⚠️This help article only applies to Shortcuts customers who signed up after June 2024.
Unsure if that's you? You can check by logging into your account, click on the circle with your initials in the top right-hand corner. If you can see a "Subscription" option in the menu, this article is for you.
- How do I switch to another plan or change the number of people on my team?
- What if I want to change my plan before my next payment?
- How can I change my billing address and credit card details?
- What happens if one of my payments fail?
- Can I retry a failed payment?
- What payment methods do you accept?
- Can I pay yearly instead of monthly?
- What happens to my subscription once I cancel my account?
How do I switch to another plan or change the number of people on my team?
In your "Subscription page" under your profile icon, select "Manage your plan". Here you can see what plan you’re currently on, switch plans and change the number of people on your subscription. See "Manage your Shortcuts Aire subscription" for more information.
To change the number of people on your plan select the plus or minus button next to "People in my team" (Note: Grow and Free are limited to one user).
⚠️If downsizing the number of people in your team, please review the instructions in the “Remove an employee” article.
⚠️When moving from Pro or your Pro trial to another package (e.g. Free or Grow), please ensure your SMS confirmations and Appointment acknowledgement campaign is setup. You won't be able to edit these on Grow and Free.
To confirm your changes, select ‘Choose plan’.
What if I want to change my plan before my next payment?
You can change your subscription at any time.
- If you wish to upgrade your plan it will be actioned immediately. So we offer you the best value, we will deduct the proportion of your unused monthly subscription from the new plan amount.
- How does this work? You’ll receive pro-rated credit for your current billing cycle, which will apply automatically towards the new plan amount. You will only be charged for the difference of your new plan.
- Your subscription is charged on the same day of each month e.g. Jan 1st - Feb 1st. Any pro-rata credit will be calculated over the total number of days in your current billing period.
- If you wish to downgrade your plan it will be actioned immediately. You will be refunded for the remaining days that you haven’t used the plan. You will still be charged a pro-rata for any SMS and software usage that has occured before your downgrade. This will be reflected in your invoice.
- You will still be charged a pro-rata for any SMS and software usage that has occured before your downgrade. This will be reflected in your invoice.
- Any outstanding credit will be deducted from your next invoice amount.
- When upgrading or downgrading mid-billing cycle, the price difference may not be reflected in-app on the “Due Today” line. However, you will see any price adjustments on your invoice.
⚠️ If downsizing the number of people in your team, please review the instructions in the “Remove an employee” article.
How can I change my billing address and credit card details?
You can edit your credit card details in the "Update payment details" section on the Subscription page.
Once you've updated your information, select "Done". Your payments will now be processed on the new card.
What happens if one of my payments fail?
We understand things can come up! You’ll see a banner in Shortcuts letting you know your payment failed and to update your card details if needed.
We’ll retry your card three more times over 5 days, before downgrading you to our free plan. Once on Free you’ll only have access to one seat and no SMS features. You can switch back to our paid plans any time in your "Subscription" page.
Can I retry a failed payment?
Yes, you can do this from the "Subscription" page. If you update your payment details within 5 days of the failed payment your subscription will be renewed. After the 5 day retry period, you will automatically be downgraded to our Free package. If that’s the case, you can upgrade again at any time with valid card details to re-access the features you need.
What payment methods do you accept?
We accept all major credit cards, including VISA and MasterCard.
Can I pay yearly instead of monthly?
We provide only monthly plans, as they give our customers more flexibility. Cancel or downgrade to our free plan at any time.
What happens to my subscription once I cancel my account?
We’re sorry to see you go! Your cancellation will take place at the end of your current billing cycle. You can still access your Shortcuts site, and all of the features included in your current plan until then.
At the end of your billing cycle:
- You’ll no longer have access to Shortcuts or your data (e.g. client info, transaction and colour history, service and product catalogue, message history and more). If you’re on Pro, don’t forget to export your sales and performance data before you leave!
- You’ll be charged for any remaining SMS costs (overages or pay as you go SMS).
- To rejoin you will need to sign up again and start with an brand new site that will not include any previous data.