Plans, billing and credits

Owners

Only the workspace owner can change the plan, buy credits or cancel. Admins can see the Billing section but can't make purchases.

Billing lives in Settings, under Billing (shown as Plan & Credits on the first Settings screen). It has three tabs: Plan, Credits and Payment & invoices.

The plans

To see the plans, open Settings and go to Billing. The plans are listed under Change plan, each with its current price.

Plan	Seats included	Contacts
Operator	1	Unlimited
Builder	10	Unlimited
Expansion	30	Unlimited

• Extra seats can be added on any plan, so you don't have to move up a plan to add one more person.
• No plan includes AI credits. You buy them separately. See AI credits.
• You can pay Monthly or Annual. Use the switch above the plans to see the price for each.

On an older plan?

Some existing accounts are still on an older plan. It can have the same name as one of these but include different seats, contacts or AI credits, and it's listed under Change plan beside the plans above. Settings, under Billing, always shows the plan you're on and what it includes.

Changing your plan

• Upgrading takes effect immediately. You're charged the difference for the rest of the billing period.
• Downgrading is allowed as long as your team fits in the smaller plan's seats. If it doesn't, remove people or cancel pending invitations first.

When you reach a limit

If you hit a limit, for example the most landing pages your plan allows, Yapii shows what you've used and offers a one-click upgrade.

Contacts: today's plans have no contact limit. Some older plans do. On one of those:

• imports and CRM syncs keep going past your limit, and the extra contacts are billed monthly;
• adding a single contact by hand at the limit asks you to upgrade instead.

AI credits

AI credits pay for things like:

• Claire's calls and texts;
• AI writing and research;
• property data lookups.

How they work:

• No plan includes AI credits. The owner buys them in Settings, under Billing, on the Credits tab, on the AI Credits card.
• Top-up packs, under One-time credit top-ups, are one-off purchases and never expire.
• A Boost, under Monthly credit add-on, is a monthly add-on that gives you more credits every month. You can have one Boost at a time, and Boost credits don't roll over.
• Monthly credits are used first, then any credits you bought.
• Some older plans include a monthly amount of credits, which resets on the 1st of every month.

If you run out: anything that needs credits stops, and Claire pauses automatically. She starts again as soon as the owner buys a top-up and resumes her. On an older plan with monthly credits, she also starts again when they reset on the 1st.

Your card and invoices

In Settings, under Billing, on the Plan tab, click Open billing portal. From there you can update your card, download invoices and see your subscription.

If a payment fails

When	What happens
Day 0	The payment fails and the owner gets an email.
Day 3 and day 7	Reminder emails.
After day 7	The workspace becomes read-only. You can still see everything, export your data and fix billing, but you can't make changes.

Update the card in the billing portal. Access comes back as soon as the payment goes through.

Pausing or canceling

The owner cancels in Settings, under Billing, on the Plan tab. You'll be asked why, and offered a 30-day pause instead:

• Pause: billing stops for 30 days and your workspace stays as it is. You can pause once every 12 months. Yapii emails you 3 days before it restarts.
• Cancel: you keep access until the end of your paid period, or for 30 days, whichever is later. After that the workspace is locked, but your data is kept.

Add-ons

Add-on	What you get
Transactions	Manage deals under contract: documents, checklists, key dates and people. Ask the Yapii team to turn it on. See Transactions.
Claire Number Warmup	25 dedicated phone numbers for Claire's calls, billed monthly. They're warmed up gradually so carriers don't flag them as spam. A new number can text once your text messaging registration is active and the number has been attached to it, plus a short carrier wait of up to about three days. How many texts it may send a day then rises over its first few weeks.