# Upgrade.chat FAQs

The Discord bot that is a Verified PayPal & Stripe Partner. Please read ALL the FAQ docs before asking questions in the help server. By using Upgrade.chat you agree to the Terms & Acceptable Use.

![](/files/-M9JHAW2lrnz5HMFQsKO)

## 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 VERIFED PARTNER SERVICE OF PAYPAL, VENMO AND STRIPE!**\
&#x20;[**https://stripe.com/partners/upgrade-chat**](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. **The bot automatically manages subscriptions, coupons, roles, access, referrals, payments and more. If someone doesn't pay, their access is removed.**&#x20;

{% hint style="success" %}
Access is automatically granted when customers pay and access is revoked when customers stop paying or dispute a transaction. This applies on all platforms.
{% endhint %}


# Getting Started

Upgrade.Chat Setup Guide for New Users. Follow These Instructions to get started using the Upgrade.Chat Platform. Please read or search these documents before contacting support.

## Create Your Upgrade.Chat Account

Visit: [**https://upgrade.chat/create-account**](https://upgrade.chat/create-account) to get started.

![](/files/-MbCXrdbS3lkp4y3vRho)

Enter your information and click **Sign Up:**

![](/files/-MbO1gzNJFg3wTezVhia)

Select if you want to use Upgrade.Chat to Accept Donations and Memberships without using a chat platform.

![](/files/-MbO2y6jxb_OZD9KcTRt)

## Using a Chat Platform? <a href="#chat-platforms" id="chat-platforms"></a>

#### Select Your Platform Setup Instructions:

{% content-ref url="/pages/-MK8c4hLYoqI9CkrHdR9" %}
[Discord](/getting-started/discord)
{% endcontent-ref %}

{% content-ref url="/pages/-Ml7AVTQ\_CrPNDre0FVD" %}
[Telegram](/getting-started/telegram)
{% endcontent-ref %}

## Not Using a Chat Platform?

Simply create your account and go to your dashboard and share your checkout link: [**https://upgrade.chat/products/**](https://upgrade.chat/products/)

{% embed url="<https://upgrade.chat/products/>" %}


# Discord

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) Create An Upgrade.Chat Account <a href="#create-an-account" id="create-an-account"></a>

### GO TO: <https://upgrade.chat/create-account>  <a href="#invite" id="invite"></a>

![](/files/-MbCXrdbS3lkp4y3vRho)

#### Connect Your Discord Account:

![](/files/-MbO3NfjfvpT9swI2eTX)

#### (If you already have an account: <https://upgrade.chat/upgrades>)

1. Grant Upgrade.Chat Administrator Permissions
2. [Create a role you want to sell in your Discord server. Click here to learn how.](https://support.discord.com/hc/en-us/articles/206143877-How-do-I-set-up-a-Role-Exclusive-channel-)
3. Move bot role position in Discord above roles you want to sell.

![](/files/-MK8l4AMmpYYuZ45TrQ-)

![Move Upgrade.Chat Role Up](/files/-MK8jZ7Ln3AgltjGyV3c)

{% hint style="danger" %}
**THE UPGRADE.CHAT ROLE MUST HAVE PROPER PERMISSIONS AND ABOVE ROLES YOU WANT TO SELL OR IT WILL NOT WORK PROPERLY!!**
{% endhint %}

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

![](/files/-MGn4NERVYL-Dd5473jy)

{% hint style="warning" %}
**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.**
{% endhint %}

**LOG INTO DISCORD NOW AND PROCEED TO STEP TWO!**

## 2) Add your Payment Processor to Upgrade.Chat <a href="#add-payment-processor" id="add-payment-processor"></a>

{% hint style="success" %}
**UPGRADE.CHAT ACCEPTS BUSINESS OR PERSONAL PAYPAL ACCOUNTS!**
{% endhint %}

### [**h**](https://upgrade.chat/payment-settings)[**ttps://upgrade.chat/payment-settings**](https://upgrade.chat/payment-settings) <a href="#payments" id="payments"></a>

* [x] Add PayPal to Upgrade.Chat
* [x] Add Stripe to Upgrade.Chat

![](/files/-MK8mplCmvQSP-ECnOks)

![](/files/-MCjqCFPLE4y2GeIDBTw)

![](/files/-MCjqFb4AVssImffQ_lc)

![](/files/-M6Am5FW7HGjx2zWulwf)

{% hint style="success" %}
**UPGRADE.CHAT ACCEPTS BUSINESS OR PERSONAL PAYPAL ACCOUNTS!**
{% endhint %}

## 3) Set Upgrades for sale in the Control Panel <a href="#setting-upgrades-for-sale" id="setting-upgrades-for-sale"></a>

### <https://upgrade.chat/upgrades>

### ADD THE DISCORD ROLE BONUS TO THE UPGRADE

![Simple Setup](/files/-MWnjOWat-rO5nKHuQj9)

{% hint style="success" %}
**At the bottom of the page, click bonuses & add the discord roles bonus to the upgrade.&#x20;*****YOU MUST DO THIS TO GRANT THE DISCORD ROLE.***
{% endhint %}

{% hint style="warning" %}
***IF YOU DO NOT ADD THE DISCORD ROLE BONUS, WHEN USERS PURCHASE THEY WILL NOT RECEIVE THE ROLE! BONUSES ARE NOT RETROACTIVE.***
{% endhint %}

{% hint style="danger" %}
**USERS WILL ONLY GET THE ROLES INCLUDED WITH THE UPGRADE AT THE TIME OF PURCHASE. IF YOU ADD THE ROLE AFTER THE USER PURCHASED, THIS ROLE WILL NOT BE INCLUDED. THEY WILL NOT BE ABLE TO CLAIM THE ROLE BECAUSE THEY DID NOT PURCHASE THAT ROLE. BONUSES ARE NOT RETROACTIVE.**
{% endhint %}

![Add Discord Roles to the Upgrade](/files/-MWnkI_jqY-C0C2MxK-x)

{% hint style="success" %}
Access is automatically granted when customers pay and access is revoked when customers stop paying or dispute a transaction. This applies on all platforms.
{% endhint %}

### SIMPLE SETUP FOR UPGRADES <a href="#simple-upgrades" id="simple-upgrades"></a>

| LABEL TITLE               | DESCRIPTION                                                                                                                                                                                                                                                         |
| ------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| 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.                                                                                                                 |
| Required Role to Purchase | If you put a role here, it will **LOCK** the upgrade and **ONLY ALLOW THAT ROLE TO PURCHASE!**                                                                                                                                                                      |
| 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            | <p>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. <br><strong>(Interval x Interval Count = Billing Frequency)</strong></p> |
| 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.                                                                                                                                                                                         |

{% hint style="info" %}
Your checkout link is:  \*\*<https://upgrade.chat/{YourServerID}**\\>
[**Not sure how to get your server ID?  Click Here to see how.**](https://support.discord.com/hc/en-us/articles/206346498-Where-can-I-find-my-User-Server-Message-ID-)\
**This can be used anywhere. Websites, social media, emails, etc.**
{% endhint %}

{% hint style="info" %}
[**To set up a locked channel to hide your content behind - CLICK HERE!**](https://support.discord.com/hc/en-us/articles/206143877-How-do-I-set-up-a-Role-Exclusive-channel-)
{% endhint %}

{% hint style="danger" %}
**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!**
{% endhint %}

### **ADVANCED** SETUP FOR UPGRADES <a href="#advanced-upgrades" id="advanced-upgrades"></a>

![Advanced Upgrade Setup](/files/-MWNP9cZ3WUTqtXSAyj1)

| LABEL                           | DESCRIPTION                                                                                                                                                                     |
| ------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Limited Inventory               | This limits the amount of times this upgrade can be purchased by all users.                                                                                                     |
| Auto Cancel After One Cycle     | This will automatically cancel the subscription upgrade after one cycle of whatever length you set. Ex. Monthly role will cancel after one month.                               |
| Require (LOCK) Role To Purchase | **ONLY PUT AN UPGRADE HERE IF YOU WANT TO&#x20;*****LOCK*****&#x20;THE PURCHASE SO&#x20;*****ONLY PEOPLE WITH AN EXISTING ROLE CAN UNLOCK*****&#x20;TO PURCHASE THIS UPGRADE.** |

{% content-ref url="/pages/-MRT3nck9nEFHDwH2ett" %}
[Loyalty / Tiered Upgrades](/features/loyalty-tiered-roles)
{% endcontent-ref %}

## 4) Create Discord Channels to Lock Content <a href="#locking-discord-channels-paywall" id="locking-discord-channels-paywall"></a>

Please see this article from Discord: <https://support.discord.com/hc/en-us/articles/206143877-How-do-I-set-up-a-Role-Exclusive-channel->

This will show you how to setup PayWalls with Upgrade.Chat where you can lock content behind a channel / role.&#x20;

## 5) Upgrade.Chat Settings <a href="#settings" id="settings"></a>

![](/files/-MKBE3q3NFtHXyRsF_SY)

{% tabs %}
{% tab title="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.

{% hint style="info" %}
To turn Welcome Messages OFF, leave the welcome messages blank.
{% endhint %}
{% endtab %}

{% tab title="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.
{% endtab %}
{% endtabs %}

{% tabs %}
{% tab title="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.
{% endtab %}

{% tab title="Recurring Referrals" %}
This allows credits for referrals to be refunded to the referrer every billing cycle.
{% endtab %}

{% tab title="Referral Percentage" %}
This is the amount that you set to be refunded per successful paid referral.
{% endtab %}
{% endtabs %}

{% tabs %}
{% tab title="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.)
{% endtab %}

{% tab title="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.
{% endtab %}

{% tab title="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.&#x20;
{% endtab %}
{% endtabs %}

{% tabs %}
{% tab title="Gross Earnings" %}
This is the amount you charge.&#x20;
{% endtab %}

{% tab title="Net Earnings" %}
This is the amount you keep after Payment Processor and Upgrade.Chat fees.
{% endtab %}
{% endtabs %}

{% hint style="info" %}
To check your Stripe Members & Payments: \
[**https://dashboard.stripe.com**](https://dashboard.stripe.com)\
To check your PayPal Members & Payments: \
[**https://upgrade.chat/payment-settings?section=transactions**](https://upgrade.chat/payment-settings?section=transactions)
{% endhint %}

{% hint style="info" %}
Once you add a server, there is no delete function. Please make sure you are adding the correct server to the Dashboard.
{% endhint %}


# Discord Commands

Upgrade.Chat Bot Command List for Discord. Please review all these commands before opening a support ticket.

## BOT PREFIX (SLASH "/" COMMANDS) <a href="#prefix" id="prefix"></a>

```
/
```

**(All commands are used within your own chat server!)**

You can find our slash commands under the `+` button -> `Use Slash Command`, picking the `Upgrade.chat` bot ico&#x6E;**.**

![](/files/lvWwzDFGUAkqrIbFX5PL)

**Also make sure to give your users the ability to use the commands:**

<figure><img src="/files/bUIsosGTQOTlCmb8GUDQ" alt=""><figcaption></figcaption></figure>

## /upgrade

This generates the Upgrade.Chat checkout link for the server to purchase roles.&#x20;

## /faq search \[keywords]

Search these FAQs with built in links to these FAQ pages.

## /admin set-upgrade-channel

Set the default channel for Upgrade.Chat purchase notifications & welcome messages.

{% hint style="success" %}
**TYPE THIS IN THE CHANNEL YOU WANT TO SET.** If you wish to completely disable notifications, you can make a new channel, use both the upgrade and downgrade commands, then delete this channel.
{% endhint %}

{% hint style="info" %}
**Welcome Messages AND Upgrade Notices will be sent to the channel you set in your own server.** To turn Welcome Messages OFF, leave the welcome messages blank.
{% endhint %}

## /admin set-downgrade-channel

Set the default channel for Upgrade.Chat DOWNGRADES and CANCELLATIONS.

{% hint style="success" %}
**TYPE THIS IN THE CHANNEL YOU WANT TO SET.** If you wish to completely disable notifications, you can make a new channel, use both the upgrade and downgrade commands, then delete this channel.
{% endhint %}

## /shop

This generates the Upgrade.Chat checkout link for the server to purchase digital shop items. These are different than the UPGRADE links.

## /roles

List all roles for sale within the server / guild you run the command.

## /downgrade

This gives the user the link to: [**https://upgrade.chat/profile**](https://upgrade.chat/profile) **OR** DM the Upgrade.Chat bot for this link. (Any DM text to the bot will respond with the link to the profile)

{% hint style="warning" %}
Customers who dispute (not downgrade) are instantly **banned** from the server chat room.
{% endhint %}

## /affiliate

Sign up to become an Upgrade.Chat affiliate and make money by telling others to use Upgrade.Chat bot for their chatroom.&#x20;

## /refer

Generate a Referral Link to the Guild you run this command in. \
Earn Money When Your Friends Purchase a Role in this server.

## /admin set-referrer

```
/admin transfer-upgrade  Referrer DiscordID  Purchaser DiscordID
```

Attribute a user to a referrer. **This will attempt to process the referral immediately.** Use this if someone in your server referred another user and you are sure they paid. **THIS CANNOT BE UNDONE**.&#x20;

## /admin transfer-upgrade

```
/admin transfer-upgrade  Purchaser DiscordID  Recipient DiscordID
```

Swap an upgrade from one user to another. Use this if one of your users mistakenly upgraded with a wrong account.&#x20;

{% hint style="warning" %}
If you get an error that the subscription cannot be transferred or the user has no subscription, the user receiving the role needs to go to the checkout page to be registered within the Upgrade.Chat Database. They do not need to purchase, just simply log in on the checkout page.&#x20;
{% endhint %}

## /rank

See the Referral Leader Board for the current server guild. This is lifetime referral ranks for the chatroom.

## /me

Display information about your account as it relates to Upgrade.Chat and your subscriptions in your server.

## /report

Report a bug or a report server violating the Terms of Service directly to the Upgrade.Chat Staff.

## /support

Join our support server to get help, ask questions or get updates.

##


# Telegram

Turn your Telegram chat into a business with Upgrade.Chat. Follow these step by step directions to get started with setting up your bot.

## Invite Telegram Bot

From your integrations tab: [**https://upgrade.chat/integrations**](https://upgrade.chat/integrations)

**Add the Telegram bot to the Group or Channel you want to setup the membership for.**

## **Make Telegram Bot Admin**

**Add the Telegram bot to the Group or Channel you want to setup the membership for and grant it admin permissions.**

## **Run /help Command**

**For the full list of commands and how to setup the bot.**&#x20;


# Telegram Commands

Upgrade.Chat Bot Command List for Telegram. Please review all these commands before opening a support ticket.

## /help

Intended for merchant to initiate linking a chat, the same command is used in DM to let merchant finish the linking.&#x20;

{% hint style="success" %}
This can be done in ANY CHAT or through Telegram DMs.&#x20;
{% endhint %}

## /list

Lists all linked Telegram Chats related to the merchant, intended for merchant's own review or for CS purposes - **will list all accounts the merchant administers that has a Telegram chat linked.**

{% hint style="warning" %}
**THIS CAN ONLY BE DONE IN DMs**
{% endhint %}

## /ID

Gives your Telegram ID, intended for CS purposes. This is the ID we will ask for when you open a support ticket for assistance.&#x20;

## /Claim

View a previously purchased order's details and generate / show the invite link to the purchased access chat.&#x20;

## /Settings

Provide a link to the [**https://upgrade.chat/settings**](https://upgrade.chat/settings) page.&#x20;


# Developers

Steps to get started with Developing using the Upgrade.Chat API. Please read all these documents before opening a support ticket as most of the answers are located here.

## Getting Started

### [**https://upgrade.chat/developers**](https://upgrade.chat/developers) Create your API Keys for your REST application using the Upgrade.Chat API:

![Create your API Keys](/files/-Md9_UR1OogEMjKwN0Hg)

## Read The API Documents

### <https://upgrade.chat/developers/documentation>

### <https://api.upgrade.chat/v1/docs/json>

Once you have read all the documents and see the endpoints, you will understand how to cerate your app to respond to the data Upgrade.Chat sends.&#x20;

## &#x20;Create a WebHook

### [**https://upgrade.chat/developers/webhooks**](https://upgrade.chat/developers/webhooks)

![](/files/-Md9k2PdHZFD0z8IjffD)

### Test The Webhook

Once you test you should get a success message if you set everything up properly.

![](/files/-Md9kr_blaT8S_kzWaDH)

## Read The Webhook Documents

### <https://upgrade.chat/developers/documentation>


# Questions

Developer API Questions about using the Upgrade.Chat API.

## How does the order endpoint send?

We send an order.updated webhook when the next charge and subsequent charge is processed. You can filter the orders by active vs cancelled.  You can see any active subscription.&#x20;


# General Questions

General Upgrade.Chat FAQ Questions answered. If you have a question that is not answered here, please contact us and we will add the question once we help you.

## **What countries is Upgrade.Chat available in?** <a href="#available-countries" id="available-countries"></a>

{% embed url="<https://www.paypal.com/us/webapps/mpp/country-worldwide>" %}
Full List of PayPal Countries Upgrade.Chat Supports
{% endembed %}

{% embed url="<https://stripe.com/global>" %}
Full List of STRIPE Countries Upgrade.Chat Supports
{% endembed %}

## **What are the subscription statuses?** <a href="#subscription-status" id="subscription-status"></a>

**ACTIVE:** This subscription is actively billing with no status of cancelling. \
**CANCELLING:** This subscription will be cancelled at the end of the billing cycle. (No more debits)\
**CANCELLED:** This subscription has already been cancelled. (No more debits)

## **Where can I see my payments that people made?** <a href="#payment-history" id="payment-history"></a>

If you are using stripe for debit cards and credit cards: [**https://dashboard.stripe.com/**](https://dashboard.stripe.com/)\
If you are using PayPal for PayPal and Venmo charges: [**https://www.paypal.com/mep/dashboard**](https://www.paypal.com/mep/dashboard)

## **When will I get the money in my account?** <a href="#payment-history" id="payment-history"></a>

Money is deposited into your PayPal / Stripe account as soon as the customer pays.&#x20;

Getting the money from PayPal/Venmo/Stripe into your bank account is dependant on YOUR OWN SETTINGS FOR YOUR ACCOUNT. Upgrade.Chat has nothing to do with your payment account settings. There may be a hold on your payment account for any number of reasons. Please contact your payment provider to discuss your account and why you have not recieved the funds.

**Contact PayPal:** [**https://www.paypal.com/us/smarthelp/contact-us/**](https://www.paypal.com/us/smarthelp/contact-us/)\
**Contact Stripe:** [**https://support.stripe.com/**](https://support.stripe.com/)

## **How can I make test payments to myself?** <a href="#test-payments" id="test-payments"></a>

For PayPal, you must use a DIFFERENT PAYPAL to test the service. (NOTE: You must not already have the role you are purchasing)

For Stripe for debit cards and credit cards you can use your own account and credit card to test the service. (NOTE: You must not already have the role you are purchasing)

## **How do I cancel active subscriptions manually?** <a href="#cancel-subscriptions-manually" id="cancel-subscriptions-manually"></a>

**FOR PAYPAL:** Search by userID and filter by due date to find their next invoice, you can click the cancel button on the right to cancel further billing.\
[**https://upgrade.chat/payment-settings?section=transactions**](https://upgrade.chat/payment-settings?section=transactions)&#x20;

![](/files/-MOwI76yiFd0sS6Apq3w)

**FOR STRIPE:** Search by userID in Subscriptions: [**https://dashboard.stripe.com/subscriptions**](https://dashboard.stripe.com/subscriptions). Find the user and click cancel subscription:

![Cancel the Subscription for the Customer](/files/-MOwHkHffxvg5Ej96JON)

## **Are subscriptions Automatic?** <a href="#automatic-subscriptions" id="automatic-subscriptions"></a>

Yes, they will automatically be billed if you set the role as a subscription and then save the role for sale. However, if you have other settings enabled that change this, then it will not be automatic.

## When do subscriptions process? <a href="#subscription-processing-times" id="subscription-processing-times"></a>

If a subscription charges monthly, it will charge on the same day every month.

* If someone purchased on the 3rd, it will always process on the 3rd.
* If someone purchased on the 31st, it will process on the last day of every month, whatever day that is.

## **Can a user switch payment methods from PayPal to Stripe or Stripe to PayPal?** <a href="#switching-payment-methods" id="switching-payment-methods"></a>

No. They are two different account types and two different processors. Since the payment was made directly to that account type, the only way to switch this would be to have the user downgrade and then upgrade again with the new payment method.&#x20;

## **Can I migrate subscriptions I already have from one PayPal/Stripe account to another? Another bot?** <a href="#migrate-subscriptions" id="migrate-subscriptions"></a>

**There are two ways to do this:**

The **$TransferUpgrade** command is only valid if your subscriptions are already with Upgrade.Chat and you want to move the subscription to another user. You can move one subscription from a user to another.\
\
Users can transfer their own subscriptions with **$TransferMyUpgrade**\
\
**PLEASE SEE OUR COMMANDS TO UNDERSTAND HOW THESE WORK:**\
[**https://docs.upgrade.chat/commands**](https://docs.upgrade.chat/commands)

## **Can I set a Terms of Service for my chat room?** <a href="#setting-terms-of-service" id="setting-terms-of-service"></a>

Yes, in the [**https://upgrade.chat/settings**](https://upgrade.chat/settings) you can set your terms of service. It will show up when the customers go to checkout on your checkout page.

