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Understand Client Capacity and Update Your Billing Info

Learn about how we charge for clients in your account.

Erica McGarvey avatar
Written by Erica McGarvey
Updated yesterday

This article explains how client billing works, how we help you manage your client capacity automatically, and how to stay in control of your costs.

What is a billable client?

We charge for homeowners by email address, while your buyer total is 3x your homeowner capacity. For example, if your plan includes 500 total homeowners, you can add 1500 buyers at no additional cost.


Keep in mind:

  • Co-borrowers with a different email will count as a separate billable client.

  • Plan usage is updated nightly. Check back the following day after adding new clients to verify your total client count.


Managing client capacity

As you add clients or if a buyer self-upgrades to a homeowner, we'll swap out homeowners who are no longer engaging with their Homebot or have email issues.

How the magic works: We’ll automatically check your Email Issues Key Client List for any unengaged homeowners.


If we find one, we’ll do a one-to-one swap, replacing the unengaged homeowner with the new one.

  • The swapped-out client will be moved to your buyer count

  • Your billing and capacity stay the same

  • You make room for more engaged clients

If no unengaged homeowners are found:

  • Your homeowner count will increase

  • If this pushes you over your plan limit, your bill will increase

You’re always in control. You can manually downgrade a homeowner to a buyer at any time to stay within your plan and manage costs.


Reducing your bill

Looking for ways to lower your client count? Use the Email Issues Key Client List to delete unengaged clients that are being counted towards your client capacity. Learn more HERE.


If you delete clients and become eligible for the lower client billing block, contact [email protected] to adjust your bill accordingly.


Update your payment method

To update your method of payment, navigate to the Account tab, select Billing Info, and click 'Edit.'

If your company pays for your account, the Billing Info section will display the contact information for the administrator who can make account changes.


Have questions?

Send customer support a direct message using the pink icon at the bottom right corner of your account.


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