[{"data":1,"prerenderedAt":94},["ShallowReactive",2],{"content-post-help-account-settings-add-funds-to-your-balance":3,"content-categories-help":31,"content-posts-help-account-settings":48},{"section":4,"category":5,"slug":6,"title":7,"excerpt":8,"date":9,"modified":10,"readMinutes":11,"author":12,"image":13,"art":14,"html":17,"toc":18},"help","account-settings","add-funds-to-your-balance","Add funds to your balance","Top up the balance that pays for phone numbers and calls, and see your recent activity.","2026-10-17T11:55:23Z","2026-10-26T15:12:44Z",2,"Amanda Brown",null,{"color":15,"scene":16},"#66AAFE","team","\u003Cp>Your workspace balance pays for phone numbers and calls. It’s separate from your plan, which covers user licenses. Payments are processed securely by Stripe.\u003C\u002Fp>\n\u003Ch2 id=\"before-you-start\">Before you start\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>\u003Cstrong>Only the workspace Owner can add funds.\u003C\u002Fstrong> Admins can see the balance; if an Admin opens the page, it says \u003Cstrong>Only the workspace owner can add funds.\u003C\u002Fstrong>\u003C\u002Fli>\n\u003Cli>The first time, you’ll be asked to \u003Ca href=\"\u002Fhelp-center\u002Faccount-settings\u002Fverify-your-identity\u002F\">verify your identity\u003C\u002Fa>.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Ch2 id=\"add-funds\">Add funds\u003C\u002Fh2>\n\u003Col>\n\u003Cli>Click your balance, the green amount at the top of the screen. You can also click \u003Cstrong>Add funds\u003C\u002Fstrong> in \u003Cstrong>Workspace settings\u003C\u002Fstrong> → \u003Cstrong>Billing\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Under \u003Cstrong>Amount\u003C\u002Fstrong>, click one of the preset amounts, or click \u003Cstrong>Other\u003C\u002Fstrong> and type your own amount. The allowed range is shown under the field.\u003C\u002Fli>\n\u003Cli>Under \u003Cstrong>Payment method\u003C\u002Fstrong>, check the card. If no card is saved yet, you’ll enter it securely on Stripe.\u003C\u002Fli>\n\u003Cli>Click \u003Cstrong>Add …\u003C\u002Fstrong> (the button shows the amount).\u003C\u002Fli>\n\u003Cli>Complete the payment on the Stripe page.\u003C\u002Fli>\n\u003C\u002Fol>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-15.png\" style=\"max-width:443px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-15.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-15.png 886w\" sizes=\"auto, 443px\" alt=\"Workspace balance shown as a green amount in the top bar\" width=\"443\" height=\"72\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">Click your balance to add funds.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-03.png\" style=\"max-width:526px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-03.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-03.png 1052w\" sizes=\"auto, 526px\" alt=\"Add funds page with amount buttons, payment method and the Add button\" width=\"526\" height=\"465\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">Choose an amount and continue to Stripe.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Cp>Back in ToCaller you’ll see \u003Cstrong>Payment received. Your balance updates as soon as Stripe confirms it.\u003C\u002Fstrong> This usually takes a few seconds, and you also get a \u003Cstrong>Funds added\u003C\u002Fstrong> notification in the bell menu.\u003C\u002Fp>\n\u003Cp>If you close the Stripe page without paying, you’ll see \u003Cstrong>Payment cancelled. Nothing was charged.\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Ch2 id=\"see-your-balance-activity\">See your balance activity\u003C\u002Fh2>\n\u003Cp>The \u003Cstrong>Add funds\u003C\u002Fstrong> page shows your \u003Cstrong>Recent activity\u003C\u002Fstrong>: the last 5 changes to your balance, with a description, a date and the amount (for example \u003Cem>+\u003C\u002Fem> for a top-up, \u003Cem>−\u003C\u002Fem> for a charge). For the full list with the balance after each change, open \u003Cstrong>Workspace settings\u003C\u002Fstrong> → \u003Cstrong>Billing\u003C\u002Fstrong>.\u003C\u002Fp>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-04.png\" style=\"max-width:582px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-04.