What is Upgrade.Chat?

Upgrade.chat is a Discord bot that allows you to turn your discord server into a business. Sell roles, Accept Donations, Free Trials, Coupons, Referrals, Dashboard tracking and more. The only bot that is trusted and verified by payment processors. THE ONLY VERIFIED PAYPAL PARTNER BOT FOR DISCORD THE ONLY VERIFIED PARTNER STRIPE BOT FOR DISCORD (https://stripe.com/partners/upgrade-chat). The bot allows server owners and server admins to sell roles, accept donations, sell access or digital / physical products direct from your Discord chat server. You can lock channels and sell roles to access those channels.

*Before asking for help in the support server, please review the Bot Commands in Discord by Typing $help

How to setup Upgrade.Chat?

1) Invite the bot with this link: https://upgrade.chat/invite (Make the bot an admin & move it's role to the top of the role list.) 2) Connect or create your PayPal or Stripe Account in the control panel: https://upgrade.chat/payment-settings (You can use a business or personal PayPal account with Upgrade.Chat)

3) Create Roles in Discord and set the role for sale in the Upgrade.Chat Control Panel.

The billing interval (frequency) is the unit of time used to calculate the billing frequency. The interval multiplied by the interval count will determine the billing frquency. The combined frequency cannot exceed 1 year. (e.g., Interval Count = 3, Billing Interval = 'month' = Billed every 3 months)

To see your stripe transactions go to your stripe dashboard: https://dashboard.stripe.com​

To see your PayPal transactions: (PayPal Only)

View it in your transaction tab. Use this FIRST when checking your PayPal transactions. https://upgrade.chat/payment-settings?section=transactions​

SERVER REFERRAL / AFFILIATE REWARDS FEATURE

Want to have your members advertise your server? Simply set referrals in your control panel settings and set the rate. https://upgrade.chat/settings​

Your members can generate a referral link by typing $refer.

When they refer someone, they will get a ONE TIME (OR RECURRING) ACCOUNT CREDIT that you set for each paying member they refer to your server of the LESSER amount of roles purchased. Referrals are CREDITED at the moment of purchase. WATCH A VIDEO OF HOW REFERRALS WORK BY CLICKING HERE OR JOINING THE SUPPORT SERVER If Referral Rate = 10%: Someone purchases $100 role and refer someone who buys $100 role, they will get $10 back. Someone purchases $100 role and refer someone who buys $50 role, they will get $5 back. If you set the recurring referral feature, that means the original referring member will get an account credit against their subscription every billing cycle that the person the referred stays subscribed to your service.

REFERRAL DASHBOARD & COMMANDS (STRIPE ONLY)

The referral dashboard is where you can check the referral stats for your server and leader board: https://upgrade.chat/referrals

Users in your server can also check their progress with how many referrals they have inside the server with the $rank command:

How Do Referrals Get Credited / Applied?

Referrals are generated and tagged in a very simple structure: https://upgrade.chat/checkout/{ServerID}?referalCode={ReferringUserID}

Setting Coupons / Discounts (PAYPAL & STRIPE)

Click the payment tab and then click add coupon.

You can set two types of coupons. Dollar Amount (Value) or Percentage.

You can set the duration for the coupons: -One Time (Single Use Coupon) -Forever (For The Life of The Subscription) -Repeating (Certain Number of Billing Cycles)

You can also limit the number of coupon uses. This allows for a limited number of people to take advantage of the discounts.

Can I use Upgrade.Chat on my Website? YES!

In your discord server type: $upgrade and generate a checkout link. The link will look like this: https://upgrade.chat/checkout/544238107957133352 <- The last part is your serverID number.

Because all checkout links are now server dependent instead of user dependent, you can use these links anywhere and people can purchase a role from anywhere; Your Website, Instagram, Facebook, Messenger, Email, Message Boards, Other Chat Services... Pretty much anywhere that you can think of.

How to set the Store / Shop Products?

1) Go to your Shop / Store settings: https://upgrade.chat/products​

2) Click on the create product button.

3) Set your product for sale and save the item.

How to use the Customer Self Service Portal?

