admin |
On the Subscription page under Billing, which any admin can open, not only the account owner. Put what you find in a shared calendar with a reminder a month ahead, because everything you might want to change is easiest then.
Find it
- In Admin Center, click Account in the sidebar, then select Billing > Subscription.
- Read the billing cycle in the plan summary, along with the products included, the plan type, the number of full agent seats included and what it costs.
- Put the date in a shared calendar with a reminder a month before.
You need to be an admin or the account owner to see this. If the page opens but there is no Manage button, yours is a managed account: you can read it and not change it, which for finding a date is enough.
Why a month before
Because that is when the useful conversation happens. Reducing seats, changing a plan, dropping an add-on: all of it is straightforward at renewal and awkward at any other time. A reminder on the day itself is a reminder that it is too late.
What to do with that month
- Compare seats bought against seats used.
- Check whether each add-on is being used.
- Ask whether the plan level still matches how you work.
- Talk to us if any of those needs changing.
An hour, once a year, and it is the only moment where acting on the answer costs nothing.
Put it in a shared calendar
Not a personal one. The person who sets the reminder is often not the person who will need it, particularly if the account has changed hands in the meantime.
If what you need is the end of a contractual term rather than the billing cycle, that is an agreement question rather than a screen. Ask pluscloud support and we will confirm it against your agreement.
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