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Managing your Gleanin subscription

In this article, you’ll learn how to manage your Gleanin subscription, including choosing a plan, changing your plan, seats and add-ons, and updating your payment details.

Your subscription
Billing & Plan pages
Choosing a plan
Changing your plan, billing period, seats or add-ons
What you pay now and what changes at renewal
Cancelling a scheduled change
Payment method, billing address and billing history

Your subscription

Your subscription is made up of a plan, a billing period and any add-ons you choose. Only an Admin can change it.

  • Billing period - Monthly or Annual. Annual comes with 2 months free.
  • Plan - Gleanin Starter includes 1 user seat. Gleanin Pro includes 5 user seats, as well as integrations, attendee level reporting, custom fields and custom advocacy URLs.
  • Add-ons - extra features and seats you can add on top of your plan.

The add-ons are:

  • Additional user seats: each one lets one more person be a Manager or Admin
  • Integrations: connect your event systems and sync speaker, session and exhibitor data automatically (Gleanin Starter only, as it’s part of Pro)
  • Attendee reporting: track registrations driven by your campaigns end to end (Gleanin Starter only, as it’s part of Pro)
  • Customisation: custom fields and custom advocacy URLs across your campaigns (Gleanin Starter only, as it’s part of Pro)
  • Video: collect and share user-generated video from your speakers and exhibitors (Gleanin Starter and Gleanin Pro)

Our billing provider handles checkout, payment cards, billing addresses and invoices, so these open in a separate window on top of Gleanin.

Billing & Plan pages

To open your billing, click your account name at the top of the left-hand side menu, then click Billing & Plan. You will see two tabs:

  • Plan details: your current plan, add-ons and total, your next billing date and your Billing history. If a change is booked for your next renewal, you will see it here with the Scheduled change badge
  • Payment & Billing: your billing address and payment method

During a free trial, or after your subscription has been cancelled, you will see Choose your plan instead.

Choosing a plan

At the end of your free trial, or to come back after cancelling, please choose a plan:

  1. Click your account name at the top of the left-hand side menu
  2. Click Billing & Plan
  3. Click Monthly or Annual
  4. Click the plan you want
  5. Click Subscribe
  6. Complete the payment in the checkout window

You will see the message Subscription activated.

Note: Annual subscriptions can be paid by invoice. Choose Annual and a plan, then click Prefer to pay by invoice? and email us at hello@gleanin.com.

You can add seats and add-ons once you have subscribed.

Changing your plan, billing period, seats or add-ons

To change your subscription, follow the steps below:

  1. Click your account name at the top of the left-hand side menu
  2. Click Billing & Plan
  3. Click Manage subscription
  4. Make your changes:
    1. Under Billing period, click Monthly or Annual
    2. Under Plan, click Gleanin Starter or Gleanin Pro
    3. Under Add-ons, use the − and + buttons next to Additional user seats to set how many extra seats you want
    4. Tick or untick the add-ons you want
  5. Compare your Current subscription with your New subscription at the bottom of the page
  6. Click Review changes
  7. If you see Immediate payment, tick I understand I will be charged for these changes today
  8. Click Confirm changes

You will see the message Subscription updated, or Change scheduled for followed by the date if your change starts at your next renewal.

Note: To switch from annual to monthly billing, you need a payment card on your account. If you don’t have one, click Enter card details when asked.

What you pay now and what changes at renewal

Some changes start straight away, and others start at your next renewal:

  • Straight away: upgrading from Gleanin Starter to Gleanin Pro, and adding seats or add-ons. You pay for the days left in your current billing term, and the Confirm changes page shows an estimate of the total
  • At your next renewal: moving from Gleanin Pro to Gleanin Starter, switching between monthly and annual billing, and removing seats or add-ons

If you remove anything, all your seat and add-on changes in the same go wait until your renewal, including the ones you add.

Please keep in mind that a plan change and add-on changes that would start at different times can’t be made together. If you see a message about this, please make them one at a time.

Cancelling a scheduled change

While a change is booked for your next renewal, you can’t make another one. To keep your subscription as it is today:

  1. Click your account name at the top of the left-hand side menu
  2. Click Billing & Plan
  3. Click Manage subscription
  4. Click Cancel scheduled change

You will see the message Scheduled changes cancelled.

Payment method, billing address and billing history

To update your payment card or billing address, follow the steps below:

  1. Click your account name at the top of the left-hand side menu
  2. Click Billing & Plan
  3. Click Payment & Billing
  4. Click Update payment method or Update billing address
  5. Make your changes in the window that opens, then close it

To see your invoices, click Billing history on Plan details.

Note: Only an Admin can update payment details or open the billing history.