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This page is for the owner of a squad. It covers the Billing page: your subscription, seats for people, credit purchases, auto-recharge, the lock screen, more than one squad, and how to back up, reset, or delete your squad. For what each charge pays for, see What Squad costs and what uses credits. Only the owner can open Billing. An Administrator, a Collaborator, or a Viewer does not see Billing and usage in Settings. The cards that teammates may pay with are in the Wallet, not on Billing. See Let your teammates pay with your card.

Open Billing

Click Settings at the bottom of the sidebar, then Billing and usage. The Billing page opens. You can also press ⌘K (Ctrl+K on Windows) and select Billing. On a narrow window, the account menu also has Billing. From top to bottom, the page shows:
  1. The plan: Standard, with Active or Ending, and when it renews
  2. Seats for people
  3. Earn credit
  4. Payment method
  5. Monthly allowance
  6. Research tools
  7. Credits left and Used this cycle
  8. Buy credits and Auto-recharge
  9. Your credit usage: Usage by tool, Usage by teammate, Usage by task, and Recent credit usage. Each of these cards shows only when it has something to list. Select a task on Usage by task to open it.
  10. Credit cost per use
For the allowance, the research tools, and the usage cards, see What Squad costs and what uses credits. If you leave Billing with research tool or auto-recharge changes that are not saved, the Unsaved changes dialog asks first. Select Go back & save to keep them, or Discard changes. Under the plan, the page also says that bigger computers, with more storage and memory, are available. To ask for one, email support@squad.so. On Squad for Mac, the Unsaved changes question comes as you leave Billing, and names what you did not save, for example “You changed auto-recharge and didn’t save it.” Go back & save opens Billing again with your change as you left it. Discard changes drops it. It asks about the auto-recharge amounts and the research tool switches.

How you pay

You pay for Squad at checkout, before your squad is built. Squad has no free trial. The plan renews each month. For the price, see What Squad costs.

Change your payment method

  1. Open Settings > Billing and usage > Billing.
  2. On the Payment method card, select Open portal.
  3. Change the card in the billing portal.
The dashboard does not show your card details. The Payment method card says “Managed in your billing portal” and “Cards, invoices and plan changes live there.”

Manage your subscription

Under the plan, select Manage subscription. The button shows Opening…, and the billing portal opens in a new tab. You can see your subscription there and change your payment details. If the portal does not open, the plan card says why, for example “Could not open the billing portal.”

Cancel your subscription

1

Open Billing

Open Settings > Billing and usage > Billing.
2

Start the cancellation

Under the plan, select Cancel subscription….
3

Give a reason

The dialog “Before you go, tell us why” says “Your subscription stays active until the end of the current billing period. After that you can’t open your squad, and its data may be deleted at any time, so download a backup before then if you want a copy.” Type your reason. The reason must have at least 20 characters.
4

Confirm

Select Cancel my subscription.
The cancellation takes effect at the end of your current billing period. Your squad keeps working until that date. After you cancel, the plan shows the tag Ending and the message “Your subscription is canceled.” with “Ends on” the end date and “After that you can’t open your squad, and its data may be deleted at any time.” The message ends with “You can undo this until your plan ends. Choose Keep my subscription and your plan continues unchanged.” A banner at the top of the dashboard says “Your subscription is canceled. You can use your squad until” the end date ”. After that you can’t open it, and its data may be deleted at any time. To keep a copy, download a backup from Settings before then.” It has Keep my subscription and Open billing. On the end date, the squad locks. On Squad for Mac, the plan card starts with “Ends on” and has no “Your subscription is canceled.”, and the banner’s buttons are Keep My Subscription and Back Up. See What happens at the end date.
The billing portal from Manage subscription can also cancel your subscription. The Cancel subscription… button on Billing does the same thing.

Undo a cancellation

Before the end date, you can keep your subscription.
  1. Open Settings > Billing and usage > Billing.
  2. Under the plan, select Keep my subscription.
Your plan continues without a change.

