Subscription Management
Upgrade plans, manage billing, and track your usage
In This Guide
Subscription Plans
Choose the plan that best fits your business needs. All plans include the full BookAI feature set.
Starter
Small businesses, solo practitioners
Pro
Growing businesses, multiple staff
Business
High-volume, multiple locations
Enterprise
Large organizations, custom needs
All Plans Include
Upgrading Your Plan
When to Upgrade
How to Upgrade
- 1Go to Dashboard → Subscription
- 2Click Upgrade or Change Plan
- 3Select your new plan
- 4Enter payment details
- ✓Click Subscribe - You're done!
What Happens After Upgrade
Managing Your Billing
View your subscription details, update payment methods, and download invoices.
Updating Payment Method
- 1.Click Manage Billing in your subscription panel
- 2.This opens the secure Stripe Customer Portal
- 3.Click Update payment method
- 4.Enter your new card details
Viewing Invoices
Download invoices for your records from the Stripe Customer Portal:
- 1.Click Manage Billing
- 2.Go to Invoices section
- 3.Download any invoice as PDF
Tracking Your Usage
Monitor your call usage to stay within your plan limits and know when to upgrade.
What Counts as a Call?
✅ Counted as a Call
- • Someone calls your BookAI number
- • AI answers and has a conversation
- • Any outcome (booked, inquiry, etc.)
❌ NOT Counted
- • Hang-ups before AI answers
- • Test calls from dashboard
- • Webchat conversations (unlimited!)
Usage Alerts
Cancellation & Changes
Downgrading Your Plan
- 1.Go to Subscription → Change Plan
- 2.Select a lower-tier plan
- 3.Change takes effect at next billing cycle
- 4.You keep all features until then
Cancelling Your Subscription
- 1.Go to Subscription → Manage Billing
- 2.Click Cancel Subscription
- 3.Confirm cancellation
⚠️ What Happens When You Cancel
- • You keep access until end of billing period
- • Your phone number is released
- • Appointment data is retained for 30 days
- • You can reactivate anytime
Need a Temporary Break?
Contact support@bookai.ca to discuss pause options instead of cancelling.
Payment FAQs
Q:What payment methods are accepted?
We accept all major credit cards (Visa, Mastercard, American Express) through Stripe, a secure payment processor.
Q:When am I billed?
Monthly subscriptions are billed on the same day each month. You'll receive an invoice via email after each payment.
Q:Can I get a refund?
Contact support within 14 days of payment for refund requests. Partial refunds may be available for unused time.
Q:Is my payment information secure?
Yes! Payments are processed by Stripe, a PCI-compliant payment processor. We never store your card details on our servers.
Q:What happens if my payment fails?
We'll notify you and retry the payment. You have a grace period to update your payment method before service is interrupted.