Manage a subscription and paid add ons

Open Settings → Subscription for the authoritative workspace subscription view. Only a workspace Super Admin can start or change platform billing. Other administrators can see selected plan facts but do not receive provider billing controls.

#Start a subscription

When the workspace has no live platform subscription, select a plan and any paid workspace add ons to include. agaro sends the selected catalog keys to the server, which resolves the configured provider price identifiers and active member quantity.

The hosted Stripe Checkout page is the authority for the amount, billing interval, quantity, trial, and payment method. Review it before completing checkout.

After returning to agaro, signed Stripe events reconcile the local subscription. Do not assume the return URL alone proves payment or activation.

#Read the current plan card

The Subscription page shows:

• Plan name
• Provider status
• Trial time remaining where applicable
• Current period end
• Active paid add ons
• Billing management actions for authorized users
• AI credit controls

Common statuses include Trialing, Active, Past due, Canceled, Incomplete, Unpaid, and Exempt.

#Use the billing portal

For an existing provider subscription, select Manage billing. Plan changes, payment methods, provider invoices, and cancellation are handled in the Stripe hosted billing portal.

Return to the agaro Subscription page after a portal change and allow reconciliation to update access.

#Add a paid add on

For an inactive add on, select Add add on. agaro updates the existing Stripe subscription and then waits for provider truth to reconcile before presenting it as current access.

If the workspace is starting its first subscription, select the add on before checkout so the plan and add on enter the same hosted session.

The add on must be configured in the platform catalog. A visible but unconfigured add on cannot be purchased.

#Remove a paid add on

Select Remove and approve the confirmation. Removing an add on changes recurring billing and can remove access to its module family after reconciliation.

Before removal:

1. Export or review operational records that depend on the module.
2. Stop scheduled sends, automation, or publishing activity in that family.
3. Confirm teammates understand the access change.
4. Approve the provider billing change.

Removal does not promise permanent erasure of every record created by the module. Use the product's data and privacy controls for deletion requests.

#Reconcile billing state

The paid add on card can show a target change while provider reconciliation is pending. Use the reconciliation control when available. A result stating that billing already reflects the add on means no second provider update was created.

If the card reports Billing issue, support required, ordinary add or remove controls are intentionally hidden. Contact support rather than trying repeated checkout or portal changes.

#Past due and read only access

A past due subscription displays a warning and the provider grace deadline when one exists. Update the payment method in the billing portal.

After the 7 day grace period, the workspace moves to the Free plan: the CRM for one user. The workspace owner keeps working in Leads, Contacts, Opportunities, Scheduling, and Events. Everyone else, and every other module, can read but not change anything. The API, MCP, AI agents, and automations make no change. Nothing is deleted. Subscription checkout and billing portal recovery actions remain available so a Super Admin can restore full access, which returns at once when the payment goes through.

#Canceled or unpaid subscriptions

Canceled and unpaid states do not grant normal paid access. The workspace moves to the Free plan. Restore the provider subscription from the available billing surface. If the provider portal no longer offers recovery, start the supported subscription checkout flow rather than creating a second customer manually.

#Exempt workspaces

An explicitly exempt workspace receives access without a normal provider charge. The platform owner workspace is always exempt. Exemption state is controlled by platform authority and cannot be self assigned.

#Troubleshooting

#Checkout returned but the plan still says inactive

Refresh the page and wait for the signed provider webhook. Keep the checkout reference. Do not start repeated sessions until you know whether the first session completed.

#Manage billing is missing

Only the Super Admin can manage platform billing. Exempt or not yet subscribed workspaces can also have a different billing path.

#Removing an add on did not immediately hide the module

Provider reconciliation is asynchronous. The module can remain installed while paid access becomes unavailable. The entitlement state, not the presence of the sidebar row, is the authority.

#The workspace is read only, or says it is on the Free plan

A workspace whose payment lapsed is on the Free plan: only the owner can change the CRM, and everything else is read only. Open the billing portal from Subscription, update the payment method or restore the subscription, then return and wait for reconciliation.