## What happens if I kick Upgrade.Chat? <a href="#kicking-upgrade-bot" id="kicking-upgrade-bot"></a>

-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.**\
**-Referrals will no longer work and people will not be rewarded.**

## **Unable to purchase or the purchase was given to another account on Discord?** <a href="#unable-to-purchase" id="unable-to-purchase"></a>

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.&#x20;

![](/files/-M6pswuvVpxuHLQP-UUC)

{% hint style="info" %}
**ROLES WILL BE GIVEN TO WHATEVER ACCOUNT IS LOGGED INTO THE BROWSER! MAKE SURE YOU ARE LOGGED INTO THE RIGHT ACCOUNT AND THAT THE ACCOUNT IS VERIFIED.**
{% endhint %}

If you need to transfer a subscription, please see the transfer command:

{% content-ref url="/pages/-MWjPAjxkqHFdJZSfd1K" %}
[Discord Commands](/getting-started/discord/discord)
{% endcontent-ref %}

## **Can I use Upgrade.Chat on my Website? YES!** <a href="#use-upgradechat-on-website" id="use-upgradechat-on-website"></a>

In your discord server type: **$upgrade** and generate a checkout link.  The link will look like this:\
\
[**https://upgrade.chat/checkout/544238107957133352**](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. They do not need to be in your chatroom to purchase. They will be invited after checkout.&#x20;

{% hint style="success" %}
Users will be invited to your chatroom and given the role after checkout.\
**CUSTOMERS DO NOT NEED TO BE IN YOUR CHATROOM TO PURCHASE!**
{% endhint %}

## The bot responds in every channel?  <a href="#bot-channel-response" id="bot-channel-response"></a>

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.**&#x20;

## How do I reorder upgrades for sale? <a href="#reorder-checkout" id="reorder-checkout"></a>

Roles are ordered **HIGHEST PRICE TO LOWEST PRICE OR LOWEST TO HIGHEST.**

## **Can I transfer / migrate to a new server?** <a href="#transfer-chatrooms" id="transfer-chatrooms"></a>

Unfortunately, there is no way to migrate users between servers. You can switch PayPal accounts, and everything will continue to bill as normal. Stripe accounts also cannot be transferred.&#x20;

## Can people purchase different roles to increase the length of their subscription? <a href="#purchase-different-tiers" id="purchase-different-tiers"></a>

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.&#x20;

## **What is the minimum amount I can sell a product / role for?** <a href="#minimum-price" id="minimum-price"></a>

**$1.00 USD.** (Payment Processors won't allow below this so we set it as our default)

## **Do you offer 3D Secure Payments.**

**YES.**&#x20;

Since we use the latest checkout from PayPal and Stripe, all payment method types are 3D secured upon checkout. \
\
[**https://stripe.com/docs/payments/3d-secure**](https://stripe.com/docs/payments/3d-secure)\
[**https://www.paypal.com/hk/webapps/mpp/3dsecure-faqs**](https://www.paypal.com/hk/webapps/mpp/3dsecure-faqs)

## 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? <a href="#bot-offline" id="bot-offline"></a>

If the bot is offline, please check [**https://status.discordapp.com/**](https://status.discordapp.com/) **and** [**https://www.cloudflarestatus.com/**](https://www.cloudflarestatus.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.&#x20;

## If I change the role price, will it change for existing members? <a href="#grandfathered" id="grandfathered"></a>

**No it will not. "Grandfathered" members will keep the same rate they have been paying.**&#x20;

{% hint style="danger" %}
Only new members and subscriptions will be affected by a price change **UNLESS YOU CLICK UPDATE THE PRICE OF EXISTING SUBSCRIPTIONS!**
{% endhint %}

To change price for existing subscriptions already in effect, please use the update all command in the dashboard when editing your products. [**https://upgrade.chat/products/**](https://upgrade.chat/products/)\
&#x20;<img src="/files/e9oCtPGo0JEnInWinPAH" alt="" data-size="original">

{% hint style="success" %}
Updating existing subscriptions will cause the price to be increased when they RENEW for the NEXT billing cycle. This will not change the current billing cycle amount.
{% endhint %}

{% hint style="info" %}
This change can take up to a few minutes. Please do not click again.
{% endhint %}

{% hint style="warning" %}
***DISCLAIMER: There may be legal restrictions in regard to you using retroactive price adjustments. Please check your local and country laws in regard to the notices you must give about the price changes before proceeding. Upgrade.Chat does not control or manage the payments between your customer and your merchant account. Doing retroactive price changes improperly could also cause issues with your merchant account at the payment processor. (PayPal, Stripe, Etc) Use this feature at your own risk. See our Terms of Service.***
{% endhint %}

## I removed an Upgrade for sale, what happens to users who are already on that subscription? <a href="#deleted-or-removed-upgrade" id="deleted-or-removed-upgrade"></a>

Users who are already on a subscription will not be affected. New users will not be able to purchase. Exiting users will keep the same price and be "grandfathered" in. There is no way to make the Upgrade invisible.&#x20;

## What happens if my chatroom gets deleted? <a href="#chatroom-deleted" id="chatroom-deleted"></a>

The following will happen:

* You will not have access to your subscription data within the Upgrade.Chat Control Panel
* All existing subscriptions will continue to be billed unless the customer cancels by going to their Upgrade.Chat Profile to cancel: <https://upgrade.chat/profile>
* There is no way to recover / transfer over subscriptions

## Can I get emails when someone pays? <a href="#email-notifications" id="email-notifications"></a>

Yes. You can turn on email notifications for many different events.&#x20;

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

## Does Upgrade.Chat Provide Tax Receipts or Invoices? <a href="#tax-receipts" id="tax-receipts"></a>

**NO.** Let us explain...\
Upgrade.Chat does not bill you. You are not paying Upgrade.Chat, the payment processor is. All your tax documents are with them. PayPal or Stripe. When the payment processor takes the payment for the fee. **You can find our fee on every customer invoice available to you in your payment processor account on PayPal or Stripe.** \
\
In relation to the above image describing the payment flow, the billing agreement is between you and your customer. They pay the processor in care of your account, the processor then issues all the fees (including the Upgrade.Chat Fee) to the appropriate parties. The only party paying Upgrade.Chat is the processor for transaction fees.

## Can I change the bot's name or picture in my server? <a href="#change-bot-icon" id="change-bot-icon"></a>

**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? <a href="#under-18" id="under-18"></a>

**PayPal.  NO.**  [**https://www.paypal.com/us/webapps/mpp/ua/useragreement-full**](https://www.paypal.com/us/webapps/mpp/ua/useragreement-full)

**Stripe. YES.** [**https://support.stripe.com/questions/age-requirement-to-create-a-stripe-account**](https://support.stripe.com/questions/age-requirement-to-create-a-stripe-account)

**DISCORD: YES.** [**https://support.discord.com/hc/en-us/articles/360040724612**](https://support.discord.com/hc/en-us/articles/360040724612)

## **Can I remove the Upgrade.Chat invite after checkout?**

**Yes! Please upgrade to Upgrade.Chat Pro:**

{% content-ref url="/pages/-MKB0e6P2HPFwsZtf1Yv" %}
[Broken mention](broken://pages/-MKB0e6P2HPFwsZtf1Yv)
{% endcontent-ref %}

{% hint style="info" %}
**PEOPLE CANNOT BE INVITED TO THE UPGRADE.CHAT SUPPORT SERVER UNLESS THEY ALREADY WERE GIVEN AN INVITE TO YOUR SERVER. IT IS NOT POSSIBLE OTHERWISE.**
{% endhint %}

## **User wasn't given the role but they paid?**

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 **Dashboards** account and make sure the username matches the user that upgraded) A lot of people have alternate accounts.
* The bot does not have the proper permissions to give the role or the role for sale is above Upgrade.Chat
* The bot was not online at the time. Stripe was down or Discord was down.

## **What happens if the Bot / Chat Service / Payment Processor is offline when someone is supposed to be charged?**

PayPal and Stripe both repeatedly send us messages about the status of subscriptions and send them until we successfully respond back to them saying that we handled it. Even if we were to go offline for several days due to a Chat Platform outage or any other extreme event, we would process everything as soon as we were back online.

## What happens if I issue a Refund?

When you refund a member the following things will happen:

* They **will not lose their role** unless you cancel their subscription.
* They **will be billed again next cycle** unless you cancel the subscription.
* If you cancel their subscription and they purchased a duplicate role, the role WILL be removed regardless if they have an active subscription. Manually reassign the role to fix this.&#x20;

## Can I change the currency from USD?

Yes, please be sure to check out our feature here:&#x20;

{% content-ref url="/pages/-MYuZ3QLuzuHWVeIoONc" %}
[Currency Selector](/features/currency-selector)
{% endcontent-ref %}

## How does the checkout flow for customers work?

![](/files/-M8cE3Y-R3gX_5ePTwAc)

## **"Someone" Upgraded?**

If you are seeing this notification, this means that a person who doesn't have a chat service account such as Discord or Telegram. You can turn this off in your [**settings**](https://upgrade.chat/settings) **by turning on require authentication.**

{% hint style="success" %}
In order for "Someone" to claim their role, they need to go to [their profile](https://upgrade.chat/profile) and click claim.
{% endhint %}

## **Are there discounts for PayPal and Stripe fees?** <a href="#paypal-stripe-fee-discounts" id="paypal-stripe-fee-discounts"></a>

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

**To apply with PayPal, visit their** [**nonprofit center**](https://www.paypal.com/charities/)**.**

**To apply with Stripe, email** [**nonprofit@stripe.com**](mailto:nonprofit@stripe.com%20) **with the** [**information found here**](https://support.stripe.com/questions/fee-discount-for-non-profit-organizations)**.**

## Can someone use a coupon if they already paid? <a href="#existing-customer-coupons" id="existing-customer-coupons"></a>

Similar to almost every other store, once someone pays, they cannot retroactively use a coupon. If you use Stripe, you can manually apply the coupon code to their profile. If you use PayPal, you would need to have them unsubscribe and re-subscribe.&#x20;

## Can I use your logo on my website or social media? <a href="#logo-use" id="logo-use"></a>

Yes. As long as you are currently using Upgrade.Chat as a merchant and do not modify the logo in any way. You may not edit the color or orientation of the logo. <br>

![](/files/9gw1dZpsrKepceOHUm2U)

## Will my name and email show on a buyer's invoice? <a href="#name-on-invoice" id="name-on-invoice"></a>

Yes. This depends on your country and which payment provider you use. If you use a business account, your business account information will show up on the invoice.&#x20;

## **How do the rates compare between PayPal, Venmo and Stripe?** <a href="#processor-fee-rates" id="processor-fee-rates"></a>

**VENMO Transaction Fees:** [**https://venmo.com/about/fees/**](https://venmo.com/about/fees/)\
**PayPal Merchant Fees:** [**https://www.paypal.com/us/webapps/mpp/merchant-fees**](https://www.paypal.com/us/webapps/mpp/merchant-fees)\
**PayPal General Fees:** [**https://www.paypal.com/us/webapps/mpp/paypal-fees**](https://www.paypal.com/us/webapps/mpp/paypal-fees)\
**Stripe Fees:** [**https://stripe.com/accept-payments/upgrade-chat**](https://stripe.com/accept-payments/upgrade-chat)

## **Deleting Merchant and Customer Accounts** <a href="#deleting-accounts" id="deleting-accounts"></a>

Merchant and customer accounts are automatically deleted after some time of inactivity. Please do not contact support about deleting your accounts. They are automatically deleted if there has been no activity on them.&#x20;

## **My Chatroom / Admin Account Was Deleted!** <a href="#chatroom-account-deleted" id="chatroom-account-deleted"></a>

If your Discord / Telegram / Chatroom or only admin account was deleted, Upgrade.Chat is not able to assist you because this is something that was a result of the third party service you used to host your chatroom. \
\
This is why we recommend signing up with Upgrade.Chat directly via email and THEN connecting your chatroom account. Unfortunately, we are not able to assist non-admin accounts that open support tickets due to potential phishing, fraud and / or scam activities.

{% hint style="danger" %}
**ONLY ADMINISTRATORS OF CHATROOMS CAN GET UPGRADE.CHAT SUPPORT**\
**NON-ADMINS / CUSTOMERS NEED TO CONTACT THE MERCHANT FOR SUPPORT.**
{% endhint %}


# Error Codes

Please reference this error code list and troubleshooting fixes.

## Server Error (500) or (404) when trying to checkout? <a href="#id-500-404" id="id-500-404"></a>

This means someone is trying to access a link they are not supposed to.  There are only a few ways that people can purchase.

1. Typing `$Upgrade` in the server they want to purchase a role from.
2. Typing `$Roles` in the server they want to purchase a role from.
3. Using a checkout link from the server. Example checkout link:\
   [`https://upgrade.chat/checkout/544238107957133352`](https://upgrade.chat/checkout/544238107957133352)

{% hint style="success" %}
Simply use a checkout link or command to purchase.
{% endhint %}

## Unable to process selected payment metho&#x64;**?** <a href="#unable-to-process" id="unable-to-process"></a>

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.&#x20;

## 403 Error - {"Missing Permissions" 50013 } <a href="#id-403-missing-permissions" id="id-403-missing-permissions"></a>

This means that the bot:

* Wasn't placed above the role for sale in the Discord role list
* Didn't have permissions to invite the user or give them a role
* Didnt have permission to view the channel or send messages

{% hint style="success" %}
Confirm the payment was successful, give the bot the correct permissions, and give the role manually. The bot will remove the role when the subscription expires if it has permissions.
{% endhint %}

## 404 Error {"Unknown Member","code": 10007 } <a href="#id-404-10007" id="id-404-10007"></a>

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 OR CHANNELS IN YOUR SERVER IT NEEDS.**
* 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.

{% hint style="success" %}
Confirm the payment was successful, give the bot the correct permissions, and give the role manually. The bot will remove the role when the subscription expires if it has permissions.
{% endhint %}

## Error 1020: Access Denied  <a href="#id-1020-access-denied" id="id-1020-access-denied"></a>

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.\
\
The list of denied countries can be found here:\
[**https://home.treasury.gov/policy-issues/financial-sanctions/sanctions-programs-and-country-information**](https://home.treasury.gov/policy-issues/financial-sanctions/sanctions-programs-and-country-information)

## Error 10**5**0: You are being Rate Limited  <a href="#id-1050-rate-limit" id="id-1050-rate-limit"></a>

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.&#x20;

{% hint style="danger" %}
**We log every access attempt, IP address and connection to our system and have no issues with reporting hacking attempts or copyright theft to the authorities in your country. We have active instant real time alerts. We will pursue your actions to the full extent allowable by law to protect our system.**
{% endhint %}

## **Error** 422. **Unable to Process Selected Payment Method.** <a href="#id-422-payment-method-error" id="id-422-payment-method-error"></a>

![](/files/-MPe4VDS32jkYrG4xxca)

This is a response from PayPal which is **PAYEE\_ACCOUNT\_RESTRICTED** which means that you need to contact PayPal as they might have restricted your account or your need to provide further verification.&#x20;


# Troubleshooting

Steps to diagnose and fix common configuration and browser issues.

## Loading Screen Stuck and Not Loading <a href="#infinite-loading" id="infinite-loading"></a>

You could have an outdated cache, cookie or version.  If it keeps spinning.\
[**Try a hard refresh**](https://www.getfilecloud.com/blog/2015/03/tech-tip-how-to-do-hard-refresh-in-browsers/) **or try to load the checkout or control panel from an incognito window.**

## **Someone wasn't invited to my chat after checkout?** <a href="#no-invite" id="no-invite"></a>

**REASONS A USER WAS NOT INVITED TO YOUR SERVER AFTER CHECKOUT:**

* **Your bot doesn't have proper permissions. Please read this entire FAQ.**
* **Their payment failed or their payment method declined.**
* **They ignored or did not accept the invite to your server.**
* **The user is banned from your server or already in your server.**
* **The user has not validated / verified their email on their account yet.**

{% hint style="success" %}
**YOU CAN SOLVE THIS BY GOING INTO YOUR DASHBOARD AND CLICKING REPROCESS UNDER THAT USER AND THEY WILL BE GIVEN THE ACCESS IF YOU HAVE THE PERMISSIONS SETUP CORRECTLY.**
{% endhint %}

{% hint style="success" %}
IF YOU HAVE CORRECT PERMISSIONS SETUP, THE CUSTOMER CAN CLAIM THEIR REWARD THEMSELVES BY CLAIMING THEIR PURCHASE IN THEIR PROFILE:

[**https://upgrade.chat/profile**](https://upgrade.chat/profile)
{% endhint %}

## **What Does Disassociated Mean?** <a href="#disassociated" id="disassociated"></a>

![This is the status when a user paid a previous merchant payment account on your profile.](/files/AZ7II1WAO2QMRw4ssj7x)

A subscription status will say disassociated when your merchant PayPal or stripe account has changed in your dashboard for your associated account.&#x20;

{% hint style="info" %}
**EXAMPLE:  You have your merchant account setup and your PayPal or Stripe account linked with the email <YOUR-EMAIL@EMAIL.COM>. You or an administrator of your merchant account then changes the PayPal or Stripe account and link it to <NEW-EMAIL@EMAIL.COM>. Any customers who purchased when you had the previous email linked will have the status of DISSASSOCIATED.**
{% endhint %}

{% hint style="success" %}
**As long as a PayPal account is connected, the customers will continue to get billed and merchants will continue to receive payments to the NEW linked PayPal account.**
{% endhint %}

{% hint style="danger" %}
**If you have a NEW STRIPE account linked, the payments will still continue to go to the OLD stripe account. These subscriptions cannot be switched over to a new account.**
{% endhint %}

## **Blank / Empty Control Panel / Loading Screen** <a href="#blank-empty-loading-screen" id="blank-empty-loading-screen"></a>

⚠️**ONLY CHAT OWNERS AND ADMINS CAN USE THIS BOT.** ⚠️\
\
If the server you are expecting is not showing up in [**https://upgrade.chat/stats**](https://upgrade.chat/stats) **you MUST try to log in from an INCOGNITO WINDOW.** \
\
The most likely reason is:

* YOU ARE NO LONGER LOGGED IN.  Go here: [**https://upgrade.chat/stats**](https://upgrade.chat/stats) and reauthorize.
* You are not logged into your Account that owns the Chatroom via the browser.
* You are logged into an account that doesn't own the Chatroom
* You don't have any roles in the Discord server (which you need for the bot to see).
* You have cookies disabled
* You have JavaScript disabled
* You have a privacy browser that is blocking key components.

{% hint style="info" %}
Try logging into the control panel from an incognito browser window on Chrome or Firefox. &#x20;
{% endhint %}

## How do I reorder Upgrades for sale? <a href="#reorder-upgrades" id="reorder-upgrades"></a>

Roles are ordered **HIGHEST PRICE TO LOWEST PRICE OR LOWEST TO HIGHEST.**

## There are duplicate Upgrades in checkout? <a href="#duplicate-upgrades" id="duplicate-upgrades"></a>

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.

## What if someone leaves and rejoins? <a href="#leave-rejoin" id="leave-rejoin"></a>

The bot will attempt to remove access if they have it again at the end of the billing cycle.  They will not be given access back when they rejoin, this must be done manually but removal is automatic.\
\
They can also reclaim their purchase IF the subscription is still valid in their profile:\
[**https://upgrade.chat/profile**](https://upgrade.chat/profile)

## An error has occurred and you have not been charged? <a href="#error-occurred-no-charge" id="error-occurred-no-charge"></a>

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.

## Not able to select a coupon for a select product? <a href="#coupons-for-shop" id="coupons-for-shop"></a>

If you want to use a coupon for selected Upgrades only, you must have upgrades. This will not work for shop products (yet).&#x20;


# Discord

Troubleshooting Upgrade.Chat with Discord Integrated. Please read all of these documents before opening a support ticket.

## Error Getting Roles. Check your Permissions. <a href="#error-getting-roles" id="error-getting-roles"></a>

This can be caused by two reasons:\
\
1\) You need to try to invite the bot from an incognito window to make sure your cache / cookies are cleared. \
\
2\) You need to grant the bot the proper permissions as outlined in:

{% content-ref url="/pages/-MWni8hhcJqquC9I9vQw" %}
[Getting Started](/getting-started)
{% endcontent-ref %}

## **Admin or Moderator can't see or edit settings** <a href="#admin-mod-cant-see-upgrades" id="admin-mod-cant-see-upgrades"></a>

**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:&#x20;

![](/files/-M6KWoIlNUdWYCdN6tdm)

## The bot responds in every channel? Does it need to be administrator? <a href="#responds-all-channels" id="responds-all-channels"></a>

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.**

## User logged in / paid with the wrong Discord account, what can I do? <a href="#wrong-user-account" id="wrong-user-account"></a>

You can use the Transfer Command or the customer can use the Transfer Command. Swap an upgrade from one user to another. Use this if one of your users mistakenly upgraded with a wrong account.&#x20;

**FOR MERCHANTS:**&#x20;

> ```
> $transferUpgrade  Purchaser DiscordID  Recipient DiscordID
> ```

**FOR CUSTOMERS:**

```
$TransferMyUpgrade  Recipient DiscordID OR Username
```

{% hint style="warning" %}
If you get an error that the subscription cannot be transferred or the user has no subscription, the user receiving the role needs to go to the checkout page to be registered within the Upgrade.Chat Database. They do not need to purchase, just simply log in on the checkout page.&#x20;
{% endhint %}

{% content-ref url="/pages/-MK6yQIAWvMZEAt-ldji" %}
[Broken mention](broken://pages/-MK6yQIAWvMZEAt-ldji)
{% endcontent-ref %}

{% hint style="danger" %}
**THE BOT WILL NOT TRACK USERS THAT WERE MANUALLY GIVEN ROLES. THEY MUST SIGN UP WITH THE BOT.  THE TRANSFER COMMANDS ARE THE ONLY WAY THAT THEY WILL BE TRACKED IF YOU NEED TO MIGRATE!**
{% endhint %}


# Features

A growing list of Upgrade.Chat features. Check back often because we add to this list all the time.

## Referral Program

The referral program allows you to turn your server members into sales people for your server. Give them account credits for every paid user they refer to you.&#x20;

{% content-ref url="/pages/-MKBI7-qsqtyPumzPG8M" %}
[Referral Program](/features/referrals)
{% endcontent-ref %}

## Coupons

Coupons and Discounts allow you to offer special rates for your service.

{% content-ref url="/pages/-MK8vZQYgYmKCvZcUmXF" %}
[Coupons / Promotions](/features/coupons)
{% endcontent-ref %}

## Digital Store / Shop

Sell virtual or physical items in your own storefront!

{% content-ref url="/pages/-MKBgRKOeO\_0eJ5tx\_3j" %}
[Digital Store / Shop](/features/digital-store-shop)
{% endcontent-ref %}

## Banning Disputes

Ban users from your service when they dispute a transaction.

{% content-ref url="/pages/-MKB-t3odQjqDIgKUBiD" %}
[Banning Disputes](/features/banning-disputes)
{% endcontent-ref %}

## Loyalty / Tiered Upgrades

Reward customers who pay for your service cycle after cycle by giving them additional perks.

