Your account: plan, billing, team and password
Subscribe or change plan
Path: menu Settings ("Configuración") → "Facturación y Plan"
(/settings/billing).
At the top you see your current plan (with the "Actual" badge) and its price. On the plan cards, use the "Mensual" / "Anual" toggle to see the annual price (with its savings). For Enterprise, click "Contactar Ventas" (contact sales).
If you don't have a paid plan yet
Click "Cambiar plan" on the plan you want: Stripe's secure checkout opens and, when you finish, you're back in the app with the plan active. If you have a promo code, enter it in the checkout, in the field to add a code.
If you already pay for Starter or Pro
The change happens inside the app, on your same subscription (no new checkout opens and you're not double-charged). Your add-ons and discounts are kept.
- Upgrade (Starter to Pro, or monthly to annual): you see how much is charged today —the prorated difference for what's left of your period— and confirm with "Cobrar … y cambiar" (charge and change). The new plan applies right away. If the charge fails, your plan stays the same.
- Downgrade (Pro to Starter, or annual to monthly): click "Cambiar al renovar" (change at renewal) and confirm with "Programar cambio" (schedule change). You keep your current plan until your renewal date; from that day you pay the new one. There are no charges or refunds today. If the new plan doesn't allow one of your add-ons, you're told and that add-on is removed from that date.
- Scheduled change: while a downgrade is scheduled, you'll see the notice "Cambio programado: pasarás a … el …" (scheduled change) with the "Cancelar cambio" button (cancel change). To pick another plan (including upgrading), cancel that change first.
- The annual plan doesn't allow add-ons: if you have any, remove them before switching to annual.
- If your subscription is set to cancel, resume it before changing plan.
If your account belongs to a sponsored program (for example, from an institution), your plan is managed by that program and can't be changed here.
Manage your subscription
Click "Gestionar suscripción" to open the Stripe portal, where you update your payment method or view invoices.
You can also cancel your subscription ("Cancelar suscripción") from this page: your plan stays active until the end of the paid cycle and, if you change your mind before that date, you can resume it ("Reanudar suscripción").
On this same page you also have "Uso del Plan" (plan usage) and the "Historial de Facturas" (invoice history).
Add-ons
In the Add-ons section you expand your limits with monthly blocks. WhatsApp (+500 messages) and voice minutes (+60 minutes) can be bought from Starter; ContentTasker extra (+100 pieces) and extra storage (+5 GB) require Pro. They only work with monthly billing and each change is prorated immediately. Prices in Plans & pricing.
Your profile and account details
Path: menu Settings ("Configuración") → "Mi Perfil" (/settings/profile).
- Your name and the app language (Spanish or English).
- Account name: how your account is identified in invitations and billing. It's not the name your customers see: that comes from your Business Memory.
- Business physical address: required to send email campaigns (it appears in the footer of every email). Without it, ContentTasker doesn't send the campaign.
Change your password
Path: menu Settings ("Configuración") → "Mi Perfil" (/settings/profile),
"Seguridad" section.
If you signed up with email and password:
- In "Seguridad", fill in "Contraseña actual" (current), "Nueva contraseña" (new, minimum 8 characters) and "Confirmar nueva contraseña".
- Click "Cambiar Contraseña".
- If you don't remember the current one, use "¿Olvidaste tu contraseña actual?" to get a reset email.
If you signed in with Google: you'll see a "Cambiar Contraseña" button that emails you a link to set a password.
Team: invite co-admins
Path: menu Settings ("Configuración") → "Equipo" (/settings/team).
You can invite other people to run your account with you. The invited person becomes a co-admin, with full access to this account (conversations, agents, billing, everything).
Invite a member
- Click "Invitar miembro" (invite member).
- Enter the person's email. They don't need a TaskersPro account yet.
- Click "Enviar invitación". They get an email with a link to join.
The person opens the link and signs in or creates their account with that same email (if they use another email, the invitation isn't accepted). Then they click "Aceptar invitación" (accept invitation).
Pending invitations
Invitations not yet accepted show up under "Invitaciones pendientes":
- They expire after 7 days. An expired invitation can be resent, and the new link lasts 7 days again.
- "Reenviar invitación" (resend) sends a new email and the previous link stops working.
- "Revocar invitación" (revoke) invalidates the link in the email.
- Pending invitations take up a seat in your plan's member limit.
When they join your team, the invited user becomes part of your account: they stop operating their own TaskersPro account. Their previous data is kept, but they stop working on it while they're a member of your account. Make sure they know this before you invite them.
Member limit per plan
The limit includes the account creator:
- Free and Starter: 1 member (just you — the account is full from day one).
- Pro: 3 members (you + 2 invitees).
- Enterprise: unlimited.
Pending invitations count as a taken seat. If you reach the limit, the invite button is disabled and you'll see a link to upgrade your plan. See Plans & pricing.
Remove a member
In the members table, click the trash icon next to the person and confirm. They lose access to your account immediately. The account creator can't be removed (and you can't remove yourself).