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How to Buy and Pay for a BoldDesk Subscription

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You can purchase a subscription by following these steps:

  1. Go to the Admin > Billing and Subscription.

    Billing_and_subscription.png

  2. On the billing and subscription page, click Buy Now on your desired plan to proceed to the payment page.

    Buying_a_plan.png

    If you want to buy a different plan, click the Choose Plan option first to change your selection.

  3. In the Build your plan section:

    • Choose the billing cycle and the number of agents.
    • To include AI features, enable AI Add-ons (AI Copilot and AI Agent).
    • Click Next to continue.

    Building_a_plan.png

  4. Provide your payment card and billing address details. The total amount will be displayed on the Pay button. Click Pay to complete the transaction.

    Card_and_billing_address_information.png

    If the entered card has 3D Secure enabled, then you will be asked to complete an additional verification step with the card issuer to process the payment.

    A pop-up will appear with an authentication page on the card’s bank’s website, and requires you to enter a password associated with the card or a code sent to your phone.

    change_plan_3d_authentication_section.png

    Once the payment is authorized, your subscription will be activated immediately.

    • Updating Agent Seats: You cannot reduce the number of agents below the currently active count in your subscription. To view active agents, go to Admin → Agents. If you wish to reduce the number of agents, remove the active agents first and then proceed with the payment.
    • Recurring Payments: For customers with an active subscription, BoldDesk will automatically charge subsequent subscription fees to the default card, provided that it has sufficient funds, for the selected plan. Please check this article for more information on setting default Payment Methods.

    active_bolddesk_account.png

Check out the video tutorials below for more information.

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