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CharlesBOCNET
Community Member
January 15, 2025
Question

Chaning account from a personal to being part of the ORG account?

  • January 15, 2025
  • 1 reply
  • 51 views

My account was created as a solo account and I need to be added to another members team plan. Can my account be simply be moved onto the team plan or would I have to cancel and get a refund to then re-open the account under the team plan? Can someone help?

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1 reply

David
Community Manager
David
Community Manager
January 15, 2025

Hi ​@CharlesBOCNET!  Thanks for reaching out!

Yes, you can! An Admin or Owner on that team will need to send an invitation to your email in order to join that organization. Once you do, our billing team will receive a notification of this change automatically to look at getting you a refund for the unused months on your account.

You can send them this article for a walkthrough on inviting other users if needed as well: https://help.calendly.com/hc/en-us/articles/223146067-How-to-add-or-remove-users-and-seats

Let me know if you have any other questions!

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