Subscription Details
Manage your Data Parrot subscription, including upgrading plans, managing your billing, and reviewing your plan details.
The Subscription Details tab shows different things depending on whether you are on the free Starter plan or a paid plan (Pro or Max).
Choosing a Plan (Starter)
If you are on the Starter (free) plan, the Subscription Details tab shows the available plans side by side: Starter, Pro, and Max. Each plan card lists what is included and what is locked behind a paid plan.
Click Get started under Pro or Max to begin checkout. This takes you to a checkout page where you can pick your billing term, set the number of seats, and pay.
Managing your Subscription (Pro or Max)
If you are on a paid plan (Pro or Max), the Subscription Details tab shows your current plan and billing term, an Adjust your plan area for upgrades, and buttons for switching billing cadence, managing seats, and managing billing.
The page includes:
- Current plan: your current plan name (e.g. Pro) and billing term (e.g. Billed monthly).
- Adjust your plan: if an upgrade is available, an upgrade card shows the higher tier with Monthly and Yearly pricing, what is included, and an Upgrade button.
- Switch to yearly billing: swaps your billing term from monthly to yearly. Yearly billing discounts the price.
- Manage Seats: opens the Manage Seats dialog. Use the
+and−controls to set the total number of seats, see how many are currently in use, and click Update Seats to apply. Changes are pro-rated on your next invoice. - Manage Billing: opens the billing portal in a new tab. From there you can update your payment method, view and download invoices, and review your billing history.
Personal Settings
Customize your personal Data Parrot settings including notification preferences, integrations like Fathom, and filter your notifications by pipeline, stage, and deal owner.
User Management
Add, edit, or remove users and assign roles to control access levels. Manage your Data Parrot account settings and integrations.