Agency billing and client plans

Activate your agency subscription, connect client payments, and configure the plans your workspaces buy.

Two separate billing relationships

Area	What it covers
Billing > Current Plan	Your organization's white-label subscription, status, and workspace allowance.
Billing > Stripe Connect	Your agency's connected payment account for client billing.
Subscription Plans	The plans offered to your client workspaces.

Use the amounts and allowances displayed for your assigned plan. There is no single fixed agency price or workspace count for every organization.

Activate your organization subscription

Open Billing and review Current Plan. If an assigned plan is awaiting activation, select Complete Checkout. Active subscriptions expose subscription management controls.

Connect payments for client plans

Connect with Stripe
In Billing > Stripe Connect, select Connect with Stripe and complete the hosted onboarding.
Check the returned status
Review whether charges, payouts, and onboarding are enabled or complete. Use Complete Onboarding if required.
Create a paid client plan
Open Subscription Plans after connection. Agency paid plans require Stripe Connect.

Create a client subscription plan

Select Create Plan, enter its name and description, and configure the applicable settings. Review the total before saving.

Create Subscription Plan begins with the plan identity, platform fee, and charging model. Continue through the editor to set limits and entitlements.

Setting	What to decide
Platform fee	Whether the plan includes a recurring flat charge and its billing cycle.
Charging model	Per-minute or per-call charging, chargeable dispositions, and web-call charging.
Billing scenario	The prepaid or postpaid arrangement, including threshold or bolt-on options shown in the editor.
Workspace limits	The limits offered to this client plan.
Entitlements and add-ons	The included features and extras.
Active status and displayed features	Whether the plan is offered and how it is described.

Organization per-minute rate

Billing > Pricing Configuration exposes an organization per-minute rate in USD. Client plan rates and scenarios also affect billing, so this rate alone does not describe every client's charges.

If a client remains in provisioning, check whether its plan needs completed payment or manual activation. See Workspaces.