> ## Documentation Index
> Fetch the complete documentation index at: https://squad.so/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage your subscription, credits, and workspace data

> Change or cancel your subscription, buy credits, export your data, and reset or delete your workspace.

This page is for the owner of a Squad workspace. It covers the Billing screen: your subscription, credit purchases, auto-recharge, the lock screen, and how to export, reset, or delete your workspace. For what each charge pays for, see [What Squad costs and what uses credits](/docs/costs).

## 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.

## 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 current price, see [Squad pricing](https://squad.so/#pricing).

## 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".

## 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.

## Cancel your subscription

<Steps>
  <Step title="Open Billing">
    Open **Settings** > **Billing**.
  </Step>

  <Step title="Start the cancellation">
    On the plan card, select **Cancel subscription**.
  </Step>

  <Step title="Give a reason">
    In the dialog "Before you go, tell us why", type your reason. The reason must have at least 20 characters.
  </Step>

  <Step title="Confirm">
    Select **Cancel my subscription**.
  </Step>
</Steps>

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 your workspace and agents are deleted on that date. In practice, the workspace is locked on that date and scheduled for deletion. See [What happens at the end date](#what-happens-at-the-end-date).

<Tip>The billing portal from **Manage subscription** can also cancel your subscription. The **Cancel subscription** button on the Billing screen does the same thing.</Tip>

### 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.

## 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.

<Warning>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](#export-your-data).</Warning>

## If a payment fails

When a renewal payment fails, your squad keeps working for 7 days. The dashboard does not show a warning during these 7 days.

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**.

## Use the lock screen

The lock screen replaces the dashboard when your subscription is canceled, paused, or past due.

| Title                           | Main button                                      |
| ------------------------------- | ------------------------------------------------ |
| "Your subscription is canceled" | **Resubscribe** opens a new checkout             |
| "Your subscription is paused"   | **Resume subscription** opens the billing portal |
| "Payment past due"              | **Renew subscription** opens the billing portal  |

The lock screen also has these buttons:

| Button                                   | What it does                                                                                                                                           |
| ---------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Already resubscribed? Refresh access** | Checks your subscription again and unlocks the workspace if it is active                                                                               |
| **Export workspace data**                | Downloads your workspace data as a JSON file, named `missioncontrolhq-export-` and the date                                                            |
| **Reset workspace**                      | Deletes your workspace data. Select it a second time ("Click again to permanently reset") to confirm. The workspace stays locked until you resubscribe |
| **Cancel subscription**                  | Opens the billing portal. Not shown when the subscription is already canceled                                                                          |
| **Sign out**                             | Signs you out                                                                                                                                          |

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."

## Buy credits

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

<Steps>
  <Step title="Open Billing">
    Open **Settings** > **Billing**.
  </Step>

  <Step title="Set the number of packs">
    On the **Buy credits** card, use **+** and **−** to set the number of packs.
  </Step>

  <Step title="Select the buy button">
    Select the buy button. Its label is **Buy ·** and the total price.
  </Step>

  <Step title="Read the dialog">
    Read the dialog. It shows the price and the number of credits.
  </Step>

  <Step title="Confirm the payment">
    Select the pay button to confirm. Its label is **Pay**, the total price, and **now**. To stop, select **Cancel**.
  </Step>
</Steps>

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 "✓ \[credits] credits added. Your card was charged \$\[amount]." with your numbers. The credits reach your balance when the payment completes, usually within a few seconds. The **Credits left** tile 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

<Steps>
  <Step title="Open Billing">
    Open **Settings** > **Billing**.
  </Step>

  <Step title="Turn on the switch">
    On the **Auto-recharge** card, turn on the switch.
  </Step>

  <Step title="Set the threshold">
    In **When credits drop below**, type the balance that starts a purchase.
  </Step>

  <Step title="Set the pack count">
    In **Buy this many packs**, type the number of packs for each purchase.
  </Step>

  <Step title="Set the monthly maximum">
    In **Never buy more than**, type the maximum number of packs for each month.
  </Step>
</Steps>

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."

## 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 latest 500 activity items
* The latest 500 squad chat messages

The export does not include:

* Run history
* Email messages
* Memory
* Skills
* Settings, AI connections, and integration credentials
* Activity and squad chat older than the latest 500 items

<Warning>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.</Warning>

## 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 then sends you back to setup, so that you can build a new squad. A reset does not cancel your subscription.