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-04.png 1164w\" sizes=\"auto, 582px\" alt=\"Recent balance activity with a top-up and a number purchase\" width=\"582\" height=\"194\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">Your recent top-ups and charges.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Cp>You’ll see entries such as:\u003C\u002Fp>\n\u003Cul>\n\u003Cli>\u003Cstrong>Account top-up\u003C\u002Fstrong>: money you added.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Phone number … — first month\u003C\u002Fstrong>: the first month of a number you bought.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Refund: phone number … could not be bought\u003C\u002Fstrong>: money returned when a number order failed.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Ch2 id=\"if-a-payment-fails\">If a payment fails\u003C\u002Fh2>\n\u003Cp>You’ll get a \u003Cstrong>Top-up failed\u003C\u002Fstrong> notification: your bank didn’t complete the payment, so nothing was added. Try again with another payment method. If you see \u003Cstrong>Payments are unavailable right now\u003C\u002Fstrong>, wait a few minutes and try again.\u003C\u002Fp>\n",[19,22,25,28],{"id":20,"text":21},"before-you-start","Before you start",{"id":23,"text":24},"add-funds","Add funds",{"id":26,"text":27},"see-your-balance-activity","See your balance activity",{"id":29,"text":30},"if-a-payment-fails","If a payment fails",[32,38,42],{"section":4,"slug":33,"title":34,"description":35,"icon":36,"color":37},"getting-started","Getting Started","Create your account, confirm your email with a code and sign in.","layers","#ECCC37",{"section":4,"slug":5,"title":39,"description":40,"icon":41,"color":15},"Account Settings","Billing, balance and payments, plans and licenses, security and your workspace.","user-check",{"section":4,"slug":43,"title":44,"description":45,"icon":46,"color":47},"using-tocaller","Using ToCaller","Buy phone numbers, invite your team and understand user roles.","route","#61E584",[49,59,62,70,79,86],{"section":4,"category":5,"slug":50,"title":51,"excerpt":52,"date":53,"modified":10,"readMinutes":54,"author":12,"image":13,"art":55,"html":58},"verify-your-identity","Verify your identity","A one-time ID and selfie check with Stripe before you can add funds or buy phone numbers.","2026-10-17T11:56:23Z",1,{"color":56,"scene":57},"#E4715C","chart","\u003Cp>To keep ToCaller and our customers safe from fraud and abuse, we confirm who you are before you can add funds or buy phone numbers. The check is done once, by Stripe, our verification partner, and takes a few minutes.\u003C\u002Fp>\n\u003Ch2>What you need\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>\u003Cstrong>A government-issued ID:\u003C\u002Fstrong> a passport, driver’s licence or national ID card.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>A quick selfie:\u003C\u002Fstrong> it’s matched to the photo on your ID.\u003C\u002Fli>\n\u003Cli>A phone or computer with a camera.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Cp>Your documents go to Stripe. ToCaller only keeps the result of the check.\u003C\u002Fp>\n\u003Ch2>Start the check\u003C\u002Fh2>\n\u003Col>\n\u003Cli>Click your balance (the green amount at the top of the screen), or click \u003Cstrong>Add funds\u003C\u002Fstrong> anywhere in ToCaller. If you haven’t verified yet, ToCaller opens \u003Cstrong>Verify your identity\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Read what you’ll need and click \u003Cstrong>Start verification\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Stripe opens. Follow the steps to photograph your ID and take a selfie.\u003C\u002Fli>\n\u003Cli>When you finish, Stripe sends you back to ToCaller.\u003C\u002Fli>\n\u003C\u002Fol>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-01.png\" style=\"max-width:560px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-01.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-01.png 1120w\" sizes=\"auto, 560px\" alt=\"Verify your identity page listing ID and selfie requirements\" width=\"560\" height=\"446\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">What you need before you start the identity check.