Managing Your Userflow Subscription and Billing

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Managing Your Userflow Subscription and Billing

This guide covers how to manage your Userflow subscription: upgrading or downgrading your plan, extending trials, understanding billing cycles, managing user seats, and handling common billing issues.

Upgrading Your Plan

To upgrade from Startup to Pro or from Pro to Enterprise:

  1. Go to Settings → Billing in your Userflow dashboard

  2. Click Upgrade Plan

  3. Select your new plan

  4. Enter payment details (if not already on file)

  5. Confirm

Billing: Upgrades take effect immediately. You'll be charged a prorated amount for the remainder of the current billing cycle, then billed at the new plan rate going forward.

Access: New plan features (integrations, event trackers, additional environments, etc.) are available immediately after upgrade.

Downgrading Your Plan

To downgrade from Pro to Startup (or from Enterprise to Pro):

  1. Go to Settings → Billing

  2. Click Change Plan

  3. Select the plan you want to downgrade to

  4. Review what features you'll lose (see "What Happens When You Downgrade" below)

  5. Confirm

Timing: Downgrades take effect at the end of your current billing period. You keep access to your current plan's features until then.

What Happens When You Downgrade:

Feature

Startup Plan Limit

What Happens to Excess

Monthly Active Users (MAU)

2,500 MAU

Flows stop showing to users beyond the limit. You'll see a warning in your dashboard.

Team Seats

3 seats

You'll need to remove team members down to 3 before the downgrade completes.

Event Trackers

1 tracker

Additional trackers will be disabled. You choose which one to keep.

Environments

1 environment

You'll need to consolidate or delete extra environments.

Integrations

Limited

HubSpot, Salesforce, and other Pro-only integrations will stop syncing.

Action Required Before Downgrade:

  • Remove excess team members: Settings → Team

  • Disable extra event trackers: Settings → Event Tracking

  • Consolidate environments: Settings → Environments

If you don't complete these steps, your downgrade will be paused and you'll receive an email with instructions.

Extending Your Trial

Standard Trial: Userflow offers a 14-day trial of the Pro plan.

Can I extend my trial?

Trial extensions are handled on a case-by-case basis. Trials can sometimes be extended if you need more time to:

  • Complete a proof-of-concept with your team

  • Test specific integrations or features

  • Get technical setup completed

How to request an extension:
Email support@userflow.com from your account email address with:

  • Your company name

  • Why you need more time

  • How many additional days you're requesting (typically 7-14 days)

We'll review and respond within 1 business day.

Note: Extensions are not guaranteed and are generally limited to one per account.

Understanding Your Billing Cycle

Billing Cycle:

  • Monthly plans: You're billed on the same day each month (e.g., if you signed up on the 15th, you're billed on the 15th)

  • Annual plans: You're billed once per year on your anniversary date

What You're Billed For:

  • Your plan's base price (based on MAU tier)

  • Any add-ons: extra environments, NPS packs, etc.

  • Overages: if you exceed your MAU limit, you're automatically moved to the next tier and billed accordingly

To view your current cycle and next bill date:

  1. Go to Settings → Billing

  2. Your next bill date and amount are shown at the top

Managing User Seats (Team Members)

How many team members can I add?

  • Startup: Up to 3 team members

  • Pro: Up to 10 team members

  • Enterprise: Unlimited

How to add a team member:

  1. Go to Settings → Team

  2. Click Invite Team Member

  3. Enter their email address and select a role (Admin, Editor, or Viewer)

  4. Click Send Invite

How to remove a team member:

  1. Go to Settings → Team

  2. Click the ••• menu next to the member's name

  3. Select Remove from Team

Note: If you're on the Startup plan and already have 3 members, you'll need to remove someone before adding a new member.

Common Billing Issues

I Need to Update My Payment Method

  1. Go to Settings → Billing

  2. Click Update Payment Method

  3. Enter new card details

  4. Click Save

Your next bill will be charged to the new card.

My Payment Failed

If a payment fails (expired card, insufficient funds, etc.):

  • You'll receive an email with instructions

  • Your account remains active for 7 days

  • Update your payment method within 7 days to avoid service interruption

To retry a failed payment:

  1. Go to Settings → Billing

  2. Update your payment method

  3. Click Retry Payment

I Need a Copy of My Invoice

All invoices are emailed to your account email address immediately after each billing cycle.

To download past invoices:

  1. Go to Settings → Billing

  2. Scroll to Billing History

  3. Click Download next to the invoice you need

I Have a Question About a Charge

If you see an unexpected charge or need clarification on your bill, email support@userflow.com with:

  • Your company name

  • The charge date and amount

  • Your question

We'll investigate and respond within 1 business day.

Canceling Your Subscription

To cancel your Userflow subscription:

  1. Email support@userflow.com from your account email address with "Cancel Subscription" in the subject line

  2. We'll confirm your cancellation request and your final bill date

  3. Your account will remain active until the end of your current billing cycle

  4. After that, your flows will stop showing and your dashboard access will be revoked

Before Canceling:

  • Export any data you want to keep (user lists, flow analytics, etc.) — see Settings → Data Export

  • Cancel any active integrations (HubSpot, Salesforce, etc.) on your end to stop data syncing

Note: Cancellations are final and take effect at the end of your billing period. If you cancel mid-cycle, you won't receive a refund for the unused portion.

Finding Your Renewal Date

To find when your next renewal is:

  1. Go to Settings → Billing

  2. Look for "Next bill date" at the top of the page

To see your subscription history:

  • Scroll to Billing History on the same page

Need More Help?

For billing questions not covered here, contact support@userflow.com. Include:

  • Your company name

  • Your question or issue

  • Any relevant invoice or transaction IDs

We typically respond within 1 business day (faster for urgent billing issues).