Your Donors plan is set by how many active contacts you have, billed monthly in CAD. Every plan includes unlimited users. Manage it all in Organization Settings → Billing.

Before you start

  • You're an Org admin. Members see "Only an organization admin can manage billing."
  • Know the two plans: Essential, up to 2,500 active contacts, at $50 CAD a month, and Standard, over 2,500 active contacts, at $150 CAD a month. Prices don't include GST/HST, which is added at checkout.
  • Archived contacts don't count toward your plan.

Steps

  1. Go to Organization Settings → Billing. Current plan shows your plan, Next payment, Active contacts, Payment method and Billing email. Contact usage shows how close you are to the 2,500 line.
  2. To upgrade, click Change plan, then Upgrade now on Standard. Go through Plan, Your details, Terms and Payment. Scroll to the end of the Terms of Service to tick the box, then click Agree & continue to payment, enter your card and click Pay.
  3. To downgrade, click Change plan, then Downgrade on Essential. If you have more than 2,500 active contacts, you'll see Reduce contacts first instead; archive inactive contacts, then try again.
  4. To change your card, click Update payment method. If a payment is past due, the button reads Update card & pay.
  5. To cancel, click Cancel subscription, read the notice, and click Cancel at period end. To undo it before that date, click Reactivate.
  6. To see an invoice, click View on its row under Invoices.

What happens next

Upgrades take effect immediately; downgrades take effect at your next payment date. Billing shows "Downgrades to Essential" with the date until then.

When you're within 500 contacts of the Essential limit, or over it, Billing warns you and shows Right-size your plan, with counts of lapsed donors, contacts with no communication in 2+ years and prospects never engaged. The subscription policy says 2Labs doesn't move you to a higher plan without telling you first.

If you cancel, you keep full access until your next payment date and aren't charged again. After that, online giving and email sending pause, but your data is kept and you can reactivate any time. Donor and receipt records are kept per CRA retention rules either way.

Under the subscription policy, you can ask for a full refund within 14 days of your first invoice. There's no partial-month refund when you cancel mid-period. Send refund requests to hello@2labs.ca. If a subscription payment fails, your account stays fully active for a 14-day grace period.