{% content-ref url="/pages/-MRT3nck9nEFHDwH2ett" %}
[Loyalty / Tiered Upgrades](/features/loyalty-tiered-roles)
{% endcontent-ref %}

## Locked / Limited Roles

Restrict access from purchasing certain items to those who have already purchased another item.

{% content-ref url="/pages/-MQoEvXjw5M7kBZ77oST" %}
[Locked / Limited Upgrades](/features/locked-roles)
{% endcontent-ref %}

## Self Help Portal for Customers

This Stripe only feature (PayPal is automatically activated) allows customers to manage their subscription without interacting with the merchant.&#x20;

{% content-ref url="/pages/-MKAr4eJQUkMp6JIkDQs" %}
[Self Service Portal / Profile](/features/self-service-portal-profile)
{% endcontent-ref %}

## Free / Paid Trials

This Stripe only feature (PayPal is automatically activated) allows customers to manage their subscription without interacting with the merchant.&#x20;

{% content-ref url="/pages/-MKBjIsGgti4WnUeca2-" %}
[Free / Paid Trials](/features/free-paid-trials)
{% endcontent-ref %}

## Google Pay / Apple Pay

This Stripe only feature (PayPal is automatically activated) allows customers to manage their subscription without interacting with the merchant.&#x20;

{% content-ref url="/pages/-MKBwVNziyR7bPVzLmYq" %}
[Google Pay / Apple Pay](/features/google-pay-apple-pay)
{% endcontent-ref %}

## Limited Inventory

Limit the amount of times a product can be purchased.

{% content-ref url="/pages/-Mb1lyhZ4nwIyjqWvPtX" %}
[Limited Inventory](/features/limited-inventory)
{% endcontent-ref %}

## Detailed Metrics

See every aspect of your business by using our full dashboard of financial metrics.&#x20;

{% content-ref url="/pages/-Mg1TXbuSwMmXMHpb7xw" %}
[Detailed Metrics](/features/detailed-metrics)
{% endcontent-ref %}

## Merchant Organizations

Have multiple businesses underneath your parent organization? Want to consolidate all money to be sent to one account? This feature is for you!

{% content-ref url="/pages/-Miqi\_wktRq-hAjyxyqE" %}
[Merchant Organizations](/features/merchant-organizations)
{% endcontent-ref %}


# Referral Program

Turn your members into sales people for you. This allows server owners to set an account credit amount to their members for every new paying member they refer with their own unique custom link.

## START HERE <a href="#start-here" id="start-here"></a>

[**https://upgrade.chat/settings**](https://upgrade.chat/settings)\
Simply set referrals in your control panel settings and set the rate. &#x20;

![](/files/-MKBE3q3NFtHXyRsF_SY)

Your members can generate a referral link by typing /**refer** \
**OR**\
**They can just create their own link like this:**\
<https://upgrade.chat/checkout/**{ServerID}**?referalCode=**{ReferringUserID}>\*\*<br>

{% hint style="info" %}
If you are having issues with slash commands, please check your permission settings for your chatroom as this is a platform setting and not an Upgrade.Chat setting.
{% endhint %}

<figure><img src="/files/r42qgkGw2dZosCrPdvLQ" alt=""><figcaption></figcaption></figure>

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 in the form of a REFUND AGAINST THEIR PURCHASE at the moment of purchase.**

{% embed url="<https://streamable.com/vlhro5>" %}
Referral Video Explainer
{% endembed %}

**Please see this example referral table to understand how referral credits work.**&#x20;

| **Referral Rate** | User A Purchase | Referred User B Purchase | Referral Credit |
| ----------------: | :-------------: | :----------------------: | --------------- |
|               10% |       $100      |           $100           | $10             |
|               10% |       $100      |            $50           | $5              |
|               25% |       $100      |           $100           | $25             |
|               20% |       $20       |            $20           | $5              |

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.&#x20;

The **ONLY** way someone can get credit is by a refund to their original payment method that they used to purchase the role. The role/payment must be active and in good standing. **THEY MUST BE AN ACTIVE CUSTOMER TO GET PAID THE REFERRAL CREDIT AGAINST THEIR ORIGINAL PAYMENT METHOD FOR A REFUND.**

{% hint style="success" %}
People are invited to **YOUR SERVER** as soon as they make a successful purchase.
{% endhint %}

{% hint style="success" %}
Users who are not paid members of your service **CAN** still refer others and be tracked by simply typing /**refer** in your server and generating their link in your server. They will need to be paid out Manually if they are not a current customer.&#x20;
{% endhint %}

{% hint style="success" %}
Users who have a status ACTIVE or CANCELLING can still get refund credits for their referrals against their purchases until they no longer have an active subscription.&#x20;
{% endhint %}

{% hint style="success" %}
**REFUNDS DO NOT COST FEES TO YOUR ACCOUNT FOR REFERRALS**[\
**https://stripe.com/docs/refunds**](https://stripe.com/docs/refunds)&#x20;
{% endhint %}

{% hint style="info" %}
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.
{% endhint %}

{% hint style="info" %}
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.&#x20;
{% endhint %}

{% hint style="info" %}
**Account Credits are issued in the form of REFUNDS for the current/previous billing cycle.**
{% endhint %}

{% hint style="info" %}
The max someone can be credited is **100% OF THEIR BILL FOR THE CYCLE.** Nothing over that. \
The system will track referrals over 100% of what they paid, however if you wanted to pay them for referrals after they have already earned a full credit, you will need to pay manually.
{% endhint %}

{% hint style="warning" %}
**ONLY THE ORIGINAL BILLING METHOD WILL BE&#x20;*****CREDITED TO THEIR PREVIOUS BILL*****&#x20;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)**
{% endhint %}

{% hint style="warning" %}
USERS ON TRIAL WILL NOT GET REFERRAL CREDIT SINCE THEY DON'T HAVE A PAID ROLE.
{% endhint %}

{% hint style="danger" %}
**USERS WHO REFER TO YOUR SERVICE WHO ARE NOT PAYING MEMBERS THEMSELVES WILL NOT BE PAID AUTOMATICALLY AND NEED TO BE PAID OUT MANUALLY**
{% endhint %}

{% hint style="danger" %}
**IF SOMEONE SIGNS UP WITHOUT A REFERRAL LINK YOU MUST USE THE /SETREFERRER COMMAND. UPGRADE.CHAT STAFF CANNOT HELP YOU, YOU MUST DO THIS COMMAND ON YOUR OWN.**
{% endhint %}

## **Leaderboard** <a href="#leaderboard" id="leaderboard"></a>

The referral dashboard is where you can check the referral stats for your server and leaderboard: [**https://upgrade.chat/referrals**](https://upgrade.chat/referrals)

<figure><img src="/files/b8CnJEeoVKeNtWjt1ZXc" alt=""><figcaption></figcaption></figure>

## **Charges** <a href="#command" id="command"></a>

You can see in the referral charges the exact details of each credit and referral.

<figure><img src="/files/10uIQWBfyTHWQk3XndMs" alt=""><figcaption></figcaption></figure>

## Credit Potential <a href="#command" id="command"></a>

Credit potential is the maximum possible credit for a single referral.

Displayed credit potential denoted by (P) is for the referred customer's purchase price, while (R) is for the referrer's purchase price.

## Referrer Credited <a href="#command" id="command"></a>

Credited is the amount credited for a single referral.

Usually is the store's referrals rate applied to the **lower amount of either** the referred customer's purchase price **or** referrer's partially refunded order's purchase price.

Also may be lower than expected if referrer did not have a refundable order able to absorb the entirety of the calculated credit.

**Does not include** any manual payouts or refunds the store may issue to referrers as part of a custom referral program.

## Rank Command <a href="#command" id="command"></a>

```
/rank
```

See the Referral Leader Board for the current chatroom

![](/files/-MBoYGTTkMGvtSWXStTG)


# Checkout Customization

Completely customize your checkout experience for your customers and brand the landing page to match your merchant brand needs.

## Light Mode vs Dark Mode <a href="#light-dark-mode" id="light-dark-mode"></a>

**Visit:** [**https://upgrade.chat/settings?section=branding**](https://upgrade.chat/settings?section=branding)

Selecting Light Mode vs Dark Mode will switch the customer experience for checkout by inverting colors.

![Light Mode (Normal)](/files/-MiqrzcN_kFLXGR9UwXm)

![Dark Mode](/files/-MiqxqT2zaKm-otu2v9k)

## Color Theme Selection <a href="#themes" id="themes"></a>

![Color Selection](/files/-MirE25c-JOiSDyoYRhC)

With the color selection portion of the branding area, you can select the colors for your checkout page to match your branding. You can preview the changes before saving.

![](/files/-MirEX0bNckYK59yKHwh)

## Cover Photo Banner

You can upload a Cover Photo Banner for your Checkout Page for your Merchant Account. **These can be different from your chatroom profile / cover photos.**

**The dimensions are as follows:**

![](/files/-MirFCODUU3aoZp0kFhl)

The end result will look like this for your checkout page:&#x20;

![](/files/-MirFVNiQYsG5oJCk-IF)

## White Labeling Checkout <a href="#white-label" id="white-label"></a>

When you upload a logo (IF your account is PRO) it will replace the top Upgrade.Chat logo as well as add the logo icon into the center of the checkout page.&#x20;

![](/files/-MirGWyuEJC9D1A8U90T)


# Coupons / Promotions

How to make coupons and discounts with Upgrade.Chat. Explore the full range of flexibility with our coupons functions.

## Creating Coupons in Upgrade.Chat <a href="#creating-coupons" id="creating-coupons"></a>

<https://upgrade.chat/payment-settings?section=coupons>

{% tabs %}
{% tab title="Code" %}
This is your coupon code. This can be any number or letters you want. It uses the US-**QWERTY** Letters and numbers only. No other Unicode characters at this time.

{% hint style="warning" %}
**COUPONS ARE CASE SENSITIVE!** \
Customers must enter the coupon EXACTLY as they are.
{% endhint %}
{% endtab %}

{% tab title="Discount Type" %}
**PERCENT:**  This is to set a percentage off the total amount. The discount amount is variable and depends on the total price of what you are offering.

**VALUE:** This is a set dollar amount off the total amount. The discount amount is fixed and will not change, regardless of the price you are offering.
{% endtab %}

{% tab title="Amount" %}
This is where you set the percent or dollar amount off the coupon.
{% endtab %}

{% tab title="Duration" %}
This is how long you want the coupon to be good for.\
**ONCE:** The coupon is only good for a one time use or one billing cycle.\
**FOREVER:** The coupon will permanently reduce the price of the subscription.\
**REPEATING:** The coupon will be good only for that many billing cycles.
{% endtab %}

{% tab title="Redemptions" %}
This is to limit the number of times the coupon can be used by all users.
{% endtab %}

{% tab title="Only" %}
You can specify which upgrade the coupon applies to. This means the coupon can only be used for that upgrade.&#x20;
{% endtab %}
{% endtabs %}

{% hint style="info" %}
Coupons are global & apply for **EVERY** role and product. There is no way to set coupons for individual roles or items. They are for your entire server. This cannot be changed.&#x20;
{% endhint %}

{% hint style="info" %}
Coupons can only be used when purchasing the upgrade. After the purchase is made, they would need to make a new purchase to use a coupon on an upgrade.
{% endhint %}

{% hint style="danger" %}
100% OFF COUPONS ARE NOT RECOMMENDED. Please use free trial features if you want to give people access without paying. This can cause issues with your payment account if too many 100% discounts are issued.
{% endhint %}

{% hint style="warning" %}
**COUPONS THAT ARE ONCE** are only good for a one time use or one billing cycle. **FOREVER COUPONS WILL NOT WORK ON ONE TIME PURCHASES.**
{% endhint %}

## **Can I track how many coupons were used?** <a href="#tracking-coupon-use" id="tracking-coupon-use"></a>

Yes.  You can simply set a limit on the coupon redemption amounts (such as 100) and when a coupon is used, it will show the remaining amount available. If 10 coupons are used, it will show that only 90 are remaining.&#x20;

{% hint style="info" %}
If you create a coupon with a set number of uses, and all of that particular coupon gets used up, you will need to delete that coupon before you can use that same coupon name.
{% endhint %}

## Can coupons be applied after the subscription is active? <a href="#coupons-after-subscription-started" id="coupons-after-subscription-started"></a>

No. Coupons can only be used when creating a subscription and during checkout. You can manually apply discounts to the subscription in Stripe, but this is not something the customer can do.

## How to use Coupons in URLs <a href="#coupons-after-subscription-started" id="coupons-after-subscription-started"></a>

You can copy the URL link in the dashboard or create your own URL for your store:

<figure><img src="/files/iVtlo8f0sYy2Fd4Tqlcq" alt=""><figcaption><p><a href="https://upgrade.chat/payment-settings?section=coupons">https://upgrade.chat/payment-settings?section=coupons</a></p></figcaption></figure>

<pre><code><strong>https://upgrade.chat/YOURSTOREURL?coupon=YOURSTORECOUPON
</strong></code></pre>


# Digital Store / Shop

Sell Digital Goods direct from the Upgrade.Chat store. These are different than Upgrades and are only for delivering digital goods, not subscriptions.

## **Creating your online store / shop** <a href="#getting-started" id="getting-started"></a>

![](/files/-MF2Xsg2JqSyKS-SZKaC)

## 1) Shop / Store settings <a href="#store-settings" id="store-settings"></a>

### [**https://upgrade.chat/products**](https://upgrade.chat/products)

![](/files/-MF2bHa7TatGKWR-Rqzn)

## 2) Edit Products for Sale <a href="#edit-products" id="edit-products"></a>

![](/files/-MF2cmJWsL4iH50LFwtW)

{% hint style="warning" %}
The Store / Shop is NOT to sell roles.  If you want to sell roles: [**https://upgrade.chat/roles**](https://upgrade.chat/roles)\
**Roles will not be automatically given when a store item is purchased.**&#x20;
{% endhint %}

## Errors with saving an image link or unable to upload? <a href="#image-link-issues" id="image-link-issues"></a>

When saving a link for the product image, if it does not end in **.jpeg / .jpg / .png / .gif** ... The image will appear as broken in the shop. This is not a bug, this is you not using an image.

**Using a link like this WILL NOT WORK** because it does not end in an image extension as mentioned above:\
\
[https://www.google.com/search?q=rickrolled\&sxsrf=ALeKk00ynDzRcqchlLecLfKoaDvgj32h6A:1603912918878\&tbm=isch\&source=iu\&ictx=1\&fir=ywPfYOtLV7CpmM%252Clx6YBTRBMlgIAM%252C\_\&vet=1\&usg=AI4\_-kRxCt71uQrARevt0yQIEQ5GdvozYg\&sa=X\&ved=2ahUKEwjrwZ6egdjsAhWmiOAKHWf6DGYQ\_h16BAgNEAU#imgrc=ywPfYOtLV7CpmM](https://www.dictionary.com/e/wp-content/uploads/2018/03/rickrolling.jpg)

You must use an image link like this:\
<https://www.dictionary.com/e/wp-content/uploads/2018/03/rickrolling.jpg>

{% hint style="danger" %}
**YOU CANNOT UPLOAD IMAGES DIRECTLY FROM YOUR COMPUTER TO THE SHOP! THEY MUST BE WEB LINKS! IMAGE FIELD MUST BE FILLED OUT AND NOT BLANK.**\
**(YOU CANNOT USE**     `file:///C:/...`     **FILES**)
{% endhint %}


# Banning Disputes

Removing and Banning people who dispute your chatroom charges.

## Removing Members who don't pay or dispute <a href="#banning-members" id="banning-members"></a>

The bot will automatically **BAN** people who dispute your room's transaction but role removal only happens according to your charge "retry" settings in Stripe. For PayPal this ban will happen automatically and instantly. For Stripe, you need to set these rules:

[**https://dashboard.stripe.com/settings/billing/automatic**](https://dashboard.stripe.com/settings/billing/automatic)

![https://dashboard.stripe.com/settings/billing/automatic](/files/-LtmMsAX5RkeocLuW6_m)

![](/files/-MC2k4tFuZVklU6qD1Xk)

{% hint style="success" %}
With PayPal there is no further setup needed. It will automatically work with your service.
{% endhint %}


# Loyalty / Tiered Upgrades

Reward members for staying subscribed longer to your service by giving them additional roles for more billing cycles that they continue to pay.

## **How does Tiered Loyalty Upgrades work?**  <a href="#how-it-works" id="how-it-works"></a>

It allows the Upgrade.Chat to automatically add an additional role to a user after they have been a consistent subscriber to the first role for X billing cycles. This promotes loyalty and adds additional roles the longer they keep paying your server for the first role.

![Add all the roles IN ORDER that you want them to get.](/files/-MRT50nMq61FyoReddXT)

Make sure you enter the roles in the order that you want the roles to be given. \
**THE FIRST ROLE IS THE ROLE GIVEN AS SOON AS THEY PURCHASE.**

![Select the billing cycle for each of the additional roles. ](/files/-MRT5v8zdnLD_i7T0PAI)

## **How do you set up Loyalty / Tiered Upgrades?**  <a href="#setup" id="setup"></a>

You set up a new (or existing) Upgrade for sale and add as many roles that you want to add to it. In the advanced section of the role setup, you can select after how many billing cycles you want each role to be applied. In the above screenshot, this means that the user will get the first role after purchase and the next role after 6 billing cycles.

{% hint style="danger" %}
**LOYALTY ROLES ARE NOT RETROACTIVE! This will only apply for users who purchase the role AFTER the loyalty tiers have been setup.**
{% endhint %}


# Hidden / Private Products

Hide some of your products from the general public and make them only available to purchase for people who have the direct link to the product.

## Setup Hidden Product <a href="#setup" id="setup"></a>

Go to your products: [**https://upgrade.chat/products**](https://upgrade.chat/products)

**Go to the advanced setup for the product you want to hide and select Hidden from Store Checkout and save.**&#x20;

![Hidden From Checkout](/files/-Mj0Dm5mpxaRculKOLe6)

This will now show you on the main products screen which items are hidden from the public checkout link.&#x20;

![](/files/-Mj0E1by40cKm1NnYZ14)

## Changing The Direct Product Links <a href="#changing-links" id="changing-links"></a>

On the product simple setup screen edit the ending URL for checkout and save:

![](/files/-Mj0EP5G-EmsDeVo2YtQ)

{% hint style="warning" %}
Anyone who has the link can purchase. This does not prevent people from purchasing. If you want to lock roles for sale, please see:\
[**https://docs.upgrade.chat/features/locked-roles**](https://docs.upgrade.chat/features/locked-roles)
{% endhint %}


# Locked / Limited Upgrades

Lock roles so only users who have an existing role can purchase. Adding a level of exclusivity and loyalty to your subscription service.

## Setting up a locked Upgrade: <a href="#setup" id="setup"></a>

When setting up an Upgrade for sale, you can LOCK the Upgrade to only be allowed for purchase if the users have an existing Upgrade.  To enable this toggle this go to the ADVANCED tab in your upgrades and toggle the: *Require purchaser to already have a Discord Role to Unlock this Upgrade.*

Once you enable that toggle, only people with the role you select can purchase the new Upgrade you are making.

![](/files/-M_zspIcEAXoiG6mzvAL)

{% hint style="warning" %}
**IF YOU DO NOT WANT TO LOCK YOUR ROLE FOR SALE, DO NOT CLICK THE TOGGLE.**
{% endhint %}


# Self Service Portal / Profile

Upgrade.Chat Customers can manage their own subscriptions by using the Self Service Portal.  (THIS REQUIRES THE SERVER OWNER TO SETUP)

The self service portal is where your customers can go to update their subscriptions without having to be in your server or type commands. [**https://upgrade.chat/profile**](https://upgrade.chat/profile)\
\
This allows them to:

* Update / Change Their Billing / Payment Methods
* View Current Subscriptions
* Manage Their Subscriptions
* View which servers they are paying in
* View which roles they have
* Cancel select subscriptions
* See when their subscriptions are ending

{% hint style="success" %}
For Servers that use PayPal:  **NO SETUP REQUIRED**
{% endhint %}

{% hint style="info" %}
For Servers that use Stripe you **MUST enable** and setup the portal: [**https://dashboard.stripe.com/settings/billing/portal**](https://dashboard.stripe.com/settings/billing/portal)
{% endhint %}

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

![If you do not match these settings, you WILL have issues with roles.](/files/-MNjaFtNQHrKRgqAOFDr)

{% hint style="danger" %}
If you enabled Update Subscriptions in the Stripe Billing portal and a customer changes subscriptions, *we are not able help you* or your customers. You will need to **MANUALLY DOWNGRADE** them. **Their subscriptions will not be tracked.** They will not be automatically be removed.  **DO NOT ENABLE UPDATE SUBSCRIPTIONS!**
{% endhint %}

## **Upgrade.Chat Self Service Portal / Profile** <a href="#profile-portal" id="profile-portal"></a>

![](/files/-MFCq1fG9tU6K4hoOb3w)

**When a user clicks manage it will take them to PayPal or Stripe depending on how they paid for their subscription for that role.**&#x20;

## **PayPal Profile Management**

[**https://upgrade.chat/profile**](https://upgrade.chat/profile)

![](/files/-MFCrngoJbzqtQ2wPzK7)

## **Stripe Profile Management**

![](/files/-MFCt820em2NW9CiMcrB)

{% hint style="info" %}
Stripe Management Portal Branding is Customizable to your server:\
[**https://dashboard.stripe.com/settings/branding**](https://dashboard.stripe.com/settings/branding)
{% endhint %}

*You must enter your own terms of service for the portal.* **This must be filled in.**\
[**https://dashboard.stripe.com/settings/billing/portal**](https://dashboard.stripe.com/settings/billing/portal)

![](/files/-MGn-zbG6T3WHAEFumfm)

{% hint style="warning" %}
THIS MUST be your own website, a link just to a terms of service, or a document somewhere online that hosts your terms of service. **This is not OUR terms of service, this is for your own terms and it needs to reflect that in the stripe settings or it might effect your account.**&#x20;
{% endhint %}

## **Canceling / Revoking Member's Access**

You can cancel or revoke a customer's access in your customer dashboard.

![](/files/-Mg1szcPmloTD8YYcenb)

You can also set to cancel at the end of the billing cycle.&#x20;


# Free / Paid Trials

Giving Paid and Free Trials to your Chatroom Users to explore your service at a discounted rate.

