Billing & Subscription

This guide covers everything about managing your ShiftAI subscription, from choosing a plan to handling billing inquiries.

Pricing Plans

Monthly Subscription

| Plan | Price | Employees | Features | |------|-------|-----------|----------| | Starter | $9/month | Up to 10 | Basic scheduling, email support | | Professional | $29/month | Up to 50 | AI scheduler, analytics, priority support | | Business | $79/month | Up to 200 | Advanced features, API access, dedicated support | | Enterprise | Custom | Unlimited | Custom features, SLA, account manager |

Annual Subscription

Save 20% with annual billing:

| Plan | Monthly Cost | Annual Cost | Savings | |------|--------------|-------------|---------| | Starter | $7.20/mo | $86.40/year | $21.60 | | Professional | $23.20/mo | $278.40/year | $69.60 | | Business | $63.20/mo | $758.40/year | $189.60 |

Lifetime License

One-time payment for permanent access:

• Lifetime Pro - $299 (equivalent to ~13 months of Professional)
• Includes all Professional features forever
• No recurring payments
• Free updates for 2 years
• Perfect for small businesses with stable needs

Managing Your Subscription

Viewing Current Plan

1. Go to Settings → Billing
2. See your current plan details:
   • Plan name
   • Billing cycle
   • Next payment date
   • Employee count usage

Upgrading Your Plan

1. Go to Settings → Billing
2. Click Change Plan
3. Select your new plan
4. Confirm the change

What happens:

• Upgrade takes effect immediately
• You're charged the prorated difference
• New features become available instantly

Downgrading Your Plan

1. Go to Settings → Billing
2. Click Change Plan
3. Select a lower plan
4. Confirm the change

What happens:

• Change takes effect at next billing cycle
• You keep current features until then
• Excess employees may need to be deactivated

Cancelling Your Subscription

1. Go to Settings → Billing
2. Click Cancel Subscription
3. Tell us why you're leaving (helps us improve)
4. Confirm cancellation

What happens:

• Access continues until end of billing period
• Data is retained for 30 days after expiration
• You can reactivate anytime within 30 days

Payment Methods

Accepted Payment Methods

• 💳 Credit/debit cards (Visa, Mastercard, Amex)
• 🏦 Bank transfer (for annual plans over $500)
• 💰 PayPal
• 📱 Apple Pay, Google Pay

Adding a Payment Method

1. Go to Settings → Billing → Payment Methods
2. Click Add Payment Method
3. Enter your card or account details
4. Click Save

Updating Payment Method

1. Go to Settings → Billing → Payment Methods
2. Click Edit on the existing method
3. Update the details
4. Click Save

Removing a Payment Method

1. Go to Settings → Billing → Payment Methods
2. Click Remove (must have at least one method on active subscription)
3. Confirm removal

Invoices and Receipts

Viewing Invoices

1. Go to Settings → Billing → Invoices
2. See a list of all past invoices
3. Click any invoice to view details

Downloading Invoices

1. Click on the invoice
2. Click Download PDF
3. Save to your computer

Invoice Contents

Each invoice includes:

• Invoice number and date
• Billing period
• Plan details
• Amount charged
• Payment method used
• Tax information (if applicable)

Billing FAQs

When am I charged?

• Monthly plans: On the same date each month
• Annual plans: Once per year on your start date
• Lifetime: One-time charge at purchase

What if my payment fails?

1. We'll notify you by email
2. We'll retry the payment after 3 days
3. If still failing, you'll have 7 days to update payment info
4. Service pauses if not resolved within 14 days

Can I get a refund?

• Within 7 days: Full refund, no questions asked
• After 7 days: Prorated refund for annual plans
• Lifetime licenses: 30-day money-back guarantee

To request a refund:

1. Email billing@shiftai.com
2. Include your organization name
3. We'll process within 5 business days

Do you offer discounts?

• 📚 Educational: 50% off for schools and universities
• 🏥 Non-profit: 30% off for registered non-profits
• 🚀 Startup: Special pricing for early-stage startups

Contact sales@shiftai.com with proof of status.

What happens if I exceed my employee limit?

• You'll receive a warning notification
• Existing schedules continue to work
• You cannot add new employees until you upgrade or remove some

How do I update my billing address?

1. Go to Settings → Billing → Billing Details
2. Update your address
3. Click Save

Future invoices will use the new address.

Tax Information

VAT/GST

For businesses in applicable regions:

• Enter your VAT/GST number in billing settings
• Tax will be calculated or exempted based on your location
• VAT invoices are generated automatically

Tax Receipts

All invoices include necessary tax information:

• Subtotal and tax amounts
• Tax ID (where applicable)
• Business registration details

Tax Exemption

If you're tax-exempt:

1. Email billing@shiftai.com
2. Attach your exemption certificate
3. We'll update your account within 2 business days

Enterprise Billing

For Enterprise plans:

Custom Invoicing

• Net 30 payment terms available
• Purchase order support
• Custom billing frequencies
• Consolidated invoicing for multiple locations

Payment Methods

• Bank wire transfer
• Check payments
• ACH direct debit

Contact

For Enterprise billing inquiries:

• Email: enterprise@shiftai.com
• Phone: Available to Enterprise customers

Troubleshooting

"Payment method declined"

Common causes:

• Expired card
• Insufficient funds
• Bank security block

Solutions:

1. Check card details are correct
2. Contact your bank about the block
3. Try a different payment method

"Cannot downgrade - too many employees"

Solution: Deactivate employees until you're within the new plan's limit, then retry the downgrade.

"Invoice not received"

Check:

• Your email address in settings
• Spam/junk folder
• Download directly from billing page

"Subscription shows expired but I paid"

Possible causes:

• Payment processing delay
• Payment to wrong account

Contact: billing@shiftai.com with payment confirmation

What's Next?

• Organization Settings - Configure your workspace
• User Permissions - Manage team access
• Data Export - Export your data