The self service portal is where your customers can go to update their subscriptions without having to be in your server or type commands. This allows them to:

• Update Their Billing Methods

• View Current Subscriptions

• Manage Their Subscriptions

• View which servers they are paying in

• View which roles they have

• Cancel select subscriptions

For STRIPE Billing Portal Setup, you MUST MATCH these settings:

From here they can manage their subscriptions to different guilds. When they click the MANAGE button it will take them to either PayPal or Stripe. PayPal Management Portal looks like this:

Stripe Management Portal looks like this:

You must enter your own terms of service for the portal. This must be filled in.

What permissions does Upgrade.Chat Need?

We recommend Administrator so there is no errors or confusion when something doesn't work in your server. If you do not have admin set, you may recieve permission errors, missing access errors, etc. For the bare minimum permissions:

How to Set The Default Channel:

In your discord server type $setchannel where you want the bot to send updates when people pay or downgrade. This is where the bot will respond with updates, confirmations of upgrades, welcome messages and more. However, any channel the bot can see, will respond with an upgrade message to a user.

How do people cancel their subscriptions?

They simply type "$downgrade" in a channel that the bot can see. Select from the list of roles you have in the server and then type "$downgrade role#" The bot will then set their subscription to cancel at the end of the billing period. If the bot can't find their subscription ID, you will need to look for their subscription in PayPal or Stripe manually. Downgrading will remove the role, not remove them from the server. Alternatively, people can use the self service portal to cancel: https://docs.upgrade.chat/#how-to-use-the-customer-self-service-portal​

Loading Screen Stuck and Not Loading:

You could have an outdated cache, cookie or version. Try a hard refresh or try to load the checkout or control panel from an incognito window.

Where can I see my payments that people made?

If you are using stripe for debit cards and credit cards: https://dashboard.stripe.com/ If you are using PayPal for PayPal and Venmo charges: https://www.paypal.com/mep/dashboard​

Sending Emails to People who Purchase Roles (STRIPE)

You can have STRIPE send emails to customers whenever they make a successful purchase or you refund them. Additionally you can email them about failed payments and upcoming invoices.

Removing Members who don't pay or dispute

The bot will automatically BAN people who dispute your room's transaction but role removal only happens according to your charge "retry" settings. You need to set these to not allow for retries.

Also make sure to enable the setting for disputes: https://dashboard.stripe.com/settings/billing/automatic​

Server Error (500) when trying to checkout?

This means someone is trying to access a link they are not supposed to. The only way people should be checking out is by typing "upgrade" or any of the upgrade commands in any language in a server and click the generated upgrade link for that user.

How do I remove the Sponsor message?

If you want to remove the sponsor message and links from all your embeds, please upgrade to our PRO plan in your control panel: https://upgrade.chat/settings If you want to become a sponsor, simply purchase the sponsor role: CLICK HERE TO BECOME A SPONSOR What does the sponsor message do? It will allow you to put a link (upon approval) at the bottom of every upgrade message and other embeds. The cost of this is dependent on the number of members that Upgrade.Chat sees as a whole in every room which we consider "possible impressions" for your link.

These are the rates based on current members the bot interacts with:

0-100K = $25/week 100-200K = $50/week 200-300K = $75/week 300-500k = $100/week (Current) 500k-1M = $150/week 1M+ = $300/week 5M+ = $500/week 10M+ = $1,000/week

What countries is Upgrade.Chat available in?

My account was denied / restricted / declined or not approved? (STRIPE)

When this happens, it is most likely because you are trying to apply with a restricted business: https://stripe.com/restricted-businesses​

This could be because you did not provide all the information STRIPE needed to complete your account. Please contact STRIPE as we have nothing to do with their account processing.

How do I get paid? When does the money go to my bank? (STRIPE)

Simply set your payout frequency here: https://dashboard.stripe.com/settings/payouts​

Why did the bot ban someone from my server?

Whenever someone in your server disputes a charge the bot will automatically ban this member and remove all roles as soon as they are banned. We want to make sure our server owners are not taken advantage of and someone getting free service. Please visit: https://dashboard.stripe.com/disputes to see all your active disputes.

How do trials work?

When a user purchases a role, they put their card on file and when the free day limit that the server owner sets, their credit card will be billed and their billing cycle will begin from the day the trial ends. To check if a PayPal user is on trial, please load the control panel and search for the user with a date in the future. To check the status of a member to see if they are on a trial, please search that customer in your STRIPE dashboard: https://dashboard.stripe.com/subscriptions​

You can set cancellation (trial ending) reminders IN STRIPE: https://dashboard.stripe.com/settings/billing/automatic​

Can I change the Upgrade.Chat prefix?