## **How do free trials work? (With Credit Card)** <a href="#how-it-works" id="how-it-works"></a>

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.  Free trials work the same on PayPal, Stripe and any other payment platforms we add.&#x20;

{% hint style="info" %}
To check if a PayPal user is on trial, please load the **Upgrade.Chat** control panel and search for the user *with a date in the future.*&#x20;
{% endhint %}

{% hint style="warning" %}
FREE TRIALS CAN ONLY BE USED ON SUBSCRIPTIONS. (Not One Time Purchases)
{% endhint %}

{% hint style="info" %}
To check the trial status of a member in STRIPE, please search that customer in your STRIPE dashboard: [**https://dashboard.stripe.com/subscriptions**](https://dashboard.stripe.com/subscriptions)
{% endhint %}

{% hint style="danger" %}
Trial Days are CALENDAR DAYS, not Business Days. Consecutive Days.
{% endhint %}

{% hint style="danger" %}
**YOU WILL NOT RECEIVE PAYMENTS UNTIL A CUSTOMER HAS PAID YOU AFTER THEIR FREE TRIAL IS OVER. ONLY WHEN THEY PAY AFTER THE TRIAL WILL YOU GET PAID!**
{% endhint %}

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

![](/files/-MArjiLMojK1tqHAzNJn)

{% hint style="success" %}
User can cancel their trial before the trial ends by typing **$downgrade** in your server or visiting their customer profile to cancel: [**https://upgrade.chat/profile**](https://upgrade.chat/profile)\
The trial will end instantly and they will not be billed provided they cancelled before.
{% endhint %}

{% hint style="danger" %}
**ONLY ONE FREE TRIAL PER USER PER SERVER IS ALLOWED TO PREVENT ABUSE. THIS CANNOT BE CHANGED.**
{% endhint %}

## **How do free trials work? (Without Credit Card)** <a href="#how-it-works-paymentless" id="how-it-works-paymentless"></a>

Simply toggle the Paymentless free trial switch on when you create your Upgrade, and people will be able to upgrade without inputting any payment info.&#x20;

{% hint style="info" %}
Since there is no payment method on file, the access will be removed at the end of the trial and the user will need to Upgrade again to purchase access.&#x20;
{% endhint %}

![](/files/-MWzSWbWC3J6p1flevVM)

## **How to do Paid Trials?** <a href="#how-it-works" id="how-it-works"></a>

Simply create your upgrade for sale and a coupon that is only valid for the first billing cycle.

{% content-ref url="/pages/-MK8vZQYgYmKCvZcUmXF" %}
[Coupons / Promotions](/features/coupons)
{% endcontent-ref %}


# Google Pay / Apple Pay

Directions on how to enable Google and Apple pay with Stripe for your Upgrade.Chat Checkout Flow.

## **Enabling Google and Apple Pay (STRIPE)**

First go here: [**https://dashboard.stripe.com/settings/checkout**](https://dashboard.stripe.com/settings/checkout) **and enable both.**

![](/files/-MB9rUnSTFvhvbPpr-F1)

![](/files/-MB9rIz7bvGVQPm1rpnO)


# Limited Inventory

Limit the number of people that can purchase a specific upgrade and remove that upgrade for sale once people purchase all items.

## Creating a limited inventory: <a href="#setup" id="setup"></a>

In your [**https://upgrade.chat/upgrades**](https://upgrade.chat/upgrades) go to the advanced section and set your limited inventory for the products you want to be limited to a certain number of people. Every time someone purchases, the inventory count will decrease until it hits zero. When there is no inventory, the product will disappear from the checkout page and people will not be able to purchase it unless you save the product again with a new inventory count above one.&#x20;

![](/files/-Mb7GIKlpsZ8utxEKV3w)

{% hint style="info" %}
When there is no inventory, the product will disappear from the checkout page.
{% endhint %}


# Detailed Metrics

How to search all of your PayPal and Stripe customers in your dashboard and how to navigate orders to find exactly what you are looking for.

## Locating Customers

In the customer's tab: [**https://upgrade.chat/customers**](https://upgrade.chat/customers)\
**Search for the customer you are looking for by their Email, Username or DiscordID**&#x20;

**You can find out how to get the Discord userID by following these directions:**\
[**https://support.discord.com/hc/en-us/articles/206346498-Where-can-I-find-my-User-Server-Message-ID-**](https://support.discord.com/hc/en-us/articles/206346498-Where-can-I-find-my-User-Server-Message-ID-)

![](/files/-Mg1dguwZQV6eeNFus2_)

{% hint style="info" %}
Click the download arrow to download a list of your customers. \
(This will download the current view filter)
{% endhint %}

## Locating Orders

Click your Orders Tab: [**https://upgrade.chat/orders**](https://upgrade.chat/orders)

![](/files/-MglAUW2uZ5junW0SJhX)

{% hint style="info" %}
The orders tab has the same search filters as the customer's individual breakdown has. This allows you to find orders by various different filters.
{% endhint %}

## Search Filters

{% tabs %}
{% tab title="Product" %}
This allows you to search by the different Upgrades you have for sale.
{% endtab %}

{% tab title="Processor" %}
This allows you to search by the way the user paid:\
-PayPal\
-Stripe\
-Free Trial
{% endtab %}

{% tab title="Order Status" %}
**Active:** These are customers who have an active or lifetime subscription\
**Canceling:** These are customers who still have access but are in the processing of cancelling at the end of the billing cycle. \
**Cancelled:** These are no longer customers and are no longer paying.
{% endtab %}

{% tab title="Order Type" %}
**Upgrades:** These are items for sale that include **Bonuses** (Such as Discord Roles, MailChimp Newsletters, etc)\
**Shop Items:** These are people who purchased digital goods from your shop. (Not associated with any Bonus)
{% endtab %}

{% tab title="Billing Type" %}
**Subscription:** These are recurring payments to your service\
**One Time:** These are lifetime access purchases unless you manually remove the customer's access.
{% endtab %}

{% tab title="Coupon" %}
This allows you to search by the different Coupons you have on your service. This will let you sort by which users paid with certain coupons.&#x20;
{% endtab %}

{% tab title="Date Range" %}
You can select the date range from when different users purchased.
{% endtab %}
{% endtabs %}

## Understanding Terminology:

## Finding IDs

**You can find out how to get the Discord userID by following these directions:**\
[**https://support.discord.com/hc/en-us/articles/206346498-Where-can-I-find-my-User-Server-Message-ID-**](https://support.discord.com/hc/en-us/articles/206346498-Where-can-I-find-my-User-Server-Message-ID-)\
\
**You can also find this in your dashboard by searching by the customer's email and then clicking on the "Copy ID" link to get their chat service ID.**

![](/files/-Mg1sGUjE9TTHKBJwSXL)

**Reset Filters Button & Download Current View Button:**

![](/files/-MglBH2e2jY5zkdXc1ft)


# Currency Selector

Accept payments in your own currency and have the funds automatically converted and deposited into your merchant account from dozens of currencies around the world.

## Setup Your Account

### <https://upgrade.chat/payment-settings>

![Select your Currency](/files/-MYv9i-jzyrQeyEk6E-m)

Go to <https://upgrade.chat/payment-settings> and change your currency to your currency of choice. Save it and you will now accept payments and be paid in your currency.

{% hint style="warning" %}
Subscriptions already active in one currency cannot be switched. They need to be cancelled and re-subscribed in the correct currency if you need it in that currency.&#x20;
{% endhint %}


# Merchant Organizations

Organizations allows you to group Upgrade.Chat accounts. All funds will be directed to the organization account. Each Organization Member has complete control over its own customers and account.

## Create An Organization

[**https://upgrade.chat/settings?section=organizations**](https://upgrade.chat/settings?section=organizations)

{% hint style="info" %}
**THIS IS A PRO ONLY FEATURE. ALL MEMBERS OF THE ORGANIZATION MUST BE PRO TO USE THIS FEATURE.**
{% endhint %}

![Organization Screen](/files/-MiqjUMazUMaOArfyiiC)

![](/files/-MiqkGDEIu788KRh-aJU)

{% hint style="danger" %}
**ONCE YOU DESIGNATE THE ORGANIZATION ACCOUNT, IT CANNOT BE CHANGED. THE ACTION IS NOT REVERSIBLE. SUPPORT WILL NOT BE ABLE TO REVERSE THIS FOR YOU ONCE YOU ASSIGN THE ORGANIZATION. MAKE SURE YOU WANT TO DO THIS!**
{% endhint %}

{% hint style="warning" %}
**ONCE YOU DESIGNATE THE MEMBER ACCOUNT, IT WILL NO LONGER BE ABLE TO HAVE IT'S OWN PAYMENT ACCOUNT. THE ORGANIZATION WILL BE IN FULL CONTROL OVER THOSE PAYMENTS.**
{% endhint %}

## **Copy and Send Your Invite Code**

![Click Copy Code](/files/-Miql4VRPP-kiV8glrmr)

Once you copy your Organization code, you can issue this out to invite Organization Members to your Organization. Once the Member joins your Organization, all funds that are purchased from that member will be issued to the Organization instead of the Member's account.

{% hint style="success" %}
**ONCE A MEMBER JOINS AN ORGANIZATION, ALL FUNDS WILL BE SENT TO THE ORGANIZATION WHEN PURCHASES ARE MADE.**&#x20;
{% endhint %}

{% hint style="info" %}
**THE MEMBER MAINTAINS CONTROL OVER THEIR OWN UPGRADES, PRODUCTS, MEMBERS, THEME, CHECKOUT, AND EVERYTHING ELSE.**\
\
**ONLY THE FUNDS ARE SENT TO THE ORGANIZATION!**\
**There is NO sync between the servers. Roles will not show up in the member server from the parent organization. This feature is only to have the MONEY sent from all purchases on the member's account to the organization account.**
{% endhint %}

## **Preventing New Members From Joining**

**You can revoke your invite code and do not share the new code. No members are able to join your organization without an active valid code.**&#x20;

![](/files/-Miqq1qzPQp8UbTfxbm5)

## **Joining an Organization**

![](/files/-Miqmfaz0_DK_tHo3JZ0)

## Placing Members on Hold

This will prevent Organization Members from being able to process sales for the Organization going forward.&#x20;

![Click The Ban Icon](/files/-MiqoIqUSNmQEhztCqgy)

{% hint style="success" %}
Subscriptions that were created by the Member will continue to bill for the Organization even after the Organization Member is placed on hold.&#x20;
{% endhint %}


# Bonuses

Bonuses are what you can attach to your Upgrades to give extra perks to users.

## MailChimp

Connect your Upgrade to MailChimp in order to collect email lists for newsletters, re-targeting, special offers and more!&#x20;

{% content-ref url="/pages/-MWz7tm4edSo5weFp\_L-" %}
[MailChimp](/bonuses/mailchimp)
{% endcontent-ref %}

## Discord Roles

Give your customers exclusive Discord roles with their purchase. All the features work with Discord. Free Trials, Coupons, Referrals, Locked Roles, Tiered Upgrades, Self Service Portal and more!

{% content-ref url="/pages/-MK8c4hLYoqI9CkrHdR9" %}
[Discord](/getting-started/discord)
{% endcontent-ref %}

## Telegram Chats

Give your customers exclusive Telegram Access with their purchase. Use great features with Telegram Free Trials, Coupons, Referrals, Self Service Portal and more!

{% content-ref url="/pages/-MK8c4hLYoqI9CkrHdR9" %}
[Discord](/getting-started/discord)
{% endcontent-ref %}


# MailChimp

Connect your Upgrade to MailChimp in order to collect email lists for newsletters, re-targeting, special offers and more!

## 1) Create a MailChimp Account <a href="#create-mailchimp-account" id="create-mailchimp-account"></a>

{% embed url="<https://login.mailchimp.com/signup/?utm=upgrade.chat>" %}

## 2) Create an Audience <a href="#create-audience" id="create-audience"></a>

{% embed url="<https://mailchimp.com/help/create-audience/>" %}

## 3) Connect Your MailChimp to Upgrade.Chat <a href="#connect-mailchimp" id="connect-mailchimp"></a>

{% embed url="<https://upgrade.chat/integrations>" %}

![](/files/-MWzYrUdOQNLj8kRB0sD)

![](/files/-MWzMWwT4fXR5rJSC3WI)

## 4) Create an Upgrade with MailChimp as the Bonus <a href="#create-mailchimp-upgrade" id="create-mailchimp-upgrade"></a>

![](/files/-MWzMy-WZByaksl09_DW)

## 5) Select your Audience List <a href="#select-your-audience" id="select-your-audience"></a>

![](/files/-MWzO4AqQ5Rh3y45Snzl)

{% hint style="info" %}
You have the option to allow users to automatically unsubscribe when they cancel the Upgrade.
{% endhint %}


# Pricing

[**Please refer to our home page for our current pricing. Click Here**](https://upgrade.chat/#pricing)

**Payment processors have their own fees aside from our fees. See their terms here:**\
\
**PayPal's Fees:** [**https://www.paypal.com/us/webapps/mpp/merchant-fees**](https://www.paypal.com/us/webapps/mpp/merchant-fees)\
**Stripe's Fees:** [**https://stripe.com/pricing**](https://stripe.com/pricing)

{% hint style="warning" %}
PAYMENT PROCESSORS HAVE THEIR OWN FEES:\
**VENMO Transaction Fees:** [**https://venmo.com/about/fees/**](https://venmo.com/about/fees/)\
**PayPal Merchant Fees:** [**https://www.paypal.com/us/webapps/mpp/merchant-fees**](https://www.paypal.com/us/webapps/mpp/merchant-fees)\
**PayPal General Fees:** [**https://www.paypal.com/us/webapps/mpp/paypal-fees**](https://www.paypal.com/us/webapps/mpp/paypal-fees)\
**Stripe Fees:** [**https://stripe.com/accept-payments/upgrade-chat**](https://stripe.com/accept-payments/upgrade-chat)
{% endhint %}


# Customer Questions

All the questions for customers of merchants are answered in this FAQ section. Including how to cancel, claim purchases, change billing info, and more. Please have customers refer to this FAQ.

## What is Upgrade.Chat?

Upgrade.chat is a membership management service that allows **merchants** to turn their chat room into a business. Upgrade.Chat is an open marketplace that facilitates payments direct from your account to the merchant's account. Upgrade.Chat has no involvement in your payment other than telling it where to go.&#x20;

## Viewing Referrals

**In your Profile** **(**[**https://upgrade.chat/profile**](https://upgrade.chat/profile)**) click the referrals to see the status of the payments for people you referred to different chatrooms and how much you earned vs the credit potential.** &#x20;

<figure><img src="/files/gjP3Z2uOroTgI6u7oZYS" alt=""><figcaption></figcaption></figure>

## Claiming Upgrades / Roles / Bonuses

In your Profile **(**[**https://upgrade.chat/profile**](https://upgrade.chat/profile)**)** you will see three options next to your membership information c**lick the actions** ⚙️ **Cog:**

![](/files/xKSSqK2IEIPBgScSHrlk)

**COPY ID: Copies ID for reference.**&#x20;

**MANAGE: This allows you to manage your subscription. Change payment methods, cancel, etc.**

**CANCEL: This cancels your subscription at the end of the billing cycle.**

**CLAIM: If you did not receive your upgrade or if you accidentally left the chat room, as long as the subscription is ACTIVE you can claim your purchase again at any time.**

{% hint style="success" %}
**CUSTOMERS WILL NOT BE BILLED AGAIN WHEN CLICKING CLAIM OR REPROCESS BUTTONS.**&#x20;
{% endhint %}

{% hint style="warning" %}
**IF THERE IS AN ISSUE CLAIMING YOUR UPGRADE / ROLE, YOU MUST CONTACT THE MERCHANT FOR ASSISTANCE AS THEIR STORE MAY BE IMPROPERLY CONFIGURED.**
{% endhint %}

## How do I get paid for my referrals to a chat?

When you refer someone with Upgrade.Chat you are actually sending them to purchase from the **MERCHANT DIRECTLY.** You would need to contact the merchant who you sent the referral to in order to see what the status of your refund for the referral is. To learn more about how the referrals work and how you get paid, please see this page:

{% content-ref url="/pages/-MKBI7-qsqtyPumzPG8M" %}
[Referral Program](/features/referrals)
{% endcontent-ref %}

{% hint style="warning" %}
Upgrade.Chat Cannot Assist you in checking your refund status as the funds come directly from the MERCHANT you sent the referral to. Please contact that merchant.
{% endhint %}

## How to Cancel **/ Manage** Memberships?

When you purchase something on Upgrade.Chat you are actually purchasing from the **MERCHANT DIRECTLY.** Your relationship and transaction are with the merchant. **You can manage or cancel your upgrade here:** [**https://upgrade.chat/profile**](https://upgrade.chat/profile) **and this will cancel your account with them.**&#x20;

&#x20;\
CLICK THE COG > CLICK MANAGE > CANCEL YOUR SUBSCRIPTION or UPDATE YOUR BILLING INFORMATION

![](/files/xKSSqK2IEIPBgScSHrlk)

{% hint style="warning" %}
**A status of CANCELLING means that the subscription will be cancelled at THE END OF THE BILLING CYCLE. There is nothing else to do other than wait for it to cancel.**
{% endhint %}

## **No purchases show in my profile or dashboard?**

**Please log out and log back in with an incognito window to make sure that you are logged into the correct account on the website. You can have two different logins, one on the native mobile or desktop application of your chat service, and another through the web API version.**&#x20;

**Once you log out and then log back in from an incognito window, if you still do not see your purchase after confirming you have logged in with the correct account that you purchased from, please contact the merchant that you attempted to make the purchase from so they can assist you. You will want to provide them with your email address, any error messages that you receive, and what the product you are trying to purchase is.**

{% hint style="danger" %}
**Upgrade.Chat cannot assist with any payment related issues. You will need to CONTACT THE MERCHANT YOU PURCHASED FROM or contact your Bank / PayPal for a refund if you are not able to contact the Merchant. Upgrade.Chat is only a chatroom management service.** &#x20;
{% endhint %}

## **There is no option to manage or cancel?**

When you purchase something on Upgrade.Chat you are actually purchasing from the **MERCHANT DIRECTLY.** They may have the subscription or lifetime purchase setup in such a way that they will need to cancel it for you or they have not enabled this option.

You will need to contact the merchant you purchased from as Upgrade.Chat does not charge you or have anything to do with your payment for service.  Upgrade.Chat is an open marketplace that facilitates payments direct from your account to the merchant's account. Upgrade.Chat has no involvement in your payment other than telling it where to go.&#x20;

{% hint style="danger" %}
**Upgrade.Chat cannot assist with any payment related issues. You will need to CONTACT THE MERCHANT YOU PURCHASED FROM or contact your Bank / PayPal for a refund if you are not able to contact the Merchant. Upgrade.Chat is only a chatroom management service.** &#x20;
{% endhint %}

## Looking for a refund?

You will need to contact the merchant you purchased from as Upgrade.Chat does not charge you or have anything to do with your payment for service.  Upgrade.Chat is an open marketplace that facilitates payments direct from your account to the merchant's account. Upgrade.Chat has no involvement in your payment other than telling it where to go.&#x20;

{% hint style="danger" %}
**Upgrade.Chat cannot assist with any payment related issues. You will need to CONTACT THE MERCHANT YOU PURCHASED FROM or contact your Bank / PayPal for a refund if you are not able to contact the Merchant. Upgrade.Chat is only a chatroom management service.** &#x20;
{% endhint %}

## Unable to contact the merchant for help?

Upgrade.Chat acts as the payment connector. Our service representatives are not able to assist in any matter regarding payments, transactions, disputes, refunds. if you are unable to contact the merchant for refund, ***the only remaining course of action is to contact your bank, PayPal or credit card company and initiate a dispute or chargeback.*** &#x20;

![UPGRADE.CHAT CANNOT ASSIST WITH ANYTHING PAYMENT RELATED!](/files/E8XQMjxKAPfwEIt0IERx)

{% hint style="danger" %}
**Upgrade.Chat cannot assist with any payment related issues. You will need to CONTACT THE MERCHANT YOU PURCHASED FROM or contact your Bank / PayPal for a refund if you are not able to contact the Merchant. Upgrade.Chat is only a chatroom management service.** &#x20;
{% endhint %}


# Payment Processors

Information about your PayPal and Stripe accounts linked to Upgrade.Chat. Please connect both and read these docs for setup.

{% hint style="success" %}
Upgrade.Chat has nothing to do with your payment accounts nor does Upgrade.Chat control anything in relation to your PayPal or Stripe account. For any assistance in regards to your bank accounts, payments, payouts, taxes, etc, you MUST contact:\
\
**PayPal:** [**https://www.paypal.com/us/smarthelp/contact-us**](https://www.paypal.com/us/smarthelp/contact-us)

**Stripe:** [**https://stripe.com/contact**](https://stripe.com/contact)
{% endhint %}

{% content-ref url="/pages/-MKB5OrGzvOz4My\_O7kV" %}
[PAYPAL](/payment-processors/paypal)
{% endcontent-ref %}

{% content-ref url="/pages/-MKB5L675HbE-CwAAHJT" %}
[STRIPE](/payment-processors/stripe)
{% endcontent-ref %}

{% hint style="info" %}
**You Can Connect Your Payment Processor Account to ANY Number of Chatrooms That You Own on any Platform.** \
\
**You can use PayPal Business or Personal in some countries.**
{% endhint %}

{% hint style="success" %}
Payments to your bank account are determined by your account with the Payment Processor. Upgrade.Chat does not have anything to do with your payments, money movement or payment status between your customers and your account.&#x20;

All Payment Related Questions MUST be addressed with your Payment Processor.&#x20;
{% endhint %}

## What happens if I unlink a payment method?

{% hint style="info" %}
The Safer Option is to simply HIDE the payment method so people don't see it as an option on your checkout.&#x20;
{% endhint %}

### PAYPAL:

* If NO ACCOUNT is connected when ANY subscriptions are due for renewal, those subscriptions will be cancelled and CANNOT be reinstated. The customer will need to sign up / purchase again to gain access and will LOSE grandfathered pricing.
* As long as ANY PayPal account is connected, all the subscriptions for that Upgrade.Chat account will be paid to the currently connected PayPal account.&#x20;
* When NO account is connected, customers can STILL cancel their subscriptions and manage their subscriptions FROM THEIR PAYPAL DASHBOARD (NOT UPGRADE.CHAT)
* Connect a PayPal account as soon as possible to prevent disruption in service.

