Subscription & Billing
The Subscription page manages your workspace's plan, per-user seat licensing, payment methods, and billing history. concorbit uses Stripe for all payment processing.
URL: /settings/subscription
Required permission: Any logged-in user can view the subscription page.
Accessing Subscription Settings
Go to Settings from the sidebar.
Click the Subscription card (described as "Plan, billing, payment method, invoices").
Subscription Tiers
concorbit offers three subscription tiers. Pricing is per user, per month:
| Tier | Target Audience | Key Features |
|---|---|---|
| concorbit | Small teams getting started | CRM, basic Billing, basic Email, Files, Dashboard |
| concorbit Pro | Growing businesses | Everything in concorbit plus Vault (encrypted secrets), advanced Email campaigns, Docs, Projects, Forms, Helpdesk |
| concorbit Agency | Agencies managing multiple clients | Everything in concorbit Pro plus sub-tenant management, automation, analytics, advanced portal, white-label features |
The exact per-seat prices are displayed on the plan selection modal and on the Subscription page.
Agency Tier Add-Ons
Agency tier includes additional costs:
Sub-tenant surcharge: Each sub-tenant (client workspace) you create is billed at a flat monthly rate per sub-tenant.
This charge is displayed on the Subscription page if you have active sub-tenants.
Free Trial
New workspaces start with a free trial that grants full concorbit Pro access. During the trial:
A banner at the top of the Subscription page shows how many trial days remain.
The banner colour changes as the trial nears expiration:
Teal: more than 6 days remaining.
Amber: 3, 6 days remaining.
Red: 2 days or fewer remaining.
Support access is enabled by default during the trial.
When the trial ends, you must choose a paid plan to continue using concorbit. If you do not subscribe, the workspace becomes read-only.
Viewing Your Current Plan
The main card on the Subscription page shows:
Plan name and tier badge (concorbit, concorbit Pro, or concorbit Agency).
Status: Active, Trial, Past Due, Cancelled, or Expired.
Price per user per month.
Number of users (seats).
Monthly total (price x seats, plus any sub-tenant surcharges).
Next payment date.
If your subscription is set to cancel at the end of the billing period, a warning message shows the cancellation date and confirms you retain access until then.
Choosing or Changing Your Plan
Click Change plan (or Choose a plan during a trial).
A modal displays the three tier options as selectable cards, each showing:
Tier name and price per user per month.
A short description.
A feature list (top 5 features).
Whether it is an upgrade or downgrade from your current plan.
Click a plan card to select it (a checkmark appears).
Click Continue to checkout (for new subscriptions) or Switch plan (for existing subscribers).
For New Subscriptions
You are taken to an embedded Stripe checkout page within concorbit. Enter your payment details and confirm. You never leave the concorbit URL.
For Existing Subscribers
Plan changes are handled via Stripe's mid-cycle proration. You are charged or credited proportionally for the remaining days in your billing period.
Downgrading
When you downgrade:
Access to higher-tier features is removed at the end of the current billing period.
Your data is preserved. If you upgrade again later, everything is still there.
Modules that require the higher tier will show a lock icon on the Modules page.
Per-User Seat Licensing
concorbit supports mixed-tier seating: individual users can be on different subscription tiers within the same workspace.
The Seats Table
Below the plan summary, the Seats section lists every user with:
| Column | Description |
|---|---|
| Name and email | The user's identity. |
| Owner badge | Indicates the workspace owner. |
| Milestone badge | Shows if this seat is a milestone reward (free concorbit Pro). |
| Tier dropdown | The user's individual seat tier, selectable from a dropdown. |
| Price | The monthly cost for this seat. |
Changing a Seat's Tier
Find the user in the seats list.
Use the tier dropdown to select a different tier.
The change is saved automatically.
Constraints:
You cannot set a seat below the workspace's base tier. If the workspace is on concorbit, you can upgrade individual seats to concorbit Pro, but you cannot downgrade them below concorbit.
concorbit Agency tier seats are only available if the workspace itself is on the concorbit Agency tier.
Milestone reward seats (free concorbit Pro) cannot be changed.
Upgrading All Seats
If your workspace is on the concorbit tier and you want to give everyone concorbit Pro access without upgrading the whole workspace, click the Upgrade all to Pro button. This upgrades every concorbit-tier seat (except milestone rewards) to concorbit Pro.
Milestone Reward
concorbit awards early customers a free concorbit Pro seat as a permanent reward. This seat:
Is marked with a "Milestone reward, free concorbit Pro" badge.
Always costs nothing, regardless of the workspace tier.
Can be reassigned to any user by clicking Move free seat here next to another user.
Monthly Cost Breakdown
The cost breakdown card provides a detailed view of your monthly bill:
2 x Concorbit Pro (price each) total
3 x Concorbit (price each) total
1 x milestone reward (free Concorbit Pro) £0.00
2 x sub-tenant surcharge (price each) total
────────────────────────────────────────
Monthly total £XX.XX
This breakdown updates in real time as you change seat tiers or add/remove users.
Cancelling Your Subscription
Click Cancel subscription in the Actions card.
In the cancellation modal:
Read the notice: your subscription remains active until the end of the current billing period, after which the workspace becomes read-only.
Optionally provide a reason for leaving.
Click Cancel subscription to confirm.
After cancellation:
The Subscription page shows a "Your subscription will end on [date]" message.
A Reactivate button appears if you change your mind before the period ends.
Reactivating a Cancelled Subscription
If you cancelled but the billing period has not yet ended:
Go to the Subscription page.
Click Reactivate.
Your subscription continues as normal with no interruption.
Billing History
The Billing history section at the bottom of the page shows all past invoices:
| Column | Description |
|---|---|
| Invoice number | The unique invoice identifier. |
| Status | Sent, Paid, Overdue, or Refunded. |
| Amount | The invoice total. |
| Date | When the invoice was issued. |
| Click to download the invoice as a PDF. |
Payment Methods
Payment method management is handled through Stripe's hosted portal. Click Manage payment method (if available) to update your card or payment details via Stripe's secure interface.
Special Account Types
Platform Tenant
The concorbit platform tenant has permanent Agency tier access with all modules active. No subscription or billing is required. The Subscription page displays this status with a shield icon.
Lifetime Plan
Legacy lifetime plan holders have permanent free access. The Subscription page shows a "Lifetime plan" card confirming no payment is required.
Related Documentation
Module Management, which modules each tier unlocks.
User Management, how adding/removing users affects seats.
Agency & Multi-Tenant Management, sub-tenant billing details.