This article covers how to view subscription details, upgrade a Keap™ edition, add or remove contacts and users, update billing address and contact information, and update or add a payment method. For full billing terms, see the Keap Billing Policy.

View Subscription Details

1. Select the profile icon and choose Settings.

   

   The screenshot above shows the Settings option in the Keap profile icon menu.

2. Select My Account.

   

   The screenshot above shows the My Account option in Keap Settings.

3. Select View subscription details to view the current plan, contact limit, and user count.

   

   The screenshot above shows the View subscription details button on the My Account page.

4. To upgrade the Keap edition, add users, or increase the contact limit, select the Edit Subscription button.

   

   The screenshot above shows the Edit Subscription button in the subscription details panel.

Upgrade the Keap Edition

1. Select the Change button and choose the edition to upgrade to.

   

   The screenshot above shows the Change button in the subscription editor.

   

   The screenshot above shows the edition selector with available Keap plans.

2. Select the Update button.

   

   The screenshot above shows the Update button in the edition selector.

3. The confirmation window reflects the new edition. A prorated charge applies for mid-cycle upgrades.

   

   The screenshot above shows the upgrade confirmation window with the new edition and prorated charge displayed.

Add Contacts and Users

1. Select the Add contacts and users button.

   

   The screenshot above shows the Add contacts and users button in the subscription editor.

2. Select which items to add — additional contacts, additional users, or both.

   

   The screenshot above shows the contact and user selection options in the addition panel.

3. Select the Add button.

   

   The screenshot above shows the Add button in the contact and user addition panel.

4. If adding additional contacts, enter the number of contacts to add.

   

   The screenshot above shows the contact quantity field in the addition panel.

5. Review the additional cost displayed next to each added item.

   

   The screenshot above shows the cost summary for the selected additions.

6. Select the Update Subscription button.

   

   The screenshot above shows the Update Subscription button in the subscription editor.

7. The subscription details now reflect the changes.

   

   The screenshot above shows the updated subscription details confirming the additions were applied.

Remove Contacts and Users

The quantity of additional contacts or users purchased can be reduced using the steps below. To completely remove all additional contacts or users from the subscription, contact Keap support.

1. Edit the number of contacts or users in the subscription editor.

   

   The screenshot above shows the contact and user quantity fields in the subscription editor.

2. Select Update.

   

   The screenshot above shows the Update button in the subscription editor.

3. Select Update Subscription.

   

   The screenshot above shows the Update Subscription button confirming the removal changes.

Update Billing Address and Contact Information

Select Update account details or Update billing address on the My Account page to update the billing contact information or billing address on file.

The screenshot above shows the billing update buttons on the Keap My Account page.

Update a Credit Card or Add a New One

Note: If a credit card has been declined, the primary card on file can be updated, or a new card can be added and set as the primary or backup payment method. When a new card is added, Keap will retry the most recent failed payment. Keap automatically retries failed charges on the following schedule after the initial declined due date: 2, 4, 8, 15, and 31 days.

1. Select Payment method details.

   

   The screenshot above shows the Payment method details button on the My Account page.

2. Select an existing card to update it, or select Add new to add a new card.

   

   The screenshot above shows the payment method details screen with existing cards and the Add new button.

3. If adding a new card, select whether to set it as the primary payment method after entering the card details.

   

   The screenshot above shows the primary card option on the new credit card form.

4. Select Update.

   

   The screenshot above shows the Update button on the credit card form.

Frequently Asked Questions

What does this article cover?

This article covers how to view and manage a Keap subscription, including upgrading the edition, adding or removing contacts and users, and updating billing address and payment method.

Can all additional contacts and users be removed without contacting support?

Partial reductions can be made using the subscription editor. To remove all additional contacts or users from the subscription entirely, contact Keap support.

What happens when a credit card charge is declined?

When a payment is declined, Keap automatically retries the charge at 2, 4, 8, 15, and 31 days after the initial declined due date. Adding or updating the primary card on file triggers an immediate retry of the most recent failed payment.

Are upgrades prorated?

Yes. Upgrading a Keap edition mid-billing cycle results in a prorated charge for the remainder of the current period.