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This article discusses the following topics about the MSPbots Paywall and Billing setup:
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A.
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What are the MSPbots paywall notifications?
Access A client's access to MSPbots assets is based depends on the clientcompany's subscription plan. A paywall restricts clients When the features in the plan have been fully consumed or when a client tries to access an asset not part of the current plan, the paywall will restrict the client from accessing MSPbots assets not included in their subscriptions. To know more about the MSPBots subscriptions and pricing, please see the MSPBots Pricing List page.
You will see one of the following notifications when you need to purchase or upgrade:
The message for the Dashboards and Widgets paywall
When users reach the paywall for bots, the the subscription. The Trigger button will be disabled and a pop-up message like the one below will show.
MSPbots clients are subscribed to the Free Bundle setup by default. This bundle has limited features , and user access, and a time-based free trial on system integrations. In order to fully maximize the benefits of the MSPbots features on your business, we recommend upgrading your bundle or subscribing to new assets and plans. The upgrade steps are available in the succeeding sections below.
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B. Setting up your billing account
Get your account ready for future transactions and set up billing with these steps: 1.
- Open the MSPBots app then go to Settings > Billing.
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- On the Billing tab, go to the Pay Method section and click the +Add new payment method button.
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- Input your (credit) card details on the Create Card window and click Save.
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You have just created your primary card number, which is now saved in the Pay Method section. This information will be used for your transactions.
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- If you need to
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- modify your card details, click the Edit button to modify and Save.
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C. Upgrading your plan or bundle
Boost the benefits of MSPbots on your business by upgrading your plan or bundle. Once you've set up Pay Methodyour billing account, you can follow these steps to upgrade:
- On the Billing tab, navigate to the Your Bundles section and click Upgrade. You will be redirected to the Marketplace.
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- On the Marketplace, select a plan or bundle, then click the Upgrade button.
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- The available Plan/Bundles are Startup and Professional. Read the details on the MSPBots Pricing List.
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- 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.
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- Example: ForStartup bundles, you can add the four (4) BI packagesentitled to the plan by clicking +Add and selecting the BI packages. You can adjust and edit this list later.
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- Next, clickthe Purchase button.
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- When the Your Order window appears, review the details of your order and click the Proceed To Checkout button.
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- Next,
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- click the Pay & subscribe button to complete your order and click Close when prompted.
8. Click Close.
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- Verify your upgrade by going back to Marketplace > Bundleswhere your upgrade should now be reflected.
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- 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:
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