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Table of Contents


 Setup your Billing account


 1.  Open MSPBots then go to Settings > Billing.

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 2.       At Billing page, hover into "Pay method" section and click +Add new payment method.

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3.  Input your (Credit) Card details.  Then, click Save.

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4.   If you want to change your card details.  Click edit and then Save.

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5.  Your primary card number is now shown on the Pay method section.


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 How to Upgrade your Plan or Bundles 


By default, customers are under the  Free plan setup.  This has limited features, users and time based free trial on integration.   To know more,  click MSPBots Pricing List for the details.

In order to do more and used the MSPBots features fully and help your business processes run smoothly. We recommend to upgrade your plan.

To upgrade, 

 1. At Billing page, after setting up your Pay Method, hover into the "Your Bundles" section. Then, click Upgrade.  

   

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2  Redirects to Marketplace page.  Then, select the Bundles to Upgrade

       Plan/Bundles:

        a. Startup

        b. Professional 

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     For Details about the pricing,  Click MSPBots Pricing List.


2.  Click the Upgrade Button.  

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3.   Customize your plan. Select either Monthly or Annually.

The system auto calculates the number of Users  multiplied by the type of Plan cost.


4.  For Startup bundles, you can initially add in the Four (4) BI packages entitled to the Plan. (Note:  This can be changed later on.)

      4.1.   Just click + Add.  Then, select the BI packages you want.

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5.  Click Purchase button.

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