Plan & billing

In simple words

Plan & billing is part of Workspace. Your plan, payments, coupon codes and GST details. This guide takes you through it in 7 short steps.

Where it fits in your work — Oversee. Follow every panel's live numbers, the audit log, usage against your plan and security.

Before you start

• You need to be signed in to your company's workspace. Workspace appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Plan & billing belongs to Billing in Workspace. Your plan, payments, coupon codes and GST details.

Step by step

1. 1

   Step 1

   Open Workspace

   Sign in to your company's Workspace. You see only what your role allows.

2. 2

   Step 2

   Open “Plan & billing”

   In the left menu, click “Plan & billing”. The “Plan & billing” screen opens.

3. 3

   Step 3

   Find what you need

   Type in the search box (“CODE”) to find a record quickly.

4. 4

   Step 4

   Narrow the list

   Use these filters to see only what you want:

   • How many people will use it?
   • Have a coupon?
   • Legal company name
   • GSTIN (optional)
   • Invoice email
   • Billing address
   • State
5. 5

   Step 5

   Read the list

   Each row shows:

   • Service
   • Free
   • Starter
   • Growth
   • Business
   • Enterprise
   • Users
   • File storagevia Vercel Blob
   • AI tokensvia OpenAI
   • Emails sentvia Resend
   • Voice minutesvia ElevenLabs
   • Custom domainsvia Vercel
   • SMSvia SMS provider
6. 6

   Step 6

   Other actions on this screen

   You will also see these buttons:

   • Monthly
   • YearlySave 17%
   • Current plan
   • Choose plan
   • Contact support
   • Yearly
   • Apply
   • Subscribe to Starter
7. 7

   Step 7

   Done

   Your plan, payments, coupon codes and GST details.

Tips

• You can use more than one filter together (How many people will use it?, Have a coupon?, Legal company name) to see exactly the records you want.
• The search box accepts: CODE. Start typing and the list narrows down.
• Click a row to open that record and see all of its details.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Workspace → Open “Plan & billing” → Find what you need → Narrow the list → Read the list → Other actions on this screen → Done

What it connects to

• AI Intelligence

  Ask questions across all of the data the Workspace oversees.

• Help & Support

  Help and requests to the product team, from inside the Workspace.

• Client & Student Portal

  Decide who outside your company gets a portal, and see their activity.

What you will see on this screen

These are the parts of the Plan & billing screen, exactly as they appear in the product.

Why use Workspace

Workspace replaces dashboards, user admin, automation & integration tools, on the same login and the same data.

• See the whole company on one screen instead of opening ten tools
• Control who can see and do what, down to a single action
• Automate follow-ups across every panel without developers
• One audit log and one place for billing, brand and security

Who uses Workspace

• Founders & owners

  Watch the whole company on one dashboard and control access, billing and brand.

• Administrators

  Invite people, assign roles, import data and switch panels on or off.

• Managers

  Open any panel's analytics with date, department and owner filters.

• Everyone

  Get one notification inbox and one place to manage their own sessions and devices.

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