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Managing plans

Change or update your Cassidy plan

Jake Rosenthal avatar
Written by Jake Rosenthal
Updated over a week ago

How to manage your Cassidy plan

  1. Open Organization Settings: Click on your name in the bottom left of the sidebar, then click the settings icon for your organization.

    *This option is only available if you're an Admin, however as a member you can click Billing or Upgrade to navigate directly to the next step

  2. Navigate to Billing: Once in the Organization Settings, click Billing.

  3. Select billing cycle: You can toggle between monthly and annual pricing options.

  4. Choose a plan: Review the available plans and their features. For non-enterprise plans, you can click Buy Plan on your desired option.
    โ€‹*Note that pricing in the screenshot may not reflect the actual prices of the plans we offer.

  5. Complete checkout: Clicking Buy Plan will take you to a secure Stripe checkout where you can self-serve sign up for a plan. Enter your payment details to complete the process.

  6. Contact us for Enterprise: If you're interested in an Enterprise plan, click the Contact Us button or reach out directly to [email protected]. Our team will work with you to customize a plan that fits your organization's unique needs.

By following these steps, you can easily change or update your Cassidy plan to ensure you have access to the features and capacity your team requires. If you have any questions or need assistance, don't hesitate to contact our support team.

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