Getting Started

Getting started with Upgrade.Chat bot in your chat room. Upgrade.Chat accepts Personal or Business PayPal Accounts and Stripe accounts with Venmo & Bitcoin coming soon.

1) Invite The Bot To Your Server

  1. Grant Upgrade.Chat Administrator Permissions

  2. Move bot role position in Discord above roles you want to sell.

Move Upgrade.Chat Role Up

THE UPGRADE.CHAT ROLE MUST HAVE PROPER PERMISSIONS AND ABOVE ROLES YOU WANT TO SELL OR IT WILL NOT WORK PROPERLY!!

If you don't want to set the bot as Admin, these are the minimum permissions required:

We do NOT guarantee that it will always work with only these permissions because we add new features all the time that may require other perms.

2) Add your Payment Processor to Upgrade.Chat

UPGRADE.CHAT ACCEPTS BUSINESS OR PERSONAL PAYPAL ACCOUNTS!

  • Add PayPal to Upgrade.Chat

  • Add Stripe to Upgrade.Chat

UPGRADE.CHAT ACCEPTS BUSINESS OR PERSONAL PAYPAL ACCOUNTS!

3) Set roles for sale in the Control Panel

Pay What You want
Auto Cancel Roles
Paymentless Free Trials
Pay What You want

This allows you to set a minimum price for the role but people can enter in their own amount and pay anything they want for the role. Good for Donations and Supporter type roles.

Auto Cancel Roles

This will automatically cancel the role after the first billing cycle. Allows for a paid trial style of membership without having to use a coupon.

Paymentless Free Trials

This allows users to be able to get a free trial without entering credit card information. Provides a much quicker and easier experience for users.

Roles
Minimum Price
Interval
Interval Count
Free Trial
Inventory
Roles

Set which roles you want to give when a user purchases this package.

Minimum Price

The price you want to charge for the role. This is the minimum price wanted.

Interval

This is how frequently the user will be billed. (Billing Cycle)

Interval Count

This is how many of the interval (cycles) you want to pass before the user is billed again. Ie. If you set interval to monthly and count to 3, the user will be billed every 3 months. (Interval x Interval Count = Billing Frequency)

Free Trial

This is how many days you want the user to have access before being billed.

Inventory

This allows you to limit the number of times this package can be purchased.

Your checkout link is: https://upgrade.chat/checkout/{YourServerID} Not sure how to get your server ID? Click Here to see how. This can be used anywhere. Websites, social media, emails, etc.

DO NOT EDIT ANYTHING IN PAYPAL OR STRIPE MANUALLY! THE BOT TAKES CARE OF ALL INTERACTIONS AND IF YOU EDIT ANY CUSTOMERS, SUBSCRIPTIONS OR DATA...YOU WILL CAUSE ERRORS!

Upgrade.Chat Settings

Welcome Messages
Welcome Message Delivery Settings
Welcome Messages

This is the message that is sent upon a user joining your chat room. It contains a payment link to your checkout page as well as your custom message that you set.

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

Welcome Message Delivery Settings

DISABLED: A way to turn off welcome messages DIRECT MESSAGE: Users will get their welcome message in their DMs PUBLIC: The welcome message will be sent in the chat room's default channel.

Server Referrals
Recurring Referrals
Referral Percentage
Server Referrals

This allows you to set how much your users will get back as account credits when they refer paid members to your server. By default, the credit is a one time credit.

Recurring Referrals

This allows credits for referrals to be refunded to the referrer every billing cycle.

Referral Percentage

This is the amount that you set to be refunded per successful paid referral.

Cancel Subscriptions on Exit
Disable Public Downgrades
Terms of Service
Cancel Subscriptions on Exit

This settings allows subscriptions to automatically be cancelled when the user leaves your chatroom, even if they didn't specifically downgrade themselves. (This helps prevent chargebacks for people who leave or forget they are paying.)

Disable Public Downgrades

This setting disables the bot responding in public channels to the $downgrade command but allows people to Direct Message the bot to get the downgrade link.

Terms of Service

This is where you can set your own custom terms of service for your server that will show to each user before they pay on your chat's checkout page.