What happens at the end date

Squad sends no email about the end of your squad, and it gives no date when the data is deleted. While your plan runs, your squad works as before, and its emails still come. From the end date, Squad sends no notification email, weekly check-in, or backup email to anyone in your squad. See Choose your notifications. On the end date:
  • Your squad locks. The dashboard shows only the lock screen, “Your subscription has ended”.
  • Your teammates stop working.
  • The email inboxes of your teammates are removed and stop receiving mail.
  • You can no longer back up or download your squad. A ready backup file is deleted soon after, and its download link stops working. See Limits and defaults.
After the end date, Squad can delete your squad’s data at any time, without notice, as a reset does, and remove the people in your squad from it. An owner who got an email with a deletion date before November 15, 2026 keeps that date: the squad is not deleted before it.
Back up your data before the end date. A backup takes a while to prepare, so start it early. From the end date, Squad does not give you a copy, and after the squad is deleted, it cannot come back. For the steps, see Back up your data.

Come back after the end date

To keep your squad, select Keep my subscription before the end date. See Undo a cancellation. After the end date, the lock screen says “Subscribe again to set up a new squad.” Once the old squad can no longer come back (Squad has started to delete it, or emailed you a deletion date before November 15, 2026), a new subscription does not bring it back, and the lock screen shows Start a new squad instead of Subscribe again. It opens the reset of the old squad. When the reset is done, select Subscribe again to set up a new squad. See Use the lock screen.

If a payment fails

When a renewal payment fails, your squad locks at once. The lock screen says “Your last payment didn’t go through” and “Your squad is on hold until your card is updated. Update it and your squad picks up where it left off.” Your teammates stop working, your cloud computer stops, and shared links stop working. Squad sends no email about it, but the billing portal that handles your payments can email the owner about the failed payment. While the squad is locked, it sends no notification email, weekly check-in, or backup email to anyone in your squad. You cannot back up the squad until the payment goes through. While the payment is past due, Squad keeps your squad: its data and the email inboxes of your teammates stay, as for a paused subscription. Squad does not cancel the subscription or delete the squad. To fix it, select Update card on the lock screen and update your card in the billing portal. When the payment goes through, the squad unlocks and picks up where it left off. If the lock screen stays, select Already resubscribed? Refresh access. If the card is not updated within 30 days of the failed payment, the subscription is canceled. Your squad is then a squad whose subscription ended: the lock screen says “Your subscription has ended”, the email inboxes of your teammates are removed, and its data can be deleted at any time, as a reset does. See What happens at the end date and Limits and defaults. Before November 15, 2026, Squad ended the subscription 7 days after the failed payment and then deleted the squad. A date to update your card that Squad emailed before then no longer applies.

Use the lock screen

The lock screen replaces the dashboard when your subscription has ended, is paused, or a payment failed. Other people in your squad do not see it, and Squad sends them no notification email, weekly check-in, or backup email while the squad is locked. They see their own screen, with no billing words and no backup: When Squad can tell which squad is locked, their screen also lists their other squads under Your other squads. It always has Sign out. The lock screen also has these buttons: If you have other squads, the lock screen lists them under Your other squads. Click Open followed by a squad’s name to go to it. Another squad can be locked too. Its own screen then says so. The web lock screen has no backup. Since November 14, 2026, Squad does not back up a locked squad. Before, the lock screen had Prepare backup. On Squad for Mac, from version 1.0.100, other people see “This squad is locked”, or “This squad has ended” once the squad was deleted, and the owner’s buttons are Subscribe again, Update card, and Start a new squad. The Mac says “this window” where the web says “this page”. From version 1.0.111, the Mac lock screen has no backup either. The text under the title says where the squad stands: On Squad for Mac, from version 1.0.111, the text is the same as on the web. When a reset finishes, the Mac says “Your squad’s data is deleted. Subscribe again to set up a new squad.”

