Billing and plans

A strip across the top of the page summarises your current plan:

• Current Plan — the name of your plan. During a trial, it's followed by "Trial · 14 days left", counting down.
• A status badge: Active, Trialing, Past_due, Canceled, Incomplete, etc.
• Billing Period — the start and end dates of your current billing cycle or trial (or "Never expires" if you have lifetime access).
• Next Payment — the amount and date of your next charge. If you have a discount applied (referral credits, country pricing, or a Stripe coupon), the discounted amount appears with the original amount struck through. During a trial, this shows the plan's price and the trial's end date, but there's no card on file and nothing is charged unless you subscribe.
• Cancel Subscription button (Admins only, on active paid plans). A trial doesn't have this button.
• Offers menu — for redeeming codes and viewing exclusive offers.

Status banners appear here if anything needs your attention: failed payments, scheduled cancellations, scheduled downgrades, or inactive subscriptions.

1. Create a workspace. The trial starts on its own, with no card.
2. On Plan & Billing, your trial plan's card is marked "Trial · 14 days left", counting down, and its button reads Subscribe now.
3. In the last 7 days, a strip above every page shows how long is left, for example "3 days left in your Launch trial · choose a plan to keep the workspace open." Owners and Admins also see a Choose a plan button that opens this tab.
4. Reminder emails go out 7 days, 48 hours, and 24 hours before the end. Owners and Admins also get an in-app notification 48 hours before.
5. To keep going, click Subscribe now, or pick a different plan, and complete checkout. Your work carries over.

There's no grace period. As soon as the trial ends, the workspace is paused, and everyone in it lands on a Workspace paused page that reads "Choose a plan to continue using Nautis."

• Your data stays. "Nothing is deleted while a workspace is paused."
• Automation stops. "Reminders and automations are on hold." That includes routines, Chief of Staff, and outside tools connected through the API or the AI connector. Only billing, sign-in, security, compliance, and support emails still go out.
• What others can reach. Data room share links, invoice pay links, and public profiles keep working. Booking pages, contact intake, custom forms, and job applications respond as temporarily unavailable.
• Owners and Admins choose a plan on that page. The workspace "Restores the moment checkout completes", and you return to your dashboard within seconds.
• Other members see "Only an owner or admin can choose a plan", with a Remind [owner's name] button (one reminder per day) and Email them yourself.
• If you belong to another active workspace, use Switch workspace to open it.

Owners and Admins also get an in-app notification: "The workspace is paused until a plan is chosen."

1. Scroll past the current-plan strip to the Choose Your Plan section.
2. Use the toggle to switch between Monthly and Annual billing. The annual toggle has a red "2 months free" badge — annual is usually a better deal.
3. If you have referral credits, they're applied when you check out.
4. If Nautis detects you're in a country with regional pricing (PPP), a small green chip shows your discount, e.g. "20% discount applied for India".
5. Each plan shows as a card with the plan name, description, price, and a button. The button label depends on context:
   • Subscribe now — this is the plan you're trialing.
   • Subscribe — your workspace has no plan.
   • Upgrade — this plan costs more than your current one.
   • Downgrade — this plan costs less than your current one.
   • Current Plan — this is what you're on now (button disabled).
6. The plan Nautis most recommends has a MOST POPULAR badge with a star.
7. Click the plan's button.
   • On your first paid subscription, including from a trial, you're sent to Stripe Checkout to enter your card. Once payment succeeds, you come back to this page with a success toast.
   • For upgrades, the change is usually immediate — the toast says "Changes have been applied immediately".
   • For downgrades, the change is usually scheduled for the end of your current billing period — the toast says "Changes will take effect on [date]" and a yellow Downgrade Scheduled banner appears at the top.

1. On the strip at the top of the Plan & Billing tab, click Cancel Subscription.
2. A confirmation dialog appears: "Are you sure you want to cancel your subscription? Your access continues until [date]. After that the workspace is paused until a plan is chosen — nothing is deleted."
3. Click Cancel Subscription to confirm, or Keep Subscription to back out.
4. You see "Subscription cancelled successfully". A yellow Cancellation Scheduled banner now appears at the top of the page showing the date your access ends.

You don't lose access straight away. It stays live until the end of the billing period you've already paid for. After that, the workspace is paused the same way as when a trial ends, and it stays paused until someone chooses a plan.

If you cancelled and changed your mind:

1. While the Cancellation Scheduled banner is showing, click Undo Cancellation inside it.
2. You see "Subscription reactivated successfully" and the banner disappears. Your subscription continues as normal at the next renewal.

If Stripe couldn't charge your card, a red Payment Failed banner appears at the top:

1. Click Update Payment Method in the banner.
2. A new tab opens to Stripe's secure billing portal.
3. In the portal, add a new card or fix details on your existing one.
4. Stripe retries the charge automatically once the new card is in place. The banner on the Plan & Billing tab clears once the payment goes through.

The actual card on file lives in Stripe's customer portal, not in Nautis.

The Offers menu near the Cancel Subscription button gives you two extras:

1. Redeem Code — opens a dialog where you can paste a redemption code (e.g. an AppSumo-style code, or a code received in an email). If you own more than one organization, a dropdown lets you pick which one to apply the code to. Click Redeem to activate the package.
2. View Offers — opens a list of any custom offers that have been made available to your account. Each row shows the offer name, description, price, billing type (Monthly, Yearly, Lifetime, or one-time), and an expiry date if any. Click View to open the offer's details page.

If you have unredeemed offers waiting, a small red badge appears on the Offers button so you don't miss them.

Below the plan cards is a Compare Our Plans table. It groups every feature by category (AI tools, Pitch Tools, Investor Tools, etc.) and shows what's included on each plan. Use it to figure out what you'd gain by upgrading before you click anything.