Everything about upgrading, adding seats, invoices, cancellations and refunds. Seat and plan changes aren't fully self-serve yet — our team applies them for you, usually within a few hours.
How do I find my billing page and check my seat usage?
Click your workspace name in the top-left corner.
Open Workspace settings.
Go to Billing.
At the top of the Billing page you'll see your current usage — for example, "You have added 3 out of 5 persons available in your subscription." Deactivated people don't count toward this (see Managing People Directory).
How do I upgrade my plan?
Click Upgrade subscription at the bottom of the left navigation panel to see the available plans and pricing.
To apply an upgrade, message us in the in-app chat (or reply in your current chat) with the plan you want — our team completes the change for you, usually the same business day.
We send you a Stripe payment link or update your billing directly, then confirm once it's live.
Note: the in-app "Upgrade subscription" button opens a chat with our team rather than charging you automatically — this is expected.
Need a custom setup? Message us in the in-app chat and we'll help.
How do I add seats (add a person to my plan)?
Seat changes are handled by our team right now — self-service seat management is coming soon.
To add seats, message us in the in-app chat and tell us how many seats you'd like to add. Then:
We process the change, typically the same day (always within 24 hours).
We either send you a payment link or update your Stripe billing directly.
You'll get a confirmation in the chat once it's applied.
Can I add a seat mid-cycle on an annual plan?
Yes. Message us with the number of seats you need and we'll add them right away. For annual plans, we'll confirm the prorated amount for the rest of your billing period before charging — you won't be double-billed at renewal.
Where is the in-app chat?
It's the chat bubble in the bottom-right corner of Effy when you're logged in at app.effy.ai. Click it to reach our team (and Effy's AI assistant). If you're reading this from email, just reply or open Effy and click that bubble.
How do I close my account or cancel my subscription?
To cancel your paid subscription and return to the Free plan, message us in the in-app chat. We'll make sure:
Your subscription is cancelled correctly.
No further billing occurs.
After cancellation:
You keep access to all existing reviews and historical data until the end of your billing period.
After that period you can still view historical data but can't run new review cycles.
Your data is stored free of charge for 18 months after cancellation.
Permanently deleting your workspace and all data also needs to be done by our team (self-service deletion isn't available yet). Just let us know in chat.
How do I update my payment details or get invoices?
Use the Stripe billing portal to update your card, edit your billing address, and view or download invoices:
Payment receipts are emailed automatically to your billing address after each transaction. If you didn't get one:
Check your spam or junk folder.
Confirm your billing email is correct.
Download it from the Stripe billing portal.
Message us if you'd like it resent.
When will I get my refund?
A 30-day refund policy applies to your first payment — if you'd like a refund, contact us within 30 days of that payment. After the first 30 days, subscriptions are non-refundable. Once a refund is approved, it's issued to your original payment method and typically appears within 5–10 business days, depending on your bank.