Buy credits

Before you start, your subscription must be active. A locked workspace cannot buy credits.
1

Open Billing

Open Settings > Billing and usage > Billing.
2

Set the number of packs

On the Buy credits card, use + and − to set the number of packs.
3

Select the buy button

Select the buy button. Its label is Buy · and the total price.
4

Read the dialog

Read the dialog. It shows the price and the number of credits.
5

Confirm the payment

Select the pay button to confirm. Its label is Pay, the total price, and now. To stop, select Cancel.
Squad charges the card on file for your subscription. You can buy from 1 to 20 packs in one purchase. Check that it works: the card shows “Payment of $[amount] sent. [credits] credits appear in your balance when it clears.” with your numbers. The dialog says that this usually happens within a minute. The Credits left tile then shows the new balance. If the card is declined, the card shows “Card declined — please update your card on file and try again.” Update the card with Open portal, then try again.

Turn on auto-recharge

1

Open Billing

Open Settings > Billing and usage > Billing.
2

Turn on the switch

On the Auto-recharge card, turn on the switch. The fields open. Nothing is saved yet.
3

Set the threshold

In When credits drop below, type the balance that starts a purchase.
4

Set the pack count

In Buy this many packs, use − and + to set the number of packs for each purchase.
5

Set a monthly cap

To limit what auto-recharge buys in a month, check Cap it each month. Then, in Never buy more than, set the maximum number of packs for each month.
6

Review and turn it on

Read the sentence on the card. It says what starts a purchase, what your card on file is charged and for how many credits, and the monthly cap, or “There is no monthly limit.” When your balance is already below the threshold, it ends “Your balance is below that now, so your card is charged right away.” Select Turn on auto-recharge. To stop, select Cancel.
Check that it works: the card says “Auto-recharge is on.” If your balance is already below the threshold, the first purchase starts at once, and the credits reach your balance when the payment clears. To change the amounts later, change the fields, read the sentence again, and select Save these amounts. To turn auto-recharge off, turn off the switch. This saves at once, and the card then says “Off. You’ll need to top up manually when credits run low.” If a save fails, the card says why, for example “Couldn’t save auto-recharge. Try again.”

Buy and release seats

A seat lets one person join your squad. Each person you invited and each open invite uses one seat. The owner does not use one. Only the owner can buy or release seats. You buy and release them on Billing. When every seat is taken, your invite on People can also add one seat for that invite. See Invite when every seat is taken. For the price, see Seats for people. The card Seats for people shows how many seats you have and how many are in use, for example “Seats for people: 3, 2 in use”. Use − and + and the buy button to add seats, and the Release button, with the number of unused seats and the monthly saving, to release every unused seat. Each change asks you to confirm and shows how your subscription changes, for example “Buy 2 seats?” or “Release 2 unused seats?”. While Squad updates your subscription, the card says Updating your seats… instead of the buttons. For the steps, see Buy seats and Release unused seats.

Earn credit

The Earn credit card sets your go.squad.so name. The “Built with Squad” button on your public dashboard then links with this name, so people who sign up from there count for you.
  1. On Earn credit, type a name after go.squad.so/.
  2. Select Save, or press Enter. The button shows Saving…, then Saved.
Squad saves the name in lowercase, with hyphens for spaces, and the field shows it as saved. To remove the name, clear the field and save. If the save fails, the card says why, for example “Couldn’t save the name. Try again.” The card does not show what you earn.

Back up your data

A backup is one JSON file with what your squad holds. Squad prepares it on its servers, then your bell and an email tell you that it is ready. The owner and Administrators can back up a squad. See Backup for who can and what the page shows.
1

Open Backup

Open Settings > Squad > Backup. You can back up a squad only while its subscription is active.
2

Prepare the backup

Select Prepare backup. The card says “Preparing your backup. We’ll email” your address “when it’s ready, so you can close this page.” You can close the page.
3

Open the email

When it is ready, the email “Your” squad name “backup is ready” arrives, and your bell says “Your squad’s backup is ready to download.” When some parts could not be read, the bell adds, for example, ”, with one part it couldn’t read.” Select Open your backup in the email, or the bell row.
4