<Warning>You cannot undo a reset. Export your data first.</Warning>

<Steps>
  <Step title="Open General settings">
    Open **Settings** > **General**.
  </Step>

  <Step title="Start the reset">
    In **DANGER ZONE**, select **Reset workspace**.
  </Step>

  <Step title="Type RESET">
    In the dialog "Reset this workspace?", type `RESET`.
  </Step>

  <Step title="Confirm">
    Select **Reset workspace**.
  </Step>
</Steps>

Check that it works: the message "Workspace reset. Taking you to setup" appears, and the setup page opens.

If a reset or a build is already running, Squad refuses the reset and tells you to wait a few minutes.

## 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](mailto:support@squad.so) from your account email. For how to write the request, see [Get help](/docs/getting-help).

## Get a refund

Your first payment has a 7-day money-back guarantee. The rules are on the [Refund Policy](https://squad.so/refund) page:

* The guarantee covers your first payment only.
* To ask for a refund, email [support@squad.so](mailto: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.

## 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`.

## 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.

**I resubscribed but the lock screen still shows.** Select **Already resubscribed? Refresh access**. If the screen stays, email [support@squad.so](mailto:support@squad.so).

### Messages when you cancel or keep your subscription

| Message                                                                                  | Fix                                                                                           |
| ---------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------- |
| "Please say a little more - at least 20 characters."                                     | Write a longer reason.                                                                        |
| "Please shorten your reason - it can be up to 5,000 characters."                         | Write a shorter reason.                                                                       |
| "The cancellation could not be completed. Please try again, or use Manage subscription." | Try again, or cancel in the billing portal.                                                   |
| "The cancellation could not be removed. Please try again, or use Manage subscription."   | Try again, or select **Manage subscription** and keep the subscription in the billing portal. |

### Messages when you buy credits

The message shows on the **Buy credits** card.

| Message                                                            | Cause                                                             | Fix                                                                            |
| ------------------------------------------------------------------ | ----------------------------------------------------------------- | ------------------------------------------------------------------------------ |
| "Pick between 1 and 20 packs per purchase."                        | You set more than 20 packs. The **+** button does not stop at 20. | Set 20 packs or fewer. Buy again for more.                                     |
| "Your subscription isn't active. Manage it from the billing page." | Your subscription is not active, or your workspace is locked.     | Fix the subscription first.                                                    |
| "No active subscription found. Please subscribe first."            | Squad found no active subscription for your account.              | Check your subscription in the billing portal. If it is active, email support. |
| "Card declined — please update your card on file and try again."   | Your card refused the charge.                                     | Update the card with **Open portal**, then try again.                          |
| "Something went wrong charging your card. Please try again."       | The charge did not go through.                                    | Try again. Check your balance first, so that you do not buy twice.             |
| "Credit packs aren't available right now."                         | Credit packs are not on sale at the moment.                       | Try again later.                                                               |

### Messages on the lock screen

| Message                                                                                                                                                                                         | Cause                                                       | Fix                                                                                             |
| ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------- | ----------------------------------------------------------------------------------------------- |
| "No active subscription found yet. If you just paid, give it a moment and try again."                                                                                                           | The new payment is not confirmed yet.                       | Wait a minute, then select **Already resubscribed? Refresh access** again.                      |
| "This subscription was refunded, so it stays canceled. Subscribe again anytime to come back."                                                                                                   | You got a refund, so the old subscription cannot come back. | Select **Resubscribe**.                                                                         |
| "Couldn't refresh access. Please contact support."                                                                                                                                              | The check failed.                                           | Email [support@squad.so](mailto:support@squad.so).                                              |
| "Couldn't start the checkout. Try again, or email [support@squad.so](mailto:support@squad.so)" or "Couldn't load the checkout. Try again, or email [support@squad.so](mailto:support@squad.so)" | The checkout did not open.                                  | Reload the page and try again.                                                                  |
| "Could not open billing portal" or "Failed to open billing portal:" followed by a reason                                                                                                        | The portal did not open.                                    | Try again.                                                                                      |
| "Export failed:" followed by a reason                                                                                                                                                           | The export did not finish.                                  | Try again.                                                                                      |
| "Workspace data deleted. Resubscribe to set it up again."                                                                                                                                       | The reset worked. The workspace stays locked.               | Select the main button of the lock screen to restore your subscription. Then build a new squad. |
| "Reset failed:" followed by a reason                                                                                                                                                            | The reset did not finish.                                   | Read the reason. For the common reasons, see [Fix setup problems](/docs/setup-troubles).             |