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Ch2>Check the result\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>\u003Cstrong>Checking:\u003C\u002Fstrong> you’ll see \u003Cstrong>We’re checking your documents. This usually takes a minute or two.\u003C\u002Fstrong> The page updates by itself; you can also click \u003Cstrong>Refresh status\u003C\u002Fstrong>. If you left Stripe before finishing, click \u003Cstrong>Continue verification\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Verified:\u003C\u002Fstrong> you’ll see \u003Cstrong>Identity verified\u003C\u002Fstrong> and \u003Cstrong>You can now add funds and buy phone numbers.\u003C\u002Fstrong> Click \u003Cstrong>Add funds\u003C\u002Fstrong> to top up your balance.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Not verified:\u003C\u002Fstrong> you’ll see the reason, or \u003Cstrong>We couldn’t verify your identity. Please try again.\u003C\u002Fstrong> Click \u003Cstrong>Try again\u003C\u002Fstrong>, and make sure your ID is valid, fully visible and not blurry.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-17.png\" style=\"max-width:560px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-17.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-17.png 1120w\" sizes=\"auto, 560px\" alt=\"Identity check in progress with the Refresh status button\" width=\"560\" height=\"508\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">While Stripe checks your documents.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Ch2>Good to know\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>You only verify once. The result belongs to you as a person, not to one workspace.\u003C\u002Fli>\n\u003Cli>If you see \u003Cstrong>Identity verification is unavailable right now\u003C\u002Fstrong>, wait a few minutes and try again.\u003C\u002Fli>\n\u003C\u002Ful>\n",{"section":4,"category":5,"slug":6,"title":7,"excerpt":8,"date":9,"modified":10,"readMinutes":11,"author":12,"image":13,"art":60,"html":61},{"color":15,"scene":16},"\u003Cp>Your workspace balance pays for phone numbers and calls. It’s separate from your plan, which covers user licenses. Payments are processed securely by Stripe.\u003C\u002Fp>\n\u003Ch2>Before you start\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>\u003Cstrong>Only the workspace Owner can add funds.\u003C\u002Fstrong> Admins can see the balance; if an Admin opens the page, it says \u003Cstrong>Only the workspace owner can add funds.\u003C\u002Fstrong>\u003C\u002Fli>\n\u003Cli>The first time, you’ll be asked to \u003Ca href=\"\u002Fhelp-center\u002Faccount-settings\u002Fverify-your-identity\u002F\">verify your identity\u003C\u002Fa>.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Ch2>Add funds\u003C\u002Fh2>\n\u003Col>\n\u003Cli>Click your balance, the green amount at the top of the screen. You can also click \u003Cstrong>Add funds\u003C\u002Fstrong> in \u003Cstrong>Workspace settings\u003C\u002Fstrong> → \u003Cstrong>Billing\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Under \u003Cstrong>Amount\u003C\u002Fstrong>, click one of the preset amounts, or click \u003Cstrong>Other\u003C\u002Fstrong> and type your own amount. The allowed range is shown under the field.\u003C\u002Fli>\n\u003Cli>Under \u003Cstrong>Payment method\u003C\u002Fstrong>, check the card. If no card is saved yet, you’ll enter it securely on Stripe.\u003C\u002Fli>\n\u003Cli>Click \u003Cstrong>Add …\u003C\u002Fstrong> (the button shows the amount).\u003C\u002Fli>\n\u003Cli>Complete the payment on the Stripe page.\u003C\u002Fli>\n\u003C\u002Fol>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-15.png\" style=\"max-width:443px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-15.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-15.png 886w\" sizes=\"auto, 443px\" alt=\"Workspace balance shown as a green amount in the top bar\" width=\"443\" height=\"72\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">Click your balance to add funds.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-03.png\" style=\"max-width:526px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-03.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-03.png 1052w\" sizes=\"auto, 526px\" alt=\"Add funds page with amount buttons, payment method and the Add button\" width=\"526\" height=\"465\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">Choose an amount and continue to Stripe.