Upgrade & Manage Your Subscription

6 min
Jan 08, 2022

Upgrade your account

You can upgrade your Free Forever plan to Pro, Studio Pro, or Agency Pro premium subscriptions to unlock more users, and advanced features for you and your team members, and move to a new level of collaboration!

To learn more about the Pro, Studio Pro, and Agency Pro plans, and see the detailed comparison visit the pricing page.

To upgrade your account go to the Account Setting -> Subscription, and click the Upgrade, Add more Seats, or Add more Projects buttons/ Upgrade to Pro, Studio Pro, or Agency Pro plans. 

Upgrade Webvizio Subscription

In the popup window choose the Pro plan and click Upgrade

Webvizio Subscription - Compare Plans

Number of seats

When upgrading to the Pro plan or Studio Pro in the next step, you have to select the number of seats according to the number of users in your team. By default, it shows the current number of seats you already had with your free subscription. By default, the Pro plan includes up to 5 user seats, while the Studio Pro plan includes up to 10 user seats. You can also add as many extra seats as you need with no limits, but each additional seat will be charged extra on a per-seat basis. Please check the Understanding Your Billing article for more details on that and calculation examples.

Update Webvizio subscription - payment details
Note

You will need to purchase seats for users in the Owner, Project Manager, and Assignee roles only. You don’t need to pay for Viewer and Guest user seats. Learn more about users roles here.

If you want to decrease your team size before upgrading, you need to either remove users you don’t want to pay for from the team first, or downgrade their roles.


With the Agency Pro plan, you’ll have no limit on the number of users who can access your account. With this subscription level, you can select if Viewers and even unregistered Guests can comment and create tasks. This is particularly useful for larger teams, external contributors, and stage-by-stage customer approvals during the project.
By default, this option is pre-selected for all Agency Pro accounts. If you wish to change this, please proceed to your Account Settings, choose the “Users & Permissions” tab, and uncheck “Allow viewers to create tasks” and “Allow guests to create tasks” or one of the above.

Webvizio settings - Allow users and guests to collaborate

Credit card

Webvizio accepts and supports most of the available credit cards. Enter your credit card details into the payment form, specify billing information, and click Purchase. The payment will be processed right away.

Good Idea

Consider signing up for the yearly billing cycle. It will save you 20% from the year’s price if billed monthly!

Manage Your Subscription 

After upgrading your account, you can manage your subscription in the Subscriptions section of your Account Settings.

Please note that only Account Owners have access to Subscriptions and Billing settings and can manage the subscriptions.
Learn more about the way you’re going to be charged in this article: Understanding Your Billing

Payment window

Your card will be automatically charged on the first day of every billing period unless you cancel your subscription. 

Changing payment method 

You can change your payment method or update your credit card information on file at any moment in the Payment Settings by clicking Update next to Payment method. 

Webvizio Update a payment method

Adding seats to your team (Pro & Studio Pro plans)  

If you need to add or reduce the number of your paid seats, you can do this by going to Account settings -> Subscription ->  Change team size:

  • To reduce your seat number, type in the number of seats you actually need in the pop-up window and press Confirm.

    Please note that if you chose fewer seats than are actually currently being used by paid users, you would still be charged for the number of seats actually being used. If you want to reduce the number of seats, you need to either transfer the user/s without seats to the free Viewer status or remove these users from your team!
     
  • To increase the number of paid seats, select the required number of seats in the pop-up window and press Purchase
Webvizio Subscriptions -- Change team size
Webvizio Subscriptons - Change team size - Popup

Please note that we will charge an additional charge for all newly added seats based on the number of days remaining until the next billing period. You can read more about billing in this article: Understanding Your Billing.

If at the time of adding a new paid user, there are not enough funds on the card linked to your account, we will follow with several attempts to charge it:

  1. On the day of the scheduled charge
  2. 24 hours after the first unsuccessful charge attempt 
  3. Within 36 hours after the second unsuccessful charge attempt

Upon each charge attempt, you will receive an email notification.

After a third unsuccessful payment attempt, your access to the Pro Webvizio functionality will be reduced back to the initial number of users that you had prior to the upgrade attempt. Please note that if there are not enough seats for all paid users, the users that were added to your account the last will be automatically transferred to the free Viewers roles.

Payment failure

If at the time of the scheduled payment for the next billing period, there are not enough funds on the card linked to your account, we will follow with several attempts to charge it:

  1. On the day of the scheduled charge
  2. 24 hours after the first unsuccessful charge attempt 
  3. Within 36 hours after the second unsuccessful charge attempt

Upon each charge attempt, you will receive an email notification.

In case of the third unsuccessful payment attempt, access to the Pro Webvizio functionality of Webvizio will be suspended. If the access is suspended, all projects are getting temporarily blocked except for three projects with the latest user activity.

Please note that we guarantee the safety of data on all blocked projects for 30 days only, after which the data may be deleted!

To avoid that, please update your account payment information in advance, and follow the messages on the main Webvizio dashboard, and Emails.

Reactivate Your Subscription

You can reactivate the Pro plan for your account by clicking Upgrade to Pro in the Subscriptions settings menu. 

Please note that we can only guarantee to keep your data on blocked projects if you reactivate the paid plan within 30 days from the date when the account has been downgraded due to the failed payment.

When you reactivate your subscription within 30 days, all your projects will be restored back to their state pre-deactivation, except for the projects that were active after deactivation.

Please note that activation only happens after a successful charge of the credit card linked to the account. In case of account reactivation, the first card charge includes:

  1. The payment for the Unpaid balance — the period from the moment of the first unsuccessful payment attempt to the moment of the account downgrade. The charge is made per the number of full days, based on the monthly billing system, and is calculated per the number of paid seats at the time of the first charge attempt.

You can read more about the monthly billing model in this article: Understanding Your Billing

  1. The payment for a new subscription is based on the number of paid seats and the selected billing period. You can read more about the monthly billing model in this article: Understanding Your Billing.

Please note that in this case, the beginning of the billing period date will be updated to the actual date of the paid subscription reactivation.