What is Warmerly's refund and cancellation policy?
In short: the Free plan cannot be charged, paid plans start with a free trial so you can decide before paying, payments already taken are not refunded except in a few named cases, and cancelling stops future renewals while you keep access to the end of the period you paid for.
This page is a summary written to help you find things. The binding wording is the Refund & Cancellation Policy and the Terms of Service (mainly the sections on plans, billing and guarantees). If this page and those ever differ, they win. Support and Warmi can explain the policy but cannot grant a refund or change a plan; refunds are a decision for the team.
The Free plan
Free needs no card, has no time limit and is not a trial. Because no payment method is held, there is nothing to cancel and nothing to refund. Moving to a paid plan, or buying an add-on such as a hosted mailbox, is the only step that asks for a card.
Paid plans and the trial
- A paid plan normally starts with a free trial, and a card is required. Nothing is charged during it. The first charge is the day after the trial ends. See What happens when my free trial ends?.
- Cancelling before that first charge means you are not billed at all.
- The trial is available once per workspace. A second subscription is charged straight away.
Renewals and price changes
- Plans are billed monthly or annually, in advance, and renew automatically until you cancel. Add-on subscriptions renew the same way.
- Each renewal is charged to the card on file at the price then in effect. At least 30 days' notice is given by email before a price increase applies to your renewal.
- You get an email receipt for each charge. Invoices, receipts and your payment method are under Manage billing in Settings > Billing.
Plan changes
Upgrades and downgrades take effect immediately and are prorated. An upgrade adds the difference for the rest of the period to your next invoice. A downgrade turns the unused part into a credit on your billing account. That credit is set against future invoices, is never paid out in cash, and any credit left when your subscription ends is not refunded. See How does Warmerly billing work?.
Refunds: what is and is not refunded
Not refunded: payments already taken. That covers monthly and annual plan charges (including renewals you forgot to cancel), prorated charges, and add-ons: hosted mailboxes, LinkedIn and WhatsApp slots, credit packs and the credits spent on quota blocks. Unused allowances, credits and blocks have no cash value.
The point to decide is before the first charge. The trial and the Free plan exist so you can evaluate the product without paying, which is why there is no money-back window afterwards.
Refunded in these cases:
- We charged you in error, for example twice for the same thing, or after you had validly cancelled.
- We end your account for a reason other than your breach: prepaid fees for the period after it ends are refunded.
- A mailbox qualifies under the inbox guarantee in the Terms (section 18A, warmerly.com/terms#guarantees): that month's plan fee is refunded. Claims go to support@warmerly.com within the window stated in the Terms.
- The law requires it, including your rights as a consumer (below).
Any other refund or credit is at Warmerly's discretion, applies only to the case it was given for and sets no precedent. Approved refunds go back to the original payment method; how long they take to appear is up to your bank.
How to cancel
- Your plan: Settings > Billing, click Manage billing, cancel in the billing portal. Only the workspace owner can. No contract, no minimum term, no cancellation fee. See How do I cancel or change my plan?.
- Slots and hosted mailboxes: remove them from the part of the app where you manage them. Cancel a LinkedIn or WhatsApp slot with the Cancel button on its row in Settings > Usage & limits. It takes effect at the end of the period already paid for. A LinkedIn account using it is then disconnected. A WhatsApp number is not disconnected. Removing a hosted mailbox ends the address.
- Agency client workspaces have no billing of their own. Cancel from the Agency workspace.
- Cannot cancel in the app? Email hello@warmerly.com from the account owner's address before your renewal date and it will be cancelled for you.
- Deleting a workspace with its own paid subscription stops it renewing but does not refund the current period.
What happens when a paid plan ends
Cancellation takes effect at the end of the current billing cycle and you keep access until then. The workspace then moves to the Free plan rather than being closed, and your data is not deleted by cancelling. If it is over Free's limits, it is restricted straight away until you reduce usage or subscribe again. Cancelling during a trial, or during a promotional period at no charge, ends access straight away. See What happens to my data if I cancel or delete?.
Failed payments
If a payment fails you are emailed and Stripe may retry. While it is outstanding the workspace is restricted and automated sending is paused. Update the card under Manage billing to clear it. If it stays unpaid, the subscription may be cancelled and the workspace moved to Free. See Why is my workspace locked?.
If you are a consumer
Warmerly is sold for business use. If you are nonetheless contracting as a consumer, you have a statutory right to cancel within 14 days of subscribing, and your consumer rights stand regardless of the rest of the policy. To use that right, email hello@warmerly.com with a clear statement that you are cancelling. The full conditions are in section 10 of the Refund & Cancellation Policy.
Billing disputes
If you think you were charged in error, email hello@warmerly.com within 60 days of the charge. Please contact us before your bank. Opening a chargeback for a charge you owe breaches the Terms, and the account may be suspended while it is open.

