TABLE OF CONTENTS

I. Cancel Subscription for Grassroots / Essential Plans

II. Cancel Subscription for Professional / Custom / All Other Plans

III. What Happens After Cancelation


I. Cancel Subscription for Grassroots / Essential Plans

Before you cancel your Boardable subscription, consider connecting with our Customer Success team about your reason for cancelation or if other options are available to your organization. Only Organization Admins can cancel a subscription.

Important Note: please cancel at least 48 business hours prior to auto renewal date, otherwise your renewal will be processed and the card on file will automatically be charged (refer to What Happens After Cancelation for more information).

To cancel the subscription plan, follow these steps:

  1. Click Subscription from the main menu panel to view Your Plan on the Subscription Dashboard

  2. In the Your Plan section at the top of the page, click the Cancel Plan button

  3. The Cancel Subscription Plan screen will appear

    1. Read the warnings (click Close if not ready to cancel)

    2. If sure, enter your password and click Cancel Subscription

  4. The subscription is now canceled

    1. A new option is available to Resubscribe to Boardable under Your Plan on the Subscription Dashboard

II. Cancel Subscription for Professional / Custom / All Other Plans

For professional and custom accounts, you may initiate the cancelation request in-app via your subscription page or via email. You will be contacted by a member of the customer success team to finalize and process your cancelation. Only Organization Admins can cancel a subscription.

To start the process of canceling the subscription plan, follow these steps:

  1. Click Subscription from the main menu panel to view Your Plan on the Subscription Dashboard

  2. In the Your Plan section at the top of the page, click the Cancel Plan button

  3. The Cancel Subscription Plan pop-up window will appear

    1. Click Close if you would rather call or go through chat to discuss options

      OR

    2. Click the success@boardable.com link to request cancelation via email

  4. If sending an email, please be sure to include the following:

    1. Subject line: Request to Cancel for [Enter Company Name]

    2. Body of the email - please include the following:

      1. Reason for canceling - please be as detailed as possible

      2. Contact Name

      3. Contact Phone Number

      4. Contact Email (if different than the email being sent)

III. What Happens After Cancelation

Important Note: Once canceled, all features and account access will expire at the end of the organization's billing cycle. In order to avoid any additional fees, Boardable strongly suggests downloading any desired information during that time-period.

  1. Subscription access:

    1. If monthly subscription canceled, access will continue through the end of the month paid

      1. Example:

        1. Subscription auto renews on October 15th

        2. Cancelation occurred October 30th

        3. Access will continue through November 15th

    2. If yearly subscription canceled, access will continue until the next payment cycle

      1. Example:

        1. Subscription started March 3, 2021

        2. Cancelation occurred on December 15, 2021

        3. Access will continue through March 3, 2022

  2. Boardable subscriptions are non-refundable

    1. Generally, refunds are not offered on any fees or charges related to paid subscriptions

    2. If this is a special circumstance or you feel the situation warrants an exception, please submit an account review request by sending an email to success@boardable.com using the subject line "Refund Review"

      1. The organization's order history will be submitted for review and you will be contacted by email with a decision within 7-10 business days

  3. Organization's data

    1. The account is kept in a soft delete state (in case you wish to resubscribe)

    2. All Board related information is saved

      • Meetings, documents, polls, tasks, discussions, etc. are all preserved - including names of people involved

  4. If assistance is needed with anything after cancelation, please send an email to success@boardable.com


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