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Cp>Back in ToCaller you’ll see \u003Cstrong>Payment received. Your balance updates as soon as Stripe confirms it.\u003C\u002Fstrong> This usually takes a few seconds, and you also get a \u003Cstrong>Funds added\u003C\u002Fstrong> notification in the bell menu.\u003C\u002Fp>\n\u003Cp>If you close the Stripe page without paying, you’ll see \u003Cstrong>Payment cancelled. Nothing was charged.\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Ch2>See your balance activity\u003C\u002Fh2>\n\u003Cp>The \u003Cstrong>Add funds\u003C\u002Fstrong> page shows your \u003Cstrong>Recent activity\u003C\u002Fstrong>: the last 5 changes to your balance, with a description, a date and the amount (for example \u003Cem>+\u003C\u002Fem> for a top-up, \u003Cem>−\u003C\u002Fem> for a charge). For the full list with the balance after each change, open \u003Cstrong>Workspace settings\u003C\u002Fstrong> → \u003Cstrong>Billing\u003C\u002Fstrong>.\u003C\u002Fp>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-04.png\" style=\"max-width:582px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-04.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-04.png 1164w\" sizes=\"auto, 582px\" alt=\"Recent balance activity with a top-up and a number purchase\" width=\"582\" height=\"194\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">Your recent top-ups and charges.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Cp>You’ll see entries such as:\u003C\u002Fp>\n\u003Cul>\n\u003Cli>\u003Cstrong>Account top-up\u003C\u002Fstrong>: money you added.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Phone number … — first month\u003C\u002Fstrong>: the first month of a number you bought.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Refund: phone number … could not be bought\u003C\u002Fstrong>: money returned when a number order failed.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Ch2>If a payment fails\u003C\u002Fh2>\n\u003Cp>You’ll get a \u003Cstrong>Top-up failed\u003C\u002Fstrong> notification: your bank didn’t complete the payment, so nothing was added. Try again with another payment method. If you see \u003Cstrong>Payments are unavailable right now\u003C\u002Fstrong>, wait a few minutes and try again.\u003C\u002Fp>\n",{"section":4,"category":5,"slug":63,"title":64,"excerpt":65,"date":66,"modified":10,"readMinutes":11,"author":12,"image":13,"art":67,"html":69},"plans-licenses-and-free-trial","Plans, licenses and your free trial","How the 7-day trial works, how to choose the Starter plan and how licenses relate to your team.","2026-10-17T11:54:23Z",{"color":37,"scene":68},"phone","\u003Cp>Every new ToCaller account starts with a 7-day free trial. When it ends, you choose a plan and buy a license for each person who uses the workspace. Phone numbers and calls are paid separately, from the balance.\u003C\u002Fp>\n\u003Ch2>The free trial\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>It lasts 7 days and starts when you create your account. Each account gets one trial.\u003C\u002Fli>\n\u003Cli>Your whole team can use the workspace during the trial, with no limit on the number of people.\u003C\u002Fli>\n\u003Cli>Nobody is charged automatically when the trial ends.\u003C\u002Fli>\n\u003Cli>We send you reminders 3 days and 1 day before it ends.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Cp>To see how many days are left, open \u003Cstrong>Workspace settings\u003C\u002Fstrong> → \u003Cstrong>Plan\u003C\u002Fstrong>. The banner shows \u003Cstrong>Free trial: … days left\u003C\u002Fstrong>.\u003C\u002Fp>\n\u003Ch2>Choose a plan\u003C\u002Fh2>\n\u003Cp>Only the workspace Owner can choose a plan.\u003C\u002Fp>\n\u003Col>\n\u003Cli>Open the workspace menu at the top of the sidebar and click \u003Cstrong>Workspace settings\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Open the \u003Cstrong>Plan\u003C\u002Fstrong> tab.\u003C\u002Fli>\n\u003Cli>Under \u003Cstrong>Choose a plan\u003C\u002Fstrong>, pick the \u003Cstrong>Billing period\u003C\u002Fstrong>: \u003Cstrong>Monthly\u003C\u002Fstrong> or \u003Cstrong>Yearly\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Under \u003Cstrong>Number of licenses\u003C\u002Fstrong>, choose how many people will use the workspace.