Use the subscription dashboard to view billing details, update payment methods, manage contacts, and cancel your plan when needed. Keep your organization’s account current and avoid interruptions to Boardable access.
Access the subscription dashboard
View subscription details
Manage payment methods
Manage account and billing contacts
Cancel a subscription
About the subscription dashboard
The subscription dashboard is the central location for managing billing and account settings. Organization admins can review account holder information, current plan details, renewal dates, and payment history.
Admins can also update credit cards and billing addresses to ensure uninterrupted service.
Access the subscription dashboard
- From the left navigation menu, select Subscription.
- The dashboard displays:
- Subscription information
- Account Owner/ Billing Contact
- Upcoming Invoices
- Payment history
Manage payment methods
To add or update payment details:
- Select Edit under account and billing
- Select Edit Payment Methods.
- Choose an existing payment method to update, or select Add New to enter another card.
- Select Edit payment method.
- Update billing or shipping address and card details.
- Select Update.
- A confirmation email is sent to the account holder.
Manage account and billing contacts
Each organization can have two primary contacts under account and billing:
- Primary account owner
- Must be a current admin in your Boardable account.
- Responsible for subscription ownership and overall account management.
- Billing contact
- Can be anyone (not limited to admins).
- Responsible for receiving billing communications.
- May be the same person as the primary account owner.
Cancel a subscription
To cancel your subscription, contact your Customer Success Manager or write to success@boardable.com.
Cancellation takes effect at the end of your current billing cycle. To avoid data loss, export important records before making the request.
What happens after cancellation
- Account access
- Monthly subscriptions: access continues through the end of the current month.
- Yearly subscriptions: access continues until the end of the annual cycle.
- Refunds
Subscriptions are non-refundable. If you believe your situation qualifies for an exception, send a refund review request to success@boardable.com with the subject line Refund Review. Decisions are provided within 7–10 business days. - Your data
Account data is placed in soft-delete status and can be recovered if you resubscribe. This includes meetings, documents, polls, tasks, and discussions.
To request permanent deletion, contact your CSM or email success@boardable.com.
Troubleshooting
- Card declined: Contact your bank or try a different card.
- No confirmation email: Confirm that the account holder’s email is correct in the dashboard.
- Unable to cancel: Only organization admins can request cancelation.
Questions? Contact your CSM or write to the Support team at support@boardable.com