> ## Documentation Index
> Fetch the complete documentation index at: https://docs.up.telestream.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Account Overview

> Manage your Telestream UP subscription plan, add-ons, payment method, and invoices

## Overview

The Account Overview area is where a platform admin manages the organization's Telestream UP subscription: the current plan, optional add-ons, the payment method on file, and past invoices. It's visible only to platform admins — go to **Settings → Account Overview**.

## Account Overview page

The main page shows four panels, plus a status banner when something needs your attention.

### Status banner

A banner appears above the page when relevant:

| Situation                                         | Banner                                                                                     | Action                                                                        |
| ------------------------------------------------- | ------------------------------------------------------------------------------------------ | ----------------------------------------------------------------------------- |
| Trial, more than 10 days left                     | "You have *N* day(s) left in your free trial. Upgrade when you are ready." (info)          | **Upgrade Subscription**                                                      |
| Trial, 10 days or fewer left                      | Same message, shown as a warning                                                           | **Upgrade Subscription**                                                      |
| Trial expired                                     | "Your 30 day free trial has ended. Upgrade when you are ready." (error)                    | **Upgrade Subscription**                                                      |
| Cancellation scheduled, fewer than 10 days remain | "You have requested to cancel your plan, it will become inactive in *N* day(s)." (warning) | **Reactivate Subscription** — reactivates immediately, no confirmation dialog |

### Subscription Plan panel

Shows your plan name and price (displayed as "Free" during a trial), and one status line depending on your account's state:

* Trial, active: "Your plan will expire on *\[date]*"
* Cancellation scheduled: a **Cancellation Scheduled** badge plus "Your subscription will end on *\[date]*. You'll continue to have full access until then."
* A plan change is already pending: "*\[Plan]* (*\[price]*) plan will start on *\[date]*"
* Normal paid plan: "Your plan will be automatically renewed on *\[date]*"

Buttons change based on state: **Cancel Subscription** (opens a confirmation dialog), **Undo Cancellation** (instant, no dialog), **Upgrade Subscription** / **Renew Subscription** (opens the Plans page), or **Keep My Plan** (cancels a pending plan change instantly).

If there's no active plan, the panel shows "No Active Subscription" with a **Subscribe Now** button.

> **Cancelling your subscription:** Clicking **Cancel Subscription** opens a dialog explaining you'll keep full access until the end of the current billing period, after which the account loses access to the platform. Confirm with **Cancel Subscription**, or back out with **Keep My Plan**.

### Add-Ons panel

Lists the add-ons available on your plan (for example, additional Review sessions or Ingest seats), each showing the current allocated quantity and the per-unit price. Add-ons aren't available during a trial.

To change an add-on's quantity, use the **Change** menu, pick the add-on, and set a new quantity in the dialog that opens. The dialog shows the cost per allocation and the new total cost before you save. Changes apply to your next invoice.

### Payment Method panel

Shows the default card on file (brand, masked number, expiration date, cardholder name), with a **Change** button that takes you to the Payment Methods page. If no card is on file, you'll see **Add a Payment Method** instead.

### Invoices panel

A table of past invoices with columns for invoice number, status, amount, payment method, and payment date.

* Status shows as **Unpaid**, **Partially Paid**, or **Paid in Full**.
* Click **View** on any row to open the hosted invoice in a new tab. If no invoice link is available, **View** is disabled for that row.

If you're redirected back from a card-verification step during checkout, a confirmation message appears automatically at the top of this page.

## Changing your plan

Go to **Account Overview → Upgrade Subscription** (or **Renew**/**Subscribe Now**) to open the Plans page.

1. Choose **Monthly** or **Yearly** billing. Yearly plans show the savings compared to paying monthly.
2. Select a plan card. The card matching your current plan is marked **Current Plan**; one plan is marked **Recommended**.
3. Click **Continue**.
4. In the **Subscription Plan Change** dialog, review your current and new plan, then confirm:
   * If you're on a paid plan, click **Confirm Change**.
   * If you're converting from a trial, enter your card details in the same dialog and click **Confirm & Pay** (shown even if you already have a card on file, since trial accounts are prompted to confirm payment details).

Some cards require an extra bank verification step — you may briefly leave the app and be redirected back automatically.

Depending on the change, you'll see one of two confirmations back on the Account Overview page:

* Upgrades typically apply immediately: "You have upgraded your subscription plan from *\[old]* to *\[new]*."
* Downgrades or other scheduled changes take effect at the start of your next billing cycle, and you'll see a warning-style confirmation instead.

Trial plans are no longer shown on this page once your trial has ended.

## Managing payment methods

Go to **Settings → Account Overview → Payment Methods** (via the **Change** link on the Payment Method panel).

* Each card on file is shown as a tile with its brand, masked number, expiration date, and cardholder name. The card in use is highlighted.
* **Click any other card** to make it your default — this happens immediately, no confirmation needed.
* **Add New Payment Method** opens a form for card number, expiration month/year, CVV, first name, and last name, with a checkbox to make it the new default.
* **Delete** (trash icon) is only available when you have more than one card on file — you can't remove your only payment method this way. Deleting your current default card automatically promotes another card to default; the confirmation dialog tells you which card that will be.

## Frequently seen messages

| Message                                                                      | Meaning                                                       |
| ---------------------------------------------------------------------------- | ------------------------------------------------------------- |
| "Payment method has been updated."                                           | Your default card changed successfully.                       |
| "New credit card has been added."                                            | A card was added successfully.                                |
| "Failed to add payment method. Please check your information and try again." | The card couldn't be validated — check the details and retry. |
| "Failed to process your card. Please check the details and try again."       | A plan change or upgrade payment failed.                      |
| "You have cancelled your *\[plan]* subscription plan."                       | Cancellation was confirmed.                                   |

<Note>
  Prices are shown in USD and exclude applicable taxes and duties. For enterprise or contract pricing, use the **Contact Our Sales Team** link on the Plans page.
</Note>