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How to Buy and Pay for a BoldDesk Subscription Easily

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Purchasing and paying for a BoldDesk subscription is an easy process intended to enable businesses to swiftly access robust help desk features. Whether you are upgrading from a free trial or beginning anew, this guide will take you through each step—from selecting the appropriate plan to securely completing your payment. You may buy 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 Plan.png

  1. In the Build your plan section:

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

      Build your plan.png

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

    Billing and Shipping Address.png

    If the entered card has 3D Secure enabled, 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 active subscription accounts, BoldDesk will automatically charge subsequent subscription fees to the default card, provided that it has sufficient funds, for the selected plan. Explore How to Add, Set a Default, and Delete Payment Methods.

Active BoldDesk Account.png

BoldDesk does not charge customers, clients, or contact accounts; billing is solely based on the Agents’ accounts.

Check out the video tutorials below for more information.

Frequently Asked Questions (FAQs)

Q1: Can I change my plan after purchase?
Yes, you can upgrade or downgrade from the Billing section.

Q2: What payment methods are supported?
BoldDesk supports major credit/debit cards with 3D Secure authentication.

Q3: When does my subscription activate?
Immediately after successful payment authorization.

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