Subscription management

How to upgrade, manage or cancel your Loomio subscription.

Introduction

Loomio uses Chargify billing and subscription management service to manage subscription records, initiate payments, process upgrades and cancellations.

Prices are based on debit/credit card payment via an automated billing portal.

Upgrading your group

To continue to use Loomio beyond your free trial, you can upgrade your group to a paid subscription plan.

You may upgrade your group at any time by clicking the VIEW PLANS button.

The View plans button

Choose the right plan for your organization's needs and click the BUY NOW button.

In the billing portal complete the required fields to set up your subscription with your credit or debit card, including:

  • Customer Information (name and email address)
  • Billing Information (credit or debit card details)
  • Billing Address (to insure sales taxes are applied correctly)
  • Confirm details and click the Place My Order button.

The subscription is activated immediately and the group automatically upgraded. A tax invoice/statement confirming successful payment will be sent to your email address.

Automatic payment and statement generation

Your credit or debit card details are held securely by Chargify, our subscription management service provider, for future recurring payments. Chargify is PCI DSS Level 1 Compliant.

Monthly or annual payments via Chargify are automatic, and an invoice/statement is issued on successful payment.

You can access statements, and update card and contact details at any time by visiting Manage payment details in your group Settings, or using the secure Account Management link at the bottom of your statement.

Billing problems

Chargify may be unable to process a payment to your card when due.

If a payment is unsuccessful, an email notification will be sent to the email address we have on file, along with a link to the billing portal where you can update card details. The billing system will continue to retry the payment once a week, and if payment is not successful after four (4) attempts, the subscription plan will be cancelled (day 28).

Card payment problems are often caused by:

  • Insufficient funds
  • Expired card
  • Bank restrictions on new cards or changes to existing cards. Please make sure your credit or debit card is authorized for “international payments” and “internet transactions” (“Prch” and “Auth”).

The billing system will issue an alert via email when your credit card is nearing expiry.

Alternate payment options

Alternate payment options are only available for annual plan subscriptions.

Payment via invoice and bank transfer

Contact us to set up payment via invoice and bank transfer.

Payment via bank transfer must be made within 20 days of invoice.

Bank and international transfer fees must be added to the payment so that the full subscription fee due is paid.

There is an administration charge for manual invoice and purchase order processing of $US 25.00.

Other currencies

Invoices raised in currencies other than in USD are converted at the daily Telegraphic Transfer rate plus 5%.

Change your plan

Click here to change your plan.

You will see a list of all the groups you belong to.

Find the group you wish to change and click the Change plan link.

Choose your new plan and click on the PREVIEW CHANGE button.

Any remaining credit on your previous plan will be carried to your new plan.

Check the details of plan, price and payment frequency in the Plan Summary table are correct.

Manage billing and payment details

You can access statements, and update card and billing details at any time.

Go to your Loomio group page and click on the SETTINGS tab.

In the Subscription status panel, click on Manage payment details alongside Billing portal.

You may need to enter your email address to receive a secure link to the portal.

You can also access the billing portal with the Account Management link at the bottom of your statement.

Cancel your plan

Before cancelling your plan, we recommend that you export your group data.

You can cancel your plan via the billing portal.

Go to your Loomio group page and click on the SETTINGS tab.

In the Subscription status panel, click on Manage payment details alongside Billing portal.

You may need to enter your email address to receive a secure link to the portal.

You can also access the billing portal with the Account Management link at the bottom of your statement.

In the billing portal:

  1. Find Plan Details, click Cancel (on the right).
  2. Tell us why you are canceling the plan.
  3. Choose Cancel Now or Cancel At End of Period.

If you’re having trouble finding your billing portal link or need help to cancel, or manage any details of your plan, please contact us.

What happens when a subscription is cancelled?

Initially when you cancel, your group data will remain available, however you will no longer be able to start new threads or invite members to the group.

If you have not already done so, we recommend that you export your group data.

After 30 days from cancellation, your group and all content will be deleted from our active systems and you will no longer be able to access the data.

Refunds

When it comes to refunds, we treat our customers how we ourselves would like to be treated, and assess requests fairly.

Contact us if you would like a refund.

To process a refund, we must receive a request within 30 days of the date payment was made.