No. The Prefix is $ for commands except Upgrade & Downgrade.

Why does a PayPal charge show "On Hold"?

Upgrade.Chat does not have anything to do with how PayPal processes payments. Please contact PayPal about your transactions and see here: https://www.paypal.com/us/smarthelp/article/my-payment-is-on-hold.-why-is-this-happening-faq3297​

Blank / Empty Control Panel / No Servers Show Up:

⚠️ONLY SERVER OWNERS AND ADMINS CAN USE THIS BOT. ⚠️ If the server you are expecting is not showing up in https://upgrade.chat/control-panel you MUST try to log in from an INCOGNITO WINDOW. The most likely reason is:

• You are not logged in via the browser.

• You are logged into an account that doesn't own the server.

• You don't have any roles in the server (which you need for the bot to see).

My Admin can't see or edit settings?

Admins CAN edit and manage the bot. You must make sure this person is ACTUALLY an ADMIN in Discord in order to see or edit settings in the control panel. The role they have MUST have ADMINISTRATOR permissions with their role in your server:

Are subscriptions Automatic?

Yes, they will automatically be billed if you set the role as a subscription and then save the role for sale. However, if a member leaves the server and you have the "cancel subscription on exit" feature turned on, their subscription will automatically be cancelled when they leave.

Can I set a Terms of Service for my Server?

Yes, in the https://upgrade.chat/control-panel settings you can set your terms of service. It will show up when the customers go to checkout.

What happens if I kick Upgrade.Chat?

-You will have to manually manage all your subscriptions. -You will have to manually check who disputed your transactions, find the user and kick them. -You will have to manually payout referrals (if you have that feature enabled) -Automatic Role Removal WILL NOT WORK.

Do you have partnerships or special rates?

Yes. If you have: -A bot in over 5,000 servers. -A server with over 5,000 members. -A server with over 500 Subscriptions

We can offer you a special rate for using our bot. Please Contact @Staff Here.​

I am trying to purchase but it's not letting me or link my username?

Try again from an incognito window to make sure you are logged into the right account. If it's a new account make sure to verify your email. If it's still an issue, contact your server owner and see if there is an issue with their STRIPE account.

STRIPE is asking for a business name?

Yes, you can register for an "individual account" in the drop down on the register page. You must complete all your info in order for the account to be active. If you don't complete all your info, they might not enable payments or withdrawals.

The bot responds in every channel? Does it need to be administrator?

You control access to the channels, you can prevent the bot from speaking in certain channels by removing admin privileges from the bot but allow it to send messages, links, add, remove, ban, and send embeds, then prevent it from talking / seeing the channel that you don't want it to talk in. This involves you setting Discord perms. We do not guarantee that the bot will function correctly since we add new features all the time that may require different permissions. https://docs.upgrade.chat/#what-permissions-does-upgrade-chat-need​

How do I reorder roles for sale?

Roles are ordered from HIGHEST PRICE TO LOWEST PRICE. This cannot be changed.

Unable to process selected payment method:

The requested action could not be performed, semantically incorrect, or failed business validation. INSTRUMENT_DECLINED: The instrument presented was either declined by the processor or bank, or it can't be used for this payment. This means that the user needs to use a different payment method. This is not an issue with Upgrade.Chat but has to do with the customer's payment method.

There are duplicate roles in checkout / commands?

Please log back into the control panel with the server owner from an incognito window and then check again. The control panel syncs with your server once you log in.

Someone logged in / paid with the wrong Discord account, what can I do?

Unfortunately, only the account that was logged in will be able to be given the role. The only way to solve this is to refund them and have them pay with the correct logged in account.

What if someone leaves and rejoins?

The bot will attempt to remove the role if they have it again at the end of the billing cycle. They will not be given the role back when they rejoin, this must be done manually but removal is automatic.

404 Error - {"Unknown Member","code": 10007 }

This means that the bot was trying to add a role that was paid for but the member was not in the server. This can be for many reasons such as:

• YOU DIDN'T GIVE THE BOT INVITE PERMISSIONS TO ALL CHANNELS

• The user didn't accept the invite to join your server after paying.

