How to Manage Your Subscription

View and Manage your subscription

Start a paid plan, change your plan or billing cycle, or cancel—right from Settings → Plan.

Which button will you see?

The button shown on your Plan page depends on your current account status:

• Extend / Add — You’re on a trial or haven’t added a payment method yet. Use this to start a paid plan.

• Skip Trial & Pay — You’re on a trial and want to start your paid plan immediately.

• Manage subscription — You already have a paid plan. Use this to change plan/billing cycle or cancel.

If you’re on a trial, you’ll also see “(Trial)” next to the plan name.

Update your plan or billing cycle

Want to move between plans (e.g., Starter, Growth, Premium) and/or switch how often you’re billed (monthly, every 3 months, annually)? Changes are handled in Stripe’s secure billing portal — Stripe shows the exact amount (including any proration) before you confirm.

1. Sign in to Loyally.ai and go to Settings → Plan.

2. Click Manage subscription.

3. In the Stripe Billing Portal, click Update subscription.

4. On the update screen, select:

   • Your new plan (Starter, Growth, Premium).

   • Your preferred billing cycle (Monthly, every 3 months, or annual).

5. Click Continue and confirm.

Billing note: Changes take effect immediately. Stripe prorates and invoices immediately; any credits apply to future invoices.

Cancel your subscription

Canceling stops future renewals. Your account stays active until the end of the current billing period, and you won’t be charged again after that.

1. Sign in to Loyally.ai and go to Settings → Plan.

2. Click Manage subscription.

3. In the Stripe Billing Portal, click Cancel subscription (just below Update subscription).

4. Confirm cancellation.

Your plan will remain active until the end of the current billing period, and you won’t be charged again.

Use the correct login: Subscriptions are tied to the email you’re signed into. If you have multiple accounts, make sure you’re in the right one before making changes.

Invoices & payment methods: From the Stripe page you can update your payment card, billing details, and download invoices.

Continue a Paid Plan (if you see Extend / Add)

When your trial has ended or you skipped adding a card at signup. You’ll confirm your plan and billing cycle in a popup.

1. Sign in to Loyally.ai and go to Settings → Plan.

2. The plan details are shown in two sections: "Plan" and "Payment History".

   1. "Plan" displays your current subscription plan and its price.

   2. "Plan Payment Date" displays your next payment date, time, and "Days Left".

3. Click "Extend" to renew/continue your plan. Choose your:

   1. Plan

   2. Billing Cycle

   3. Promo Code (if any)

   4. Payment method

   5. Click 'Pay' to confirm.

Your subscription starts immediately if the trial ended, or at the trial end date if trial time remains.

Downgrade or Upgrade Your Subscription Plan

If you find that your current plan no longer fits your needs, you can easily downgrade or upgrade to a different tier at any time through your account settings.

1. Log in to your Loyally.ai dashboard and navigate to the Settings menu. Under the “Plan section”, locate and click on “Manage Subscription”.

2. Once you are redirected to the subscription management page, click the “Update Subscription” button. This will display all available plans.

3. Review the list of available tiers. Choose the plan you wish to downgrade/upgrade to and click “Continue”.

4. Review the new billing details and the effective date of the change. If everything looks correct, click “Continue” to finalize the update.

Tip: You can follow these exact same steps when you are upgrading to a higher tier one.

Payments History

1. To view payment history, click the 'Payments History' button at the top-right.

2. All historical payments are listed here with details such as Status, Transaction ID, Date and Time, Amount, and Details.