Account - User Guide

Overview

The Account section is where restaurant owners manage their Innkeeper subscription plan and billing. This is an owner-only feature that allows you to:

  • View your current subscription plan and its expiration date
  • Browse available plans and their features
  • Upgrade or change your subscription plan
  • Access billing and payment information

Important: The Account page is only accessible to users with the Owner role. Administrators and Staff members cannot access this section.

Understanding Subscription Plans

Innkeeper offers three subscription plans to match your restaurant's needs:

Trial

Price: Free
Duration: 7 days (1 week) from account creation

The Trial plan gives you full access to all Professional plan features at no cost, perfect for evaluating whether Innkeeper is right for your restaurant.

Features:

  • All Professional plan features included
  • No limitations during trial period
  • No payment required
  • No credit card needed to start

Ideal for:

  • New restaurants testing the system
  • Evaluating Innkeeper's features
  • Learning the platform before committing

What happens after trial:

  • You'll receive notifications as expiration approaches
  • System access will be restricted once trial expires
  • You'll need to purchase a plan to continue using Innkeeper

Basic

Price: 300 UAH/month
Duration: Ongoing until cancelled

The Basic plan provides essential tools for day-to-day restaurant operations.

Features:

  • Employee management - Add and manage staff accounts
  • Categories & meals - Organize your menu items
  • Menus - Create and manage meal collections
  • Orders - Process and track customer orders

Not included:

  • Halls & tables management
  • Reservations system
  • Analytics dashboard

Ideal for:

  • Small restaurants with simple needs
  • Establishments not requiring table management
  • Budget-conscious operations
  • Restaurants focusing on takeout/delivery

Professional

Price: 600 UAH/month
Duration: Ongoing until cancelled

The Professional plan includes everything in Basic plus advanced features for growing restaurants.

Features:

  • Everything in Basic plan
  • Halls & tables - Visual floor plan management
  • Reservations - Table booking system
  • Analytics dashboard - Charts and performance insights
  • Detailed reporting

Ideal for:

  • Full-service restaurants
  • Establishments with dine-in service
  • Restaurants managing table reservations
  • Owners wanting detailed analytics
  • Growing businesses needing advanced features

Viewing Your Current Plan

When you open the Account page, you'll immediately see:

Current Plan Information:

  • Plan name (Trial, Basic, or Professional)
  • Expiration date (if applicable)
  • Plan features and limitations

For Trial plans:

  • Shows exact expiration date
  • Displays countdown until trial ends
  • Provides clear call-to-action to upgrade

For paid plans:

  • Shows next billing date (if applicable)
  • May show "Thank you for using Innkeeper!" if no expiration

Example display:

Current plan: Professional
Expires at: January 15, 2026

Or for unlimited plans:

Current plan: Professional
Thank you for using Innkeeper!

Browsing Available Plans

Below your current plan, you'll see cards for all available plans:

Each plan card shows:

  • Plan name and tier
  • Brief description
  • List of included features (with checkmarks)
  • Price (if applicable)
  • Purchase/Upgrade button

Visual indicators:

  • Disabled button: For your current plan (grayed out)
  • Active button: For plans you can purchase/upgrade to

Plan features are clearly listed:

  • ✓ Each feature marked with a checkmark
  • Easy comparison between plans
  • Clear indication of what you get at each tier

Changing Your Plan

Upgrading to a Higher Plan

  1. Browse available plans on the Account page
  2. Compare features to find the right fit
  3. Click Purchase on the desired plan card
  4. Complete payment through external payment gateway
  5. Return to Innkeeper after successful payment
  6. Your new plan activates immediately

What happens during upgrade:

  • New features become available instantly
  • Your expiration date resets (if applicable)
  • All data remains intact
  • Staff gains access to new features (if included)

When Trial Expires

As your trial approaches expiration:

3 days before expiration:

  • You'll see a notification banner
  • Warning message about impending expiration
  • Clear instructions to purchase a plan

After trial expires:

  • System access is restricted
  • You cannot create new orders, employees, etc.
  • Existing data remains safe
  • You must purchase a plan to regain access

To restore access:

  1. Go to Account page (still accessible)
  2. Select and purchase a plan
  3. Complete payment
  4. Full access restores immediately

Plan Features Breakdown

Features Available on All Plans

Core functionality:

  • Profile management
  • Password changes
  • Basic user interface
  • Language switching (English/Ukrainian)

Basic Plan Features

Employee Management:

  • Create staff and admin accounts
  • Set roles and permissions
  • Activate/deactivate employees
  • View employee activity logs