Download the file

Select Download backup. Your browser saves a file named squad-backup- and the day the backup was ready, in your own time zone, for example squad-backup-2026-11-09.json.
The file is kept for a limited time. The card says until when: “You can download it until” a date. After you cancel, that date is your plan’s end date when it comes first, and the email says “Download it from your dashboard before your subscription ends.” When the file expires while your subscription is still active, Download backup says “This backup is no longer kept. Prepare a new one.” Select Prepare backup again. After your plan ends, you can’t prepare or download a backup. See Limits and defaults. The backup includes:
  • Your squad’s details, your teammates, and your pipelines
  • All activity and all Squad chat messages
  • Your conversations with teammates, and group chats, with every message. Files attached to a message or an email are named, not included.
  • Your questions and their answers. The typed answer to an access question is not included.
  • Your triggers, projects, and doc folders
  • Email messages, with the senders, the recipients, and both forms of the body
  • Your own notifications
  • The people in your squad and the open invites
  • Your connected apps by name, with their status and who connected them
  • Your usage. When the owner prepares the backup, also your credits and what the usage cost.
  • All tasks with their comments, all docs, and the run history. What each run cost is in the file only when the owner prepares the backup.
  • Your contacts with their timelines, your deals, and your playbooks. A deal’s money is in the file only for the owner and Administrators.
  • From your cloud computer: your routines, each teammate’s settings, the skill packs, the skills, with the files of the skills that your squad wrote or changed, each teammate’s own files (their .md files and their context, memory, and skills folders), and the squad’s memory
  • The names of your saved secrets and custom integrations, when the owner prepares the backup. Never their values.
The backup does not include:
  • The values of secrets, keys, and sign-ins
  • Trigger signing secrets and trigger addresses, and invite links
  • The files of attachments
  • Payment cards and purchases
  • Other files on your cloud computer, such as screenshots, the reference folder, hidden folders, node_modules folders, and links to files. A skill’s own hidden files are kept
  • A file or a memory that is larger than the limit. See Limits and defaults.
When a part could not be read, the file names it under missing, and Squad says how many parts are missing. Parts that are left out on purpose are named under leftOut. Prepare a new backup later for a complete copy. The owner’s ready backup stays after a reset of the squad, so you can prepare one, wait until it is ready, and then reset. You cannot start a backup while a reset runs. Squad for Mac prepares the same backup, from version 1.0.98, on Backup. Download backup asks where to save the file. Then the card says “Saved” and the file name, and Show in Finder shows the file. Older versions saved a smaller export instead, named squad-export- and the date. For the differences, see Backup.

Messages when you back up

A failed backup also shows in your bell, “Your squad’s backup couldn’t be finished.” and the reason, and in an email.

Reset your workspace

A reset deletes your teammates, tasks, questions, docs, chat, projects, contacts, deals, playbooks, pipelines, and settings. It also removes the email inboxes of your teammates and your custom email domain, and disconnects your connected apps. It erases your squad’s memories. It also deletes your runs and usage history, your triggers and the events they received, your teammates’ emails, your activity and notifications, and your connected devices and API keys. It unlinks the card vaults of the people in your squad and deletes the purchases. The cards stay in each person’s card vault. It removes the people in your squad and open invites too, but your seats stay on your subscription until you release them. It then sends you back to setup, so that you can build a new squad. A reset does not cancel your subscription. It removes the inboxes from your subscription, so you no longer pay for them.
You cannot undo a reset. Prepare a backup and download it first.
1

Open the squad settings

Open Settings > Squad > General.
2

Start the reset

In Danger zone, select Reset squad….
3

Type the squad name

In the dialog “Reset this squad?”, type your squad’s name in the field below “Type” followed by the name and “to confirm”. Capital letters and extra spaces do not matter.
4

