Managing Your Subscription

Everything about your plan and your money lives on one screen: Settings → Plans & billing, reached from the Billing & plan card on the Settings home (“Plan, payment method, invoices, usage.”) or directly at /settings/billing. It carries the page header Plans & billing — Your plan, payment method, invoices, and usage., and it is the only place in Leed where a purchase happens.

Who can open it

This is the strictest access in Settings. The card and the page both require billing access, and exactly two things grant it: holding the Administrator role, or being given the billing override — a per-person checkbox on Settings → Team that raises one named person to Administrator level on billing alone, without making them an Administrator anywhere else.

The consequences are absolute, and worth knowing before you go looking:

• Someone without billing access does not see the Billing & plan card on the Settings home at all.
• If they navigate straight to /settings/billing, the page renders Not Found. It does not render an empty state or an upgrade prompt.

That is why a Content Publisher who runs the marketing budget still cannot open this screen until somebody ticks the box for them — and why an Administrator never needs it ticked.

What the screen contains

Three sections stack down the page, always in this order:

1. Usage meters — always rendered, on every plan. Your identified-contact count and this month’s marketing-email count, live at page load. Usage and limits explains what each meter counts and what happens when you reach it.
2. The plan chooser — always rendered, all four cards, on every plan including Free.
3. Subscription and payment details — rendered only while a paid subscription exists. On Free, there is nothing below the plan cards, and that absence is correct rather than a fault. Invoices and payments covers those two panels.

The important half of that is the second point: the plan chooser is not a checkout page that appears once and then goes away. It renders permanently, with your current plan marked — including when your current plan is Free, because Free is a real plan rather than the absence of one.

Reading a plan card

Every card is built the same way, top to bottom:

Two details generate most of the questions about this screen:

• The Current Plan pill sits above your card, on its top edge, rather than inside it.
• Each card lists only its first four features. A single Show all features control sits under the grid and expands every card at once; it then reads Collapse features. If a plan looks thin, you are looking at four of its features, not all of them.

For what those features actually mean, plans and tiers is the shorter argument and feature availability by plan is the complete list.

The action on each card

The same grid of four cards shows five different buttons depending on what you are already paying for. This is the single most common source of “why does mine say something different”.

flowchart TD
    A[A plan card] --> B{Is it my<br/>current plan?}
    B -->|Yes| C["Your current plan<br/>(not clickable)"]
    B -->|No| D{Is it Enterprise?}
    D -->|Yes| E[Contact sales<br/>opens leed.ai in a new tab]
    D -->|No| F{Is it Free?}
    F -->|Yes| G[Downgrade to Free<br/>confirmation dialog, then cancel]
    F -->|No| H{Do I already have a live<br/>subscription, trial included?}
    H -->|Yes| I["Switch to &lt;Plan&gt;<br/>changes the existing subscription"]
    H -->|No| J["Continue with &lt;Plan&gt;<br/>opens hosted checkout"]

Switching and downgrading both change an existing subscription rather than starting a new one, and both are covered in full — including what happens to your data — in changing plans and downgrades.

Going through checkout

This is the path for a workspace with no live subscription.

1. Choose a paid plan and select Continue with.
2. The hosted checkout opens as an overlay on top of the CMS. If the payment provider’s overlay script is blocked or has not finished loading, Leed opens the same hosted checkout in a new tab instead — nothing is lost and the new tab is safe to use.
3. Enter your payment details and confirm. Your card is collected even when the plan starts as a trial.
4. On success, the page refreshes its plan and usage data in place. No sign-out, no reload.

A paid plan you have never trialled starts with a free trial before the first charge; the rules — including the one-trial-per-plan limit that decides whether you are billed today or in two weeks — are in free plan and trials.

Discount codes

There is no coupon box in Leed. The hosted checkout has its own discount field, and that is where a code goes.

If checkout will not open

Leed surfaces the server’s own message rather than failing silently, so the notification you get is diagnostic.

Buying Enterprise

Enterprise is never self-served. Its card shows Custom rather than a price, and its action is Contact sales, which opens the Leed website in a new tab. Pricing, quotas and contract terms are negotiated, and your workspace’s limits are then set for it — so an Enterprise workspace’s meters read its own agreed numbers rather than a published default.

Terms, DPA and privacy

Three links sit in a quiet row under the plan chooser: Terms, DPA and Privacy Policy. They open on the Leed website. They are placed here because this is the screen a buyer is on when they need them.

Every settings screen and where each one is documented is mapped in settings home and map.