Manage your Subscription

Check Your Subscription Usage

Object Usage

1. Go to the billing page and look under the Usage Limit panel on the right hand side of the page.
2. You will see how many objects are included in your plan and how many you are currently using.
3. For a detailed breakdown of how your objects are being counted, click on Usage Details

User Usage

1. Go to the billing page and look under the Usage Limit panel on the right hand side of the page.
2. You will see how many users are included in your plan and how many you are currently using.

caution

Both Active and Pending users are counted towards the total users in your subscription plan. 

Deleted or Public users will not be counted.

Refer to User Statuses for a detailed explanation of the differences between the user statuses in Holistics.

Upgrading or Downgrading Your Subscription

Adding Users or Objects to Your Subscription

You can change your add-ons (such as additional objects or users) from within Holistics. On the billing page within Holistics:

1. Scroll down to the add-ons section and toggle the number of additional users and/or objects you would like to purchase
2. Click on 'Proceed to Payment' to complete payment on our external billing portal.

caution

The price shown within the Holistics billing page is what you will have to pay monthly inclusive of the base plan price, not just the new add-ons. It will be reflected correctly on the external billing portal before you make payment.

Switching Payment Frequency

You can switch between monthly and annual subscriptions directly from the in-app billing page (for applicable plans).

Please keep in mind the following important points:

• Renewal Date Change: Switching your subscription will change the renewal date to the current date.
• Pro-Rated Credits: The previous subscription will be pro-rated, and the remaining value will be applied as credits toward the new subscription. Learn more about Pro-ration.

For assistance or specific requests, contact your account manager or submit a support ticket in-app under the Subscription/Billing category.

Pause Your Subscription

At Holistics, we understand that unforeseen circumstances may arise. Rather than cancelling your subscription, we recommend pausing it temporarily if you anticipate returning in the future. Pausing your subscription allows you to retain your account and data (up to 180 days).

To pause your subscription, follow these simple steps:

1. Contact Us: Reach out to our support team via the in-app form to initiate the subscription pause process.
2. Specify Duration: Let us know how long you want to pause the subscription for and why. We will try our best to work with you and accommodate your needs.

Cancel your Subscription

To cancel your subscription, follow these steps:

1. Choose the Billing tab in your settings or click on Billing & Usage page from the top-right drop-down menu.
2. Click on the Plan Details tab.
3. Locate and click the Cancel Subscription button.
4. Confirm your decision by selecting the Proceed with Cancellation button.
5. Provide the reason for the cancellation.
6. Finally, click the Cancel Subscription button to complete the process.

Note

If your admins cannot access your plan details on the Billing & Usage page, you may be on a legacy plan without in-app cancellation support. To manage or cancel your plan, please submit a support ticket via the in-app form.

FAQs

• I can’t find my account’s subscription usage / The usage page is empty
  • Your subscription may be a custom plan with us. Please contact our support team at [email protected] for more details.
• What happens to my data if I cancel/pause my subscription?
  • After you unsubscribe, or when your trial has expired, Holistics will retain your data for 180 days. After that, the data would be removed from the system.
• How will I be billed when I resume my paused subscription?
  • When you choose to resume a paused subscription, the pricing plan picks up where it left off. One notable adjustment is the renewal date. For instance, if your initial renewal date was the 1st of the month, and you pause your subscription with 15 days left, then resume it on the 8th of the month, the renewal date shifts to the 23rd. This adjustment ensures you are billed only for the active days of your subscription.
• I cannot make any changes to my subscription, there is a pending invoice.
  • Your subscription cannot be upgraded, downgraded, or cancelled while there are unpaid charges. Please make payment on your outstanding invoices.