• The user is banned from your server for whatever reason.

• The user paid but didn't validate their account email yet. https://docs.upgrade.chat/#what-permissions-does-upgrade-chat-need​

403 Error - {"Missing Permissions" 50013 }

This means that the bot didn't either have admin, the proper permissions or wasn't above the role for sale in the role list. https://docs.upgrade.chat/#what-permissions-does-upgrade-chat-need​

Can someone get a trial once they already got a trial?

Yes, just like every other trial with other companies, (hulu, netflix, prime, etc) if someone changes their email they can get a new trial. The simple way to avoid this is to not have trials at all.

Why wasn't someone's role removed when their payment failed? (STRIPE)

You need to adjust your dunning settings in stripe to determine when the person should be removed or if their payment should be retried. If you are a smart retry system, it will try a few times before cancelling. You can adjust the settings here: https://dashboard.stripe.com/settings/billing/automatic​

Are there paid trials available for my members?

Yes, setting up a paid trial is simple. Just create a one time coupon and give it out. The person will be billed a discounted rate the first billing cycle and then the full amount every cycle going forward. Ex. If your role subscription length is monthly, then the first month will be the reduced rate and every month going forward will be full price.

Duplicate Customer Names & Emails? (STRIPE)

This was from the old version of the bot. The new version will group all users into one email and account.

Do you have an API or Webhooks?

Currently there is no API or Webhooks but we are developing it. There is no estimated time for completion.

What happens if I cancel someone's role manually in STRIPE?

The bot will get the information and remove the role. You can choose in STRIPE when you want to cancel the role. Either immediately or at the end of their billing cycle. You can do this after clicking the cancel subscription role in the customer's profile.

How does Inventory on Roles work? Limited Inventory?

You can have the role automatically turned off for sale when a certain number of that role is purchased. Great for creating specials and limited availability roles.

Can people purchase different roles to increase the length of their subscription?

Each role purchased is a new product / subscription. Therefore, no matter what role someone purchases, they are not able to increase the length of time on an existing subscription.

How can someone change their card number?

Yes. https://docs.upgrade.chat/#how-to-use-the-customer-self-service-portal​

What is the minimum amount I can sell a product / role for?

$1.00 USD. (Payment Processors wont allow below this so we set it as our default)

The bot is not online / someone didn't get a role and everything was working normally not too long ago? What could be the problem?

If the bot is offline, please check https://status.discordapp.com/ before contacting support. If Discord is having issues, there is nothing we can do. The bot will try to give the role again the following day. If you notice someone did not get the role, please assign the role manually. Yes, their role will still be removed as normal (provided that discord is working at the time)

Can I set 100% discounts?

You can but you shouldn't. Stripe bills the % off the total amount, not the discounted amount, so you would still be charged a fee and therefore end up in the negative for the transactions. This is why we added a free trial feature where people can try for X days without any cost to you or them. If you are giving a massive coupon, consider that the fee will be for the original amount, not the discounted amount. Simply be selective with who you want to purchase the role if you think this is the only way to offer huge savings. There also may be issues with referral tracking if a user has already received 100% of their subscription credit back already.

Can I migrate existing roles or purchases from another bot?

The easiest way to do this is to create a promotion (coupon) for your members as an incentive to switch over. Members would need to upgrade through the bot since we don't have them in our database.

If you have STRIPE we do offer a migration service:

If I change the role price, will it change for existing members?

No it will not. "Grandfathered" members will keep the same rate they have been paying. Only new members and subscriptions will be affected by a price change. To change price for existing subscriptions already in effect, please edit the customer directly in stripe. (This is not recommended).

Can I get emails when someone pays?

Yes. You can turn on email notifications for many different events.

To set it in PayPal: https://www.paypal.com/us/smarthelp/article/How-do-I-set-up-my-email-notification-preferences-FAQ424 To set it in Stripe: https://dashboard.stripe.com/settings/user​

Why do I not get all the money I charged?

