Plan, add-ons and billing

The Plan, add-ons and billing settings page under Settings > Administration > Plan, add-ons and billing lets site administrators add new user seats, manage your payment info, manage your Scoro plan subscription, and activate extra features (add-ons) directly from your site.

1. Managing your site's subscription plan

If your site is on the modular pricing plan

If your site is currently on Scoro's modular pricing plan, your site administrator can modify the subscription plan as follows:

1. Go to Settings > Administration > Plan, add-ons and billing.
2. Click the Configure plan button – this will navigate you to the pricing configurator.
3. Make the necessary changes – select the necessary platform, core apps, core app add-ons, extras, and integrations – and click Save changes. You will be redirected back to the Plan, add-ons and pricing settings page, where you can review the changes to your subscription and save them.

Learn more about the Scoro's modular pricing model. 

If your site is on a legacy plan

If your site is currently on either of our legacy pricing plans (Core, Growth, Performance, Enterprise, Essential, Standard, Pro, or Ultimate), your site administrator can change the subscription plan as follows:

1. Go to Settings > Administration > Plan, add-ons and billing.
2. Click the Choose plan button for your preferred plan and save the changes.

Want to transition from legacy to modular Scoro plan? If you want to switch your site from a legacy plan to the new modular pricing, please contact your dedicated Success Manager or send an email to success@scoro.com. Learn more about Scoro's modular pricing model.

2. Managing your site's user seats

To add more user seats to your site, click the plus button until you reach the desired seat count, then save the changes. The updated invoice data is displayed automatically.

To reduce the user seat count, click the minus button until you reach the desired seat count, then click the Schedule seat reduction button. Follow the on-screen instructions to confirm the seat reduction.

3. Adding and managing add-ons

Note! Sites on the new Scoro pricing plan can manage their subscription plan contents in the pricing configurator – see instructions in this section.

If your site is on any Scoro legacy plan (Core, Growth, Performance, Enterprise, Essential, Standard, Pro, or Ultimate), you can activate and manage additional add-ons on your site as follows in the Plan, add-ons and billing settings page:

1. Go to Settings > Administration > Plan, add-ons and billing and click on Manage add-ons.
2. Enable the add-ons you want to use (some add-ons are free, but some are paid), and save the changes.
3. You'll be redirected to the Plan, add-ons and billing settings page – click Save. If you enabled paid add-on(s), your invoice will update accordingly to include the price for the purchased add-ons.
4. Once you've activated the new add-on(s), don't forget to enable the relevant permissions for each permission set – learn more about this in the Permission sets article.

4. Adding and managing entities

In Scoro, you can add multiple entities so that you can manage different company entities within a single Scoro site. See our dedicated Additional entities article to learn more about how additional entities work, how to switch between the entities, how data is shared between them, and more.

Additional entities can be added and managed from the Plan, add-ons and billing settings page.

If your site is on the modular pricing plan

If your site is currently on Scoro's modular pricing plan, your site administrator can add additional entities as follows:

1. Go to Settings > Administration > Plan, add-ons and billing and click the Configure plan button – this will navigate you to the pricing configurator.
   
2. Scroll down to the Extras section, select the Additional entity extra, choose how many additional entities you want to purchase, and click Save changes. You'll be redirected to the Plan, add-ons and billing settings page.
   
3. Scroll down to the Entities section, where you'll see the newly added entities with placeholder names. To rename them, hover over their name, click the pencil icon, enter the entity name, and press Enter.
   

If your site is on a legacy plan

If your site is currently on either of our legacy pricing plans (Core, Growth, Performance, Enterprise, Essential, Standard, Pro, or Ultimate), your site administrator can add additional entities as follows:

1. Go to Settings > Administration > Plan, add-ons and billing.
2. Scroll down to the Entities section and click the Add entity button.
3. Enter the name of the entity in the Company name field and press Enter. Lastly, save the changes. Your invoice will update accordingly to include the price for the additional entity.

5. Canceling your subscription

If you wish to cancel your subscription, click the Cancel subscription button. You can also provide the reason for canceling the subscription - we'll greatly appreciate your feedback! Once you submit it, our team will receive your cancellation request and be in touch soon.