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Scratchpad Subscription Management
Scratchpad Subscription Management

Learn how to manage your Scratchpad subscription - plan, billing, and seats

Updated over 3 months ago

Manage your Subscription


  1. Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage

  2. Select Billing & Usage under Workspace

  3. You can now manage your Plan, Billing, and Usage

β†’ To see your renewal date, update existing payment methods, or update your billing information, click Manage Billing within Billing & Usage.

Upgrade Users to your Paid Plan


  1. Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage

  2. Select Members under Workspace

  3. Search for the user you would like to upgrade

  4. Under the Plan column, flip the type to your existing paid plan

  5. To remove a user from your paid plan, simply flip their Plan type to Free

Add Additional Seats


For seat additions, you will be charged the prorated amount of the newly added seats immediately. After successful payment, the subscription is then updated with the newly added seat count.

  1. Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage

  2. Select Billing & Usage under Workspace, then select Update Plan

  3. Add the desired number of seats under Quantity and select your Payment method

  4. Click Pay and update to confirm

If your organization purchased Scratchpad through an order form instead of self-serve, or has special billing terms, you will see Submit Request when attempting to add seats. Your request will be sent to our Billing Team and they will be in touch as soon as possible with next steps!

Remove Seats


For seat reductions, the subscription will be updated with the reduced seat count immediately. Changes to your billing will take into effect in the next billing period with no proration.

  1. Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage

  2. Select Billing & Usage under Workspace, then select Update Plan

  3. Remove the desired number of seats under Quantity

  4. Click Update to confirm

If your organization purchased Scratchpad through an order form instead of self-serve, or has special billing terms, you will see Submit Request when attempting to remove seats. Your request will be sent to our Billing Team and they will be in touch as soon as possible with next steps!

FAQ


How can I remove users that left the company?

Every Saturday, Scratchpad will check for users that have been deactivated in Salesforce, and automatically remove them from your paid plan and members list.

Why don't I have the option to manage seats?


​Only Subscription Owners can add or remove seats in Scratchpad

Do monthly self-serve subscriptions auto-renew each month?

Yes, self-serve subscriptions auto-renew monthly. You are billed on the same day every month, and we will send you an email as a reminder. If you wish to cancel your monthly subscription, please reach out to [email protected] before your next billing/payment date.
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Why do I see "Submit Request" when attempting to add or remove seats?

This means that your organization purchased Scratchpad through an order form instead of self-serve, or has special billing terms. Your request will be sent to our Billing Team and they will be in touch as soon as possible with next steps!


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