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Cancel a plan, and undo it before it ends

2 min readFor adminsIn review

Cancelling is never a trick: we say what stops and when, ask you twice, check it is you with a code, and leave a way back until the day it ends.

In review: written from the product, not yet walked through live.

1Open Manage on the plan

In Billing, press Manage on the plan. Cancel is the last item, in red (1).
The Manage sheet for SkedX Call with Cancel SkedX Call in red (1)

Open Billing

2Read what stops and what stays

The first screen says what works until your date, what stops after it, what stays and the bill after (1). A smaller change comes first (2). Keep (3) leaves everything as it is; Continue to cancel goes on.
Before you cancel: until, from, stays and the money (1), a smaller change instead (2), and Keep SkedX Call (3)

3Say why, if you like

Pick a reason (1) and add a note — a person reads every answer. Or press Skip (2).
Why are you cancelling: the reason chips (1) and Skip (2)

4Confirm

Check the plan and the date (1), tick the box that says what stops (2), and press Send me the code (3).
Confirm: the plan, date and charges (1), the checkbox (2), and Send me the code (3)

5Enter the code

Type the 6-digit code from the email (1) — it went to your own email (2) and works for 10 minutes. Didn't get it? Send a new one (3). Never share it, even with SkedX staff.
Enter the code: the six boxes (1), where it was sent (2), and resend (3)

6Done — and Undo

It says the plan is cancelled and works until its date (1). Changed your mind (2)? Undo cancellation (3) takes it back.
Cancelled: the date it works until (1), the note about changing your mind (2), and Undo cancellation (3)

7Undo from Billing

Until the date, the plan shows Undo on Billing (1). If its autopay had stopped, you approve it again once.
Active plans on Billing: the cancelled plan with Undo (1)

8If you are not an owner or admin

You see the same first screen and Ask them to cancel, which sends the owner one message. Only an owner or admin can cancel.

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Common questions

Am I charged after I cancel?

No. The plan works until the end of the month you paid for, and nothing more is charged for it.

Is anything deleted?

No. Your records, recordings, notes and files stay. If you come back, everything is where you left it.

Who gets the code?

The owner or admin who is cancelling, at their own email. The owner on file is told a cancellation was started.

Can I undo it?

Yes, any time before the date it ends: press Undo on Billing. If its autopay had stopped, approve it again once.

What happens to my other products?

Nothing. On one bill, the bill is re-priced without the plan you cancelled; the others keep their autopay.

What about my SkedX Call numbers?

They stop working when the plan ends. Keep the plan, or undo before the date, to keep them.

Previous: Your autopay: change the card or UPI, and fix a payment that didn’t go through · All Plans & billing guides

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