### STRIPE:

* Subscriptions WILL continue to collect on that account.
* Customers will NOT be able to manage or cancel their subscriptions through Upgrade.Chat and you WILL need to do it MANUALLY for them.
* No NEW transactions will be able to be processed on that stripe account
* Subscriptions will NOT cancel automatically and you will need to do it MANUALLY.
* The merchant Upgrade.Chat Dashboard will not be able to make changes or cancellations to any customer from the OLD stripe account if it's not connected.
* Reconnect the stripe account as soon as possible to prevent disruption in service.

{% hint style="danger" %}
BOTH UNLINKED: Your store checkout will NOT show up, even if you have upgrades (since there is no way for customers to pay you).
{% endhint %}

{% hint style="info" %}
Subscriptions created with Upgrade.Chat will continue to process with approproate fees for as long as the subscription is active, regardless if a payment method connected or not. To remove the Upgrade.Chat fees, cancel the subscription.
{% endhint %}

## When do I get paid?

Money is deposited into your PayPal / Stripe account as soon as the customer pays.&#x20;

Getting the money from PayPal/Venmo/Stripe into your bank account is dependant on YOUR OWN SETTINGS FOR YOUR ACCOUNT. Upgrade.Chat has nothing to do with your payment account settings. There may be a hold on your payment account for any number of reasons. Please contact your payment provider to discuss your account and why you have not recieved the funds.

**Contact PayPal:** [**https://www.paypal.com/us/smarthelp/contact-us/**](https://www.paypal.com/us/smarthelp/contact-us/)\
**Contact Stripe:** [**https://support.stripe.com/**](https://support.stripe.com/)


# PAYPAL

Helpful info about using PayPal with Upgrade.Chat. Please read all of these or search the FAQs before opening a support ticket.

## **Can I switch PayPal accounts? Transfer Owners? What happens?** <a href="#transfer-ownership" id="transfer-ownership"></a>

In the PayPal V1 integration, subscriptions will remain active and once you connect your new PayPal account, all the funds will be credited to that new account. **ALL Subscriptions that renew while you DON'T have an account connected will be cancelled.**\
\
In the PayPal V2 integration, subscriptions are tied to the PayPal account they were set up with for and this cannot be changed. **ALL previously ongoing Subscriptions that renew while you are on the new account connected will be cancelled, in addition to those that renew while you DON'T have an account connected.**<br>

## **How do I change my business name on PayPal?** <a href="#change-business-name" id="change-business-name"></a>

You can change your business info here: [**https://www.paypal.com/businessmanage/account/aboutBusiness**](https://www.paypal.com/businessmanage/account/aboutBusiness)

## **Why does a PayPal charge show "On Hold"?** <a href="#on-hold" id="on-hold"></a>

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**](https://www.paypal.com/us/smarthelp/article/my-payment-is-on-hold.-why-is-this-happening-faq3297)

{% embed url="<https://www.paypal.com/us/smarthelp/article/my-payment-is-on-hold.-why-is-this-happening-faq3297>" %}

## How do I look up a user who paid with PayPal? <a href="#lookup-user" id="lookup-user"></a>

Click on the name in your PayPal dashboard and it will show you the user's info.

![](/files/-MKCLcCj9MFwd9HmcTCY)

![](/files/-MKCLi_hNW4FdLbwXMDM)

## **I can't find someone in the PayPal transaction dashboard?**

If you have a trial, you must search future dates in advance to find their trial and purchase record. This is because their info will be recorded for the time period that the trial expires.&#x20;

## **100% Coupon Doesn't Work?**

The minimum amount that can be processed is $1. If you want to give free access, consider using the free trial feature.&#x20;

## Why am I required to add a shipping label? <a href="#shipping-labels" id="shipping-labels"></a>

This is because PayPal thinks you are selling physical items, you would need to [contact PayPal](https://www.paypal.com/us/smarthelp/contact-us) to have this removed as this has nothing to do with Upgrade.Chat.

[**https://www.paypal.com/us/smarthelp/contact-us**](https://www.paypal.com/us/smarthelp/contact-us)

## **When does PayPal transactions / subscriptions start? (Trials End)** <a href="#subscription-start" id="subscription-start"></a>

PayPal processes at 7am Eastern every morning. PayPal operates in UTC. Transactions or Trials that end on one day in your timezone will not be processed until between 7am - 12pm EST.&#x20;

## **Payment fails when testing. What is wrong?** <a href="#payment-testing" id="payment-testing"></a>

* **You cannot pay yourself from the same paypal account.**
* **Your PayPal account is not fully verified.**
* **Please reference the PayPal Error Codes:**

{% content-ref url="/pages/-MWV1QwdTyFQbLHj78TT" %}
[Error Codes](/payment-processors/paypal/troubleshooting/error-codes)
{% endcontent-ref %}

## **Account Access Limited / You can no longer use PayPal.**  <a href="#account-limited-access" id="account-limited-access"></a>

Unfortunately, this is something you need to contact PayPal about:\
[**https://www.paypal.com/us/smarthelp/contact-us**](https://www.paypal.com/us/smarthelp/contact-us)

{% hint style="danger" %}
**We are not able to assist as this has to do with your account and not Upgrade.Chat.** [**Please contact PayPal.**](https://www.paypal.com/us/smarthelp/contact-us)
{% endhint %}

## **Viewing** PayPal transactions

View transactions in your transaction tab here before checking PayPal\
[**https://upgrade.chat/payment-settings?section=transactions**](https://upgrade.chat/payment-settings?section=transactions)

![](/files/-MCnM1C34_e4WjspnIwM)

{% hint style="success" %}
You must check here first for your PayPal transactions then your account.
{% endhint %}

{% hint style="info" %}
Transactions may show in your PayPal account as one time but if you have it setup in the Upgrade.Chat control panel as recurring, it will bill accordingly.&#x20;
{% endhint %}

{% hint style="info" %}
**DRAFT** status is only for unpaid invoices. **ACTIVE** is the status of invoices that are unpaid but have a trial associated with them. You can search into future dates to see people on trial.
{% endhint %}

{% hint style="info" %}
To view free trials that have not been billed yet, filter by dates in the future to see your free trials.
{% endhint %}

{% hint style="warning" %}
Your PayPal account may not reflect all the data stored by Upgrade.Chat. Please make sure to check your transaction tab and details first. [**Click Here to Open PayPal Transactions.**](https://upgrade.chat/payment-settings?section=transactions)
{% endhint %}

## Where can I find my transaction reports and data? <a href="#reports" id="reports"></a>

#### [**https://business.paypal.com/merchantdata/reportHome**](https://business.paypal.com/merchantdata/reportHome)

## **How can I find my PayPal merchant ID?** <a href="#reports" id="reports"></a>

[**https://www.paypal.com/us/smarthelp/article/how-do-i-find-my-secure-merchant-id-on-my-paypal-account-faq3850**](https://www.paypal.com/us/smarthelp/article/how-do-i-find-my-secure-merchant-id-on-my-paypal-account-faq3850)


# Troubleshooting

Everything you need to know about Upgrade.Chat + PayPal troubleshooting. Please review all these documents to fix your issue before opening a support ticket.

## Error Code Lookup:

Click here to see what the error code you are receiving means. This is a PayPal issue or issue with your account / your customer's account.&#x20;

{% hint style="danger" %}
**Do not open an Upgrade.Chat Ticket about PayPal error codes because this is something that only PayPal support can help with.**&#x20;
{% endhint %}

{% content-ref url="/pages/-MWV1QwdTyFQbLHj78TT" %}
[Error Codes](/payment-processors/paypal/troubleshooting/error-codes)
{% endcontent-ref %}

## **Unable to Process Your Selected Payment Method. Error** 422.  <a href="#error-422-payee-account-restricted" id="error-422-payee-account-restricted"></a>

This is a response from PayPal which is **PAYEE\_ACCOUNT\_RESTRICTED** which means that you need to contact PayPal as they might have restricted your account or your need to provide further verification. This has nothing to do with Upgrade.Chat and is 100% something you need to contact PayPal about.

{% embed url="<https://www.paypal.com/us/smarthelp/contact-us>" %}
The CUSTOMER should Contact PayPal for help.
{% endembed %}

![](/files/-MPe4VDS32jkYrG4xxca)

## **Unable to Pay using your own PayPal Account?** <a href="#paying-self" id="paying-self"></a>

**This is not possible. PayPal does not allow you to pay your own account (even for testing purposes). You MUST use a different account than the one you have linked to your server.**&#x20;

## **Unable to Setup Preapproved Payment Method?** <a href="#no-preapproved-payment" id="no-preapproved-payment"></a>

![This is an issue with your customer's payment method.](/files/-Mb7HXp-n07TqzTxW7In)

This is an issue with your customer's payment method or account. You or your customer may need to contact PayPal in order to get the issue resolved.


# Error Codes

PayPal Error Code List and what they mean.  Please check here before contacting support for assistance. You may need to Contact PayPal.

## **ACTION\_DOES\_NOT\_MATCH\_INTENT**

Order was created with an intent to `CAPTURE`.

## **AGREEMENT\_ALREADY\_CANCELLED**

The requested agreement is already cancelled. You cannot bill this person because they cancelled it recently. They need to sign up again.&#x20;

## **AMOUNT\_CANNOT\_BE\_SPECIFIED**

The requested action could not be performed, semantically incorrect, or failed business validation.

## **AMOUNT\_MISMATCH**

The amount specified does not match the breakdown.&#x20;

## **AMOUNT\_NOT\_PATCHABLE**

The requested action could not be performed, semantically incorrect, or failed business validation.

## **AMOUNT\_LESS\_THAN\_MIN\_VALUE**

The requested action could not be completed, was semantically incorrect, or failed business validation.

## **AUTH\_CAPTURE\_NOT\_ENABLED**

The requested action could not be performed, semantically incorrect, or failed business validation.

## **AUTHENTICATION\_FAILURE**

Authentication failed due to missing authorization header, or invalid authentication credentials.

## **AUTHORIZATION\_AMOUNT\_EXCEEDED**

The requested action could not be performed, semantically incorrect, or failed business validation.

## **AUTHORIZATION\_CURRENCY\_MISMATCH**

The requested action could not be performed, semantically incorrect, or failed business validation.

## **BILLING\_AGREEMENT\_NOT\_FOUND**

The requested Billing Agreement token was not found.

## **CANNOT\_BE\_NEGATIVE**

Must be greater than or equal to zero. Please contact the merchant to have this resolved.

## **CANNOT\_BE\_ZERO\_OR\_NEGATIVE**

Must be greater than zero. Please contact the merchant to have this resolved.

## **CARD\_BRAND\_NOT\_SUPPORTED**

Processing of this card brand is not supported. Please have the customer use a different card type supported by PayPal or by PayPal for this country.

## **CARD\_COUNTRY\_NOT\_SUPPORTED**

The country in which this card was issued is not currently supported.

## **CARD\_TYPE\_NOT\_SUPPORTED**

The requested action could not be performed, semantically incorrect, or failed business validation.

## **INVALID\_SECURITY\_CODE\_LENGTH**

The requested action could not be performed, semantically incorrect, or failed business validation.

## **CITY\_REQUIRED**

The specified country requires a city (`address.admin_area_2`).

## **COMPLIANCE\_VIOLATION**

Transaction cannot be processed due to a possible compliance violation. This is something you need to contact PayPal about.

## **CONSENT\_NEEDED**

Authorization failed due to insufficient permissions. The customer or the Merchant need to agree to the billing agreement terms.

## **COUNTRY\_NOT\_SUPPORTED\_BY\_PAYMENT\_SOURCE**

The requested action could not be completed, was semantically incorrect, or failed business validation.

## **CURRENCY\_NOT\_SUPPORTED\_FOR\_CARD\_TYPE**

The requested action could not be performed, semantically incorrect, or failed business validation.

## **CURRENCY\_NOT\_SUPPORTED\_FOR\_COUNTRY**

The requested action could not be performed, semantically incorrect, or failed business validation.

## **CURRENCY\_NOT\_SUPPORTED\_BY\_PAYMENT\_SOURCE**

The requested action could not be completed, was semantically incorrect, or failed business validation.

## **DECIMAL\_PRECISION**

The value of the field should not be more than two decimal places.

## **DOMESTIC\_TRANSACTION\_REQUIRED**

This transaction requires the payee and payer to be resident in the same country.

{% hint style="danger" %}
Upgrade.Chat support cannot fix this issue. This is an issue with the customer's payment method. Please do not contact support about this. Contact PayPal.
{% endhint %}

## **DUPLICATE\_INVOICE\_ID**

Duplicate Invoice ID detected.

## **DUPLICATE\_REQUEST\_ID**

The value of PayPal-Request-Id header has already been used.

## **FIELD\_NOT\_PATCHABLE**

Field cannot be patched.

## **INSTRUMENT\_DECLINED**

The funding instrument presented was either declined by the processor or bank.

{% hint style="danger" %}
Upgrade.Chat support cannot fix this issue. This is an issue with the customer's payment method. Please do not contact support about this. Contact PayPal.
{% endhint %}

## **UNSUPPORTED\_INTENT\_FOR\_PAYMENT\_SOURCE**

The requested action could not be completed, was semantically incorrect, or failed business validation.

## **INTERNAL\_SERVER\_ERROR**

An internal server error has occurred. Please try again in an hour.&#x20;

## **INTERNAL\_SERVICE\_ERROR**

An internal service error has occurred.

## **INVALID\_ACCOUNT\_STATUS**

Account validations failed for the user.

{% hint style="danger" %}
Upgrade.Chat support cannot fix this issue. This is an issue with the customer's payment method. Please do not contact support about this. Contact PayPal.
{% endhint %}

## **INVALID\_ARRAY\_MAX\_ITEMS**

The number of items in an array parameter is too large.

## **INVALID\_ARRAY\_MIN\_ITEMS**

The number of items in an array parameter is too small.

## **INVALID\_COUNTRY\_CODE**

Country code is invalid.

## **INVALID\_CURRENCY\_CODE**

Currency code is invalid or is not currently supported. Please use a supported one.&#x20;

## **INVALID\_JSON\_POINTER\_FORMAT**

Path should be a valid [JavaScript Object Notation (JSON) Pointer](https://tools.ietf.org/html/rfc6901) that references a location within the request where the operation is performed.

## **INVALID\_PARAMETER\_SYNTAX**

The value of a field does not conform to the expected format.

## **INVALID\_PARAMETER\_VALUE**

The value of a field is invalid.

## **INVALID\_PARAMETER**

Cannot be specified as part of the request.

## **INVALID\_PATCH\_OPERATION**

Request is not well-formed, syntactically incorrect, or violates schema.

## **INVALID\_PAYER\_ID**

The payer ID is not valid.

## **INVALID\_RESOURCE\_ID**

Specified resource ID does not exist.

## **INVALID\_STRING\_LENGTH**

The value of a field is either too short or too long.

## **ITEM\_TOTAL\_MISMATCH**

Verify the corresponding values and try the request again.

## **ITEM\_TOTAL\_REQUIRED**

If item details are specified (`items.unit_amount` and `items.quantity`) corresponding `amount.breakdown.item_total` is required.

## **MAX\_AUTHORIZATION\_COUNT\_EXCEEDED**

The requested action could not be performed, semantically incorrect, or failed business validation.

## **MAX\_NUMBER\_OF\_PAYMENT\_ATTEMPTS\_EXCEEDED**

You have exceeded the maximum number of payment attempts. Please wait an hour and try again.&#x20;

## **MAX\_VALUE\_EXCEEDED**

Should be less than or equal to 9999999.99.

## **MISSING\_REQUIRED\_PARAMETER**

A required field or parameter is missing.

## **MISSING\_SHIPPING\_ADDRESS**

The shipping address is required when `shipping_preference=SET_PROVIDED_ADDRESS`.

## **MULTI\_CURRENCY\_ORDER**

Multiple differing values of `currency_code` are not supported.

## **MULTIPLE\_SHIPPING\_ADDRESS\_NOT\_SUPPORTED**

Multiple shipping addresses are not supported.

## **MULTIPLE\_SHIPPING\_OPTION\_SELECTED**

The requested action could not be performed, semantically incorrect, or failed business validation.

## **INVALID\_PICKUP\_ADDRESS**

Invalid shipping address.

## **NOT\_AUTHORIZED**

Authorization failed due to insufficient permissions.

## **NOT\_ENABLED\_FOR\_CARD\_PROCESSING**

The request fails. The API Caller account is not setup to be able to process card payments. Please contact PayPal customer support.

## **NOT\_PATCHABLE**

Cannot be patched.

## **NOT\_SUPPORTED**

This field is not currently supported.

## **ORDER\_ALREADY\_AUTHORIZED**

Order already authorized. If `intent=AUTHORIZE` only one authorization per order is allowed.

## **ORDER\_ALREADY\_CAPTURED**

Order already captured. If `intent=CAPTURE` only one capture per order is allowed.

## **ORDER\_ALREADY\_COMPLETED**

The order cannot be patched after it is completed.

## **ORDER\_CANNOT\_BE\_SAVED**

The requested action could not be performed, semantically incorrect, or failed business validation.

## **ORDER\_COMPLETED\_OR\_VOIDED**

The requested action could not be performed, semantically incorrect, or failed business validation.

## **ORDER\_EXPIRED**

The requested action could not be performed, semantically incorrect, or failed business validation.

## **ORDER\_NOT\_APPROVED**

Payer has not yet approved the Order for payment.

## **ORDER\_NOT\_SAVED**

The requested action could not be performed, semantically incorrect, or failed business validation.

## **ORDER\_PREVIOUSLY\_VOIDED**

The requested action could not be performed, semantically incorrect, or failed business validation.

## **PARAMETER\_VALUE\_NOT\_SUPPORTED**

The value specified for this field is not currently supported.

## **PATCH\_PATH\_REQUIRED**

Specify a `path` for the field for which the operation needs to be performed.

## **PATCH\_VALUE\_REQUIRED**

Please specify a `value` to for the field that is being patched.

## **PAYEE\_ACCOUNT\_INVALID**

Payee account specified is invalid. Please check the `payee.email_address` or `payee.merchant_id` specified and try again. Ensure that either `payee.merchant_id` or `payee.email_address` is specified.

## **PAYEE\_ACCOUNT\_LOCKED\_OR\_CLOSED**

Payee account is locked or closed.

{% hint style="danger" %}
Upgrade.Chat support cannot fix this issue. This is an issue with the customer's payment method. Please do not contact support about this. Contact PayPal.
{% endhint %}

## **PAYEE\_ACCOUNT\_RESTRICTED**

The merchant account is restricted.

{% hint style="danger" %}
Upgrade.Chat support cannot fix this issue. This is an issue with the customer's payment method. Please do not contact support about this. Contact PayPal.
{% endhint %}

## **PAYEE\_BLOCKED\_TRANSACTION**

The fraud settings for this seller are such that this payment cannot be executed.

## **PAYER\_ACCOUNT\_LOCKED\_OR\_CLOSED**

Payer account is locked or closed.

## **PAYER\_ACCOUNT\_RESTRICTED**

Payer account is restricted.

{% hint style="danger" %}
Upgrade.Chat support cannot fix this issue. This is an issue with the customer's payment method. Please do not contact support about this. Contact PayPal.
{% endhint %}

## **PAYER\_CANNOT\_PAY**

Payer cannot pay for this transaction.&#x20;

{% hint style="danger" %}
Upgrade.Chat support cannot fix this issue. This is an issue with the customer's payment method. Please do not contact support about this. Contact PayPal.
{% endhint %}

## **PAYER\_CONSENT\_REQUIRED**

The payer has not provided appropriate consent to proceed with this transaction.

## **PAYER\_COUNTRY\_NOT\_SUPPORTED**

Payer Country is not supported.

## **PAYEE\_NOT\_ENABLED\_FOR\_CARD\_PROCESSING**

The API Caller account is not setup to be able to process card payments. Please contact PayPal customer support.

## **PAYMENT\_INSTRUCTION\_REQUIRED**

You must provide the payment instruction when you capture an authorized payment for `intent=AUTHORIZE`.

## **PERMISSION\_DENIED**

You do not have permission to access or perform operations on this resource.&#x20;

{% hint style="danger" %}
Upgrade.Chat support cannot fix this issue. This is an issue with the customer's payment method. Please do not contact support about this. Contact PayPal.
{% endhint %}

## **POSTAL\_CODE\_REQUIRED**

The specified country requires a postal code.

## **POSTAL\_CODE\_FORMAT**

You must create your account on PayPal directly and provide all valid information for your country in order to continue with account creation.

## **PREFERRED\_SHIPPING\_OPTION\_AMOUNT\_MISMATCH**

The requested action could not be performed, semantically incorrect, or failed business validation.

## **REDIRECT\_PAYER\_FOR\_ALTERNATE\_FUNDING**

Transaction failed. Redirect the payer to select another funding source.

## **REFERENCE\_ID\_NOT\_FOUND**

Filter expression value is incorrect.

## **REFERENCE\_ID\_REQUIRED**

'reference\_id' is required for each 'purchase\_unit' if multiple 'purchase\_unit' are provided.

## **DUPLICATE\_REFERENCE\_ID**

`reference_id` must be unique if multiple `purchase_unit` are provided.

## **SHIPPING\_ADDRESS\_INVALID**

Provided shipping address is invalid.

## **SHIPPING\_OPTION\_NOT\_SELECTED**

The requested action could not be performed, semantically incorrect, or failed business validation.

## **SHIPPING\_OPTIONS\_NOT\_SUPPORTED**

The requested action could not be performed, semantically incorrect, or failed business validation.

## **TAX\_TOTAL\_MISMATCH**

Should equal sum of (`tax` \* `quantity`) across all items for a given `purchase_unit`.

## **TAX\_TOTAL\_REQUIRED**

If item details are specified (`items.tax_total` and `items.quantity`), the corresponding `amount.breakdown.tax_total` is required.

## **TRANSACTION\_AMOUNT\_EXCEEDS\_MONTHLY\_MAX\_LIMIT**

The transaction amount exceeds monthly maximum limit.

