Managing Your Subscription

This guide covers your ClientFlow subscription — from understanding your current plan to subscribing, cancelling and managing the card you pay with.

Current Plan

View your current subscription at Subscription → Overview in the sidebar (Settings → Subscription opens the same page; on the Free plan it takes you to the Plans page instead). The Overview shows:

• Plan name — Your current plan (Free, Starter, Pro or Team); during a trial, the days remaining
• Billing cycle — Whether you are billed monthly or annually, and the price
• Next billing date — Or, once you have cancelled, the date your access ends
• Payment method — Your payment card, with its expiry date and an Update button
• Usage summary — Clients and storage against your plan's limits; on Team, your seats

Plan Comparison

Feature	Free	Starter	Pro	Team
Price (USD/mo)	$0	$15	$29	$59 (3 seats) + $15/seat
Clients	10	Unlimited	Unlimited	Unlimited
Storage	100 MB	5 GB	50 GB	200 GB + 5 GB per additional seat
Team seats	1	1	1	3 included + up to 50 more (53 total)
Analytics	None	Basic	Advanced	Advanced
WhatsApp	One-tap link	One-tap link	Automated, from your own number	Automated, from your own number
Calendar sync	Not included	Google + iCloud	Google + iCloud	Google + iCloud

Subscribing to a Plan

Choose a paid plan whenever you are ready for more features and higher limits.

How to Subscribe

1. Go to Subscription → Plans
2. Choose a plan, and whether to pay monthly or annually
3. Enter your card details and confirm
4. Complete the 3D Secure verification with your bank
5. Your plan is active as soon as the payment is confirmed

If your account is eligible for the 14-day trial, the Plans page offers it first. The trial needs no card.

Changing Plans

Moving an active paid subscription to a different plan is not available yet. To switch, cancel your current plan first — you keep full access until the end of the period you have already paid for — then choose your new plan on the Plans page once that period ends.

Cancelling

You can cancel your subscription at any time.

How to Cancel

1. Go to Subscription → Overview
2. Click Cancel Subscription
3. Pick a reason, add optional feedback and confirm

Your subscription stays active until the end of the current billing period. Until then you can click Keep My Subscription to reactivate it.

What Happens When Your Plan Ends

This applies when you cancel, and also when payment failures run past the grace period (see Failed Payments below):

• Plan — Your account moves to the Free plan
• Clients — The Free plan allows 10 active clients. If you have more, the 10 most recently active stay active and the rest are archived, not deleted
• Team seats — On a Team plan, the other team members lose access and pending invitations are revoked
• Add-ons — Extra seats and storage add-ons end with the plan
• Your data — For 30 days you can still view and export your data, but not change it. After that the account is locked until you subscribe again

Refunds

We offer a 14-day money-back guarantee on your first paid invoice (one refund per account); renewals are final, and a completed refund ends paid access at once. While that window is open, the Overview page links to Request a refund.

Payment Methods

Manage the card you pay for your subscription with at Settings → Payment Methods. The Update button on the Overview page takes you there.

Supported Payment Methods

ClientFlow takes card payments for your subscription through the payment provider iyzico. Supported card networks:

• Visa
• Mastercard
• American Express
• Troy (Turkish domestic cards)

Updating Your Card

1. Go to Settings → Payment Methods
2. Click Add Card
3. Enter your new card details and agree to ClientFlow storing the card
4. Click Set as Default on the new card so it is used for your subscription
5. If you like, remove the old card with Delete Card

ClientFlow does not store your full card number or security code. For a saved card it keeps a token from iyzico together with display details: the brand, first digits, last four digits, expiry date and name on the card. Paying for a plan is verified with 3D Secure by your bank.

Failed Payments

This is about your own ClientFlow plan — the card you pay us with. It has nothing to do with money your clients owe you: ClientFlow never charges your clients and never retries a payment on their behalf. For unpaid client invoices, see the Recurring Invoices guide.

If a payment for your own subscription fails, the subscription becomes past due and you keep full access for a 14-day grace period. During that time ClientFlow:

1. Emails you about the failure so you can update your card
2. Retries the card 1, 3, 7 and 14 days after the failure, unless the bank's refusal is final (a declined or stolen card, for example)

You do not have to wait: for your own subscription, use Update Card or Retry Payment on the Overview page at any time. If the payment is still unpaid after the grace period, the subscription is cancelled and your account moves to the Free plan (see What Happens When Your Plan Ends).

Billing History

View your past invoices and payments at Subscription → Invoices.

What Billing History Shows

• Invoices — One for each paid billing period, with its number, the period it covers and the total
• Transaction History — Each successful payment, with its date, the amount and the card used (brand and last four digits)
• The History tab lists events on your subscription, such as renewals, cancellations and failed payments

Downloading Invoices

Use Download PDF next to any invoice to save it as a PDF. Useful for expense tracking and tax purposes.