Categories & Meals:

  • Organize menu items into categories
  • Create and edit meals with prices
  • Track meal versions and price changes
  • Archive old menu items

Menus:

  • Create named menu collections
  • Assign meals to menus
  • Manage multiple menus (lunch/dinner/seasonal)
  • Update menu availability

Orders:

  • Create customer orders
  • Add meals to orders
  • Calculate totals
  • Track order status
  • Print receipts

Professional Plan Features

Everything in Basic, plus:

Halls & Tables:

  • Visual floor plan editor
  • Create multiple halls/zones
  • Add and position tables on canvas
  • Customize table sizes
  • Track table assignments

Reservations:

  • Book tables for guests
  • View available tables
  • Manage reservation schedule
  • Quick reservation interface
  • Reservation reminders

Analytics Dashboard:

  • Monthly orders chart
  • Employee performance metrics
  • Seasonal meal trends
  • Revenue tracking
  • Portions sold statistics
  • Visual charts and graphs

Billing and Payment

Payment Process

Innkeeper uses external payment gateway:

  1. Click Purchase on desired plan
  2. Redirected to secure payment provider
  3. Complete payment with credit/debit card
  4. Return to Innkeeper automatically
  5. Plan activates immediately

Supported payment methods:

  • Credit cards
  • Debit cards
  • Various regional payment options (depends on provider)

Currency:

  • Prices shown in local currency (UAH/USD/EUR)
  • Currency determined by your region
  • All prices include applicable taxes

Subscription Management

Current system:

  • Plans are purchased individually
  • Each purchase covers a set period
  • You'll need to renew when plan expires
  • Automatic renewal may be available (depends on payment provider)

Billing history:

  • Currently managed through payment provider
  • Access receipts via payment provider dashboard
  • Keep payment confirmation emails

Cancellation:

  • Contact support to cancel subscription
  • Access continues until current period ends
  • Data remains intact after cancellation
  • Can reactivate by purchasing new plan

Expiration Notifications

Approaching Expiration

3 days before expiration:

  • Warning banner appears on all pages
  • Message: "Your Plan is Expiring Soon"
  • Description of consequences
  • Link to Account page

The notification shows:

  • Current plan name
  • Exact expiration date
  • Call to action to renew or upgrade

You can still:

  • Use all current features
  • Access all data
  • Make new orders/reservations
  • Manage employees

After Expiration

Access restrictions:

  • Cannot create new orders
  • Cannot add employees
  • Cannot modify menu items
  • Dashboard unavailable
  • Reservations disabled

What remains accessible:

  • Account page (to purchase new plan)
  • Profile page
  • View existing data (read-only)

Error message:

  • "Subscription Expired"
  • Instructions to purchase new plan
  • Direct link to Account page

Renewal Process

To renew:

  1. Go to Account page
  2. Select same or different plan
  3. Complete purchase
  4. Full access restores immediately

After renewal:

  • All features reactivate
  • New expiration date set
  • Previous restrictions lifted
  • Staff can resume normal work

Owner vs. Administrator Access

Owner-Only Features

Account management is exclusive to Owners:

  • View current plan details
  • Browse available plans
  • Purchase/upgrade plans
  • Manage billing
  • Receive expiration notifications

Why owner-only?

  • Financial responsibility
  • Billing control
  • Strategic planning decisions
  • Cost management

What Administrators See

When plan expires:

  • Administrators see expiration message
  • Message states: "Please contact your restaurant owner to renew"
  • Cannot access Account page
  • Cannot purchase plans
  • Limited functionality until renewal

What Staff see:

  • Same as administrators
  • Simpler message about contacting owner
  • No access to Account page
  • Work blocked until renewal

Common Workflows

Starting with Trial

For new restaurants:

  1. Sign up for Innkeeper
  • Trial plan activates automatically
  • Full 7 days to evaluate
  1. Explore all features
  • Set up employees
  • Create menu items
  • Configure floor plan
  • Process test orders
  1. Decide before expiration
  • Compare Basic vs. Professional
  • Consider which features you need
  • Check pricing for your region
  1. Purchase before trial ends
    • Avoid service interruption
    • Select appropriate plan
    • Complete payment
    • Continue seamlessly

Upgrading from Basic to Professional

When you need advanced features:

  1. Identify need
  • Want table management
  • Need reservations system
  • Desire analytics dashboard
  1. Go to Account page
  • Review Professional features
  • Compare current vs. new features
  1. Purchase upgrade
  • Click Purchase button
  • Complete payment
  1. Start using new features
    • Configure halls and tables
    • Enable reservations
    • Explore dashboard analytics

