Membership Plans

Accessing Membership Settings

Current Plan Overview

Plan Information

• Plan Name: Free, Professional, or Enterprise
• Billing Cycle: Monthly or annual
• Price: Current rate
• Renewal Date: When next payment is due
• Status: Active, trial, cancelled, or past due

Plan Features

• Users: Current count / Maximum allowed
• Storage: Used / Total allocation
• API Calls: Monthly limit
• Form Submissions: Response limits
• Task Limits: Active task capacity
• Support Level: Community, priority, or dedicated

Usage Statistics

Users

• Active Users: Currently using the workspace
• Invited Users: Pending invitations
• Available Seats: Remaining user capacity
• Usage Percentage: % of user limit

Storage

• Files: Space used by attachments
• Data: Database storage
• Total Used: Combined storage
• Available: Remaining capacity

Monthly Limits

• API Calls: Current month usage
• Form Responses: Submissions this month
• Tasks Created: New tasks this month

Available Plans

Free Plan

• Up to 5 users
• 1 GB storage
• Basic features
• Community support
• Email notifications
• Mobile app access

• Small teams
• Personal projects
• Testing Jadawel
• Limited usage

Professional Plan

• Up to 50 users
• 100 GB storage
• All advanced features
• Priority email support
• Custom branding
• Advanced integrations
• API access
• Unlimited forms
• Unlimited tasks
• Advanced reporting
• 2FA required

• $29/month per user (monthly billing)
• $24/month per user (annual billing, save 17%)

• Growing businesses
• Professional teams
• Multiple projects
• Advanced workflows

Enterprise Plan

• Unlimited users
• Unlimited storage
• All features included
• Dedicated support
• SLA guarantees
• Custom domain
• SSO/SAML authentication
• Advanced security controls
• Audit logs
• Custom contracts
• Training sessions
• Migration assistance
• On-premise option (available)

• Large enterprises
• Compliance requirements
• Complex organizations
• Custom needs

Changing Your Plan

Upgrading

1. Visit Plans Page

   • Go to /settings/membership/plans
   • Review plan options

2. Select New Plan

   • Click “Upgrade” on desired plan
   • Choose billing cycle (monthly/annual)
   • Select number of users

3. Review Changes

   • See new features
   • View pricing
   • Check prorated charges

4. Confirm Upgrade

   • Enter payment information
   • Agree to terms
   • Complete upgrade

5. Immediate Access

   • New features available instantly
   • Users can be added immediately
   • Billing adjusts automatically

Downgrading

1. Select Lower Plan

   • Choose plan to downgrade to
   • Review feature changes

2. Handle Excess Usage

   • Remove excess users
   • Delete data to fit storage
   • Address any incompatibilities

3. Schedule Downgrade

   • Takes effect at next billing cycle
   • Continue using current plan until then
   • No partial refunds

4. Confirm

   • Acknowledge feature loss
   • Complete downgrade request

Switching Billing Cycle

• Save up to 17%
• Charged annually instead of monthly
• Takes effect at next renewal
• Requires commitment

• Higher per-month cost
• More flexibility
• Change takes effect after annual period ends
• Can cancel easier

Billing Management

Payment Methods

Credit/Debit Cards

• Add Card: Enter card details securely
• Set Default: Choose primary payment method
• Remove Card: Delete saved cards
• Update: Change expiration or billing address

Other Payment Methods

• PayPal: Link PayPal account (if available)
• Bank Transfer: Wire transfer for annual plans
• Purchase Order: For enterprise customers
• Invoicing: Custom billing for large organizations

Billing Information

• Company Name: Business name for invoices
• Billing Address: Where invoices are sent
• Tax ID: VAT/GST number for tax exempt
• Billing Email: Where invoices are emailed
• Contact Person: Billing department contact

Invoices

• View Invoices: All past invoices
• Download PDF: Save invoice copies
• Email Invoice: Resend to accounting
• Payment Status: Paid, pending, failed
• Receipt: Payment confirmation

Failed Payments

1. Notification

   • Email alert sent
   • In-app notification
   • Grace period begins

2. Update Payment

   • Add new payment method
   • Or fix existing card

3. Retry Payment

   • Automatic retry in 3 days
   • Or manually retry immediately

4. Account Status

   • Grace period: 7 days
   • After grace: Account suspended
   • Data preserved for 30 days

Usage Alerts

Storage Alerts

• 75% Used: Early warning
• 90% Used: Urgent warning
• 100% Used: No more uploads

User Limits

• Approaching Limit: 90% of users added
• At Limit: Cannot add more users
• Suggested Action: Upgrade or remove users

API Limits

• Rate Limiting: Approaching call limits
• Quota Warning: 80% of monthly quota used
• Overage: Additional charges may apply

Cost Optimization

Save Money

Remove Inactive Users

• Regularly audit user list
• Remove ex-employees
• Deactivate unused accounts
• Only pay for active users

Manage Storage

• Delete old files
• Archive completed work
• Compress large files
• Clean up regularly

Annual Billing

• Save 17% with annual plans
• Predictable budgeting
• Fewer transactions
• Committed rate

Right-Size Plan

• Don’t pay for unused features
• Match plan to actual usage
• Review quarterly
• Adjust as needed

Usage Tracking

• Weekly Reports: Usage summaries
• Trend Analysis: Growth patterns
• Forecast: Predict future needs
• Budgets: Set spending limits

Cancellation

How to Cancel

1. Navigate to Settings

   • Go to /settings/membership
   • Click “Cancel Subscription”

2. Provide Feedback

   • Tell us why (optional)
   • Helps us improve
   • May offer alternatives

3. Understand Impact

   • Access until end of billing period
   • Data preserved for 30 days after
   • Can reactivate within 30 days

4. Confirm Cancellation

   • Enter password to confirm
   • Receive confirmation email

After Cancellation

• Immediate: No new charges
• End of Period: Features revert to free tier
• Data Access: Read-only for 30 days
• Deletion: After 30 days if not reactivated
• Export: Download data before deletion

Reactivation

1. Within 30 Days

   • Full data restoration
   • Original settings preserved
   • Resume immediately

2. After 30 Days

   • Data may be deleted
   • Start fresh
   • Need to reconfigure

Enterprise Features

Custom Pricing

• Volume Discounts: Based on user count
• Long-term Contracts: Multi-year agreements
• Custom Features: Tailored to needs
• Flexible Terms: Negotiable

Dedicated Support

• Account Manager: Dedicated contact
• Priority Response: Faster support
• Training: Onboarding and training
• Success Planning: Regular check-ins

Advanced Security

• SSO/SAML: Single sign-on integration
• IP Allowlisting: Restrict by IP address
• Audit Logs: Comprehensive activity tracking
• Custom Policies: Tailored security rules
• Compliance: GDPR, SOC 2, HIPAA support

Getting Help

Billing Support

• Email: billing@jadawel.com
• Phone: Available for enterprise
• Live Chat: Business hours
• Help Center: Self-service articles

Plan Questions

• Compare Features: Feature comparison table
• Contact Sales: Speak with sales team
• Request Demo: See plans in action
• Trial: Test before committing (if available)

Best Practices

• Review Quarterly: Check if plan still fits
• Monitor Usage: Stay within limits
• Annual Billing: Save with yearly plans
• Add Users Wisely: Only invite needed people
• Clean Up Regularly: Remove unused data
• Budget Planning: Factor in growth
• Export Data: Regular backups