Upgrade.Chat FAQs

Please read all the FAQs in the docs before asking questions in the support server. The support server is ONLY for Upgrade.Chat questions. By using this bot you fully agree to the terms of service.

What is Upgrade.Chat?

Upgrade.chat is a Discord bot and The ONLY Verified Stripe Partner 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.

Server Owners & Server Admins can access the control panel settings.

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

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) Access the control panel here: https://upgrade.chat/control-panel (If you still have questions after reading this FAQ, ask them in the support server.)

3) Connect or Create a STRIPE account to your server:

4) If you don't have a STRIPE account, you can create one to connect:

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

Click Sell Role on the Role You Want To Sell
Set The Price, Frequency, Free Trial and Description

Your checkout link is: https://upgrade.chat/checkout/{YourServerID} Not sure how to get your server ID? Click Here to see how.

THE UPGRADE.CHAT ROLE MUST BE ADMIN AND ABOVE ALL ROLES YOU WANT TO SELL OR THE BOT WILL NOT WORK PROPERLY! <--- !

SERVER REFERRAL 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

Enable Referrals and Set a Refund % Rate

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

Example Message of a Referral Link

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.

People are invited to YOUR SERVER as soon as they make a successful purchase.

Only Members Who Purchased a Role Can Use Referrals and get account credits.

It doesn't matter when someone purchased a role or what type of role they purchased (recurring or one time), if they refer someone they can still get credit for the referral.

The referral amount paid is the % of the FINAL AMOUNT PAID at the time of checkout. This means if a coupon was applied, only the AMOUNT CHARGED is what the % refund will be.

The max someone can be credited is 100% OF THEIR BILL FOR THE CYCLE. Nothing over that.

ONLY THE ORIGINAL BILLING METHOD WILL BE CREDITED AND WILL BE APPLIED INSTANTLY IF A VALID SUBSCRIPTION EXISTS. NO OTHER FORM OF PAYMENT OR TRANSFERENCE OF MONEY. ONLY ORIGINAL ACCOUNT REFUND! (Whatever The Customer Used To Pay For The Role With)

IF SOMEONE SIGNS UP WITHOUT A REFERRAL LINK THERE IS NO WAY FOR IT TO BE ADDED! (You can manually credit the original person in STRIPE but there is nothing the bot can do)

REFERRAL DASHBOARD & COMMANDS

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:

Setting Coupons / Discounts / Promo Codes:

Click the payment tab and then click add coupon.

Generate a code for your coupon or make your own.

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

Pick Value Dollar Amount or Percentage Off

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)

Set How Long You Want The Coupons To Last

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

"Paid Trials" can be accomplished by giving out a one time coupon which will give the user a discount for ONE BILLING CYCLE, before charging full price.

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.

Users will be invited to your room and given the role after checkout.

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.

Welcome Messages, Upgrade Notices and Downgrades will be sent to the channel you set.

To turn Welcome Messages OFF, leave the welcome messages blank in the control panel.

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 STRIPE manually.

If someone only has ONE role, it will NOT bring up a list of roles and will just cancel that role.

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:

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.

https://dashboard.stripe.com/settings/billing/automatic
https://dashboard.stripe.com/settings/emails

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.

https://dashboard.stripe.com/settings/billing/automatic

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 upgrade in our support server. This will get you a link to wherever you want (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:

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

What countries is Upgrade.Chat / STRIPE available in?

NOTE ABOUT INDIA: https://support.stripe.com/questions/stripe-india-support-for-marketplaces THE BOT WILL NOT WORK UNTIL STRIPE FINISHES "PREVIEW MODE".

My account was denied / restricted / declined or not approved?

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

or 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?

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

This is how frequent you will be paid out.

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 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

Currently, free roles can not exist. Only free trials for paid roles.

Do you support PayPal?

Currently we only support paypal donations. This means no roles will be given. You can see an example on our checkout page. This only allows donations to your account. When we add paypal role support, we will add more documentation for it.

Can I change the Upgrade.Chat prefix?

No. The Prefix is $ for all non-upgrade commands or nothing for upgrade commands in every language.

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).

Try logging into the control panel from an incognito browser window.

My Admin can't see or edit settings?

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.

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.

This is where your terms of service will show up.

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?

