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2  On the Marketplace, select the a plan or bundle to upgrade to, then click the Upgrade button. 
The available Plan/Bundles are Startup and Professional. Go to Read the details on the MSPBots Pricing List for more details

   

     

3.  Next, customize your plan by selecting Pay Monthly or Pay Annually. Your selection will prompt the system to automatically calculate your plan's updated cost based on the number of users integrated into your PSA multiplied by the actual cost of the selected plan.

Example: ForStartup bundles, you can add the Four four (4) BI packagesentitled to the plan by clicking +Add and selecting the BI packages. You can adjust and edit this list later.

                            


5.  Next, clickthe Purchase button.  "Your order" form will show.

6.  When the Your Order window appears, review the details of your order and click the Proceed To Checkout button.

             


7.  Next, clicking the Pay & subscribe button to complete your order and click the Pay and subscribe button.  Close when prompted.

             

8.  Click Close.

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9.   Verify your upgrade by going back to Marketplace > Bundles.You where your upgrade should now see your upgradebe reflected. 

      Example: If For example, if you chose to upgrade to Startup, you should see the Current Plan button in this section.   

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10.  To view billing updates, go back to Settings > Billing. Check for the following: 

  • The Your Bundles section shows your current plan. 
  • Click When clicked, the Bundles Usage tab to show shows the list ofAssets, Quantity, and the Next Billing date.

     




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D.  How to purchase or subscribe

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to new assets (A La Carte Usage)


1.   Go to the MSPbots Marketplace and click the asset that interests you. Select BI Packages, BOTS  UsageBots, AppApps, or Featured apps.

For example, if If you need Bots for your company, you could click the Bots tab and choose Bot Usage for a specific number of bots. 

     


3.  Next, click the Purchase button on the Bot Usage window.

     


4.   Then choose to Pay Monthly or Pay Annually.

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If you are purchasing Bots, select pay monthlyor annually and select a number for the Max number of bots. The cost will be calculated automatically according to your selection. 

Then, click PurchaseClick Purchase when done with your selection.

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6.    Check Review your order .  Click, and click Proceed To Checkout button if the list is correct.


       


7,  Complete your order.  Click, Lastly, click the Pay & Subscribe button to complete your order and click Close when prompted.

  

     


8.  Click Close.

       

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