Subscription management

Overview

Swiftask subscription management lets you update or end your subscription directly from your workspace. Use it when you want to upgrade your plan or cancel it.

For plan details and pricing, visit swiftask.ai/pricing.

Prerequisites

Before managing your subscription, you need:

• A Swiftask account

• Admin or Owner role in your workspace

• Access to your workspace settings menu

Note: Only Admins, Owners, and Billing Partners can manage subscription settings.

Step-by-step guide

Access subscription management

1. Click the Settings icon at the bottom of the left sidebar

   

2. Click Subscription or Workspace settings

3. In the settings menu, locate the Subscription section and click Subscription

You'll land on the Manage subscription page, organized into four tabs: Overview, Extras, Billing, and Settings.

The Overview tab shows your current plan, price, AI credit usage, and user seat usage at a glance.

Upgrade your plan

1. Click Upgrade my plan in the top-right corner

2. Compare available plans and pricing at swiftask.ai/pricing

3. Select the plan you want

4. Complete the checkout process

Result: Your upgrade takes effect immediately, and your billing is adjusted based on the new plan.

Quick actions: From the Overview tab, you can also click Get more credit or Add more seats to add resources without changing your plan tier. These options are also available in the Extras tab.

Cancel your plan

1. Go to the Settings tab

2. Locate the Cancel subscription section

3. Click Cancel subscription

4. Confirm the cancellation

Result: You can cancel your subscription at any time. Your subscription remains active until the end of the current billing period, and no future charges are made.

Practical use cases

Upgrade for more capacity
Your team is approaching its seat limit (e.g., 7/10 seats occupied), so you upgrade your subscription to continue growing without interruptions.

Check pricing before upgrading
You compare options on swiftask.ai/pricing before choosing the right plan.

End a subscription
You no longer need Swiftask, so you cancel the plan while keeping access until the current billing period ends.

Tips & best practices

• Always check swiftask.ai/pricing before upgrading.

• Monitor your AI Credits and User Seats usage bars in the Overview tab to know when to act.

• Canceling stops future billing, but access remains active until the current period ends.

• If you need billing-only access, use the Billing Partner role.

Troubleshooting

Issue: I can't access subscription management
Cause: You do not have the required role.
Fix: Ask an Admin or Owner to grant you access, or assign the Billing Partner role.

Issue: The upgrade price seems different than expected
Cause: Pricing may vary based on billing frequency or billing adjustments.
Fix: Review the pricing page at swiftask.ai/pricing before confirming.

Additional resources

• Swiftask pricing

• Billing FAQ

• Invoices & subscription