If you own a bot that has over 1,000 servers or a server room with over 5,000 members, we would give you a special rate for using our bot.

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.

Verify Your Account & Email

ROLES WILL BE GIVEN TO WHATEVER ACCOUNT IS LOGGED INTO THE BROWSER!

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.

How do I reorder roles for sale?

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

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.

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?

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

If you want immediate denial, remove all retries.

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.

A billing cycle can be a week, month, quarter, half year or year.

Duplicate Customer Names & Emails in STRIPE?

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

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.

Do you have a big server and want to get paid by our bot?

If you have a server (100K Members) or a bot in over 10K servers, we would like to pay you a weekly or monthly fee to advertise our bot in your server or on your bot's dashboard / messages. Contact someone at https://upgrade.chat/support for more details. The amount is dependent on what type of server or bot you have. YOU MUST HAVE OUR BOT INSTALLED IN YOUR SERVER TO BE CONSIDERED!

We ONLY pay our ad partners via Upgrade.Chat. Not PayPal or any other way. Non-Negotiable.

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 their access time?

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?

Currently there is no way to change the card number for a subscription. The user needs to cancel and resubscribe or you can change it manually in STRIPE by sending them a new checkout link.

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 and there is no way to migrate them currently.

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).

Why do I not get all the money I charged?

Upgrade.Chat + Stripe take fees from the transaction. This is what allows us and stripe to offer the service without monthly fees for you like traditional merchants.

Please refer to the Terms of Service. Our current fee is 6% of the total charge. (Not Including Stripe or PayPal)

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 a stripe account and use the bot?

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.

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.

How do I turn on Google Pay / Apple Pay?

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?

This is what the customer payment process is like.

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

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.

Select how you want to search / sort.

I use Patreon / OnlyFans. How are you different?

Upgrade.Chat only charge 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.

Contents
What is Upgrade.Chat?
SERVER REFERRAL REWARDS FEATURE
REFERRAL DASHBOARD & COMMANDS
Setting Coupons / Discounts / Promo Codes:
Can I use Upgrade.Chat on my Website? YES!
How to Set The Default Channel:
How do people cancel their subscriptions?
Loading Screen Stuck and Not Loading:
Where can I see my payments that people made?
Sending Emails to People who Purchase Roles:
Removing Members who don't pay or dispute
Server Error (500) when trying to checkout?
How do I remove the Sponsor message?
What countries is Upgrade.Chat / STRIPE available in?
My account was denied / restricted / declined or not approved?
How do I get paid? When does the money go to my bank?
Why did the bot ban someone from my server?
How do trials work?
Do you support PayPal?
Can I change the Upgrade.Chat prefix?
Blank / Empty Control Panel / No Servers Show Up:
My Admin can't see or edit settings?
Are subscriptions Automatic?
Can I set a Terms of Service for my Server?
What happens if I kick Upgrade.Chat?
Do you have partnerships or special rates?
I am trying to purchase but it's not letting me or link my username?
STRIPE is asking for a business name?
The bot responds in every channel? Does it need to be administrator?
How do I reorder roles for sale?
What if someone leaves and rejoins?
Can someone get a trial once they already got a trial?
Why wasn't someone's role removed when their payment failed?
Are there paid trials available for my members?
Duplicate Customer Names & Emails in STRIPE?
What happens if I cancel someone's role manually in STRIPE?
Do you have a big server and want to get paid by our bot?
How does Inventory on Roles work? Limited Inventory?
Can people purchase different roles to increase their access time?
How can someone change their card number?
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?
Can I set 100% discounts?
Can I migrate existing roles or purchases from another bot?
If I change the role price, will it change for existing members?
Why do I not get all the money I charged?
Can I change the bot's name or picture in my server?
I am under 18, can I still have a stripe account and use the bot?
An error has occurred and you have not been charged?
There was a problem loading checkout.
Error 1020: Access Denied
Error 1050: You are being Rate Limited
Can I remove the Upgrade.Chat invite after checkout?
How do "Pay What You Want" Roles Work?
How do I turn on Google Pay / Apple Pay?
Can I change the currency from USD?
How does the checkout flow for customers work?
How can I search for a customer if I only have their Username?
I use Patreon / OnlyFans. How are you different?
Are there discounts for PayPal and Stripe fees?