\u003C\u002Fli>\n\u003Cli>On the \u003Cstrong>Starter\u003C\u002Fstrong> card, check the total and click \u003Cstrong>Choose Starter\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Complete the payment on the Stripe page.\u003C\u002Fli>\n\u003C\u002Fol>\n\u003Cp>Back in ToCaller you’ll see \u003Cstrong>Payment received. Your plan will be active in a moment.\u003C\u002Fstrong> If you close Stripe without paying, you’ll see \u003Cstrong>Checkout cancelled. Nothing was charged.\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>Starter is charged when you buy it, even during the free trial, for exactly the licenses you choose. Each workspace has its own plan, so changing it doesn’t affect your other workspaces.\u003C\u002Fp>\n\u003Cp>Need special terms for a larger team? The \u003Cstrong>Custom\u003C\u002Fstrong> card offers tailored pricing: click \u003Cstrong>Contact sales\u003C\u002Fstrong>.\u003C\u002Fp>\n\u003Ch2>How licenses work\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>1 license = 1 user, whatever their role, including the Owner.\u003C\u002Fli>\n\u003Cli>A pending invitation reserves a license. An expired invitation gives it back.\u003C\u002Fli>\n\u003Cli>If no license is free, you can’t invite more people: you’ll see \u003Cstrong>No licenses available. Buy more Starter licenses to invite people.\u003C\u002Fstrong>\u003C\u002Fli>\n\u003Cli>If a workspace has more members than licenses, the Owner keeps access first, then members in the order they joined. The others stay in the workspace with a \u003Cstrong>Needs license\u003C\u002Fstrong> badge but can’t use it until you buy more licenses. Nobody is removed.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Ch2>Change the number of licenses\u003C\u002Fh2>\n\u003Cp>On a live Starter plan, open \u003Cstrong>Workspace settings\u003C\u002Fstrong> → \u003Cstrong>Plan\u003C\u002Fstrong>, change \u003Cstrong>Number of licenses\u003C\u002Fstrong> and click \u003Cstrong>Update to … licenses\u003C\u002Fstrong>. You’ll see \u003Cstrong>Licenses updated to …. Your next invoice reflects the change.\u003C\u002Fstrong> You can’t go below the number of licenses in use by members and pending invitations; remove people first.\u003C\u002Fp>\n\u003Ch2>What the plan doesn’t include\u003C\u002Fh2>\n\u003Cp>Your plan covers licenses only. Phone numbers, call minutes, call recording and other usage-based services are charged to the workspace balance. See \u003Ca href=\"\u002Fhelp-center\u002Faccount-settings\u002Fadd-funds-to-your-balance\u002F\">Add funds to your balance\u003C\u002Fa>.\u003C\u002Fp>\n",{"section":4,"category":5,"slug":71,"title":72,"excerpt":73,"date":74,"modified":10,"readMinutes":11,"author":12,"image":13,"art":75,"html":78},"manage-billing-and-payments","Manage billing, invoices and payments","Change your card, download invoices, cancel, and what happens if a payment fails.","2026-10-17T11:53:23Z",{"color":76,"scene":77},"#AB7AF2","flow","\u003Cp>The workspace Owner manages billing in \u003Cstrong>Workspace settings\u003C\u002Fstrong> → \u003Cstrong>Billing\u003C\u002Fstrong>. Card changes, invoices and cancelling are handled securely by Stripe through \u003Cstrong>Manage billing\u003C\u002Fstrong>.\u003C\u002Fp>\n\u003Ch2>Open the Billing tab\u003C\u002Fh2>\n\u003Col>\n\u003Cli>Open the workspace menu at the top of the sidebar and click \u003Cstrong>Workspace settings\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Open the \u003Cstrong>Billing\u003C\u002Fstrong> tab. Only the Owner sees it.\u003C\u002Fli>\n\u003C\u002Fol>\n\u003Cp>You’ll find three cards:\u003C\u002Fp>\n\u003Cul>\n\u003Cli>\u003Cstrong>Subscription\u003C\u002Fstrong>: your \u003Cstrong>Plan\u003C\u002Fstrong>, its \u003Cstrong>Status\u003C\u002Fstrong> and \u003Cstrong>Billing cycle\u003C\u002Fstrong>, plus \u003Cstrong>Trial ends\u003C\u002Fstrong> or \u003Cstrong>Access until\u003C\u002Fstrong> when they apply.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Payment method\u003C\u002Fstrong>: the card this workspace is charged to. A card is saved when you choose a plan or add funds.