How to make billing changes on Agency Plans

With an Agency Plan, you can make billing changes in the Billing section of your account. Here you can make changes like adding seats or changing the plan type. We've outlined common Agency Plan billing changes and their steps below:

• Adding seats
• Removing seats
• Changing your plan type
• View seat allocation
• Moving seats from one team to another team
• Canceling your Agency Plan subscription

Adding seats to your Agency Plan

When you want to add additional seats, you can do so in your Billing settings section. Alternatively, should you choose to add another mail account or team member to one of your teams, you'll be prompted to increase your seats at that time (Only Agency Admin users can make these changes).

Adding seats from your Billing Section

1. Click Settings in the left side menu
2. Click Billing 
3. Click the pencil icon under Seats 
4. Click + to increase the number of seats or type in the number of seats you wish to increase to
5. Click Next 
6. Confirm the prorated charge difference and the amount you'll be billed each billing cycle then click Pay

Adding seats when adding mail accounts or team members

1. Navigate to the team where you wish to add a mail account or team member by clicking the team name in the upper right corner, then hover over Switch Team, hover over your Agency team name , and select the team.
2. Either add a Mail Account or add a Team Member
3. You'll see a Billing Update on the page, which will indicate the increase in seats and the charge you'll incur

   

4. Continue adding the mail account or team member as normal

Removing seats

When you remove seats, you lower the number of seats that can be allocated across all of your teams. Rather than just removing the seats first, you'll want to remove the sending mail account or team member you no longer need.

1. Navigate to the team where you wish to add a mail account or team member by clicking the team name in the upper right corner, then hover over Switch Team, hover over your Agency team name, and select the team.
2. Remove the Mail Account or Team Member
3. You'll then be prompted to downgrade the number of seats however, it's best to head back to your Agency Team to confirm

Confirming the seats have been removed

1. Navigate to your Agency team by clicking the team name in the upper right corner, then hover over Switch Team, hover over your Agency team name, and select your Agency team.
2. Click Settings in the left side menu
3. Click Billing 
4. Click Seats Overview
5. If you see that you have more seats available than you will be using (ie: 12 of 14 seats used), click Agency Billing
6. Click the pencil icon under Seats 
7. Click - to decrease the number of seats or type in the number of seats you wish to decrease to
8. Click Next 
9. Confirm the prorated credit difference and the amount you'll be billed each month, then click Confirm

Changing your plan type

You can switch between Email Outreach Agency and Sales Engagement Agency and between Monthly or Annual billing options.

1. Click Settings in the left side menu
2. Click Billing 
3. Click Upgrade 
4. If needed, move the toggle between Monthly and Yearly to reflect the option you'd like, then click the blue price button under the plan type you want to switch to
5. Click Next 
6. Confirm the prorated charge and amount you will be billed each billing cycle, then click Pay

View seat allocation

1. Click Settings in the left side menu
2. Click Billing 
3. Click Seat Overview

Moving seats from one team to another

When you want to move seats from one team to another, you'll remove the seat from the team where you no longer need it, and then add a seat in the team you want to add another seat to.

1. Navigate to the team where you wish to remove a mail account or team member by clicking the team name in the upper right corner, then hover over Switch Team, hover over your Agency team name, and select the team.
2. Remove the Mail Account or Team Member
   1. if you're prompted to downgrade the number of seats, click cancel or dismiss - we want to save this seat to add it to the other team
3. Navigate to the team where you wish to add a mail account or team member by clicking the team name in the upper right corner, then hover over Switch Team, hover over your Agency team name, and select the team.
4. Either add a Mail Account or add a Team Member

Canceling your Agency Plan

We hate to see you go! If you're frustrated because of something, please send us a message so we can help (or click Contact Us below)! 

But if you really feel like your time with Mailshake is over, we understand. Here's how to cancel (this will cancel your whole Agency Plan subscription which includes all of your agency teams).

1. Click Settings in the left side menu
2. Click Billing 
3. Click Cancel Subscription 
   1. Your subscription will end at the end of your current billing period. You'll have full access until the end of the billing period. After that, you won't be able to use any features, and your data will be deleted a month later
4. Select the reason why you're canceling, then click Cancel Subscription and follow the on-screen prompts

Trying to pause or cancel a client team?

It's not possible to pause a client team, but you can remove the team and allocate your seats to other teams or a new team at any time.

If you're trying to cancel a client team, simply delete the team you no longer want to keep.