Upgrading your Account

If you're ready to unlock Tidio's premium features and take your experience to the next level, you're in the right place!

In this article, you'll learn:

• How to select the right plan
• How to upgrade your account
• How to manage your subscription
• What our refund policy is

See all of our current plans on our pricing page. If you'd like to see a general overview of what we currently offer, please see this article about our available packages.

Select your packages

The pricing page will give you an overview of the available packages and their feature sets. When you enter the pricing page, you will see four main packages with their highlights: Starter, Growth, Plus, and Premium:

There are two steps to selecting your plan in general: choosing one of the four main packages, and then choosing which versions of the Lyro AI Chatbot and Flows packages you'd like.

All of Tidio's functionalities are separated into different packages, and you choose the packages you find most useful for your business. There are also free versions available, and that is the default which all Tidio projects start with.

Step one

At the top, you should use the slider to select the number of live chat conversations you're expecting to have per month. As you change this number, the recommended package will be selected, and the price will be updated accordingly.

These packages include features useful for providing support through live operators, accessing detailed analytics, and customizing your workflow to suit your needs.

You can also see the full list of features (along with their brief descriptions) if you click on the See all features link underneath the four main packages:

Step two

Below the four main packages, you will see two more options listed: Lyro AI Chatbot and Flows. Here you choose the level of each package that you expect to be most appropriate for your usage.

These packages allow you to expand your monthly quotas for Tidio automations (Lyro, our AI-powered chatbot; and Flows, automations designed for specific circumstances).

At the bottom of the screen, you can see a general summary of your selected plan, as well as the ability to select a monthly or annual subscription:

How to upgrade

To upgrade your account, click the Upgrade button in the upper-right corner of your Tidio panel. 

You'll see a screen with an overview of the available plans. Study the options listed to find out which features you think are best for your business needs.

If you have doubts regarding any of the features, head over to our article about what packages to choose.

You can select a package by clicking the Add to Order button under one of the options (or Contact us for the Plus version, as that can only be activated by our dedicated team): 

Make sure you also choose the monthly or annual version, depending on how you prefer to be billed.

You can review your order in the cart, and adjust any available details for every package you've added, as well as add a discount code if you have one.

If you are satisfied with your order, you can click on the Checkout button to move onto the final step.

Now, you need to ensure everything is exactly the way you want it. Here you can still modify the package details or billing mode. You can also decide if you want your subscription to be automatically upgraded to a higher level if any limit is reached (you can learn more about this option here).

If all is in order, you can confirm your choices by hitting the Update my account button.

Once you do, you will see a popup to provide your card details. Fill out your card details in the and click Submit order to confirm:

After completing the payment, you should see a window confirming that the subscription has been added to your account.

Awesome! Now you can start using our premium features 🚀. 

Manage your subscription

After successfully upgrading your account, you can manage your subscription in the Settings > Project & Billing > Billing section. You can download invoices, update your billing details, expand the account even further, or cancel your subscription. 

To learn more, see our article about managing your existing subscription. 

Refund Policy

If you don’t want to subscribe to our Premium plans anymore, you can cancel the subscription at any time and keep what you paid for. You’ll remain Premium until your next payment is due. To learn more, check our article on canceling your paid plans. After that, your account switches to a free.

In case of any more questions in regards to the refunds, please contact our support by sending us an email at support@tidio.net