## **TRANSACTION\_BLOCKED\_BY\_PAYEE**

The requested action could not be performed, semantically incorrect, or failed business validation.&#x20;

{% hint style="danger" %}
Upgrade.Chat support cannot fix this issue. This is an issue with the customer's payment method. Please do not contact support about this. Contact PayPal.
{% endhint %}

## **TRANSACTION\_LIMIT\_EXCEEDED**

Total payment amount exceeded transaction limit.

The transaction exceeds the payee's receiving limit. This is an issue with the amount allowed to be received by the PayPal account. Please contact PayPal support.

## **TRANSACTION\_RECEIVING\_LIMIT\_EXCEEDED**

The transaction exceeds the payee's receiving limit. This is an issue with the amount allowed to be received by the PayPal account. Please contact PayPal support.

## **TRANSACTION\_REFUSED**

The transaction was refused. This could be for any number of reasons such as the customer had INSUFFICIENT FUNDS, FUNDING SOURCE, **FAILURE TO CONFIRM THEIR PAYPAL EMAIL ADDRESS** or their CARD WAS DECLINED. This is an error with the CUSTOMER, not Upgrade.Chat. Please contact your customer or have them contact PayPal as they are the only ones that can correct this issue.&#x20;

{% hint style="danger" %}
Upgrade.Chat support cannot fix this issue. This is an issue with the customer's payment method. Please do not contact support about this. Contact PayPal.
{% endhint %}

## **UNSUPPORTED\_INTENT**

`intent=AUTHORIZE` is not supported for multiple purchase units. Only `intent=CAPTURE` is supported.

Please report this issue to [**https://upgrade.chat/support**](https://upgrade.chat/support)

## **UNSUPPORTED\_PATCH\_PARAMETER\_VALUE**

The value specified for this field is not currently supported.

Please report this issue to [**https://upgrade.chat/support**](https://upgrade.chat/support)

## **UNSUPPORTED\_PAYMENT\_INSTRUCTION**

Only supported when the `intent=CAPTURE`.&#x20;

Please report this issue to [**https://upgrade.chat/support**](https://upgrade.chat/support)

## **PAYEE\_ACCOUNT\_NOT\_SUPPORTED**

Payee does not have an account with PayPal. They need to create an account in order to continue with checkout.&#x20;

## **PAYEE\_ACCOUNT\_NOT\_VERIFIED**

Payee has not verified their account with PayPal. No transactions can be completed for this customer / merchant until their account is verified.

## **PAYEE\_NOT\_CONSENTED**

Payee does not have appropriate consent to allow the API caller to process this type of transaction on their behalf. There is nothing Upgrade.Chat can do about this. The customer / merchant needs to approve the transaction and billing agreement.

## **AMOUNT\_CHANGE\_NOT\_ALLOWED**

The amount specified is different from the amount authorized by payer.

## **BILLING\_AGREEMENT\_ID\_MISMATCH**

Billing Agreement ID must match the one that was provided during order creation.

**PAYPAL\_REQUEST\_ID\_REQUIRED**

A PayPal-Request-Id is required if you are trying to process payment for an Order.

## **PAYMENT\_ALREADY\_APPROVED**

The payment has already been approved.

## **INCOMPATIBLE\_PARAMETER\_VALUE**

The value of the field is incompatible with other fields in the order.

## **INVALID\_PREVIOUS\_TRANSACTION\_REFERENCE**

The authorization or capture referenced by `previous_transaction_reference` is not valid. This could be either because the previous\_transaction\_reference is not found or doesn't belong to the payee.

## **PREVIOUS\_TRANSACTION\_REFERENCE\_HAS\_CHARGEBACK**

The capture referenced by `previous_transaction_reference` has a chargeback and hence cannot be used for this order.

## **PREVIOUS\_TRANSACTION\_REFERENCE\_VOIDED**

The status of authorization referenced by `previous_transaction_reference` is `VOIDED` and hence cannot be used for this order.

## **PAYMENT\_SOURCE\_MISMATCH**

The `payment_source` in the request must match the `payment_source` used for the authorization or capture referenced by `previous_transaction_reference`.

## **MERCHANT\_INITIATED\_WITH\_SECURITY\_CODE**

`stored_payment_source.payment_initiator` = `MERCHANT` is not supported if `payment_source.card.security_code` is present in the order.

## **MERCHANT\_INITIATED\_WITH\_AUTHENTICATION\_RESULTS**

`stored_payment_source.payment_initiator` = `MERCHANT` is not supported if 3D-Secure authentication results are present in the order.

## **MERCHANT\_INITIATED\_WITH\_MULTIPLE\_PURCHASE\_UNITS**

`stored_payment_source.payment_initiator` = `MERCHANT` is not supported if more than one purchase\_unit is present in the Order.

## PREAPPROVED\_PAYMENTS

![](/files/-Mb7K8x56Ck1ruxxw-LG)

This is an error with the customer's account. You or the customer must contact PayPal to resolve or use a different payment method.


# VENMO

Accept Payments Via Venmo without the fees that most other processors charge. You MUST have a PAYPAL account linked to accept payments with Upgrade.Chat via Venmo

## Link PayPal

You **MUST** have a PayPal account linked to Upgrade.Chat in order to use Venmo. You can link your PayPal here: [**https://upgrade.chat/payment-settings**](https://upgrade.chat/payment-settings)

![Link your PayPal Account to Upgrade.Chat](/files/-MgNxVtGDvRw2wXFcfaC)

{% hint style="success" %}
VENMO IS AUTOMATICALLY ENABLED (ALONG WITH THE QR CODE CHECKOUT) IF YOU HAVE PAYPAL CONNECTED TO UPGRADE.CHAT **AND** A ONE TIME PAYMENT PRODUCT FOR SALE!
{% endhint %}

{% hint style="warning" %}
**VENMO CAN ONLY BE USED FOR&#x20;*****ONE TIME PAYMENTS*****. NOT SUBSCRIPTIONS!**\
**THIS IS HOW VENMO IS DESIGNED AND A LIMITATION OF THE VENMO APP.**
{% endhint %}

{% hint style="danger" %}
**THE USER PURCHASING MUST HAVE THE VENMO APP INSTALLED ON THEIR PHONE AND CAN ONLY PAY USING THE APP WHEN GOING THROUGH YOUR UPGRADE.CHAT CHECKOUT.**
{% endhint %}

## PAY BY QR CODE

![This will automatically be enabled if you have PayPal and a One Time Payment Product](/files/-MhFWGLG1JhQGjkTw2gW)


# STRIPE

Helpful info about using Stripe with Upgrade.Chat and some answers to common questions. Please search here before opening a ticket as it may answer your questions.

## **My account was denied / restricted / declined or not approved?**  <a href="#denied-account" id="denied-account"></a>

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

This could be because you did not provide all the information STRIPE needed to complete your account.

{% hint style="warning" %}
**UPGRADE.CHAT HAS NOTHING TO DO WITH STRIPE DECISIONS & CAN'T HELP YOU WITH RESTRICTIONS. PLEASE CONTACT STRIPE FOR HELP WITH YOUR ACCOUNT**
{% endhint %}

## **How do I get paid?  When does the money go to my bank?** <a href="#getting-paid" id="getting-paid"></a>

Simply set your payout frequency here: [**https://dashboard.stripe.com/settings/payouts**](https://dashboard.stripe.com/settings/payouts)

![](/files/-MArY6WMICT0vvCsnl5E)

## STRIPE is asking for a business name? <a href="#business-name" id="business-name"></a>

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.

![](/files/-M6DYJNAasStCgyAiZYW)

{% hint style="info" %}
You must fill out all information accurately or you may have your account disabled.
{% endhint %}

## Why wasn't someone's Upgrade removed when their payment failed?  <a href="#payment-failed-with-access" id="payment-failed-with-access"></a>

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**](https://dashboard.stripe.com/settings/billing/automatic)

![](/files/-LtmMsAX5RkeocLuW6_m)

## What happens if I cancel someone's **Upgrade** manually? <a href="#cancel-manually" id="cancel-manually"></a>

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.

![](/files/-LuA1acH4V8yl8eEL8lL)

## A processing error occurred. <a href="#processing-error" id="processing-error"></a>

The bot cannot connect to your Stripe account because there is an issue with your Stripe account. Please contact Stripe support: [**https://support.stripe.com/?contact=true**](https://support.stripe.com/?contact=true)

## Stripe doesn't currently support application fees for platforms in US with connected accounts **in your country.** <a href="#country-fee-support" id="country-fee-support"></a>

Unfortunately this is a limitation of Stripe. Please consider switching to using PayPal for Upgrade.Chat

## Where can I find my transaction reports and data? <a href="#transaction-reports" id="transaction-reports"></a>

#### <https://dashboard.stripe.com/reports/hub> <a href="#reports" id="reports"></a>

## How can I change the payout frequency to my bank? <a href="#transaction-reports" id="transaction-reports"></a>

#### <https://dashboard.stripe.com/payouts> <a href="#reports" id="reports"></a>

## **Can I switch Stripe accounts? Transfer Owners? What happens?** <a href="#transfer-ownership" id="transfer-ownership"></a>

Subscriptions will remain active **ON THE ORIGINAL STRIPE ACCOUNT. They will not transfer over if you connect a new Stripe account like they do with PayPal.** People will need to resubscribe to the new stripe account or you will need the previous owner to also transfer that stripe account to you.&#x20;


# Troubleshooting

Everything you need to know about Upgrade.Chat + Stripe troubleshooting. Please review all these documents to fix your issue before opening a support ticket.

## An error has occurred and you have not been charged. <a href="#error-occurred" id="error-occurred"></a>

This is an error on Checkout. Something is wrong with the card number, user's location, CVV number, card exp date or another credit card issue. Check the transaction in Stripe. Go into the card details as to why it was declined.&#x20;

{% hint style="info" %}
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 by Stripe.
{% endhint %}

## There was a problem loading checkout <a href="#checkout-loading-problem" id="checkout-loading-problem"></a>

This is a browser issue. Try from a different browser. Please use a browser that accepts cookies and Javascript and try again. Clear your cache and cookies before trying again.


# Terms of Service

You agree to these terms of service fully by using and installing Upgrade.Chat.  UPDATED:  12/25/2020

![](/files/-M9JGpjKT6uFgKvb96Oo)

## Overview

This website ("Upgrade.Chat") is operated by a Upgrade.Chat. Throughout the site, the terms “we”, “us”, and “our” refer to Upgrade.chat and offers this website, including all information, tools, and services available from this site to you, the user, conditioned upon your acceptance of all terms, conditions, policies, and notices stated here. By visiting our site and/or using our service, you engage in our “Service” and agree to be bound by the following terms and conditions (“Terms of Service”, “Terms”), including those additional terms and conditions and policies referenced herein and/or available by hyperlink. These Terms of Service apply to all users of the site and service, including without limitation users who are browsers, vendors, customers, merchants, and/or contributors of content. Please read these Terms of Service carefully before accessing or using our website. By accessing or using any part of the site, you agree to be bound by these Terms of Service. If you do not agree to all the terms and conditions of this agreement, then you may not access the website or use any services. If these Terms of Service are considered an offer, acceptance is expressly limited to these Terms of Service. Any new features or tools which are added to the service shall also be subject to the Terms of Service. You can review the most current version of the Terms of Service at any time on this page. We reserve the right to update, change or replace any part of these Terms of Service by posting updates and/or changes to our website. It is your responsibility to check this page periodically for changes. Your continued use of or access to the website following the posting of any changes constitutes acceptance of those changes.

## Introduction

Upgrade.Chat is a service that allows chat services to utilize a bot to handle all subscriptions, roles, trials, coupons, purchases, referrals and more within the chat service. Upgrade.Chat is a verified partner of PayPal and a verified partner with Stripe. Each of these payment processors has their own terms of service that you agree to when you connect your chat / account to their service.&#x20;

Please See PayPal's Terms Here: \
[**https://www.paypal.com/us/webapps/mpp/ua/useragreement-full**](https://www.paypal.com/us/webapps/mpp/ua/useragreement-full)\
\
Please See Stripe's Terms Here: \
[**https://stripe.com/legal**](https://stripe.com/legal)\
\
**Upgrade.Chat is NOT associated with ANY Discord Server.  We are not "Partnered" or Associated with any Discord Servers other than the Upgrade.Chat Support Server.**&#x20;

**You also agree to not to violate PayPal's Restricted Business terms:**\
[**https://www.paypal.com/ga/webapps/mpp/ua/acceptableuse-full**](https://www.paypal.com/ga/webapps/mpp/ua/acceptableuse-full)\
\
**You also agree to not to violate Stripe's Restricted Business terms:**\
[**https://stripe.com/restricted-businesses**](https://stripe.com/restricted-businesses)

## User Terms

By agreeing to these Terms of Service, you represent that you are at least the age of majority in your state or province of residence, or that you are the age of majority in your state or province of residence and you have given us your consent to allow any of your minor dependents to use this site. You may not use our service for any illegal or unauthorized purpose nor may you, in the use of the Service, violate any laws in your jurisdiction (including but not limited to copyright laws). You must not transmit any worms or viruses or any code of a destructive nature. A breach or violation of any of the Terms will result in an immediate termination of your Services and may result in legal action against you for attempting to disrupt our service to our customers.&#x20;

You may not use the Upgrade.Chat service for activities that:

1. Violate any law, statute, ordinance or regulation.
2. Relate to transactions involving (a) narcotics, steroids, certain controlled substances or other products that present a risk to consumer safety, (b) drug paraphernalia, (c) cigarettes, (d) items that encourage, promote, facilitate or instruct others to engage in illegal activity, (e) stolen goods including digital and virtual goods, (f) the promotion of hate, violence, racial or other forms of intolerance that is discriminatory or the financial exploitation of a crime, (g) items that are considered obscene, (h) items that infringe or violate any copyright, trademark, right of publicity or privacy or any other proprietary right under the laws of any jurisdiction, (i) certain sexually oriented materials or services, (j) ammunition, firearms, or certain firearm parts or accessories, or (k) certain weapons or knives regulated under applicable law.
3. Relate to transactions that (a) show the personal information of third parties in violation of applicable law, (b) support pyramid or ponzi-schemes, matrix programs, other "get rich quick" schemes or certain multi-level marketing programs, (c) are associated with purchases of annuities or lottery contracts, lay-away systems, off-shore banking or transactions to finance or refinance debts funded by a credit card, (d) are for the sale of certain items before the seller has control or possession of the item, (e) are by payment processors to collect payments on behalf of merchants, (f) are associated with the sale of traveler's checks or money orders, (h)involve currency exchanges or check cashing businesses, (i) involve certain credit repair, debt settlement services, credit transactions or insurance activities, or (k) involve offering or receiving payments for the purpose of bribery or corruption.
4. Involve the sales of products or services identified by government agencies to have a high likelihood of being fraudulent.
5. Perform a service or run a business that violates either PayPal or STRIPE terms of service or Acceptable Use.

## General Conditions

We reserve the right to refuse service to anyone for any reason at any time. No questions asked. You understand that your content, may be transferred unencrypted and involve (a) transmissions over various networks; and (b) changes to conform and adapt to technical requirements of connecting networks or devices. **You agree not to reproduce, duplicate, copy, sell, resell, or exploit any portion of the Service, use of the Service, or access to the Service or any contact on the website through which the service is provided, without express written permission by us. The code, style, layout, "look and feel" and structures belongs to us. Stealing will not be tolerated and attempting to hack our servers, code or service will result in legal action, reporting to the FTC or your government's internet crime police, a ban from the service and a rate increase.** The headings used in this agreement are included for convenience only and will not limit or otherwise affect these Terms. Upgrade.Chat Owns the App, Bot, Software, Code, Custom Layout, "Look and Feel" and customer / merchant relationships as part of the service. You acknowledge and agree that Upgrade.Chat (or, as applicable, our licensors) owns all legal right, title and interest in and to all other elements of the App, and all intellectual property rights therein (including, without limitation, all Art, designs, systems, methods, information, computer code, software, services, “look and feel”, organization, compilation of the content, code, data, and all other elements of the App (collectively, the “Upgrade.Chat Materials”)). You acknowledge that the Upgrade.Chat Materials are protected by copyright, trade dress, patent, and trademark laws, international conventions, other relevant intellectual property and proprietary rights, and applicable laws. All Upgrade.Chat Materials are the copyrighted property of Upgrade.Chat or its licensors, and all trademarks, service marks, and trade names associated with the App or otherwise contained in the Upgrade.Chat Materials are proprietary to Upgrade.Chat or its licensors. Except as expressly set forth herein, your use of the App does not grant you ownership of or any other rights with respect to any content, code, data, or other Upgrade.Chat Materials that you may access on or through the App. By using Upgrade.Chat, installing the software, connecting your account(s) to Upgrade.Chat or associated services, you agree to the terms of service unconditionally in perpetuity. You agree that solicitation of any Merchants, Vendors, Customers, Employees or Staff members of Upgrade.Chat is strictly and expressly forbidden and will be pursued with all available legal remedies for breach of contract and other available means.&#x20;

## Accuracy, Completeness, and Timeliness of Information&#x20;

We are not responsible if information made available on this site is not accurate, complete, or current. The material on this site is provided for general information only and should not be relied upon or used as the sole basis for making decisions without consulting primary, more accurate, more complete or timelier sources of information. Any reliance on the material on this site is at your own risk. This site may contain certain historical information. Historical information, necessarily, is not current and is provided for your reference only. We reserve the right to modify the contents of this site at any time, but we have no obligation to update any information on our site. You agree that it is your responsibility to monitor changes to our site.

## Modifications to Price and Service

Prices and/or fees for our service are subject to change without notice. **Platform Fees and Subscriptions Directly to Upgrade.Chat are Non-Refundable**. **NO EXCEPTIONS.** We reserve the right at any time to modify or discontinue the Service (or any part or content thereof) without notice at any time. We reserve the right to modify the platform fee at any time, to any rate for any reason. Fees are based on the TOTAL amount of the transaction. This means that it is regardless of coupons, discounts, trials or otherwise. This is subject to change at any time and can be higher or lower. Price will be updated here when it is changed. If at any point you uninstall or disconnect your account from the Upgrade.Chat service, your grandfathered rate from when you installed will be reset to the default new merchant rate should you resume or start using the service again. Our rate policy is firm and exceptions will not be made. We shall not be liable to you, your business or to any third-party for any modification, price change, suspension, bugs or discontinuance of the Service. We have the right to refuse or discontinue service to anyone at any time.

## Accuracy of Billing & Account Info

You agree to provide current, complete, and accurate purchase and account information for all transactions occurring on our service. You agree to promptly update your account and other information so that we can complete your transactions and contact you as needed. Any Service fees collected may be subject to sales tax or value-added tax (VAT). Any applicable tax is responsible of the business account and not Upgrade.Chat.

## Optional Tools

We may provide you with access to third-party tools over which we neither monitor nor have any control nor input. You acknowledge and agree that we provide access to such tools ”as is” and “as available” without any warranties, representations or conditions of any kind and without any endorsement. We shall have no liability whatsoever arising from or relating to your use of optional third-party tools. Any use by you of optional tools offered through the site is entirely at your own risk and discretion and you should ensure that you are familiar with and approve of the terms on which tools are provided by the relevant third-party provider(s). We may also, in the future, offer new services and/or features through the website (including, the release of new tools and resources). Such new features and/or services shall also be subject to these Terms of Service. We do not guarantee functionality or uptime and make no warrants to any party for functionality or uptime.

## Third Party Links

Certain content and services available via our Service may include materials or links from third-parties. Third-party links on this site, bot or service may direct you to third-party websites that are not affiliated with us. We are not responsible for examining or evaluating the content or accuracy and we do not warrant and will not have any liability or responsibility for any third-party materials or websites, or for any other materials, products, or services of third-parties. We are not liable for any harm or damages related to the purchase or use of goods, services, resources, content, or any other transactions made in connection with any third-party websites. Please review carefully the third-party's policies and practices and make sure you understand them before you engage in any transaction. Complaints, claims, concerns, or questions regarding third-party products should be directed to the third-party.

## User Comments, Feedback, and Content

If, at our request, you send certain specific submissions (for example contest entries) or without a request from us you send creative ideas, suggestions, proposals, plans, or other materials, whether online, by email, by postal mail, or otherwise (collectively, 'comments'), you agree that we may, at any time, without restriction, edit, copy, publish, distribute, translate and otherwise use in any medium any comments that you forward to us. We are and shall be under no obligation (1) to maintain any comments in confidence; (2) to pay compensation for any comments; or (3) to respond to any comments. We may, but have no obligation to, monitor, edit or remove content that we determine in our sole discretion are unlawful, offensive, threatening, libelous, defamatory, pornographic, obscene or otherwise objectionable or violates any party’s intellectual property or these Terms of Service. You agree that your comments will not violate any right of any third-party, including copyright, trademark, privacy, personality or other personal or proprietary right. You further agree that your comments will not contain libelous or otherwise unlawful, abusive or obscene material, or contain any computer virus or other malware that could in any way affect the operation of the Service or any related website. You may not use a false e-mail address, pretend to be someone other than yourself, or otherwise mislead us or third-parties as to the origin of any comments. You are solely responsible for any comments you make and their accuracy. We take no responsibility and assume no liability for any comments posted by you or any third-party.

## Errors, Omissions and Inaccuracies

Occasionally there may be information on our site or in the Service that contains typographical errors, inaccuracies or omissions that may relate to descriptions, pricing, promotions, offers, and availability. We reserve the right to correct any errors, inaccuracies or omissions, and to change or update information or cancel orders if any information in the Service or on any related website is inaccurate at any time without prior notice (including after you have submitted your order). We undertake no obligation to update, amend or clarify information in the Service or on any related website, including without limitation, pricing information, except as required by law. No specified update or refresh date applied in the Service or on any related website, should be taken to indicate that all information in the Service or on any related website has been modified or updated.

