How do I adjust the number of paid seats in my subscription?
Forecast distinguishes between paid seats (slots available in your account) and active people (individuals who are currently using or being scheduled in your account). This means you can archive or delete people and then invite new ones without having to change your seat count every time.
On the other hand, when you archive or delete someone, their seat isn’t automatically removed from your subscription.
Your paid seat account, adjusted in the Billing information section of your Settings, determines the amount you’re billed and the maximum number of active people in your account. You should reduce it if you’ve archived or deleted someone and won’t replace them with a new teammate, or increase it if you need to add more people.
Adding seats to your plan
To add seats to your subscription, anyone with View and Edit permissions can take the following steps:
- Go to Settings > Billing information.
- Next to Current plan, click Update plan if you’re on a monthly plan or Add seats if you’re on a yearly plan.
- Enter the total number of seats you need (monthly) or number of seats you want to add (yearly).
- Click Confirm plan update (monthly) or Charge credit card (yearly).
If you’re on a yearly plan, you’ll automatically be charged a prorated amount for the seats you add. If you’re on a monthly plan, the new total will be charged starting with your next monthly renewal.
Note: You can also add more seats to your account by clicking the + Add person button right from the Team schedule and entering the number of seats you want to add.
Removing seats from your plan
We don’t automatically adjust your subscription when you archive or delete people. To remove seats from your subscription, anyone with View and Edit permissions can take the following steps:
- Go to Settings > Billing information.
- Next to Current plan, click Update plan if you’re on a monthly plan or Remove seats if you’re on a yearly plan.
- Enter the new total number of seats (monthly) or number of seats to remove (yearly).
- If you enter a lower number than the current number of active people, you’ll need to archive people first.
- Click Confirm plan update (monthly) or Update my plan (yearly).
If you’re on a yearly plan, you’ll automatically receive a prorated refund for the seats you removed. If you’re on a monthly plan, the new total will be charged starting with your next monthly renewal.