Customize and Manage Your Apollo Plan

Overview

If you're an Apollo admin, you can review and update your team's Apollo plan, manage seats and add-on credits, update billing information, or cancel your subscription.

Some changes take effect immediately, while others take effect at the start or end of your billing cycle. Review the details for each change before you confirm it.

Check out the following sections to review or manage your Apollo plan.

Back to Top

Access Your Plan Overview and Settings

Your plan settings show what's included in your team's Apollo plan and your current usage of Apollo credits, dialer minutes, conversation minutes, AI research usage, and AI words.

To review and manage your plan:

1. Launch Apollo and click Admin Settings > Plan overview.
2. Review what's included in your plan and your team's current usage.
3. To upgrade your plan, manage seats, or customize add-on credits, click Manage Subscription.
4. To update your payment method or billing information and review invoices, click Billing. Check out Manage Your Billing Information in Apollo for more details.
5. To configure domain and seat management preferences, create an invite link, assign a default permission profile for new users, or request a domain change, click License Settings.

You have now reviewed your Apollo plan and settings.

Back to Top

Upgrade or Customize Your Current Plan

You can manage your subscriptions directly in Apollo.

To access your subscription options:

1. Click Admin Settings > Plan overview.
2. Click Manage Subscription.

You can now choose how you want to update your Apollo plan.

• Add seats.
• Switch plans.
• Buy add-on credits.

Add Seats

Free plans are limited to one seat after one hundred days of active use. If you're on a Free plan, upgrade to a paid plan to access more seats.

To add or remove seats:

1. Click Admin Settings > Plan overview > Manage Subscription.
2. Next to How many users do you have?, click + or - to change the number of seats. Apollo previews the cost of your changes.

You have now managed your seats on Apollo. Continue to review and confirm your plan changes.

Back to Top

Switch Plans

Review Apollo's available plans to choose the option that fits your business needs. If your team is on a Free plan, you can access a fourteen-day free trial of Apollo's Basic or Professional plan before buying. Learn more about Apollo free trials.

Downgrades don't count as an account cancellation in Apollo. If needed, you can cancel your Apollo plan.

To switch plans:

1. Click Admin Settings > Plan overview > Manage Subscription.
2. Click Show plan comparison to compare available plans and features.
3. Choose a plan, then click Select Plan. Apollo provides a cost preview.

You have now selected a new Apollo plan. Continue to review and confirm your plan changes.

Back to Top

Buy Add-On Credits

You can only purchase add-on credits on a paid Apollo plan. If you're on a Free plan, upgrade to a paid plan to purchase additional credits.

Unused credits expire at the end of your billing cycle and don't roll over. Learn more in Review Credit Usage in Apollo.

To buy add-on credits:

1. Click Admin Settings > Plan overview > Manage Subscription.
2. Choose the amount of additional credits you want.
3. Review the cost preview.

You have now selected the add-on credits you want. Continue to review and confirm your plan changes.

Reduce or Remove Add-On Credits

If you don't want add-on credits to renew, reduce or remove them before your next billing cycle. Reductions and removals take effect at the start of your next billing cycle, and you can continue using your current purchased credit quantity through the end of your current billing period.

To reduce or remove add-on credits:

1. Click Admin Settings > Plan overview > Manage Subscription.
2. Lower the amount of add-on credits you don't want to renew. To remove an add-on completely, set the amount to 0 or None.
3. Review and confirm your changes.

You have now updated which add-on credits will renew. The change takes effect at the start of your next billing cycle.

Back to Top

Review and Confirm Your Plan Changes

After you add seats, switch plans, or choose add-on credits, review and confirm your changes before completing your purchase. Before you confirm, check that your billing information is current.

To confirm your changes:

1. Click See Price Breakdown to review the changes to your plan.
2. Review the price breakdown, then click ✕.
3. Click Upgrade to confirm your purchase.

4. If Apollo asks you to confirm an add-on credit purchase during your current billing cycle, review the renewal and expiration details and confirm that you want to continue.
5. If Apollo asks for payment information, enter your billing details, then click Upgrade.

You have now confirmed your plan changes.

Back to Top

Cancel Your Apollo Plan

You can cancel your plan in your Apollo account. Apollo schedules your cancellation for the end of your current billing cycle. While your cancellation is pending, you can continue using your Apollo account and available credits.

To cancel your Apollo plan:

1. Launch Apollo and click Admin Settings > Plan overview.
2. Scroll to click Cancel Plan.
3. Select a reason for your cancellation. If you change your mind, click Keep current plan.
4. Review and confirm your cancellation. When you cancel, you acknowledge that you may not be able to rejoin Apollo at your current plan price.

You have now scheduled your Apollo plan to cancel at the end of your current billing cycle.

Apollo places your account on pending cancellation status and processes your cancellation at the end of your current billing cycle. While your cancellation is pending, you can continue using your Apollo account and credits.

If you need further assistance with cancellation, reach out to Apollo Support through chat.

Back to Top

FAQs

Check out these FAQs about managing your Apollo plan:

Back to Top

Next Steps

Check out these resources to learn more about your Apollo plan, credits, and billing:

Back to Top