Settings → Plans is the one place for plans. The top card says what you're on — Core always, plus Voice, Pro or Max when you have them. Included next to a plan means we switched it on for your account at no charge; previous billing means an older Voice subscription that still runs through our earlier billing system. Only the account owner can add or change plans; admins can see the page. What each plan adds is in Plans and pricing.
Plans are billed by WorkBench — the same way you bill a client's recurring plan — to the card on file. Every charge is a WorkBench invoice, and the invoices, receipts and the card are on your billing page (the link at the bottom of Settings → Plans). Card charges carry WorkBench's 3.50% + 30¢ card service fee, itemized on each invoice and shown on the Plans page before you confirm.
Add a plan
- Go to Settings → Plans. Pick Monthly or Annual · 2 months free at the top — annual is 10 months' price for 12 months (two months free), and each card shows the price per term.
- Press Add Voice, Add Pro or Add Max (Switch to Max when you already have one of the two).
- The first time, type your card into the sheet. It's a secure card form — the number goes straight to the card processor and WorkBench never sees it. Later plans just confirm against the card on file.
- Press Start …. The first invoice is charged to the card right then, the plan is on at once — the card reads On with its renewal date — and the receipt is emailed to you.
- One-time number setup: the first Voice or Max subscription for a company with no business number yet adds the $25 setup fee, shown on the card as + $25 one-time setup. It covers buying the number and its carrier registration. A company that already has a number isn't charged it.
- Gallery says Coming soon — it can't be added yet.
- Invoices and receipts: every charge is a WorkBench invoice, paid by the card on its renewal date and receipted by email. All of them, with the card, are on your billing page (the link at the bottom of Settings → Plans).
Switch monthly and annual, or go up to Max
- Monthly → annual (or back): flip the toggle at the top and the plan's card offers Switch to annual / Switch to monthly. Confirm in the sheet. The new term starts today and is charged today; what you already paid for simply runs out at its date. Nothing is prorated or credited back — switch close to your renewal date if you want the least overlap.
- Pro → Max: press Switch to Max on the Max card. The same way: Max starts today, and your Pro (and Voice) plan runs out at the date you had already paid to. The Pro (and Voice) card then reads Part of Max.
- Max → Pro or Voice: press Switch down to Pro (or Voice) on that card. Nothing is charged today: Max keeps working until the date you paid to, the smaller plan starts then and bills from that day, and the card reads Starts <date> meanwhile. Don't switch calls it off.
Add people
Core includes 2 people. The People card shows how many you have of how many. Add a person · $10/mo buys one more seat, billed monthly on the same card; Remove ends a paid seat at the close of its month. On Pro and Max people are unlimited and the buttons disappear. Adding or reactivating someone on Settings → Team & roles past the limit shows the same message, with an Add a person link that brings you here.
Change the card
One card pays for everything. Under Card on file, Add a card or Replace opens the card sheet; Save card moves every plan to the new card and removes the old one. The same card can be changed from your billing page (the link at the bottom of Settings → Plans), which is also where the link in a card-failed email takes you.
Cancel or resume
- Cancel on a plan's card ends it at the end of the period you paid for — the card reads Ends <date> and everything in the plan keeps working until then. Nothing is refunded for the rest of the term.
- Changed your mind before that date? Press Keep it and the plan carries on as before.
- Once the plan that gives you Voice has ended, your business number starts a 30-day countdown before it's released — see Get your business phone number.
When a card doesn't go through
WorkBench retries the charge over the following week and emails you about the failed charge with a link to update the card. You also get a notification (card didn't go through), the Plans page shows a red line with a Replace card button, and the plan's card reads Card failing. Replace the card and the next retry clears it — or pay the open invoice from your billing page (the link at the bottom of Settings → Plans). If a renewal is still unpaid 12 days after its date, the plan's features pause until it is — your data stays, and paying brings everything back.