Change & Manage Your Subscription Plan

A guide for Workspace Owners to change their Folktale subscription plan, update their payment method, and view transaction history.

🎯 Who is this for?

This guide is for Workspace Owners only. Plans & Billing is not accessible to Admins or any other role. If you need to change your plan and are not the workspace Owner, contact the Owner directly.

Overview

To manage your subscriptions, you will need to open your Workspace Settings > go to the Plans & Billing Tab. This is where you can view your current Folktale plan, switch to a different plan, update your payment method, and review past transactions. This guide will help you understand:


Folktale has four plans: Free, Starter, Pro, and Enterprise. Each plan unlocks a different set of features and campaign limits. If you are unsure which plan is right for your organisation, see the plan comparison in the Plans & Billing tab or contact support@folktale.io.

How to Change Your Subscription Plan

Follow the steps below to change your subscription plan for your workspace:

  1. Sign in and go to your Folktale Dashboard.
  2. In the left panel, open the workspace dropdown and select the workspace whose plan you want to change.
  3. Click the Settings button in the left panel to open Workspace Settings.

  1. Click the Plans & Billing tab, and it will show your current plan and what it includes. Then, click the Change plan button.
  2. Review the available plans and select the one you want to move to.
  3. Follow the on-screen steps to confirm the change.

A. Upgrading Subscription Plan

Once you have upgraded the subscription, your account will take effect immediately. Your plan will determine how many active campaigns you can have. If you have completed or closed a campaign, it will not be counted in your plan, and you will have another quota to create campaigns.

B. Downgrade Subscription Plan

Unlike upgrading your account, the change to your account will take effect on your next billing cycle. This means you will still have your current existing Plan until the active date expires or the date your plan is supposed to be renewed.

If you cancel your subscription, your plan will be changed to a Free Tier on the next renewal date.

⚠️ Please note that if your subscription isn’t renewed, your workspace will stay on the Folktale Platform in a view-only state.

Update Your Payment Method

  1. In the Plans & Billing tab, scroll to the payment method section.
  2. Click the option to update your payment details and enter your new card or billing information.
  3. Save your changes.

⚠️ Important: Make sure your payment method is up to date to avoid any interruption to your plan. If a payment fails, your workspace will be downgraded to the Free plan until billing is resolved.

View Transaction History

Past invoices and transaction details are available in the Plans & Billing tab.

  1. Scroll down to the transaction history section to see a record of your past payments.
  2. Click any transaction to view or download the invoice.