Highlights

1. FSM has a volume-based pricing
   
2. Subscriptions are available with a monthly or annual billing frequency
   
3. The calculations for upgrade are done on a pro-rata basis
   
4. When you make changes to your subscription, you will receive an email notification with the details
   
5. You will get appointment credits when you purchase appointments.

Permission Required: Administrator profile

Purchase a subscription

1. Log in to Zoho FSM.
   
2. Click the profile icon at the top-right corner and click Manage Subscription.
   
   
    
3. Click Upgrade for the desired edition.
   You can choose the number of additional appointments you want to purchase. You can also choose the subscription frequency as Monthly or Yearly.
   
   
   
   
4. On the Add-Ons page, you can include (if needed) an invoice add-on and click Proceed.
   
   
   
   
5. Enter the payment details and click Make Payment.
   
   

Change Plan 

1. In the Dashboard page, click Change plan.
   
   
   
   
2. You can increase or decrease the number of appointments available for a month and click Change.
   
   
   
   
3. Click Make Payment.
   
   
   

Switch to yearly plan 

1. In the Dashboard page, click Move to yearly.
   
   
   
   
2. Click Make Payment to continue.
   The details of the calculations for the prorata amount to be paid for the yearly subscription can be viewed by clicking on the information icon [ ].
   
   

Purchase an add-on

1. In the Dashboard page, click Upgrade Add-Ons.
   
   
   
   
2. Select the No of Units of invoices you want to purchase as add-ons. Click Proceed.
   If your subscription frequency is monthly, you will have the option Switch to Yearly. The amount for the yearly subscription of the appointments and add-ons will be shown.
   
   
   
   
3. Click Make Payment.
   
   

Downgrade add-on

1. Click Download Add-Ons.
   
   
   
   
2. Select the number of add-on invoices you want to remove and click Proceed.
   
   
   
   
3. Click Proceed.
   
    

Cancel subscription

1. In the Dashboard page, click Change plan.
   
2. Click Cancel Subscription at the bottom of the screen.
   
   
   
   
3. Click Confirm Downgrade after providing a reason for cancellation.
   
   
   

Other actions 

1. Change Payment Method
   
2. Payment History
   
3. Change Address
   

Trial expiry

At the end of the 15-day, free trial, you will encounter the following message:

Extend the trial: You can extend your trial period by a period of 15 days. When you choose this option, you will be required to provide certain details. The trial can be extended twice.

Try Editions

1. Click the profile icon at the top-right corner and click Try Other Editions.
   
   
   
   
2. Click Try Now for the desired edition.
   You will get to use the other edition for a trial period of 15 days. You can use the trial version of Zoho FSM for a maximum of 45 days (this includes any trial period before purchase). If you have used up your 45 days of trial period, then you will not be able to use this option.
   
   
   

You can switch back to your paid edition anytime by clicking on Switch Back To [Edition Name]. Trying another edition doesn't affect the existing duration of your subscription period.

Appointment Credits 

When you purchase appointments, you will also get appointment credits amounting to 10% of the appointments purchased. These credits will be valid during that Billing Cycle. You can see the details of these credits by clicking the profile icon at the top-right corner. Click on the Info [ ] icon to see more details.

Important: Do bear in mind that the credits you use will affect the appointment count from the next billing cycle. The number of credits (appointments) that you use will be deducted from the appointment count of the next billing cycle.

Click on the Info [] icon to see the details.

When can you use them? 

1. Continue: Choose this if you want to create the appointment using the credits.
   
2. Upgrade: Choose this if you want to purchase more appointments.
   

 

Points to remember

1. Unused credits don't get carried over to the next Billing Cycle.
   
2. Except in the Free edition, appointment credits will be available in all the editions, including in the trial versions of Zoho FSM.
   
3. When a time sheet is ended, the credits will automatically be used if the user has exhausted the available appointments.