Upgrade.Chat + PayPal/Stripe take fees from the transaction. This is what allows us and PayPal + Stripe to offer the service without monthly fees for you like traditional merchants. PayPal's Fees: https://www.paypal.com/us/webapps/mpp/merchant-fees Stripe's Fees: https://stripe.com/pricing​

Please refer to our Terms of Service. Our current fee is 6% of the total charge. (Not Including Stripe or PayPal) This rate is locked in for your account unless you uninstall / reinstall the service, in which case, you lose your grandfathered rate and the new rate will be set to whatever the current rate is. Ex. If you installed the bot when the rate was 1%, as long as you didn't remove / uninstall, your rate should remain the same according to the Terms of Service.

Can I change the bot's name or picture in my server?

Yes. You can change the name by simply changing the bot's nickname in your server. No. You cannot change the bot's icon because Discord doesn't allow that for any bots.

I am under 18, can I still have an account and use Upgrade.Chat?

PayPal. NO. https://www.paypal.com/us/webapps/mpp/ua/useragreement-full​

Stripe. YES. https://support.stripe.com/questions/age-requirement-to-create-a-stripe-account​

An error has occurred and you have not been charged?

Something is wrong with the card number, user's location, CVV number, card exp date or another card issue. Check the transaction in Stripe. Go into the card details as to why it was declined. This doesn't have anything to do with Upgrade.Chat other than we are returning an error message because the card was not able to be processed.

There was a problem loading checkout.

Please use a browser that accepts cookies and JS. This is a browser issue. Try from a different browser. Clear your cache.

Error 1020: Access Denied

This means that someone from a country that STRIPE doesn't accept is trying to access the website. There is no way around this. Access is denied from our website to someone in this country. For a full list, please see here: https://stripe.com/global​

Error 1050: You are being Rate Limited

This means that you are attempting to do too many things too fast on our website. Please try again in one hour. This is for your safety and ours. We have hundreds of people trying malicious things to our service so we limit attempts that come in too fast or are suspicious. Please try back.

Can I remove the Upgrade.Chat invite after checkout?

Sorry. This cannot be removed and we have no intention of removing it. It is an optional invite that people have the choice of declining. We want customers to be able to ask questions about the bot if they have any. Especially since they just paid money through the service and may have questions. (or if for some reason they are not able to get in touch with the server owner and want to know how)

How do "Pay What You Want" Roles Work?

You simply set the minimum you are willing to accept for the role, and people can purchase that role for that amount, or any amount they wish. Perfect for transferring money or accepting tips / donations.

User wasn't given the role but they paid? (Stripe)

There can be several reasons for this:

• The user was not the same user logged into the browser when the role was purchased. (Check your stripe account and make sure the username matches the user that upgraded)

• The bot does not have the proper permissions to give the role or the role for sale is above UC.

• The bot was not online at the time. Stripe was down or Discord was down.

Chances are it was the first one.

How do I turn on Google Pay / Apple Pay? (STRIPE)

First go here: https://dashboard.stripe.com/settings/checkout and enabled both.

For your customers to actually see Google Pay or Apple Pay appear in checkout, they need to have the following requirements:

Can I change the currency from USD?

No. Currently the only currency is USD... BUT the transaction will automatically be converted to whatever currency your account is set in at the time of purchase.

How does the checkout flow for customers work?

How can I search for a customer if I only have their Username? (STRIPE)

In the customer section of your stripe control panel, you can search by many types of data. We do not store any of your customer info except relationships. All that info is stored on your stripe account.

I use Patreon / OnlyFans. How are you different?

Upgrade.Chat only charges 6% and offers many features. Patreon charges 12% and has less than half the features. OnlyFans charge 20% and has less than half the features.​

Are there discounts for PayPal and Stripe fees?

Both Stripe and PayPal offer a discounted payment processing rate for registered 501(c)(3) nonprofits.

To apply with PayPal, visit their nonprofit center.

To apply with Stripe, email [email protected] with the information found here.

How do I change my business name on PayPal?

You can change your business info here: https://www.paypal.com/businessmanage/account/aboutBusiness​

How do the rates compare between PayPal and Stripe?

PayPal Merchant Fees: https://www.paypal.com/us/webapps/mpp/merchant-fees PayPal General Fees: https://www.paypal.com/us/webapps/mpp/paypal-fees Stripe Fees: https://stripe.com/accept-payments/upgrade-chat​

Which features are available with PayPal & Stripe?

Here are the differences in features we offer between the platforms currently: