# A plan gift from SkedX: accept it, and what happens after

> Sometimes SkedX offers a company a better SkedX Call plan for one month, free — for example Unlimited instead of Essentials. An admin who may manage the plan sees it on the Calls page as a pop-up ("A gift from …, SkedX") that compares the two plans, says when it ends, and shows that the autopay stays the same. Accept starts it at once; Not now hides it for the visit and it waits on Calls → settings → Numbers & plan ("See the offer") until the offer ends. After the month the plan goes back to the one you had on its own — nothing to cancel, and you are never charged for the better plan. Calls, recordings and notes made during the month stay.

Product: SkedX CRM · Topic: Calling · Draft — steps not yet re-verified in the live product

A better SkedX Call plan for one month, at no cost — here is where it appears, what it changes, and what happens when the month ends.

## Step 1: Find the offer

An admin who may manage the plan sees the offer as a pop-up on the **Calls** page. If you pressed **Not now**, it waits in Calls -> settings -> **Numbers & plan** — press **See the offer** to open it again before the offer ends.
Open it directly: https://crm.skode.ai/calls

## Step 2: See what changes, and when it ends

The pop-up compares your plan with the better one: call minutes, calls written out, notes after each call, call scoring and AI minutes. Below it it says the plan goes back on its own after the month, that your autopay stays the same amount, and the exact dates.

## Step 3: Accept it

Press **Accept — start my free month**. It starts at once, and SkedX notes who accepted and when. **Not now** closes it for this visit without changing anything.

## Step 4: Start using it

The pop-up turns into the congratulations, with the dates and what you go back to. **Make a call** opens the dialer — the transcript and notes appear on the call after you hang up. Call scoring needs a scorecard: **Set up a scorecard** opens it in Calls settings. Everyone on your team sees this once.

## Step 5: While it runs

Calls -> settings -> **Numbers & plan** shows the better plan with when it ends and what comes back.

## Step 6: When the month ends

In the last three days the Calls page says when it ends, with **See your plan**. On that day the plan goes back to the one you had, on its own. Nothing to cancel, and your next autopay is the same amount as before.

## Common questions

### Will I be charged for the better plan?

No. Accepting costs nothing, your autopay keeps the same amount, and the plan goes back on its own at the end of the month.

### What happens to calls, recordings and notes made during the month?

They stay. Only new calls after the month follow your own plan again — for example, no transcript on a plan that does not include it.

### I pressed Not now. Where is the offer?

In Calls -> settings -> **Numbers & plan**, as a row with **See the offer**, until the offer ends.

### Who can accept it?

Someone whose role may manage SkedX Call numbers and the plan (Settings -> Users -> Roles -> Calls -> “Numbers, Plan & Compliance”). Everyone else on the team sees the congratulations once it is accepted.

### Can we keep the better plan after the month?

Yes — choose it from **Manage plan, seats & billing in accounts** on Numbers & plan before the month ends. When the gift is Intelligence, an admin is also offered to keep it at its launch price from your next payment, right on the Calls page — see [Keep Intelligence at the Pro price when your gift month ends](https://skode.ai/help/crm/calling/keep-intelligence-after-a-plan-gift/).

Videos and screenshots © 2026 SkedX, with sample data only. Share and link to them freely; copying the SkedX product or its design is not allowed. Terms: https://skode.ai/terms/

## Related guides
- How SkedX Call works — and how many numbers you need: https://skode.ai/help/crm/calling/how-skode-call-works/
- Put your people on your numbers: who answers, and their phone: https://skode.ai/help/crm/calling/put-your-people-on-your-numbers/
- SkedX Call Intelligence at the Pro price for 12 months, and what happens after: https://skode.ai/help/accounts/plans-and-billing/intelligence-at-the-pro-price/
- Cancel a plan, and undo it before it ends: https://skode.ai/help/accounts/plans-and-billing/cancel-a-plan/
- Read a call’s transcript: who said what: https://skode.ai/help/crm/calling/read-a-call-transcript/
- Keep Intelligence at the Pro price when your gift month ends: https://skode.ai/help/crm/calling/keep-intelligence-after-a-plan-gift/

Source: https://skode.ai/help/crm/calling/a-plan-gift-from-skode/