How to Manage Your Subscription in Salesflow
Managing your Salesflow subscription is quick and easy. This guide walks you through upgrading from your trial, choosing a plan, adding your payment details, and managing everything from your Subscription panel - including seats, payment methods, and invoices.
1. Upgrading your subscription
Step 1 - Onboard your account
Step 2 - Click "Upgrade to Pro"
Step 3 - Choose your plan and billing frequency
Step 4 - Add your payment information
2.3 Update your payment method and billing information
3. Adding more seats (Expansion)
4. Swapping a LinkedIn Account
5. Freezing your subscription
6. Canceling
6.1 Canceling individual seats
6.2 Downgrading from a Bundle Plan
6.3 Canceling your entire subscription
1. Upgrading Your Subscription
Follow these steps to upgrade your account and start a paid subscription.
Step 1: Onboard your account
Log in to Salesflow and go to Settings › LinkedIn Account Settings. On the LinkedIn Account tab, fill in your LinkedIn account information (email, password, location, and timezone) to connect your account.
Step 2: Upgrade to Pro
On the same page, click the + UPGRADE TO PRO button at the bottom of the accounts panel (shown above) to begin the upgrade process.
Step 3: Choose your plan and billing frequency
On the Billing Plan step, select the number of seats, your billing period (Monthly, 6 months, or 12 months - longer periods include a discount), and the plan that best fits your needs. The Changes Summary on the right updates in real time so you can see exactly what you'll be charged.
Not sure which plan to choose? Click compare all plans on this screen, or visit our pricing page to understand what each plan includes. You can also enter a coupon code here if you have one.
Step 4: Add your payment information
Next, complete the Billing Info step with your company details, country, and address (some fields are optional).
Then, on the Payment Method step, enter your card details and click Add to securely save your payment method and confirm the upgrade.
2. Manage your Subscription
Once you’ve upgraded, you’ll have access to your Subscription panel. The Subscription Info tab shows your current plan, payment status, billing frequency, next billing amount and date, your Subscription ID, and your assigned seats.
From here you can:
2.1 Add your LinkedIn account
If you haven’t connected a LinkedIn account yet, click + Add Account under Assigned Seats to assign your seat and connect your account.
2.2 Change your payment plan
Go to the Manage Seats & Plan tab to purchase more seats, switch your billing period, or change your plan (Basic, Starter, Pro, Agency, or Enterprise). Review the Changes Summary, then click Confirm Changes to apply. Changes take effect from your next billing cycle.
Visit our pricing page to see all subscription options or, in your Subscription Settings, click "Compare all plans"
3.3 Update your payment method and billing information
Open the Payment Method tab to view, update, or add a card. You can set a primary card and add a backup payment method in case your primary payment fails.
View and download invoices
Open the Invoices tab to see all your invoices - including invoice ID, billing amount, billing date, validity, and status - and download any invoice for your records using the download icon.
3. Adding More Seats (Expansion)
Besides buying seats from the Manage Seats & Plan menu, you can also buy a new seat directly from your LinkedIn Account settings. Go to Settings › LinkedIn Account Settings and click + BUY NEW SEATS at the bottom of the accounts panel. A “Buy new seat” window opens with a clear cost breakdown before you confirm.
Important: Any new seat you purchase is charged pro-rated (from the moment of purchase until your next renewal date) and uses the same plan you're currently on. If you want to change the plan or billing frequency, go to the Manage Seats & Plan menu instead (see Step 5b above).
4. Swapping a LinkedIn Account
To move a seat to a different LinkedIn account, go to the Subscription panel and, under Assigned Seats, click the three dots (⋮) next to the account you want to change, then select Remove Account. This removes the LinkedIn account but keeps the seat and subscription - so you can onboard a new LinkedIn account onto that same seat whenever you're ready.
5. Freezing your subscription
If you wish to freeze your subscription at any point, click on the same three-dot (⋮) menu, then click on Cancel Seat:
The below screen will pop up, where you will click on Just Taking a Break > Proceed:
After you proceed, you'll get a following screen with more details, and to finalize, click on Pause my Accounts:
To unfreeze, on the same page under Subscription Info, click on Activate:
Choose the plan that you want to reactivate on, and Confirm Changes:
5. Canceling
5.1 Canceling individual seats
You can cancel a specific seat from the same three-dot (⋮) menu next to an account under Assigned Seats - choose Cancel Seat.
Important - bundle plans: Some plans come as a fixed bundle of seats (for example, the Starter plan includes a minimum of 5 seats). You cannot cancel seats below that bundle minimum. You can only cancel the extra seats you've added on top of the bundle. For example, if you have a 5-seat Starter bundle plus 3 additional seats, you can cancel up to 3 individual seats - but the 5 bundle seats must stay as long as you remain on that plan.
If you’re on a bundle and want to reduce below the minimum, you'll need to downgrade to a different plan instead (see below).
5.2 Downgrading From a Bundle Plan
If you need to downgrade from a bundle plan, you'll be prompted to choose exactly which accounts you want to fully cancel as part of the downgrade.
Once confirmed, the changes are applied at the end of your current billing term (shown in the green notification banner at the top of your Subscription Info tab) which summarizes the scheduled changes (and lets you cancel them if you change your mind).
5.3 Canceling Your Entire Subscription
If you want to cancel your whole subscription, go to the Subscription Info tab and, next to “Need to leave?”, click Cancel Subscription, then follow the on-screen steps to confirm.
Important: This cancels your entire subscription - all of your accounts - at the end of the current billing cycle. You’ll keep access to your plan until then, but no further billing will occur.
Go to the Subscription Info tab in your Subscription panel.
Next to “Need to leave?”, click Cancel Subscription.
Confirm your cancellation by following the on-screen steps.
5.4 Do you only want to take a break?
If you'd like to pause your subscription instead of canceling it completely, you can place your accounts on hold for $20 per account per month.
To pause your subscription:
Navigate to Subscription Settings
Click Cancel Subscription
Select "Just taking a break"
Your subscription and all associated accounts will be paused starting from your next billing cycle. During this period, all account data will be retained, allowing you to resume your subscription at any time without losing your settings, campaigns, or account history.
Need Help?
If you still have questions, check out this FAQ to learn more about how to manage your subscription
If you encounter any issues managing your subscription, please contact our support team at support@salesflow.io or via the Support chat.