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Balance\u003C\u002Fstrong>: your balance and all top-ups and charges, with \u003Cstrong>Add funds\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-07.png\" style=\"max-width:888px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-07.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-07.png 1776w\" sizes=\"auto, 888px\" alt=\"Billing tab with subscription, payment method and balance cards\" width=\"888\" height=\"542\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">The Billing tab.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Ch2>Change your card, download invoices or cancel\u003C\u002Fh2>\n\u003Col>\n\u003Cli>On the \u003Cstrong>Billing\u003C\u002Fstrong> tab (or the \u003Cstrong>Plan\u003C\u002Fstrong> tab), click \u003Cstrong>Manage billing\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Stripe’s billing page opens. There you can update your card, change your plan, download invoices or cancel your subscription.\u003C\u002Fli>\n\u003C\u002Fol>\n\u003Cp>If you cancel, your plan stays usable until the end of the period you’ve paid for.\u003C\u002Fp>\n\u003Ch2>Subscription statuses\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>\u003Cstrong>Free trial\u003C\u002Fstrong>: you’re in your 7-day trial.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Active\u003C\u002Fstrong>: your plan is paid and running.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Payment overdue\u003C\u002Fstrong>: the last payment failed. You keep full access for 7 days while you fix it.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Cancelled\u003C\u002Fstrong>: the plan won’t renew. You keep access until the date shown.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Ended\u003C\u002Fstrong>: the trial or plan is over.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Suspended\u003C\u002Fstrong>: the overdue payment wasn’t settled in time, so the workspace is paused.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Ch2>If a payment fails\u003C\u002Fh2>\n\u003Cp>You’ll get a \u003Cstrong>Payment failed\u003C\u002Fstrong> notification. Click \u003Cstrong>Manage billing\u003C\u002Fstrong>, update your card and settle the payment. When it goes through, you’ll get \u003Cstrong>Payment successful\u003C\u002Fstrong>.\u003C\u002Fp>\n\u003Ch2>When the trial or plan has ended\u003C\u002Fh2>\n\u003Cp>If the trial ends without a plan, a payment stays unpaid, or there are more members than licenses, ToCaller shows a screen such as \u003Cstrong>Your trial has ended\u003C\u002Fstrong>, \u003Cstrong>Your plan has ended\u003C\u002Fstrong>, \u003Cstrong>Your account is paused\u003C\u002Fstrong> or \u003Cstrong>You’re waiting for a license\u003C\u002Fstrong>.\u003C\u002Fp>\n\u003Cul>\n\u003Cli>The Owner can click \u003Cstrong>Choose a plan\u003C\u002Fstrong> or \u003Cstrong>Update payment method\u003C\u002Fstrong> to restore access.\u003C\u002Fli>\n\u003Cli>Other members are asked to contact the workspace Owner.\u003C\u002Fli>\n\u003Cli>Nothing is deleted. Your contacts, numbers, call flows and call history are all kept, and access comes back as soon as the payment is made.\u003C\u002Fli>\n\u003C\u002Ful>\n",{"section":4,"category":5,"slug":80,"title":81,"excerpt":82,"date":83,"modified":10,"readMinutes":11,"author":12,"image":13,"art":84,"html":85},"profile-password-and-email","Your profile, password and email","Update your name and picture, change your password and change your sign-in email.","2026-10-17T11:52:23Z",{"color":47,"scene":57},"\u003Cp>Your profile holds your name, picture and sign-in details. To open it, click your name at the bottom of the sidebar and choose \u003Cstrong>Edit Profile\u003C\u002Fstrong>.\u003C\u002Fp>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-16.png\" style=\"max-width:230px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-16.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-16.png 460w\" sizes=\"auto, 230px\" alt=\"Profile menu at the bottom of the sidebar with Edit Profile\" width=\"230\" height=\"194\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">Open your profile from the bottom of the sidebar.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-10.png\" style=\"max-width:906px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-10.