Subscription Plans: Difference between revisions
Created page with "This guide breaks down our available plans, how billing works, and how to seamlessly update, or cancel your subscription directly from your admin page.<br> ==Overview of SimplyMeet.me Plans== We offer a range of plans tailored to different scheduling frequencies and team sizes. You can choose to be billed '''Monthly''' or '''Annually''' (which can save you up to 15%) after you click Buy Now next to a preferred plan.<br><br> '''1. Free Plan'''<br> Ideal for individua..." |
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==Overview of SimplyMeet.me Plans== | ==Overview of SimplyMeet.me Plans== | ||
We offer a range of plans tailored to different scheduling frequencies and team sizes. You can choose to be billed '''Monthly''' or '''Annually''' (which can save you up to 15%) after you click Buy Now next to a preferred plan.<br><br> | We offer a range of plans tailored to different scheduling frequencies and team sizes. You can choose to be billed '''Monthly''' or '''Annually''' (which can save you up to 15%) after you click Buy Now next to a preferred plan.<br> | ||
===1. Free Plan=== | |||
Ideal for individuals, freelancers, and consultants getting started with automated scheduling.<br> | |||
Users: '''1'''<br> | |||
Meeting Types: '''Up to 3'''<br> | |||
Meetings Included: '''Up to 50 bookings''' per month<br> | |||
Calendar Sync: Connect '''1 external calendar''' + 1 internal calendar<br> | |||
Free plan offers functionalities such as One-on-One meeting type, automatic meeting confirmations, admin app to manage your meetings on your phone and others.<br>Please find the list of included features here: https://simplymeet.me/en/pricing | Free plan offers functionalities such as One-on-One meeting type, automatic meeting confirmations, admin app to manage your meetings on your phone and others.<br>Please find the list of included features here: https://simplymeet.me/en/pricing | ||
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===2. Standard Plan=== | |||
Perfect for individuals and small teams requiring more flexibility and additional functionality.<br> | Perfect for individuals and small teams requiring more flexibility and additional functionality.<br> | ||
Users: Up to 5<br> | |||
Meeting Types: Unlimited<br> | Users: '''Up to 5'''<br> | ||
Meetings Included: Up to 100 bookings per user/month<br> | Meeting Types: '''Unlimited'''<br> | ||
Calendar Sync: Connect up to 4 external calendars per user + 1 internal calendar/user<br> | Meetings Included: '''Up to 100 bookings''' per user/month<br> | ||
Calendar Sync: Connect '''up to 4 external calendars''' per user + 1 internal calendar/user<br> | |||
Standard plan includes a wider functionality range and is better for businesses that would like to offer group sessions as well as one-on-ones, edit the templates for automatic booking confirmations and reminders, use the booking widget on your own website, manage your own team with Organization functionality, and much more.<br>Please find the list of included features here: https://simplymeet.me/en/pricing | Standard plan includes a wider functionality range and is better for businesses that would like to offer group sessions as well as one-on-ones, edit the templates for automatic booking confirmations and reminders, use the booking widget on your own website, manage your own team with Organization functionality, and much more.<br>Please find the list of included features here: https://simplymeet.me/en/pricing | ||
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===3. Professional Plan (Most Popular)=== | |||
Designed for growing businesses and teams that require advanced customization and coordination tools.<br> | Designed for growing businesses and teams that require advanced customization and coordination tools.<br> | ||
Users: Up to 30<br> | |||
Meeting Types: Unlimited<br> | Users: '''Up to 30'''<br> | ||
Meetings Included: Up to 500 bookings per user/month<br> | Meeting Types: '''Unlimited'''<br> | ||
Calendar Sync: Connect up to 7 external calendars per user<br> | Meetings Included: '''Up to 500 bookings''' per user/month<br> | ||
Calendar Sync: Connect '''up to 7 external calendars''' per user + 1 internal calendar/user<br> | |||
Professional plan offers a number of Advanced Features such as Complete custom branding (remove SimplyMeet.me logos), custom domain, SMTP - integration of your own email server, poll meetings, and routing forms.<br>Please find the list of included features here: https://simplymeet.me/en/pricing | Professional plan offers a number of Advanced Features such as Complete custom branding (remove SimplyMeet.me logos), custom domain, SMTP - integration of your own email server, poll meetings, and routing forms.<br>Please find the list of included features here: https://simplymeet.me/en/pricing | ||
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===4. Enterprise Plan=== | |||
For larger enterprises (30+ users) requiring custom contract handling, dedicated training, and premium support.<br> | For larger enterprises ('''30+ users''') requiring custom contract handling, dedicated training, and premium support.<br> | ||
Users & Meeting types: Unlimited<br> | |||
Premium Perks: Dedicated Account Manager, individualized onboarding, phone support, and custom compliance contracts.<br> | '''Users & Meeting types: Unlimited'''<br> | ||
'''Premium Perks''': Dedicated Account Manager, individualized onboarding, phone support, and custom compliance contracts.<br> | |||
