This guide will help you manage your Metaview subscription — from updating your plan and billing details to canceling your subscription — all through our easy-to-use self-serve billing portal.
The information provided below is not applicable to customers on enterprise or team plans, or those interested in purchasing a custom plan. If this applies to you, please reach out to your dedicated account manager or book a meeting with our sales team for tailored support and guidance.
Please see our Pricing details for current subscription plans.

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Buying subscriptions

To purchase new or additional Pro subscriptions for yourself or your team, click Buy Pro seats on Team Management and follow the instructions. Click here if you’d like to set up a demo or to speak to sales first. Manage Subscription Buy Seats Pn Purchased subscriptions are not assigned or reserved to a specific user and can be assigned to anyone on your team based on your team’s needs throughout the year by your team admin. See Managing your team for details. Subscriptions will be renewed and you will be billed automatically on your monthly or annual renewal date.

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Accessing billing details

Users who have previously purchased a subscription on Metaview can manage billing details on the Team Management page under Manage Billing. They can take the following actions using our self-service portal:
  • Update your company name and billing address
  • Add or update the email where invoices should be sent (e.g. your company’s accounts payable email)
  • Update tax information (e.g. VAT)
  • Update PO number
  • Update your payment details
  • Download your past invoices
  • Pay your overdue invoices
Please note that these details will only be available to the buyer. You will not have access to the billing details of subscriptions purchased by a colleague.
If you’re unable to manage your subscription and payment details via the self-serve portal — such as in cases where you no longer have access to your account, the subscription was purchased by a colleague, or you’re on a custom enterprise plan — please contact accounts@metaview.ai and our team will be happy to assist.

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Cancelling paid subscriptions

You can cancel and edit the subscription that you purchased on the Team Management page under Manage Billing. If you’re unable to manage your subscription directly — for example, due to account access issues, team-based purchases, or a custom enterprise setup — please contact accounts@metaview.ai with the relevant details so we can assist you.
Any requested changes to your subscription will take effect at the beginning of the next subscription renewal period, provided the request is received at least 24 hours before your renewal date. Notices received after this cutoff will take effect at the start of the following renewal period.
Accounts will be automatically moved to our Free plan once paid subscriptions are canceled.

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Free plan

Accounts on Metaview’s free plan do not benefit from all of Metaview’s features and are subject to the following limitations:
  • Maximum of 25 conversation credits per month per free user
  • Maximum of 60 conversation credits per month across all free users in your organization
  • Restricted access to conversations beyond 14 days
See here for more details on feature availability on the free plan. Free monthly credits reset on the 1st of every calendar month. By upgrading to a Pro plan, Free Plan limitations are immediately removed, and you will be able to access restricted notes, unless they were deleted as part of a deletion request (see Access and deletion requests) or per your organization’s data retention settings. Please note that unused free conversation credits do not carry over to the next month; however, additional free conversation credits may be granted if you refer new users. Referral credits are added automatically when the person you refer creates a new Metaview account following your referral invitation. Details on the referral program can be found in your Metaview account.
The free plan is subject to change at any time without notice. Free subscriptions are provided as-is, with no guarantees regarding availability, support, features, or duration.
Teams looking to trial Metaview, please book some time with our Sales team for tailored support and guidance. Please note that information on subscriptions and Free plan above refer to Metaview Notetaker usage, not the AI Sourcing Agent.