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How to Cancel
To cancel your account, start by going to Settings > Your Billing History
From here you can click the X Cancel Subscription button.
A pop up will appear asking some feedback questions. Follow the prompts, and if you decide to cancel, your subscription will not renew on it's next cycle.
Once you cancel, you will stay on the tier that you are on until your billing cycle ends. Then you will be moved to the Solo version.
You can always resubscribe by clicking the Swap to Another Plan button.
Make sure to cancel any Add-Ons (like employee logins) you have as well. Cancelling your base subscription does not automatically cancel Add-Ons.
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Refund Policy
No full, partial, or prorated refunds will be given for Free, Starter, or Pro plans. Annual subscriptions will also not be refunded or prorated if cancellation takes place during the annual term. Mobile users will not be discounted, refunded, or prorated if cancelled between monthly billing cycle.
For information about our Refund Policy, you can view that on our pricing page. https://www.copilotcrm.com/pricing