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-10.png 1812w\" sizes=\"auto, 906px\" alt=\"Profile page with personal information and account credentials\" width=\"906\" height=\"280\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">Your profile.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Ch2>Name and picture\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>Under \u003Cstrong>Personal information\u003C\u002Fstrong>, edit your \u003Cstrong>First name\u003C\u002Fstrong> and \u003Cstrong>Last name\u003C\u002Fstrong>. Changes save when you click outside the field.\u003C\u002Fli>\n\u003Cli>To add a photo, click \u003Cstrong>Upload picture\u003C\u002Fstrong>. Use a JPG, PNG or WEBP image up to 2 MB. To remove it, click \u003Cstrong>Delete picture\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Ch2>Change your password\u003C\u002Fh2>\n\u003Col>\n\u003Cli>Under \u003Cstrong>Account credentials\u003C\u002Fstrong>, click \u003Cstrong>Change password\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Enter your \u003Cstrong>Current password\u003C\u002Fstrong>, then your \u003Cstrong>New password\u003C\u002Fstrong> and \u003Cstrong>Confirm new password\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Click \u003Cstrong>Save\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003C\u002Fol>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-11.png\" style=\"max-width:470px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-11.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-11.png 940w\" sizes=\"auto, 470px\" alt=\"Change password dialog\" width=\"470\" height=\"500\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">Change your password.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Cp>You’ll see \u003Cstrong>Password changed. Other devices have been signed out.\u003C\u002Fstrong> For security, every other device where you were signed in is signed out.\u003C\u002Fp>\n\u003Cp>The new password needs at least 8 characters, upper- and lower-case letters, a number and a symbol.\u003C\u002Fp>\n\u003Cp>\u003Cstrong>Signed up with Google?\u003C\u002Fstrong> You won’t have a password yet, so the button says \u003Cstrong>Set password\u003C\u002Fstrong> and doesn’t ask for a current password. Afterwards you can sign in with Google or with your email and password.\u003C\u002Fp>\n\u003Ch2>Change your sign-in email\u003C\u002Fh2>\n\u003Col>\n\u003Cli>Under \u003Cstrong>Account credentials\u003C\u002Fstrong>, click \u003Cstrong>Change email\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Enter your \u003Cstrong>New email\u003C\u002Fstrong> and your \u003Cstrong>Current password\u003C\u002Fstrong>, then click \u003Cstrong>Send code\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>We send a 6-digit code to the \u003Cstrong>new\u003C\u002Fstrong> address, with the subject \u003Cstrong>Confirm your new Tocaller email address\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Enter the code in \u003Cstrong>Code\u003C\u002Fstrong> and click \u003Cstrong>Confirm\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003C\u002Fol>\n\u003Cp>You’ll see \u003Cstrong>Your email is now ….\u003C\u002Fstrong> From then on, sign in with the new address. The code is valid for 10 minutes and stops working after 5 wrong attempts. If it didn’t arrive, click \u003Cstrong>Send the code again\u003C\u002Fstrong> after 60 seconds.\u003C\u002Fp>\n\u003Cul>\n\u003Cli>\u003Cstrong>This email address is already in use.\u003C\u002Fstrong> Another ToCaller account uses that address. Choose a different one.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>The current password is incorrect.\u003C\u002Fstrong> Check your password and try again, or reset it from the sign-in page.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Ch2>Your role\u003C\u002Fh2>\n\u003Cp>Under \u003Cstrong>Roles & Permissions\u003C\u002Fstrong> you can see your role in this workspace. You can’t edit your own role; ask an Admin or the Owner. See \u003Ca href=\"\u002Fhelp-center\u002Fusing-tocaller\u002Fuser-roles-and-permissions\u002F\">User roles and permissions\u003C\u002Fa>.