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This page is for the owner of a Squad workspace. It covers the Billing screen: your subscription, credit purchases, auto-recharge, the lock screen, more than one squad, and how to export, reset, or delete your workspace. For what each charge pays for, see What Squad costs and what uses credits. Teammates cannot open Billing, also not an Administrator. Team seats are bought on the Team access screen. See Invite teammates to your workspace.

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Open Billing

Open the account menu and select Billing. You can also go to Settings > Billing. The Billing screen shows your plan, your payment method, your credits, and your credit usage.

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How you pay

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

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Change your payment method

  1. Open Settings > 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”.

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Manage your subscription

On the plan card, select Manage subscription. The billing portal opens. You can see your subscription there and change your payment details.

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Cancel your subscription

1

Open Billing

Open Settings > Billing.
2

Start the cancellation

On the plan card, select Cancel subscription.
3

Give a reason

In the dialog “Before you go, tell us why”, 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 card shows the tag Ending and the message “Your subscription is canceled.” with the end date. The card also says that after that date, your workspace and your agents are scheduled for deletion. On that date, the workspace locks. See What happens at the end date.
The billing portal from Manage subscription can also cancel your subscription. The Cancel subscription button on the Billing screen does the same thing.

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Undo a cancellation

Before the end date, you can keep your subscription.
  1. Open Settings > Billing.
  2. On the plan card, select Keep my subscription.
Your plan continues without a change. You cannot keep a subscription in these cases. The plan card then shows no Keep my subscription button and says why:
  • “Your subscription also has an unpaid invoice, so it cannot be kept until the invoice is settled.” Pay the invoice in the billing portal first. Select Manage subscription to open it.
  • “This subscription has already been canceled, so it cannot be kept.” Start a new subscription instead.

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What happens at the end date

After the end date, your workspace is locked and scheduled for deletion.
  • Your agents stop working.
  • The email inboxes of your agents are removed and stop receiving mail.
  • The dashboard shows only the lock screen.
Export your data before the end date. After the deletion date, Squad can remove your data without more notice. For the steps, see Export your data.

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If a payment fails

When a renewal payment fails, your squad keeps working for 7 days. During these 7 days, a banner at the top of the dashboard says Your last payment did not go through. It gives the date when the workspace locks, and Open Billing opens the Billing screen. If the payment is still not made after 7 days:
  • Your workspace locks. The lock screen shows “Payment past due”.
  • The email inboxes of your agents are removed.
To fix a failed payment, select Manage subscription on the Billing screen and update your payment method. On the lock screen, select Renew subscription.

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Use the lock screen

The lock screen replaces the dashboard when your subscription is canceled, paused, or past due. Your teammates do not see it. They see “This workspace is paused”, with the advice to ask you to reactivate the workspace, and Sign out. The lock screen also has these buttons: If you have other squads, the lock screen lists them under Your other teams stay open. Click Open followed by a squad’s name to go to it. A canceled workspace also shows its deletion date: “Scheduled for deletion on” a date. After that date, the screen says “Past its deletion date: your data may be removed at any time.”

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Buy credits

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

Open Billing

Open Settings > 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 takes less than 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.

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Turn on auto-recharge

1

Open Billing

Open Settings > Billing.
2

Turn on the switch

On the Auto-recharge card, turn on the switch.
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, type the number of packs for each purchase.
5

Set the monthly maximum

In Never buy more than, type the maximum number of packs for each month.
The form saves your changes by itself. The card shows the maximum that auto-recharge can spend in a month. To turn auto-recharge off, turn off the switch. The card then says “Off. You’ll need to top up manually when credits run low.”

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Export your data

  1. Open Settings > Backup & Export.
  2. On the Export workspace card, select Export JSON.
Your browser downloads the file mission-control-export.json. The export includes:
  • Your workspace details
  • Your agents: name, role, emoji, bio, and status
  • All missions, with their comments
  • All docs
  • The run history: each run with its agent, trigger, status, summary, error, model, cost, and start and end times
  • The latest 500 activity items
  • The latest 500 squad chat messages
The export does not include:
  • Email messages
  • Memory
  • Skills
  • Settings, AI connections, and integration credentials
  • Activity and squad chat older than the latest 500 items
The Export workspace card says “Download every mission, doc, email and setting as a single JSON file.” The file does not contain email or settings. Keep your own copy of anything else that you need.

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Reset your workspace

A reset deletes your agents, missions, docs, chat, and settings. It also removes the email inboxes of your agents 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 agents’ emails, your activity and notifications, and your connected devices and API keys. It removes your teammates and open invites too, but your team 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. Export your data first.
1

Open General settings

Open Settings > General.
2

Start the reset

In DANGER ZONE, select Reset workspace.
3

Type the workspace name

In the dialog “Reset” followed by your workspace name, type the workspace 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 workspace.
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 agents and their history” can count many records for a few agents. 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 workspace name and stays open until the reset ends. It says that a big workspace takes a few minutes. 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 “Workspace reset. Taking you to setup” 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 workspace again to finish it.” Select Reset workspace 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 workspace that is open. Your other squads stay as they are. Only the owner can reset a workspace.

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Run more than one squad

One account can own more than one squad. Each squad has its own subscription, agents, workspace computer, and billing.
1

Open the workspace switcher

Click the workspace card 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 the workspace card and click the squad. The switcher also lists the squads that you joined as a teammate. A teammate 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.

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Delete your workspace

The dashboard cannot delete a workspace. In Settings > General > DANGER ZONE, the Delete… button shows “Contact support to delete a workspace”. To delete your workspace, email support@squad.so from your account email. For how to write the request, see Get help.

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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.
  • Your workspace closes when the refund is issued.
  • Renewals and credit purchases are not refundable.

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Check that it works

  • After a cancel, the plan card shows Ending and the end date.
  • After Keep my subscription, the plan card shows Active again.
  • After a credit purchase, Credits left shows the higher balance.
  • After an export, you have the file mission-control-export.json.

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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. Keep my subscription does not show. Your subscription has an unpaid invoice, or it is already canceled. The plan card says which. Pay the invoice with Open portal on the PAYMENT METHOD card, or start a new subscription. 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.

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Messages when you cancel or keep your subscription

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Messages when you buy credits

The message shows on the Buy credits card.

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Messages on the lock screen