==Managing Your Plan== | ==Managing Your Plan== | ||
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== | ==Additional Users (Seats)== | ||
Your subscription always includes 1 main user (account owner) by default. Any extra teammates are counted as '''Additional Users'''.<br> | Your subscription always includes 1 main user (account owner) by default. Any extra teammates are counted as '''Additional Users'''.<br> | ||
Example:<br> | Example:<br> | ||
If Billing shows 3 Users, this means: 1 main user and 2 additional users.<br> | If Billing shows 3 Users, this means: 1 main user and 2 additional users.<br> | ||
===How to Add More Users=== | |||
If you need to invite more teammates:<br> | If you need to invite more teammates:<br> | ||
1. Go to Billing<br> | 1. Go to Billing<br> | ||
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4. Choose Monthly or Yearly billing.<br> | 4. Choose Monthly or Yearly billing.<br> | ||
5. Confirm payment.<br> | 5. Confirm payment.<br> | ||
The new user slots will become available once the payment goes through.<br> | The new user slots will become available once the payment goes through.<br> | ||
[[File:Buy Paid Plan Monthly Annual.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:Buy_Paid_Plan_Monthly_Annual.png]] | |||
'''Billing Notes'''<br> | '''Billing Notes'''<br> | ||
* Additional users are charged per seat<br> | * Additional users are charged per seat<br> | ||
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* Your next renewal amount updates automatically<br> | * Your next renewal amount updates automatically<br> | ||
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===How to Reduce Users=== | |||
Before reducing seats:<br> | Before reducing seats:<br> | ||
1. Go to Organization section.<br> | 1. Go to Organization section.<br> | ||
2. Delete users you no longer need.<br><br> | 2. Delete users you no longer need.<br><br> | ||
Then: | Then:<br> | ||
3. Open Billing.<br> | 3. Open Billing.<br> | ||
4. Click Edit Your Current Plan.<br> | 4. Click Edit Your Current Plan.<br> | ||
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==Additional Items: Setup Assistance== | ==Additional Items: Setup Assistance== | ||
Integrating a new scheduling system into your existing business workflow can sometimes be time-consuming.<br>To help you get up and running smoothly, SimplyMeet.me offers '''Setup Assistance''' as a one-time paid add-on service.<br><br> | Integrating a new scheduling system into your existing business workflow can sometimes be time-consuming.<br>To help you get up and running smoothly, SimplyMeet.me offers '''Setup Assistance''' as a one-time paid add-on service.<br> | ||
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'''What is included in Setup Assistance?'''<br> | '''What is included in Setup Assistance?'''<br> | ||
* A 1-on-1 dedicated session & training with our account manager.<br> | * A 1-on-1 dedicated session & training with our account manager.<br> | ||
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'''How to purchase:'''<br> | '''How to purchase:'''<br> | ||
You can add this service when first purchasing a subscription, or select it later under '''Additional items''' within the Billing section. This is a '''one-time fee''' and it does not renew.<br>After or before the purchase, please '''schedule a setup evaluation call''' with our account manager here: https://app.simplymeet.me/o/enterprise/setup or if you’re unsure how to proceed you can contact us directly in our Live Chat or at support@simplymeet.me.<br> | You can add this service when first purchasing a subscription, or select it later under '''Additional items''' within the Billing section. This is a '''one-time fee''' and it does not renew.<br>After or before the purchase, please '''schedule a setup evaluation call''' with our account manager here: https://app.simplymeet.me/o/enterprise/setup or if you’re unsure how to proceed you can contact us directly in our Live Chat or at support@simplymeet.me.<br> | ||
[[File:Setup assistance 1.png|1200px|center|link=https://help.simplymeet.me/index.php?title=File:Setup_assistance_1.png]] | |||
==Invoices and Billing Management== | ==Invoices and Billing Management== | ||
All payment history is securely archived within your admin page so you can view and download your subscription invoices at any time.<br><br> | All payment history is securely archived within your admin page so you can view and download your subscription invoices at any time.<br><br> | ||
===How to View and Download Invoices=== | |||
1. Go to Billing.<br> | 1. Go to Billing.<br> | ||
2. Scroll down to Customer Payments.<br> | 2. Scroll down to Customer Payments.<br> | ||
3. You will see a chronological list of all payments, including the date, amount, and payment status.<br> | 3. You will see a chronological list of all payments, including the date, amount, and payment status.<br> | ||
4. Click the invoice number to download the invoice as a PDF file for your accounting records.<br><br> | 4. Click the invoice number to download the invoice as a PDF file for your accounting records.<br><br> | ||
===Updating Invoice Details=== | |||
If you need to update your company name, physical address, or add a specific Tax/VAT identification number:<br> | If you need to update your company name, physical address, or add a specific Tax/VAT identification number:<br> | ||
1. Go to Billing.<br> | 1. Go to Billing.<br> | ||