Manage Your Plan

See your usage, upgrade when needed, and manage payments—all in one place.

Quick Overview

This page shows everything about your subscription:

What plan you're on
How much you're using
What you're paying
Your invoice history
How to upgrade

Header Controls

Upgrade Plan:

Click to see available plans
Upgrade directly from this page
Opens payment portal if needed

Refresh:

Click to get the latest billing information
Use this after making changes or if numbers look wrong
Updates everything immediately

Status Badge:

Shows your current plan name
Shows your support tier
Always visible so you know what you have

Overview Tab

Four key stats:

Current Plan – What you're subscribed to
Monthly Cost – How much you pay (auto-calculated for annual plans)
Billing Status – Active, past due, etc.
Active Add-ons – Extra features you've added

Usage Metrics:

See how much you're using vs. your plan limits:
- Users (how many team members)
- Workflows (how many active workflows)
- Storage (if applicable)
- And more
Meters show percentage used
Unlimited plans show 0% until you hit a defined cap

Recent Invoices:

List of your latest invoices
Download buttons for each one
See payment status at a glance

Payment Methods:

See cards on file
Set which one is primary
Add or remove payment methods
Manage everything in one place

Next Invoice:

See what you'll be charged next
When it's due
What it covers

Plans Tab

Compare plans:

See all available plan tiers side-by-side
Compare features, limits, and pricing
Choose monthly or yearly billing (toggle updates prices instantly)

Upgrading:

Select the plan you want
Button shows a spinner while processing
On success, you'll see confirmation
Click Refresh to see updated information

Feature comparison:

See what's included in each plan
Understand limits (users, workflows, etc.)
Know what you get when you upgrade

Add-ons Tab

Coming soon:

This tab will manage extra features
Per-seat add-ons
Usage recommendations
Alerts when you need more

For now, this feature is being developed and hidden in production.

History Tab

Payment methods:

See all cards on file
Card brand icons and masked numbers
Expiration dates
Which one is primary
Set default or remove methods

All invoices:

Complete invoice history
Download any invoice
See payment status
Filter by date range

Export controls:

Download invoices for accounting
Export payment history
Get everything you need for records

Plan Limits & Usage Tracking

How Usage is Tracked
The system tracks your usage in real-time:

Users: Counts active members in your organization
Workflows: Counts active (published) workflows
Geofences: Counts active geofences you've created
QR Codes: Counts active QR codes
Storage: If applicable, tracks file storage usage
API Calls: Tracks AI API usage (if applicable)

Updates: Usage updates automatically as you create or delete resources. The meters show percentage used vs. your plan limit.

What Happens When You Hit a Limit
When you reach a plan limit:

You'll see a warning message
You won't be able to create more of that resource
Existing resources continue to work
You'll see an upgrade prompt with a link to upgrade

Example: If your plan allows 10 workflows and you have 10, you can't create an 11th until you upgrade or delete an existing workflow.

Feature Availability by Plan
Different features are available on different plans:

QR Codes: Available on all plans
Geofences: Available on Pro+ plans
Face Recognition: Available on Business+ plans
AI Copilot: Available on Business+ plans
Custom Roles: Limited on basic plans, unlimited on Business+

Check your plan: The Plans tab shows which features are included in each plan tier.

Usage Optimization Tips
To stay within your limits:

Delete unused workflows, geofences, or QR codes
Archive old data instead of keeping it active
Monitor your usage regularly (check this page weekly)
Upgrade proactively before hitting limits (prevents workflow interruptions)

Best practice: Keep your usage at 80% or below to avoid hitting limits unexpectedly.

Upgrade Process & Errors

"Payment method required"
You need to add a payment method before upgrading. The system requires a valid card on file for paid plans.

Fix it:

Go to the History tab
Click "Manage Payment Methods"
Add a credit card
Set it as primary
Try upgrading again

"Upgrade failed" or "Payment processing error"
The upgrade couldn't be processed. Common causes:

Payment method declined or expired
Stripe payment processing error
Network connectivity issue
Billing system temporarily unavailable

Fix it:

Check your payment method is valid and not expired
Try refreshing the page and upgrading again
Check your internet connection
If it persists, contact support with the error message

Plan Changes Take Effect Immediately
When you upgrade:

New limits apply immediately
You can use new features right away
Billing starts immediately (prorated for the current period)
Downgrades take effect at the end of the billing period

Note: If you upgrade mid-cycle, you'll be charged a prorated amount. Check the "Next Invoice" section to see what you'll be charged.

Billing & Invoice Details

Invoice Generation
Invoices are generated:

When you upgrade or change plans
At the start of each billing cycle (monthly or yearly)
When you add payment methods or make changes
For any additional charges or add-ons

Access: All invoices are available in the History tab. You can download them anytime for your records.

Payment Method Management
You can:

Add multiple payment methods (cards)
Set one as primary (used for automatic billing)
Remove payment methods (if not primary)
Update card details (expiration, billing address)

Security: Payment methods are stored securely by Stripe. Sharkforce never stores your full card number.

Real Situations

Usage numbers look wrong?
→ Try these steps:

Click Refresh to get the latest data (bypasses caches)
Wait a few seconds for the system to recalculate
Check if you recently created or deleted resources (changes may take a moment to reflect)
If numbers still look wrong, contact support—there may be a data sync issue

Upgrade button gives an error?
→ Check these things:

Your organization has a valid payment method on file (go to History tab to add one)
Your payment method isn't expired or declined
Your internet connection is stable
Click Refresh to clear caches and try again

If it still fails, check the specific error message. Common errors:

"Payment method required" → Add a card in the History tab
"Payment processing error" → Check your card details or try a different card
"Upgrade unavailable" → Contact support—there may be a system issue

Payment methods missing?
→ We only show methods that are on file with Stripe. To add one:

Go to the History tab
Click "Manage Payment Methods"
Add a credit card
Set it as primary if needed
Refresh this page to see it

Note: If you just added a card but don't see it, click Refresh to reload the payment methods.

Invoices won't download?
→ Try these fixes:

Check your browser's pop-up blocker settings (allow pop-ups for this site)
Check your browser's download permissions
Try opening the download link in a new tab
Try a different browser
Check if your browser is blocking downloads

Note: Invoices are generated as PDF files. Make sure your browser can download PDFs.

Plan shows wrong limits?
→ Try these steps:

Click Refresh to update plan information
If you just upgraded, wait a few moments for the system to sync
Check that your payment was processed successfully (check your email for confirmation)
If it's been more than 5 minutes and limits are still wrong, contact support

Note: Plan changes should appear within 1-2 minutes of upgrading. If they don't, there may be a billing sync delay.

Usage meter shows 0% but I'm using features?
→ This is normal for unlimited plans. Some plans have "unlimited" resources that show 0% until you hit a defined cap. Check your plan details to see if a feature is truly unlimited or has a hidden cap.

Can't downgrade my plan?
→ Downgrades take effect at the end of your current billing period. You'll continue to have access to your current plan's features until the period ends, then the downgrade applies. This prevents service interruptions mid-cycle.

What Happens Next

Plan changes apply immediately
Usage updates in real-time
Invoices are available for download
Payment methods are saved securely

This page keeps finance, ops, and leadership aligned. Refresh it before renewals, plan upgrades, or after large hiring pushes to ensure usage matches expectations.

Plans & Billing