Documentation Index

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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.

What you can do yourself vs. when to contact support

Most subscription and billing tasks can be handled directly in your Userflow dashboard without contacting support. Here's what you can do yourself and when you'll need to reach out to us.

Changing your plan, payment, and billing

In Settings → Billing, you can:

  • Upgrade to a higher tier — takes effect immediately (prorated for the rest of the billing cycle).

  • Start a downgrade to a lower tier — see "Downgrading your plan" below.

  • Update your payment method / card details.

  • View and download invoices (Billing History → Download).

  • Find your renewal date ("Next bill date" at the top of the Billing page).

Contact Userflow support (support@userflow.com) for:

  • Canceling your subscription — cancellations aren't self-serve (see "Canceling your Userflow subscription").

  • Completing a downgrade you can't finish yourself (see below).

  • Adding environments, extending trials, billing adjustments/refunds, switching between monthly and annual billing.

Common billing questions

When will I be charged?
Monthly plans: Same day each month (e.g., if you signed up on the 15th, you're billed on the 15th).
Annual plans: Once per year on your anniversary date.

What happens if I exceed my MAU limit?
You're not moved to a different plan. Instead, you're billed for additional MAUs in packs of 5,000, per month (or part of a pack). See "How Userflow Tracks and Bills MAUs" for current pack pricing, details, and how to reduce your count.

Can I pause my subscription?
Userflow doesn't offer subscription pausing. If you need to stop service temporarily, you would need to cancel and resubscribe later. Note that canceling means losing access to your flows and dashboard until you resubscribe.

Do unused MAUs roll over?
No. MAU limits reset each month. If you use 1,500 MAU in January on a 3,000 MAU plan, you don't get 4,500 available in February — you're back to 3,000.

Upgrading Your Plan

To upgrade to a higher tier:

  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

You can start a downgrade yourself in Settings → Billing: select the lower plan you want. Userflow checks your current usage against that plan's limits and shows anything that's over, written as current / allowed — for example, "resource centers 3/1", "survey questions 9/2", "environments 3/2".

  • If you're already within the lower plan's limits, you can complete the downgrade yourself. It takes effect at the end of your current billing period — you keep your current features until then.

  • If you're over on anything, reduce those items first (remove extra resource centers, survey questions, environments, or team seats; bring MAUs within range). The billing page lists exactly what to bring down.

  • If a downgrade can't be completed via self-service, the page will ask you to reach out to Userflow support, and we'll help you finish it.

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

Lower plan limit

What Happens to Excess

Monthly Active Users (MAU)

Your plan's MAU limit

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

Team Seats

Your plan's seat limit

You'll need to remove team members down to your plan's seat limit before the downgrade completes.

Event Trackers

Your plan's tracker limit

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

Environments

Your plan's environment limit

You'll need to consolidate or delete extra environments.

Integrations

Limited

HubSpot, Salesforce, and other integrations not included on the lower plan 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.

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 billed for additional MAUs in packs of 5,000 (per month, or part of a pack)

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?

The number of team members you can add depends on your plan. To see your seat limit, check your billing settings.

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've reached your plan's seat limit, 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).