Managing Your Subscription
This guide covers all aspects of managing your Gridix subscription, from viewing your current plan to updating payment methods.Accessing Subscription Settings
Navigation
1
Open Admin Dashboard
Log in to your Gridix account.
2
Go to Subscription
Click “Subscription” in the sidebar navigation.
3
View Subscription
See your current subscription details.
Viewing Subscription Details
Current Plan Information
The subscription page displays:- Current Plan: Your active plan (Basic or Pro)
- Status: Active, expired, or cancelled
- Expiration Date: When your subscription expires
- Features: List of included features
- Billing Cycle: Monthly, quarterly, or annual
Subscription Status
Status indicators:- Active: Subscription is active and working
- Trial: Currently in free trial period
- Expired: Subscription has expired
- Cancelled: Subscription cancelled but still active until period ends
Upgrading Your Plan
Upgrade to Pro
1
View Available Plans
See Pro plan details and pricing.
2
Select Duration
Choose subscription duration:
- 1 month
- 3 months (5% discount)
- 6 months (10% discount)
- 1 year (20% discount)
- 2 years (30% discount)
- 3 years (50% discount)
3
Review Pricing
See total price with discount applied.
4
Complete Payment
Enter payment information and complete upgrade.
5
Activation
Pro features are activated immediately.
Prorated Billing
When upgrading mid-cycle, you’ll be charged a prorated amount for the remaining period. The difference between plans is calculated and charged.
Downgrading Your Plan
Switch to Basic
1
Cancel Pro Subscription
Go to subscription settings and click “Cancel Subscription” or “Downgrade”.
2
Confirm Downgrade
Confirm you want to downgrade to Basic plan.
3
Continue Until End
Pro features remain available until current billing period ends.
4
Automatic Downgrade
Account automatically switches to Basic plan after expiration.
Payment Management
Viewing Payment History
1
Go to Subscription
Navigate to Subscription tab.
2
View History
Click “Payment History” or “Invoices”.
3
Download Invoices
Download PDF invoices for any payment.
Updating Payment Method
1
Open Payment Settings
Go to Subscription → Payment Methods.
2
Add New Method
Click “Add Payment Method” or “Update”.
3
Enter Details
Enter new payment information.
4
Save Changes
New payment method is saved for future billing.
Invoice Management
For annual plans or special arrangements:- Request Invoice: Request invoice for payment
- Download PDF: Get invoice PDF
- Payment Tracking: Track invoice payment status
- Manual Payment: Mark invoice as paid
Renewal Settings
Automatic Renewal
By default, subscriptions renew automatically:
- No action needed
- Continuous service
- Payment charged automatically
- Email notification before renewal
Disabling Auto-Renewal
1
Open Subscription Settings
Go to subscription management.
2
Disable Auto-Renewal
Toggle off “Auto-Renew” option.
3
Confirm
Confirm disabling auto-renewal.
Subscription Expiration
Expired Subscription
When subscription expires:- Access to Pro Features: Removed
- Account Status: Switches to Basic plan
- Data Preservation: All projects and data remain
- Reactivation: Upgrade to Pro anytime to restore features
Renewing Expired Subscription
1
View Expired Status
See expiration notice in subscription tab.
2
Choose Plan
Select plan and duration to renew.
3
Complete Payment
Process payment to reactivate subscription.
Trial Period
Free Trial Management
During 14-day free trial:- Full Pro Access: All Pro features available
- Trial Duration: 14 days from account creation
- No Charge: Completely free
- Conversion: Auto-converts to Basic if not upgraded
Trial Expiration
When trial expires:- Automatic Conversion: Account switches to Basic plan
- Pro Features: Removed
- Data Safe: All projects and data preserved
- Upgrade Anytime: Can upgrade to Pro later
Billing Cycles
Available Cycles
- Monthly: Billed every month
- Quarterly: Billed every 3 months (5% discount)
- Semi-Annual: Billed every 6 months (10% discount)
- Annual: Billed yearly (20% discount)
- 2 Years: Billed every 2 years (30% discount)
- 3 Years: Billed every 3 years (50% discount)
Changing Billing Cycle
1
Wait for Renewal
Billing cycle can be changed at renewal time.
2
Select New Cycle
Choose new billing cycle during renewal.
3
Apply Discount
Discount is automatically applied for longer cycles.
Troubleshooting
Common Issues
Payment failed
Payment failed
- Check payment method is valid
- Verify sufficient funds
- Update payment method
- Contact support if issue persists
Subscription not activating
Subscription not activating
- Wait a few minutes for processing
- Refresh the page
- Check payment confirmation
- Contact support with payment details
Can't access Pro features
Can't access Pro features
- Verify subscription is active
- Check subscription status
- Refresh browser cache
- Contact support for assistance
Best Practices
Next Steps
- Subscription Plans - Learn about available plans and features
- Project Management - Start using your subscription features
- CRM Integration - Set up CRM integration (Pro feature)