Congratulations on deciding to upgrade your oboloo experience! This guide will walk you through the process of upgrading to a...
Upgrade to a Plus plan for one or more oboloo modules to unlock their extra features. You choose the modules, the number of user Licences and monthly or annual billing, then pay securely with Stripe.
Expand Settings in the left-hand menu and click Account Management.
Settings > Account Management
Click Upgrade
Click Upgrade (during your trial) or Manage Subscription. You can also click Upgrade at the top of any page. oboloo's upgrade page opens.
The Upgrade button
Choose monthly or annual billing
Use the toggle at the top of the page: Pay monthly or Pay annually (save 17%). Prices on the module cards update to match.
The Plus plans on the upgrade page
The Compare plans table further down the page shows which features each plan includes.
Add the modules you want
Click Add to subscription on each module card you want. The button changes to Added, and the module appears in the Selected modules panel on the right.
Choose how many Licences you need
In the Selected modules panel, use Select license quantity to set the number of users. Licences are shared across all the modules on your subscription, so each user needs one Licence, not one per module. You can add more later.
The Selected modules panel
Click Continue to payment
Stripe's secure checkout page opens. Enter your card details and, if you've been given one, a promotion code. Tax is calculated by Stripe based on your location.
Assign Licences to your users
When payment is complete you return to Settings > Users, where oboloo asks you to assign Licences. For each user, open their record, go to the Licence & Plans tab and click Assign Licence. See Assign and Revoke Licences (Paid Plans Only).
📌 Important: When your subscription starts, every user except the Primary User is made Inactive and can't sign in until you assign them a Licence. This includes everyone who used oboloo during your trial or on the free plan.
What happens next
Your trial ends: if you upgrade during your 14-day trial, the trial ends straight away. Only the modules you bought stay on Plus; the others move to the free plan.
The Primary User keeps access: the Primary User is given a Licence automatically.
You're emailed a receipt: Stripe emails a confirmation and receipt. Your subscription details appear on Settings > Account Management.
Paying by invoice: if you'd rather pay by invoice, contact the oboloo team before you upgrade and they'll arrange it.
Troubleshooting
I can't see Account Management or the Upgrade button
Your role doesn't include Account Management. Ask an administrator to upgrade or to change your access. See View Your Access Rights.
My colleagues can't sign in after we upgraded
They need a Licence. Assign one from the Licence & Plans tab on each user's record. If you've run out, increase your Licence quantity.
📌 Need Further Help? If you need further assistance, please contact your internal platform administrator for support. Otherwise please reach out to oboloo's support team. If you are unable to view the above area in the oboloo platform, please check your user permissions and access rights.