\u003C\u002Fp>\n",{"section":4,"category":5,"slug":87,"title":88,"excerpt":89,"date":90,"modified":10,"readMinutes":54,"author":12,"image":13,"art":91,"html":93},"manage-your-workspace","Manage your workspace","Change your workspace name, logo and website, and see who can edit workspace settings.","2026-10-17T11:51:23Z",{"color":92,"scene":16},"#E25EDE","\u003Cp>Your workspace is where your numbers, team, contacts and call history live. Its name and logo are shown to everyone in the workspace.\u003C\u002Fp>\n\u003Ch2>Who can change workspace settings\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>\u003Cstrong>General\u003C\u002Fstrong> (name, logo, website): the \u003Cstrong>Owner\u003C\u002Fstrong> and \u003Cstrong>Admins\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Plan\u003C\u002Fstrong> and \u003Cstrong>Billing\u003C\u002Fstrong>: the \u003Cstrong>Owner\u003C\u002Fstrong> only.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Ch2>Open workspace settings\u003C\u002Fh2>\n\u003Col>\n\u003Cli>Click the workspace name at the top of the sidebar.\u003C\u002Fli>\n\u003Cli>Click \u003Cstrong>Workspace settings\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003C\u002Fol>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-13.png\" style=\"max-width:230px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-13.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-13.png 460w\" sizes=\"auto, 230px\" alt=\"Workspace menu with the Workspace settings item\" width=\"230\" height=\"325\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">Open Workspace settings from the workspace menu.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Ch2>Change the name, logo and website\u003C\u002Fh2>\n\u003Cp>On the \u003Cstrong>General\u003C\u002Fstrong> tab, under \u003Cstrong>Workspace details\u003C\u002Fstrong>:\u003C\u002Fp>\n\u003Cul>\n\u003Cli>\u003Cstrong>Workspace name\u003C\u002Fstrong>: usually your business name, up to 100 characters.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Website (optional)\u003C\u002Fstrong>: must start with \u003Ccode>http:\u002F\u002F\u003C\u002Fcode> or \u003Ccode>https:\u002F\u002F\u003C\u002Fcode>.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Logo\u003C\u002Fstrong>: click \u003Cstrong>Upload logo\u003C\u002Fstrong> and choose a JPG, PNG or WebP image up to 2 MB. To remove it, click \u003Cstrong>Delete logo\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-14.png\" style=\"max-width:888px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-14.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-14.png 1776w\" sizes=\"auto, 888px\" alt=\"General tab with workspace logo, name and website\" width=\"888\" height=\"285\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">Workspace name, logo and website.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Cp>Changes save when you click outside the field. You’ll see \u003Cstrong>Workspace updated.\u003C\u002Fstrong> or \u003Cstrong>Logo updated.\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Ch2>Plan and billing\u003C\u002Fh2>\n\u003Cp>The \u003Cstrong>Plan\u003C\u002Fstrong> and \u003Cstrong>Billing\u003C\u002Fstrong> tabs are covered in \u003Ca href=\"\u002Fhelp-center\u002Faccount-settings\u002Fplans-licenses-and-free-trial\u002F\">Plans, licenses and your free trial\u003C\u002Fa> and \u003Ca href=\"\u002Fhelp-center\u002Faccount-settings\u002Fmanage-billing-and-payments\u002F\">Manage billing, invoices and payments\u003C\u002Fa>.\u003C\u002Fp>\n\u003Ch2>Team members and roles\u003C\u002Fh2>\n\u003Cp>People and their roles are managed in \u003Cstrong>Users\u003C\u002Fstrong> in the sidebar. See \u003Ca href=\"\u002Fhelp-center\u002Fusing-tocaller\u002Finvite-your-team\u002F\">Invite your team\u003C\u002Fa> and \u003Ca href=\"\u002Fhelp-center\u002Fusing-tocaller\u002Fuser-roles-and-permissions\u002F\">User roles and permissions\u003C\u002Fa>.\u003C\u002Fp>\n\u003Ch2>Your own settings\u003C\u002Fh2>\n\u003Cp>Your timezone, ringtone and after-call time are set per person on each user’s page under \u003Cstrong>Call Settings\u003C\u002Fstrong>, not for the whole workspace. Your name, picture, password and email are on your \u003Ca href=\"\u002Fhelp-center\u002Faccount-settings\u002Fprofile-password-and-email\u002F\">profile\u003C\u002Fa>.\u003C\u002Fp>\n",1793384544187]