## Prohibited Uses

In addition to other prohibitions as set forth in the Acceptable Use Policy, you are prohibited from using the site or its content: (a) for any unlawful purpose; (b) to solicit others to perform or participate in any unlawful acts; (c) to violate any international, federal, provincial or state regulations, rules, laws, or local ordinances; (d) to infringe upon or violate our intellectual property rights or the intellectual property rights of others; (e) to harass, abuse, insult, harm, defame, slander, disparage, intimidate, or discriminate based on gender, sexual orientation, religion, ethnicity, race, age, national origin, or disability; (f) to submit false or misleading information; (g) to upload or transmit viruses or any other type of malicious code that will or may be used in any way that will affect the functionality or operation of the Service or of any related website, other websites, or the Internet; (h) to collect or track the personal information of others; (i) to spam, phish, pharm, pretext, spider, crawl, or scrape; (j) for any obscene or immoral purpose; or (k) to interfere with or circumvent the security features of the Service or the experience of our end users or any related website, other websites, or the Internet. (l) You agree not to reproduce, duplicate, copy, sell, resell, or exploit any portion of the Service, use of the Service, or access to the Service or any contact on the website through which the service is provided, without express written permission by us. (m) You agree not to solicit any Merchants, Vendors, Customers, Employees or Staff Members of Upgrade.Chat for any product or service. We reserve the right to terminate your use of the Service or any related website for violating any of the prohibited uses. This termination is at our discretion.

## Disclaimer of Warranties & Limited Liability

We do not guarantee, represent or warrant that your use of our service will be uninterrupted, timely, secure or error-free. We do not guarantee your fee rate and that may change according to these terms. There is no SLA or Uptime Agreement. Upgrade.Chat makes no claims or guarantees for uptime or functionality to any party. We do not warrant that the results that may be obtained from the use of the service will be accurate or reliable. There is no promise that the service will maintain accurate record or any record at all. You agree that from time to time we may remove the service for indefinite periods of time or cancel the service entirely at any time, without notice to you. You use this service at your own risk. You expressly agree that your use of, or inability to use, the service is at your sole risk. The service and all products and services delivered to you through the service are (except as expressly stated by us) provided 'as is' and 'as available' for your use, without any representation, warranties, guarantees or conditions of any kind, either express or implied, including all implied warranties or conditions of merchantability, merchantable quality, fitness for a particular purpose, durability, title, and non-infringement. In no case shall upgrade.chat, our directors, officers, employees, affiliates, owners, programmers, developers, agents, investors, contractors, interns, suppliers, service providers or licensors be liable for any injury, loss, claim, or any direct, indirect, incidental, punitive, special, or consequential damages of any kind, including, without limitation lost profits, lost revenue, lost savings, loss of data, replacement costs, or any similar damages, whether based in contract, tort (including negligence), strict liability or otherwise, arising from your use of any of the service or any products procured using the service, or for any other claim related in any way to your use of the service or any product, including, but not limited to, any errors or omissions in any content, or any loss or damage of any kind incurred as a result of the use of the service or any content (or product) posted, transmitted, or otherwise made available via the service, even if advised of their possibility. Because some states or jurisdictions do not allow the exclusion or the limitation of liability for consequential or incidental damages, in such states or jurisdictions, our liability shall be limited to the maximum extent permitted by law. **IF YOU ARE DISSATISFIED WITH ANY PORTION OF THE WEBSITE, SERVICE, TEAM, PRODUCT OR WITH ANY OF THESE TERMS OF USE, YOUR SOLE AND EXCLUSIVE REMEDY IS TO DISCONTINUE USING THE WEBSITE.**

## Indemnification

You agree to indemnify, defend and hold harmless Upgrade.Chat and our parent, subsidiaries, affiliates, partners, officers, directors, agents, contractors, licensors, service providers, subcontractors, suppliers, interns and employees, harmless from any claim or demand, including reasonable attorneys’ fees, made by any third-party due to or arising out of your breach of these Terms of Service or the documents they incorporate by reference, or your violation of any law or the rights of a third-party.  In no event will Upgrade.Chat's total liability and that of our directors, officers, employees, affiliates, owners, programmers, developers, agents, investors, contractors, interns, suppliers, service providers or licensors to you for all damages, losses or causes of action exceed one united states dollar ($1.00).

## Severability

In the event that any provision of these Terms of Service is determined to be unlawful, void or unenforceable, such provision shall nonetheless be enforceable to the fullest extent permitted by applicable law, and the unenforceable portion shall be deemed to be severed from these Terms of Service, such determination shall not affect the validity and enforceability of any other remaining provisions.

## Termination of Your Service

The obligations and liabilities of the parties incurred prior to the termination date shall survive the termination of this agreement for all purposes. These Terms of Service are effective unless and until terminated by either you or us. You may terminate these Terms of Service at any time by notifying us that you no longer wish to use our Services, or when you cease using our site, bot, api or service. If in our sole judgment you fail, or we suspect that you have failed, to comply with any term or provision of these Terms of Service, we also may terminate this agreement at any time without notice and you will remain liable for all amounts due up to and including the date of termination; and/or accordingly may deny you access to our Services (or any part thereof).

## Remedies to Upgrade.Chat

Violation of any of the terms or prohibitions contained in this Agreement may result in, among other things, (a) the immediate termination of this Agreement; (b) the withholding of Referral Fees due to you; or **(c) the commencement of legal action by Upgrade.Chat against you seeking, without limitation, injunctive relief, recovery of actual, statutory or punitive damages.**

We have the right in our sole and absolute discretion to monitor your website, social media or Third Party sites containing your Qualifying Links at any time and from time to time to determine if you are in compliance with the terms of this Agreement, and you agree to provide us with unrestricted access to your website, social media or Third Party sites containing your Qualifying Links for such purposes.

## Entire Agreement

The failure of us to exercise or enforce any right or provision of these Terms of Service shall not constitute a waiver of such right or provision. These Terms of Service and any policies or operating rules posted by us on this site or in respect to The Service constitutes the entire agreement and understanding between you and us and govern your use of the Service, superseding any prior or contemporaneous agreements, communications and proposals, whether oral or written, between you and us (including, but not limited to, any prior versions of the Terms of Service). Any ambiguities in the interpretation of these Terms of Service shall not be construed against the drafting party. Upgrade.Chat and it's related parties shall not be liable to you or any party for any reason. These terms are final and supersede any prior, present or future agreements you may or may not have had with staff members, owners, partners or representatives of Upgrade.Chat.&#x20;

## Governing Law

These Terms of Service and any separate agreements whereby we provide you Services shall be governed by and construed in accordance with the laws of the state of South Carolina, USA.

## Contests

Occasionally Upgrade.Chat holds contests. The rules for contests are as follows:\
**NO PURCHASE NECESSARY. PURCHASE WILL NOT IMPROVE CHANCES OF WINNING.**

**ELIGIBILITY:** Sweepstakes is open to legal residents of the fifty (50) United States and the District of Columbia who are 18 years of age or older. Upgrade.Chat, Upgrade.Chat Partners, Influencers, Contractors and their respective parents, subsidiaries, affiliates, sweepstakes partners, advertising agencies and members of their immediate family (spouse, parent, sibling or child and their respective spouses, regardless of where they reside) and persons living in the same household of such employees, influencers or contractors, whether or not related, are not eligible to enter or win. Void where prohibited by law. Sweepstakes is subject to all applicable federal, state, and local laws.

**HOW TO ENTER:** Visit Upgrade.Chat support server, find the contest channel and follow the directions provided to complete and submit the required information or perform the necessary action to receive one (1) entry. Eligibility of individual entries will be at the sole discretion of Upgrade.Chat, for any reason or for no reason, though specific reasons for disqualification may include use of inappropriate language or visuals. Upgrade.Chat is not responsible for and will not consider incomplete or incorrect entries. Entries generated by script, macro, mechanical or other automated means and entries by any means which subvert the entry process are void. Multiple entries received from any person in excess of the stated limitation will be void. All entries and information submitted become the sole property of Upgrade.Chat and will not be returned.&#x20;

**DRAWING:** One (1) potential Grand Prize winner will be selected. Contests may be tallied by the most number of entries rather than randomly selected for the drawing. An example of an entry for a contest that requires server owners to get referrals would be: **Referring a new merchant that connects their payment account to Upgrade.Chat AND processes at least one sale / subscription on their account during the contest time period dates.**\
\
Attempts to defraud the contest will result in an instant disqualification. Examples would include: Self Dealing, Self-Signups, Fake Signups, Duplicate Signups, Repeat Same User Signups, Automated Signups / Entries, Churning, Low Balling, Pay-to-Win / Pay-to-Play, or other dishonest attempts to gain entries not in good faith in the spirit of the contest.&#x20;

**GENERAL CONDITIONS:** By participating, each entrant agrees: (a) to abide by these Official Rules and decisions of Upgrade.Chat, which shall be final in all respects relating to this Sweepstakes; (b) to release, discharge and hold harmless Upgrade.Chat, and their respective parents, affiliates, subsidiaries, and advertising and Sweepstakes agencies, and the respective officers, directors, shareholders, employees, agents and representatives of the foregoing (collectively, "Released Parties") from any and all injuries, liability, losses and damages of any kind to persons, including death, or property resulting, in whole or in part, directly or indirectly, from entrant's participation in the Sweepstakes or the acceptance, possession, use or misuse of any awarded prize (or portion thereof), including any/all travel/activity related thereto; and (c) to the use of his/her name, address (city and state), voice, performance, photograph, image and/or other likeness for programming, advertising, publicity, trade and promotional purposes in any and all media, now or hereafter known, worldwide and on the Internet, and in perpetuity by Upgrade.Chat and its designees, without compensation (unless prohibited by law) or additional consents from entrant or any third party and without prior notice, approval or inspection, and to execute specific consent to such use if asked to do so.\
\
Contests that do not have a winner by the end date will either have the winner be chosen at random, assigned to the highest contributing entrant with the most entries, or forefieted and the prize winnings deposited back into our general account for explicit use in a future contest as the prize funds.&#x20;

In the event of a dispute regarding entries received from multiple users having the same e-mail account, Server ID, PayPal ID, Stripe ID, etc. the authorized subscriber of the e-mail account at the time of entry will be deemed to be the entrant and must comply with these Official Rules. Authorized account subscriber is the natural person who is assigned the e-mail address by the Internet Service Provider (ISP), on-line service provider, or other organization responsible for assigning e-mail addresses. Released Parties not responsible for any technical problems, malfunctions of any telephone lines, computer systems, servers, providers, hardware/software, lost or unavailable network connections or failed, incomplete, garbled or delayed computer transmission or any combination thereof. Released Parties are not responsible for late, lost, damaged, misdirected, incomplete, undeliverable, destroyed, garbled, postage-due, illegible, inaccurate, delayed or stolen entries or mail; or for lost, interrupted or unavailable network, server, Internet Service Provider (ISP), website, or other connections, availability or accessibility or miscommunications or failed computer, satellite, telephone or cable transmissions, lines, or technical failure or jumbled, scrambled, delayed, or misdirected transmissions or computer hardware or software malfunctions, failures or difficulties, or other errors or difficulties of any kind whether typographical, human mechanical, electronic, computer, network, printing or otherwise relating to or in connection with the Sweepstakes, including, without limitation, errors or difficulties which may occur in connection with the administration of the Sweepstakes, the processing of entries or mail, the announcement of the prize or in any Sweepstakes-related materials. Released Parties are also not responsible for any incorrect or inaccurate information, whether caused by site users, tampering, hacking, or by any equipment or programming associated with or utilized in the Sweepstakes. Released Parties are not responsible for injury or damage to entrants' or to any other person's computer related to or resulting from participating in this Sweepstakes or downloading materials from or use of the website. Upgrade.Chat may disqualify anyone from participating in the Sweepstakes or winning the prize (and void all associated entries) if, in its sole discretion, it determines that such person is attempting to undermine the legitimate operation of the Sweepstakes by cheating, deception or other unfair playing practices, or intending to annoy, abuse, threaten or harass any other entrant or Upgrade.Chat's representatives. **ANY ATTEMPT TO DELIBERATELY DAMAGE THE WEBSITE OR UNDERMINE THE LEGITIMATE OPERATION OF THE SWEEPSTAKES MAY BE IN VIOLATION OF CRIMINAL AND CIVIL LAWS AND SHOULD SUCH AN ATTEMPT BE MADE, Upgrade.Chat RESERVES THE RIGHT TO SEEK ANY AND ALL REMEDIES AVAILABLE FROM ANY SUCH INDIVIDUAL TO THE FULLEST EXTENT OF THE LAW, INCLUDING CRIMINAL PROSECUTION.** Upgrade.Chat reserves the right in its sole discretion to cancel, modify or suspend any portion of the Sweepstakes for any reason, including should any cause corrupt the administration, security or proper play of the Sweepstakes and, in the event of termination, to determine the potential winner in a drawing from among all eligible non-suspect entries received and combined up to such time of impairment or cancel the contest in it's entirety. \
\
**DISPUTE RESOLUTION:** Except where prohibited by law, as a condition of participating in this Sweepstakes, entrant agrees that (1) any and all disputes and causes of action arising out of or connected with this Sweepstakes, or prize awarded, shall be resolved individually, without resort to any form of class action, and exclusively by final and binding arbitration under the rules of the American Arbitration Association and held at the AAA regional office nearest the entrant; (2) the Federal Arbitration Act shall govern the interpretation, enforcement and all proceedings at such arbitration; and (3) judgment upon such arbitration award may be entered in any court having jurisdiction. Under no circumstances will entrant be permitted to obtain awards for, and entrant hereby waives all rights to claim, punitive, incidental or consequential damages, or any other damages, whether foreseeable or not and whether based on negligence or otherwise, including attorneys' fees, other than entrant's actual out-of-pocket expenses (i.e., costs associated with participating in this Sweepstakes), and entrant further waives all rights to have damages multiplied or increased.

**CHOICE OF LAW:** All issues and questions concerning the construction, validity, interpretation and enforceability of these Official Rules, or the rights and obligations of entrant and Sponsor in connection with the Sweepstakes, shall be governed by, and construed in accordance with, the substantive laws of the State of South Carolina, USA.

## Changes to These Terms of Service

You can review the most current version of the Terms of Service at any time by viewing them here. We reserve the right, at our sole discretion, to update, change or replace any part of these Terms of Service by posting updates and changes here with the date of edit marked at the top. It is your responsibility to check our website periodically for changes. Your continued use of or access to our website or the Service following the posting of any changes to these Terms of Service constitutes acceptance of those changes. \
\
Questions about the Terms of Service or the product in general should be asked via our website. The link can be found on <https://upgrade.chat/> or via our support server which can be located in these documents with the link on the left.&#x20;


# Affiliate Program Terms

Terms of Service for the Upgrade.Chat Affiliate program.  UPDATED 9/15/22

## Upgrade.Chat Affiliate Agreement

This Upgrade.Chat Operating Agreement for Affiliates, including all exhibits and attachments hereto and incorporated herein by reference (the "Agreement"), contains the complete terms and conditions that apply to a party's participation as an affiliate in the Affiliate Program of Upgrade.Chat (the "Program"). As used in this Agreement, "we", "us", or "Upgrade.Chat" (and its parent company and related entities), and "you" means the applicant party. "Site" means a World Wide Web site and, depending on the context, refers either to the Upgrade.Chat Site or to the portion of the Upgrade.Chat Site that you will link to using Qualifying Links.&#x20;

*<mark style="color:red;">**You earn 10% of all Upgrade.Chat Collected fees from a merchant referred by your Qualifying Link.  You must maintain at least 10 active merchants to earn payouts. Merchant status can be tracked in the affiliate dashboard.**</mark>*

**IF YOUR LINK WAS NOT USED FOR SIGNUP, NO CREDIT WILL BE AWARDED. ANY ATTEMPTS TO REFER YOURSELF OR MERCHANTS YOU ARE ASSOCIATED WITH WILL RESULT IN REMOVAL AND VOIDING OF ALL EARNED AFFILIATE FEES AND TERMINATION FROM THE PROGRAM AS WELL AS POSSIBLE LOSS OF MERCHANT GRANDFATHERED RATE.**

## Enrollment in the Program

You may join the Affiliate program by visiting [**https://upgrade.chat/affiliates**](https://upgrade.chat/affiliates) and connecting your PayPal account to get started. Connecting your PayPal account to the Upgrade.Chat Affiliate Program implies acceptance to the terms set forth in this Agreement.We may reject your Application if, in our sole discretion, we determine for any reason that you are unsuitable for the Program.&#x20;

#### Unsuitable websites / Discord servers / Participants include, but are not limited to, those that:

* Promote sexually explicit material;
* Promote violence or hate toward any persons or groups;
* Promote illegal activities;
* Promote alcohol, tobacco, gambling/lottery in any way;
* Promote the use of pyramid, "ponzi", or similar investment schemes;
* Promote discrimination based on race, sex, religion, nationality, disability, sexual orientation, or age;
* Contain, in our sole judgment, material that is defamatory, fraudulent, or harassing to us or any third party;
* Include "upgrade.chat", "upgradechat", "donatebot", "donatebot.net" or variations or misspellings thereof in their domain names;
* Otherwise violate intellectual property rights of Upgrade.Chat or copy the "look and feel".
* Disparage Upgrade.Chat affiliates, or their suppliers;
* Are under construction or not live at the time of account linkage;
* Do not clearly state an online privacy policy to its visitors; or
* Provide a portion of their Referral Fees to websites or organizations that would violate any of the above criteria.
* Attempt to tamper with, defraud, clone, copy, hack or damage Upgrade.Chat in any way.&#x20;

In addition, Upgrade.Chat may, at its discretion, decline to accept, require adherence to an additional set of terms and conditions, or require the posting of specific copy for any website that (1) donates, directs or transfers any portion of their Referral Fees or affiliate benefits to any charitable website, education-related website, organization or program; or (2) provides rewards back to their members in the form of points or cash-back, or conduct other similar loyalty programs in connection with purchases made by members via their websites.

Regardless of your acceptance in the Program, we may terminate this agreement for any reason, at any time without liability to you or any other party under any circumstances.

**The terms of our acceptance criteria are subject to change at any time without prior notice.**

**All decisions for acceptance into the Program and payments / payouts will be made within our sole discretion.**

You should not and may not link to our Upgrade.Chat unless you are approved for the Program.

As a member of the Affiliate Program, you grant Upgrade.Chat permission to distribute any email communication/notification/SMS directly to you that Upgrade.Chat determines is necessary communication for you to receive in order to continue as a member of the Program, regardless of your choice to opt-out from certain communication.

## Links on Your Website or Third Party Websites

Upon acceptance of these terms and upon the connection of your account, we will make available to you Qualifying Links that are subject to the terms and conditions of this Agreement. A "Qualifying Link" is a link from a website to our Site using one of the Universal Record Locators ("URLs") or graphic links provided by Upgrade.Chat. All Qualifying Links must link directly and exclusively to Upgrade.Chat. Use of the Qualifying Link will subject any websites the Qualifying link is on to the Terms and Conditions of this Agreement.

The Qualifying Links will serve to identify you website as a member of the Program and will establish a link from a website to our Site. All Qualifying Links that you will use in the Program will be provided to you from [**https://upgrade.chat/affiliates**](https://upgrade.chat/affiliates) or by other means selected by us. You also agree that you will display on the website containing the Qualifying Link only those logos, trade names, trademarks, graphic images and similar identifying material ("Licensed Materials") that are provided by us or the link only and you will substitute such images with any new materials provided by us or our platform from time to time throughout the term of this Agreement.&#x20;

Only VALID Qualifying Links will be tracked for purposes of determining Referral Fees that you may be eligible to receive on sales of Qualifying Products (as defined below) generated through your participation in the Program from [**https://upgrade.chat/affiliates**](https://upgrade.chat/affiliates)\
\
**You also agree to not to violate PayPal's Restricted Business terms:**\
[**https://www.paypal.com/ga/webapps/mpp/ua/acceptableuse-full**](https://www.paypal.com/ga/webapps/mpp/ua/acceptableuse-full)\
\
**You also agree to not to violate Stripe's Restricted Business terms:**\
[**https://stripe.com/restricted-businesses**](https://stripe.com/restricted-businesses)

Only Qualifying Links may be used to link a website to areas within our Site. You may post as many Qualifying Links to our Site as you like on a website, provided that you ensure that each website containing a Qualifying Link posted by you meets the terms of this Agreement, including without limitation, that such website does not fall into the "unsuitable website" category described in aforementioned sections of this agreement, does not fall into the "prohibitions" set forth by PayPal or Stripe, and you take responsibility for all websites on which you post a Qualifying Link. The position, prominence and nature of links on a website shall comply with any requirements specified in this Agreement but otherwise will be in your discretion.

You acknowledge that, by participating in the Program and placing a link to Upgrade.Chat (or any category page therein) on any website through use of a Qualifying Link, we may receive information from or about visitors to such website or communications between such website and those visitors. Your participation in the Program constitutes your specific and unconditional consent to and authorization for our access to, receipt, storage, use, and disclosure of any and all such information, consistent with the policies and procedures set forth in our Privacy Policy of the Upgrade.Chat Site.

## Prohibitions

You understand and acknowledge that this Agreement is made between you and Upgrade.Chat (and it's parent company) and is solely for the purpose of allowing you to link to the Upgrade.Chat Site.