Handling Expiration

If you miss renewal:

  1. Receive notifications (3 days before)
  • Plan expiration warning
  • Link to Account page
  1. If expired:
  • Note which plan expired
  • Go to Account page
  • Select plan to purchase
  1. Complete renewal
  • Same plan or upgrade
  • Process payment
  1. Resume operations
    • Features reactivate
    • Staff can continue work
    • No data lost

Plan Comparison Guide

Choosing the Right Plan

Choose Basic if:

  • Small restaurant or café
  • Focus on takeout/delivery
  • Don't need table management
  • Simple order tracking sufficient
  • Budget is a priority
  • Limited staff

Choose Professional if:

  • Full-service restaurant
  • Dine-in is primary business
  • Need table reservations
  • Want floor plan management
  • Require detailed analytics
  • Growing business
  • Multiple staff members

Start with Trial if:

  • New to Innkeeper
  • Evaluating system
  • Not sure which features needed
  • Want to test before committing

Feature Comparison

Feature Basic Professional
Employees ✓ ✓
Categories & Meals ✓ ✓
Menus ✓ ✓
Orders ✓ ✓
Halls & Tables ✗ ✓
Reservations ✗ ✓
Dashboard Analytics ✗ ✓
Charts & Reports ✗ ✓

Best Practices

Plan Management

Monitor expiration dates:

  • Check Account page monthly
  • Set calendar reminders
  • Renew before expiration
  • Avoid service interruption

Right-size your plan:

  • Don't overpay for unused features
  • Don't under-provision and limit growth
  • Reassess needs quarterly
  • Upgrade when business grows

Communication:

  • Inform staff of plan changes
  • Explain new features when upgrading
  • Warn staff before expiration
  • Train on new capabilities

Financial Planning

Budget considerations:

  • Factor subscription into monthly costs
  • Compare plan costs vs. value
  • Consider annual payment (if available)
  • Plan for upgrades as business grows

Cost-benefit analysis:

  • Basic saves money but limits features
  • Professional costs more but drives efficiency
  • Analytics help optimize operations
  • Reservations can increase bookings

Troubleshooting

"Cannot Access Account Page"

Cause: You don't have Owner role

Solution:

  • Only Owners can access Account page
  • Ask your restaurant owner for plan information
  • Request Owner role if appropriate
  • Current owner must change your role

"Plan Expired But Can't Purchase"

Cause: Technical issue or payment provider problem

Solution:

  • Check internet connection
  • Try different browser
  • Contact support for help
  • Provide error details if any

"Payment Failed"

Cause: Payment provider issue

Solution:

  • Check payment details
  • Ensure sufficient funds
  • Try alternative payment method
  • Contact payment provider support
  • Reach out to Innkeeper support

"Features Missing After Upgrade"

Cause: Caching or reload needed

Solution:

  • Refresh the page (F5)
  • Log out and log back in
  • Clear browser cache
  • Contact support if persists

Frequently Asked Questions

Q: Can I switch plans mid-period?
A: Yes, you can upgrade to a higher plan anytime. The new plan takes effect immediately.

Q: What happens to my data if plan expires?
A: All data is safe and intact. Once you renew, everything works as before. Nothing is deleted.

Q: Can I downgrade from Professional to Basic?
A: Contact support to discuss downgrade options. Note that you'll lose access to Professional features.

Q: Is there a free plan?
A: Only the 14-day Trial is free. After that, you must choose Basic or Professional.

Q: How do I get receipts for payments?
A: Receipts are provided by the payment provider. Check your email or payment provider dashboard.

Q: Can Administrators see billing information?
A: No, only Owners have access to the Account page and billing details.

Q: What if I need a custom plan?
A: Contact support to discuss custom pricing or features for larger operations.

Q: Do prices ever change?
A: Plan prices may be updated. You'll be notified before any price changes affect your subscription.

Q: Can I try Professional before buying?
A: Yes! The Trial includes all Professional features so you can test everything.

Q: How long does it take for upgrade to activate?
A: Immediately after successful payment. Refresh your page to see new features.

Need Help?

If you have questions about plans or billing:

  • Review plan features on the Account page
  • Compare plans using the feature list
  • Check expiration date regularly
  • Contact support for billing questions
  • Reach out to payment provider for payment issues

Before purchasing:

  • ✓ Know which features you need
  • ✓ Confirm pricing for your region
  • ✓ Have payment method ready
  • ✓ Check internet connection

Last Updated: December 2025