Confirm

Select Reset squad.
While the reset runs, a checklist shows each step. Finished steps are checked and show their done label, for example “Chats deleted”. The current step has a pulsing dot and ends with ”…”. On a step that deletes data, the current step also shows how many records it removed so far, for example “3,093 records removed”. The count includes each item’s history, so “Deleting teammates and their history” can count many records for a few teammates. The steps run in this order: The Settings dialog, the lock screen, and the setup page all show this checklist. In Settings, the dialog shows “Resetting” followed by your squad name and stays open until the reset ends. It says that a big squad takes a few minutes, and that the reset continues if you close the window. When you open Settings, the lock screen, or the setup page again during the reset, the checklist shows again. Check that it works: the message “Squad reset. Squad takes you to setup next.” appears, and the setup page opens. If the reset fails, or shows no progress for a while, the checklist closes. Settings says “The reset stopped before it finished. Click Reset squad again to finish it.” Select Reset squad… again. The new reset finishes the work. For how long Squad waits, see Limits and defaults. If a reset or a build is already running, Squad refuses the reset and tells you to wait a few minutes. A reset changes only the squad that is open. Your other squads stay as they are. Only the owner can reset a squad. Other people in the squad see Leave squad in Danger zone instead.

Run more than one squad

One account can own more than one squad. Each squad has its own subscription, teammates, computer, and billing. A link in a notification email or a backup email opens the squad that the email is about, also when another squad was open. When you are signed out, Squad opens that page after you sign in.
1

Open the squad switcher

Click your squad’s name at the top of the sidebar.
2

Start a new squad

Click New squad team. The row shows the monthly price. The checkout opens.
3

Pay

Complete the checkout. The squad you are in stays open.
4

Open the new squad

When the payment is confirmed, the new squad shows in the switcher as New squad. Click it. Setup opens, and you build the squad the same way as your first one. See Get started.
To move between squads, click your squad’s name and click the other squad. The switcher also lists the squads that other people shared with you, marked Shared with you. A person who owns no squad can start their own squad in the same way. Billing is separate for each squad. Cancel subscription… and Keep my subscription apply to the squad that is open. Manage subscription and Open portal open the billing portal for your account, not for one squad. For the plan price, see What Squad costs.

Delete your workspace

The dashboard cannot delete a squad. In Settings > Squad > General > Danger zone, the Delete… button next to Delete squad shows “Deleting a squad goes through support so nothing is lost by accident. Write to support@squad.so from your account email.” Email support opens an email to support in your email app. To delete your squad, email support@squad.so from your account email. The data of a squad whose subscription ended can be deleted by Squad at any time. See What happens at the end date. For how to write the request, see Get help.

Get a refund

Your first payment has a 7-day money-back guarantee. The rules are on the Refund Policy page:
  • The guarantee covers your first payment only.
  • To ask for a refund, email support@squad.so from your account email within 7 days of subscribing.
  • The refund goes back to your original payment method, usually in 5 to 10 business days.
  • A refund cancels your subscription at once. Your teammates stop, you can no longer open your squad, and its data may be deleted at any time, as when a subscription ends. See What happens at the end date.
  • Download a backup before you ask for the refund. See Back up your data.
  • Renewals and credit purchases are not refundable.

Check that it works

  • After a cancel, the plan shows Ending and the end date.
  • After Keep my subscription, the plan shows Active again.
  • After a seat purchase, Seats for people shows the new number of seats.
  • After a credit purchase, Credits left shows the higher balance.
  • After a backup is ready, Backup says “Your backup from” a date “is ready.”, and Download backup saves the file squad-backup- with the date.

Troubleshooting

The Cancel my subscription button is gray. Your reason is shorter than 20 characters. The dialog says “Please write at least 20 characters.” Write a longer reason. New squad team shows an error. Under the menu item, “The checkout for a new squad could not start. Try again in a moment.” means the checkout did not start: try again later. “The payment window could not load. Turn off any ad blocker for this site and try again.” means your browser blocked the payment window: turn off the ad blocker for squad.so and try again. I resubscribed but the lock screen still shows. Select Already resubscribed? Refresh access. If the screen stays, email support@squad.so. Once the old squad can no longer come back (Squad has started to delete it, or emailed you a deletion date before November 15, 2026), a new subscription does not bring it back. Select Start a new squad. See Come back after the end date.

Messages when you cancel or keep your subscription

Messages when you buy credits

The message shows on the Buy credits card.

Messages on the lock screen