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<p>Open <strong>Integrations</strong> in the Workspace rail.</p><ul><li><strong>Gmail and Google Calendar:</strong> choose <strong>Connect Google Account</strong> and sign in with Google.</li><li><strong>Outlook:</strong> choose <strong>Connect Microsoft</strong>.</li><li><strong>Other mailboxes:</strong> choose <strong>Add Email Account</strong> for Yahoo, iCloud or any IMAP server.</li></ul><p>Connect the calendar that lives with the same account so briefs can include your day. <a href="/blog/connect-gmail-google-calendar">Connecting Gmail and Google Calendar</a> covers what to expect.</p>

<p>Open <strong>Settings &gt; Billing</strong>. Under your plan, press <strong>Update payment method</strong> (or <strong>Add payment method</strong> if none is saved) to open the payment form. The saved card is shown below your plan with its last four digits and expiry.</p><p><strong>Billing history</strong> lists each invoice with its date, amount and status, with a <strong>Download</strong> link when a PDF is available.</p><p>Only the workspace owner can open Billing. Other members see “Billing is managed by the workspace owner”. For a billing question, email support@getoperly.ai.</p>

<p>Open <strong>Settings &gt; Billing</strong> and press <strong>Cancel subscription</strong>. The dialog lists what you would lose, offers to pause instead, and asks you to type <strong>CONFIRM</strong>. You can then add an optional reason.</p><p>Cancelling does not end access straight away. The screen says you keep full access until the end of your current billing period, and shows that date. After that, the app says your workspace and content will no longer be accessible.</p><p>Changed your mind? Before that date, press <strong>Resume My Plan</strong> in Billing. If you cancel while on a trial, the dialog says you keep access until the trial ends and will not be charged.</p>

<p>You can get a full refund of your most recent billing period if you contact support within 7 days of your purchase date or renewal date and, since that date, your account has used less than 10% of one month's AI usage included in your plan. <strong>Settings &gt; Usage</strong> shows your monthly usage as a percentage; support checks the exact amount from your account records. This applies to monthly and annual plans alike. If you used 10% or more, or you ask after 7 days, that period is not eligible for a refund, except where the law requires one.</p><p>Discounted or promotional offers, including $1 or other reduced-price trials, are final and non-refundable, and so is any extra usage you chose to buy. Approved refunds go back to the original payment method within 5 to 10 business days. Cancelling stops future billing but does not by itself refund a charge already made.</p><p><strong>In the European Economic Area or the United Kingdom?</strong> If you are a consumer, you can also cancel within 14 days of purchase for any reason. We refund what you paid, less a proportionate amount for the service you already used.</p><p>Ask through the <a href="/support">Support page</a>.</p>

<p>If a payment does not go through, Billing shows <strong>Payment failed</strong> and says access is limited until it is settled. The workspace owner can press <strong>Update payment method</strong> there.</p><p>If the workspace is locked, the owner sees “Your Operly workspace is paused” with <strong>Retry Payment Now</strong> and <strong>Update Payment Method</strong> buttons. The screen says your workspace and saved work are still there. Other members are told the account owner needs to update the billing details. If a subscription was cancelled after a failed payment, the owner sees <strong>Reactivate Subscription</strong>, and the app may direct them to choose a plan again or contact support.</p>

<p>Each plan includes a monthly amount of AI usage. Chat, content generation, routines and calls all draw on the same allowance, shared by everyone in the workspace. <strong>Settings &gt; Usage</strong> shows one bar and the date it resets. A warning appears when about a quarter is left.</p><p>When it is used up, AI work pauses. The message says your work is still there. Your options are to turn on extra usage, raise your extra usage limit if it is already on, upgrade to Business if you are on Pro, or wait for the reset. Business has five times the premium usage of Pro.</p>

<p>Work through these in order:</p><ol><li>Check <strong>Settings &gt; Usage</strong>. If usage is used up, AI work is paused (see the item above).</li><li>Check your internet connection, then refresh the page.</li><li>Try another browser, or a private window. Ad blockers and privacy extensions can block requests the app needs.</li><li>If a billing problem has locked the workspace, you will see a payment screen instead of the chat. See “My payment failed. What do I do?” in Plans, billing and account.</li></ol><p>If it still does not respond, email support@getoperly.ai with what you were doing and your browser.</p>

<p>Open <strong>Integrations &gt; Other email accounts</strong> and look at the account card for an error message.</p><ul><li><strong>Outlook, Hotmail, Microsoft 365:</strong> these use <strong>Connect Microsoft</strong>. A password will not work. Press the button again to sign in again.</li><li><strong>Gmail, Yahoo, AOL, iCloud:</strong> use an app password, not your normal password. If you changed your password or turned off two-step verification, create a new app password and reconnect.</li><li>For a custom server, check the IMAP and SMTP hosts and ports and the SSL/TLS setting.</li></ul><p>Reconnect an account with the same form, then press <strong>Test &amp; Reconnect</strong>.</p>

<ol><li>In the left rail, choose <strong>Hire someone</strong>.</li><li>On <strong>What do you do?</strong>, pick the lane closest to your work, such as Real estate, Online store or Coaching / consulting. You see three people ready to start.</li><li>Tap a name to rename them and tap a photo to change it. On Business you can also pick a voice.</li><li>Choose <strong>Hire</strong>.</li></ol><p>Or choose <strong>Create your own</strong> to name them, pick a face and write the job yourself. Open <strong>Advanced</strong> to change instructions, skills or notes before you hire.</p>