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Overview

Admins can update their workspace subscription at any time in ⚙️ Settings → Billing. This includes adding or removing paid seats, updating billing information, or switching your workspace’s payment method or plan entirely.

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Add or remove paid user seats

Admins can update their subscription at any time.
  • To do this, open ⚙️ Settings → Billing and select Modify plan. After making the required changes, continue through the billing flow. To confirm, select Update plan.
To remove seats from your subscription, you’ll first need to make sure the users occupying those seats are no longer paid users.After adjusting user roles or removing them, go to Settings → Billing and select Modify plan to reduce the number of paid seats.

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Update billing and shipping details

Admins can update billing and shipping details at any time. Customer details include your organization name, billing email, and your full organization address. This information is used by us for tax purposes, and the email address is where payment receipts, pricing updates, and other important announcements are sent. It’s important you keep these details up-to-date.
  • To update your details, open ⚙️ Settings → Billing, and click Edit next to Billing.
  • From there, make the appropriate changes to your details and Save.

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Update credit card

If the payment method for your subscription is set to Credit card, we’ll automatically charge your card at the start of each billing period (month or year). Please ensure your card details are up-to-date and you have enough funds available for the payment.
  • To update your card details, open ⚙️ Settings → Billing, enter your new card details under Card details, and press Update. This will replace any existing card details and will become your nominated card for future payments.

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Add or reduce data point limit for Channels

By default, workspaces on the Professional and Enterprise plans have 250 data points per month included in their plan for dedicated use in Channels. If you are on a Professional plan, you can upgrade up to 1000 data points per month from the billing page.
  • To do this, open ⚙️ Settings → Billing and select Modify plan.
  • From there, progress and complete the subscription flow to update your add-on plan.
    • If you upgrade in the current billing cycle, the new limit will apply immediately, and data points in the current cycle will be imported and analysed in Channels (up to the new limit).
    • If you upgrade in the next billing cycle, only the data points that come in during the new cycle will appear in Channels. You will lose the data points from the previous cycle that were not imported.
At any time, you can adjust and reduce the data point limit needed for your workspace in ⚙️ Settings → Billing. When decreasing your limit, the new limit will apply immediately and no new data will appear in Channels. Any historical data will still be available.
If you are on the Enterprise plan or interested in purchasing a Channels add-on for over 1000 data points per month, you’ll need to contact sales directly.

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Downgrade or cancel your subscription

Admins can downgrade or cancel a workspace’s subscription from Professional to Free at any time. Please ensure all steps are completed in the downgrade flow to successfully process the downgrade or cancellation

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Downgrade subscription

  • To downgrade your subscription, open ⚙️ Settings → Billing, click •••, and select Downgrade plan.
  • From there, complete all required steps to downgrade your workspace. Downgrading to free will take immediate effect.

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Cancel subscription

  • Navigate to ⚙️ Settings → Billing, click •••, and select Downgrade plan.
  • Next, scroll down to Cancel subscription and click Cancel subscription. You will be prompted to select a reason for canceling.
  • From there, type “DELETE” into the confirmation field to confirm your action and click Cancel subscription.
Your subscription will cancel at the end of your billing period. If you proceed with canceling your workspace, you’ll still have access to your existing Dovetail for the remainder of any billing period you’ve paid for. Per our Master Subscription Agreement, we will not refund any remaining time in your billing period.
  • We’ll maintain your data for 30 days after the end of your billing period.
  • During this 30-day download period, we’ll provide you with access to your data so you can export your data before it’s deleted.
  • After this 30-day download period, your data will be deleted in accordance with our data retention policy.
  • If you do choose to subscribe again, the price or plan may have changed.

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Delete your workspace

Only workspace admins can delete workspaces. When you delete your workspace, we will process the deletion in accordance with our data retention policy.
  • To delete your workspace, go to ⚙️ Settings → Workspace and select Delete workspace. Proceed to follow all steps to complete workspace deletion.
Deleting your workspace is permanent and cannot be undone. There is no going back once you delete a workspace: all of your projects, data, highlights, tags, insights, and users will be gone forever.

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Trial workspaces

If you do not upgrade your workspace once your free trial expires, we will maintain your data for 30 days.
  • During this 30-day period, we’ll provide you with access to your data so you can export your data before it’s deleted.
  • After this 30-day period, your data will be deleted in accordance with our Data Management Policy, which is available in our Trust Center.

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FAQs