As a condition to your acceptance and participation in the Program, you agree to the following prohibitions:

### A. General Prohibitions.

You may NOT:

* engineer any website containing a Qualifying Link in such a manner that pulls Internet traffic away from Upgrade.Chat;
* Create any derivitave work that would otherwise compete with Upgrade.Chat or use any content, styling, layout, descriptions, or develop any software, platform or content that in any way, shape or form mimics, emulates or copies the look and feel of Upgrade.Chat, Upgrade.Chat's features, styling, layout or code.
* Attempt to defraud Upgrade.Chat or the merchant by referring yourself or business associates in an effort to receive the rate reduction. IF YOU ARE IN ANY WAY ASSOCIATED WITH THE REFERRING PARTY OR AN ADMIN / PARTY TO THE REFERRED SERVICE, YOUR REFERRAL WILL BE INVALIDATED AND YOUR ACCOUNT MAY BE RESTRICTED OR DELETED.
* Publish, link to, sell, otherwise distribute, or place a Qualifying Link on the same page or in close proximity to any Objectionable Content. For purposes of this Agreement, "Objectionable Content" means any material, including textual, audio or video material, which is offensive (including hate speech or violence against a particular group of people); contains any nudity, explicit violence or sexual material; contains depictions of violent or sexual acts; is defamatory to any group or individual; or promotes alcohol, tobacco, or gambling/lottery;
* attempt to modify, alter, damage, clone, copy, attack, defraud or hack our Site in any way;
* attempt to steal, poach, solicit, contact or pitch to any clients or merchants of Upgrade.Chat
* make any representations, either express or implied, or create an appearance that a visitor to your website is visiting our Site, e.g., "framing" or "wrapping" the Site in any manner without first obtaining in advance our express written permission.&#x20;
* "scrape" or "spider" the Site or any other websites for content (such as images, logos or text);
* place ads on, or participate in any way in, AdNetworks or Search Content Networks;
* employ, use or place any web browser add-ons, toolbars or pop-ups on your website;
* bid on our Trademarks at any website that provides search engine services and that results in driving traffic to any website, other than our Site, including your website;
* engage in any direct or indirect relationships with ISPs and/or mobile carriers that results in the delivery or act of address bar keyword and URL error trafficking (e.g., a user mistypes a web address in the ISP's address bar or search bar, and, as a result, is redirected to a web page that contains a Qualifying Link that directs the user to sites like Upgrade.Chat).
* employ the use of any type of software download or technology which attempts to intercept or redirect traffic or Referral Fees to or from any website;
* use any Trademark, or any Licensed Materials of Upgrade.Chat, provided to you as a result of your participation in the Program to advertise or engage in services which result in a sale/referral occurring on your website.
* without the prior written approval of Upgrade.Chat, use any Trademark, or any Licensed Material in an advertisement that is not created or provided by Upgrade.Chat in any way that might suggest or imply or mislead or is likely to mislead a visitor to your website into believing that Upgrade.Chat or any related entity was the creator or sponsor of such advertisement;
* re-distribute Licensed Materials (as defined in Section 2) to websites which can reasonably be viewed as Upgrade.Chat's competitors.
* re-distribute, display or syndicate Licensed Materials and/or Upgrade.Chat's datafeed, including any product information set forth therein, to any third party partner, network or agency;
* employ, use, or receive any direct or indirect benefit from, any "cookie stuffing" methods (e.g., use of "cookie stuffing" to cause tracking systems to conclude that a user has clicked through a Qualifying Link - and to pay commissions accordingly - even if the user has not actually clicked through any such link);
* install spyware on another person’s computer; cause spyware to be installed on another person’s computer, or use a context based triggering mechanism to display an advertisement that partially or wholly covers or obscures paid advertising other content on a website in a way that interferes with a person’s ability to view that website;
* display any material on a website containing a Qualifying Link which contains viruses, Trojan horses, worms, time bombs, cancel bots or other similar harmful or deleterious programming routines;
* release Upgrade.Chat's privileged information, forward, redistribute, or otherwise repurposed any or all Qualifying Links to any third party; information prior to their authorized release dates; or
* sign up using your own Qualifying link or an alternate account's Qualifying link for the purpose of reducing your merchant fees from Upgrade.Chat

### B. Prohibitions Regarding Use of Electronic Communications

Electronic Communication includes email messages, text messages, and any other form of non-verbal communication occurring without the use of physical mail. You may NOT do any of the following using Electronic Communication unless you first obtain in advance Upgrade.Chat's express written permission. These prohibitions are in addition to, and not in place of, all prohibitions and restrictions that you are bound to under the Upgrade.Chat, PayPal and Stripe's terms of service, as amended. You may not:

* generate or use Electronic Communication using or containing Trademarks, logos of Upgrade.Chat, or any variation or misspelling thereof, or products, or any of the Qualifying Links or URLS provided to you as part of the Program;
* send any other Electronic Communication that in any way suggests or implies or misleads or is likely to mislead (including without limitation, via the return address, subject heading, header information or message contents) a recipient into believing that Upgrade.Chat or any related entity was the sender or sponsor of such Electronic Communication or procured or induced you to send such Electronic Communication;
* forward, redistribute, or otherwise re-purpose any Electronic Communication that Upgrade.Chat sends to its affiliates and/or customers; and
* generate or send any unsolicited Electronic Communication (spam) under this Agreement
* randomly contact or direct message any users in violation of Discord's Terms of service.

### C. Prohibitions regarding use of Trademarks

In addition to the requirements and prohibitions regarding use of the Trademarks set forth in Exhibit A, and incorporated herein by reference, you may NOT:

* use the Trademarks in any manner not expressly authorized by this Agreement.
* use the Trademarks, or any variation or misspelling thereof, in metatags, hidden text or source code, in your domain name or any other part of your URL as further detailed in Exhibit A;
* bid on keywords as further detailed in Exhibit A;
* bid on our Trademarks at any website that provides search engine services and that results in driving traffic to any website, other than our Site, including your website;
* use Upgrade.Chat's vendors or suppliers' logos, trade names, trademarks, graphic images, product images, product references and similar identifying material.
* Copy, clone, mimic the "look and feel" of Upgrade.Chat or it's layout.

In addition, you are bound to act in compliance with all applicable federal, state and local laws and regulations, including without limitation, the CAN-SPAM Act of 2003 ("CAN-SPAM") and the Children’s Online Privacy and Protection Act of 1998 ("COPPA"). You shall protect, defend, indemnify and hold harmless us and our parent and related entities from and against any claims, actions, liabilities, losses, damages, costs or expenses, including without limitation, attorneys' fees and costs of litigation, even if such claims are groundless, fraudulent or false, incurred by us or our parent or related entities arising out of any content or activity by you or on your website or resulting from or in connection with your violation of any of the terms or prohibitions contained in this Agreement or any law, rule or regulation, including without limitation, claims for violations of third party intellectual property rights, and rights of privacy, including but not limited to CAN-SPAM and COPPA.

To permit accurate tracking, reporting, and fee accrual, you must ensure that your Qualifying Links are properly formatted. Upgrade.Chat will not be responsible for improperly formatted links regardless of whether you have made amendments to the code or not. In addition, we are unable to track or provide credit for sales from customers that are referred to us with browsers that do not have their cookies setting enabled. If a Qualifying link is not credited or attributed for any reason during a Merchant's signup, there is no recourse or responsibility to pay out in this instance. There is no way to add credit or tag a merchant with your affiliate ID after a user has signed up.

## Referral Fees

We will pay you Referral Fees on sales generate by merchants who Sign up with Upgrade.Chat and successfully sell roles products or items via their Upgrade.Chat integration. For a product sale to generate a Referral Fee, the customer must

* use a browser that has its cookies setting enabled;
* follow a Qualifying Link (in the format specified by Upgrade.Chat)
* have used your Qualifying Link to connect their PayPal or Stripe account
* remit full payment to the referred merchant without a refund, reversal, dispute.

We will pay, to PayPal for ultimate payment to you, Referral Fees on products that are actually purchased by a customer from your Referred Merchant with your Qualifying link for every qualified purchase for thirty (30) calendar days after the merchant has initially installed Upgrade.Chat ("Referral Fee Time"). We will not pay Referral Fees on any products that are purchased on our Site or with any Merchant when a customer has re-entered our Site (other than through a Qualifying Link from your website) after the Referral Fee Time, even if the customer previously followed a link from your website or through your referral link posted anywhere to our Site. Referral Fees will not be earned on products where a customer's purchase of the product or where a merchant installed Upgrade.Chat derived from search results driven from free or natural search; this includes results containing Qualifying Links displayed in a search engine's free/non-paid, natural, or organic search results in response to a search query which sends customers directly to Upgrade.Chat without the customer first being sent to an affiliate site and the customer clicking on a link to arrive at Upgrade.Chat.

## Referral Fee Schedule

You will earn Referral Fees based on the sale price of Qualifying Products (as defined above), according to fee schedules to be established by us. Referral fees excludes costs for shipping, handling, rebates, refunds, returns, chargebacks, cancellations, billing errors, tracking or pixel errors and taxes of member subscriptions.

### **Pay Rates & Terms**

* **10% of all Upgrade.Chat Collected fees from a merchant referred by your Qualifying Link**\
  \
  **EXAMPLE:  IF A MERCHANT IS BILLED $1000 AT 3% BY UPGRADE.CHAT.**\
  **UPGRADE.CHAT GETS $60**\
  **YOU RECIEVE $6**\
  \
  **EXAMPLE:  IF A MERCHANT IS BILLED $1000 AT 1% BY UPGRADE.CHAT.**\
  **UPGRADE.CHAT GETS $10**\
  **YOU RECIEVE $1**\
  \
  **EXAMPLE:  IF A MERCHANT IS BILLED $1000 AT 0% BY UPGRADE.CHAT.**\
  **UPGRADE.CHAT GETS $0**\
  **YOU RECIEVE $0**<br>
* **Referral Fees are paid out once the collected amount for the affiliate reaches $100 USD in collected fees AND you maintain 10 active merchant referrals. Requests will be denied if these conditions are not met. Payouts are made to the PayPal account on file and only if the user is a member of our support server and opens a ticket to request a payout. (We may on occasion pay automatically)**

You acknowledge that in such circumstances, you will accept the Referral Fee Rates and Terms and payouts actually paid to you. We reserve the right, at our sole discretion, to change, modify, add or remove portions of this Referral Fee Schedule, at any time or reduce the amount of payouts at our sole discretion based on our internal review of accounts. Due to the high number of "affiliates" who are referring themselves or their own business associates for a rate reduction fee, we may, upon our own determination, not make a payment or delete a referral link based upon our own investigation results. \
\
**IF THE AFFILIATE IS IN ANY WAY ASSOCIATED WITH THE REFERRED PARTY OR AN ADMIN / PARTY TO THE REFERRED SERVICE, YOUR REFERRAL WILL BE INVALIDATED AND YOUR ACCOUNT MAY BE RESTRICTED OR DELETED. ANY TAMPERING OR ATTEMPTING TO DEFRAUD UPGRADE.CHAT OR EXPLOIT THE AFFILIATE PROGRAM FOR ECONOMIC GAIN WILL BE MET WITH TERMINATION AND/OR LEGAL ACTION.**

## Referral Fee Payment

Upon earning $100 in collected fees, you will receive a PayPal payment to the connected PayPal account that was used to sign up for the Upgrade.Chat affiliate program for the allotted Referral Fees earned by the merchant referred by your Qualified Link in accordance with these terms, less any taxes that we, PayPal, Stripe or associated platforms are required by law to withhold from the final payment to you. All determinations of Qualifying Links and whether a Referral Fee is payable will be made by Upgrade.Chat and will be final and binding. We have no obligations to you, or any third party for payment. Payments are at our sole discretion and may be voided or cancelled at any time should we deem necessary to the responsibility of the program. Any server attempting to use the affiliate system to attempt to defraud Upgrade.Chat or reduce their own server fees will be banned, funds will not be issued and their service may be discontinued.&#x20;

## Limited License; Restrictions

We grant you a limited, nonexclusive, nontransferable, revocable right to access our Site through the Qualifying Links solely in accordance with the terms of this Agreement and solely in connection with the Licensed Materials, only as provided to you by us, our affiliates, marketing, or by other means selected by us, and solely for the purpose of identifying your website as a Program participant and to assist in generating the sales for Upgrade.Chat merchants or acquiring new merchants for Upgrade.Chat which will be deemed ("Upgrade.Chat's Merchants").&#x20;

You acknowledge that this Agreement does not provide you with any intellectual property rights in the Licensed Materials other than the limited rights contained herein. We reserve all of our rights in the Licensed Materials and of our other proprietary rights. You may not sublicense, assign or transfer any such licenses for the use of the Licensed Materials, and any attempt at such sublicense, assignment or transfer is void. We may terminate your license to use the Licensed Materials for any reason at any time in our sole and absolute discretion. You agree to follow our Trademark Requirements, as those may change from time to time. We may revoke your license at any time for any reason by written notice to our public forums or directly to your email / account.&#x20;

## Responsibility for Your Website or a Third Party Websites on which you place a Qualifying Link ("Third Party Site")

You will be solely responsible for the development, operation, and maintenance of your website and for all content that appears on your website. For example, you will be solely responsible for:

* the technical operation of your website and all related equipment;
* creating and posting product descriptions on your website or a Third Party Site and linking those descriptions to our Site;
* ensuring that materials posted on your website or a Third Party Site do not violate or infringe upon the rights of any third party (including, for example, copyrights, trademarks, privacy, or other personal or proprietary rights), or any term of this Agreement;
* monitoring your website content and the content of a Third Party Site to ensure your website or the Third Party Site does not publish, link to, sell or otherwise distribute Objectionable Content (as defined in Section 3);
* **removing** any Licensed Materials and Trademarks from your website or a Third Party Site as soon as any Objectionable Content appears on the website.
* **notifying** us of any Objectionable Content that appears or appeared on your website or a Third Party Site at any time during your participation in the program, within six (6) hours of its appearance, even if you immediately removed the Objectionable Content per the requirements of this Agreement or for any other reason;
* ensuring that content posted on your website or a Third Party Site is not libelous, defamatory, infringing on anyone's content (including Upgrade.Chat) or otherwise illegal; and
* notifying us of any malfunctioning of the Qualifying Links or other problems with your participation in the Program in accordance with the terms of this Agreement.

We disclaim all liability for these matters. Further, you will indemnify and hold us harmless from all claims, damages, and expenses (including, without limitation, attorneys' fees) relating to the development, operation, maintenance, and contents of your website.

## Term of the Agreement

The term of this Agreement will begin upon our acceptance of your Application and will end when terminated by either party. You may terminate this Agreement at any time, with or without cause, by disconnecting your PayPal account and deleting your connection with Upgrade.Chat. We may terminate this Agreement immediately at any time, with or without cause, by removing your PayPal account, Connection and Qualifying Links. Upon termination, all Upgrade.Chat related content and links shall be promptly removed from your website, social media and any other Third-Party sites . You are only eligible to earn Referral Fees on sales of Qualifying Products occurring during the term, and fees earned through the date of termination will remain payable only if the related merchants are still active and orders are not canceled or returned. In the event over-payment is made by us, you agree to promptly remit such excess payment upon notification by us. We may withhold your final payment for a reasonable time to ensure that the correct amount is paid.

## Modification

We may modify any of the terms and conditions contained in this Agreement, at any time and in our sole discretion, by posting a change notice or a new agreement on our Site or this page. We will also make commercially reasonable efforts to notify you of such changes prior to or upon implementation. Modifications may include, for example, changes in the scope of available Referral Fees, Referral Fee Schedules, payment procedures, and Program rules. IF ANY MODIFICATION IS UNACCEPTABLE TO YOU, YOUR ONLY RECOURSE IS TO TERMINATE THIS AGREEMENT. YOUR CONTINUED PARTICIPATION IN THE PROGRAM FOLLOWING OUR POSTING OF A CHANGE NOTICE OR NEW AGREEMENT ON OUR SITE AND/OR SENDING YOU THE CHANGE NOTICE WILL CONSTITUTE BINDING ACCEPTANCE OF THE CHANGE AS WELL AS OUR TERMS.

## Relationship of Parties

You and Upgrade.Chat are independent contractors, and nothing in this Agreement will create any partnership, joint venture, agency, franchise, sales representative, or employment relationship between the parties. You will have no authority to make or accept any offers or representations on our behalf. You will not make any statement, whether on your website, social media, Third-Party Website or otherwise, that reasonably would contradict anything in this agreement or section.

## Indemnification

You acknowledge that by entering into and performing its obligations under this Agreement, we do not assume, should not and will not be exposed to the business and operational risks associated with your business, or any aspects of the operation or content of your website(s), social media or your associations. Accordingly, in addition to any other indemnification obligations contained in this Agreement, you shall protect, defend, hold harmless and indemnify us and our parent or related entities from and against any and all claims, actions, liabilities, losses, costs and expenses, even if such claims are groundless, fraudulent or false (including court costs and reasonable attorneys' fees) incurred as a result of claims of customers or other third parties against us and our affiliates, licensors, suppliers, officers, directors, employees and agents arising from or connected with any of the content or activities of your website (including without limitation any activities or aspects thereof or commerce conducted thereon) or related business, or your misuse, unauthorized modification or unauthorized use of the services or materials provided by us hereunder.

## Limitation of Liability

We will not be liable for indirect, special, or consequential damages (or any loss of revenue, profits, or data) arising in connection with this Agreement or the Program, our Terms, even if we have been advised of the possibility of such damages. Further, our aggregate liability arising with respect to this Agreement and the Program will not exceed one United States Dollar. ($1.00 USD).&#x20;

## Disclaimers

We make no express or implied warranties or representations with respect to the Program or any products sold through the Program (including, without limitation, warranties of fitness, merchantability, non-infringement, or any implied warranties arising out of a course of performance, dealing, or trade usage). In addition, we make no representation that the operation of our Site will be uninterrupted or error-free, and we will not be liable for the consequences of any interruptions or errors; however, we will make commercially reasonable efforts to correct errors or interruptions promptly. You also completely and explicitly agree to our Terms of Service, Privacy Policy, and Acceptable use policy along with the Terms and Policies of PayPal, Stripe and Discord.

## Independent Investigation

YOU ACKNOWLEDGE THAT YOU HAVE READ THIS AGREEMENT AND AGREE TO ALL ITS TERMS AND CONDITIONS. YOU UNDERSTAND THAT WE MAY AT ANY TIME (DIRECTLY OR INDIRECTLY) SOLICIT CUSTOMER REFERRALS ON TERMS THAT MAY DIFFER FROM THOSE CONTAINED IN THIS AGREEMENT OR OPERATE WEB SITES THAT ARE SIMILAR TO OR COMPETE WITH YOUR WEB SITE. YOU HAVE INDEPENDENTLY EVALUATED THE DESIRABILITY OF PARTICIPATING IN THE PROGRAM AND ARE NOT RELYING ON ANY REPRESENTATIONS, GUARANTEE, OR STATEMENT OTHER THAN AS SET FORTH IN THIS AGREEMENT.

## Miscellaneous

This Agreement will be governed by the laws of the United States and the state of South Carolina, without reference to rules governing choice of laws. Any action relating to this Agreement must be brought in the federal or state courts having jurisdiction and venue in or for Westchester County, South Carolina and you irrevocably consent to the jurisdiction of such courts. You may not assign this Agreement, by operation of law or otherwise, without our prior written consent. Subject to that restriction, this Agreement will be binding on, inure to the benefit of, and enforceable against the parties and their respective successors and assigns. Our failure or agreement not to enforce your strict performance of any provision of this Agreement in a given instance will not constitute a waiver of our right to subsequently enforce such provision or any other provision of this Agreement.

You may not bid on any keyword or on any Pay per Click Search Engines (PPCSEs) where such keyword is one of our Trademarks or any variation or misspelling of one of our Trademarks (see the non-exclusive list of examples set forth below in Section 15). Further, you may not bid on any word or term that is confusingly similar to any of our Trademarks standing alone. You may, however, bid on keyword strings that incorporate our Trademarks (e.g., "Uprade.Chat", "Discord Payment Bot", etc); provided, however, that such permissible keyword strings must be used in a manner that directs traffic only to our Site.

You may not employ any "fat finger" domains or typosquatters redirecting web traffic to your website. A typosquatter for "fat finger" domain is any domain that amounts to misspellings of any registered or unregistered Trademarks or similar sounding names to Upgrade.Chat.

## Publicity

You shall not create, publish, distribute, make or permit any public announcement of this Agreement or the relationship contemplated hereunder, (including, but not limited to, any press release, client list, screen shot, advertisement or any promotional material) without first submitting such material to us and receiving our written approval, which we may withhold or decline in our sole discretion.

## Contests

Except as otherwise provided in this Agreement or with our prior written consent, if you are a paid advertiser, influencer, or contractor for Upgrade.Chat, you are excluded from any and all contest(s) that Upgrade.Chat hosts. Please see full contest(s) terms of service for Upgrade.Chat here: \
[**https://docs.upgrade.chat/terms-of-service#contests**](https://docs.upgrade.chat/terms-of-service#contests)

## Confidentiality

Except as otherwise provided in this Agreement or with our prior written consent, you agree that all information including, without limitation, the terms of this Agreement, our business and financial information, our customer lists and purchase history, and our pricing and sales information, shall remain strictly confidential and shall not be utilized, directly or indirectly, by you for your own business purposes or for any other purpose except and solely to the extent that any such information is generally known or available to the public through a source or sources other than you or your affiliates.&#x20;

## Remedies to Upgrade.Chat

Violation of any of the terms or prohibitions contained in this Agreement may result in, among other things, (a) the immediate termination of this Agreement and any or all fees due to you. (b) the withholding or cancellation of Referral Fees due to you; or **(c) the commencement of legal action by Upgrade.Chat against you seeking, without limitation, injunctive relief, recovery of actual, statutory or punitive damages.**

We have the right in our sole and absolute discretion to monitor your website, social media or Third Party sites containing your Qualifying Links at any time and from time to time to determine if you are in compliance with the terms of this Agreement, and you agree to provide us with unrestricted access to your website, social media or Third Party sites containing your Qualifying Links for such purposes.&#x20;


# Acceptable Use Policy

Server Owners should follow this guide or risk being banned from the service.  By using Upgrade.Chat or any part of our service, you agree to this AUP and our Terms of Service.

![](/files/-M9JHAW2lrnz5HMFQsKO)

You are independently responsible for complying with all applicable laws in all of your actions related to your use of Upgrade.Chat's services, regardless of the purpose of the use. In addition, you must adhere to the terms of this Acceptable Use Policy.

#### Prohibited Activities

You may not use the Upgrade.Chat service for activities that:

1. violate any law, statute, ordinance or regulation.
2. relate to transactions involving (a) narcotics, steroids, certain controlled substances or other products that present a risk to consumer safety, (b) drug paraphernalia, (c) cigarettes, (d) items that encourage, promote, facilitate or instruct others to engage in illegal activity, (e) stolen goods including digital and virtual goods, (f) the promotion of hate, violence, racial or other forms of intolerance that is discriminatory or the financial exploitation of a crime, (g) items that are considered obscene, (h) items that infringe or violate any copyright, trademark, right of publicity or privacy or any other proprietary right under the laws of any jurisdiction, (i) certain sexually oriented materials or services, (j) ammunition, firearms, or certain firearm parts or accessories, or (k) certain weapons or knives regulated under applicable law.
3. relate to transactions that (a) show the personal information of third parties in violation of applicable law, (b) support pyramid or ponzi-schemes, matrix programs, other "get rich quick" schemes or certain multi-level marketing programs, (c) are associated with purchases of annuities or lottery contracts, lay-away systems, off-shore banking or transactions to finance or refinance debts funded by a credit card, (d) are for the sale of certain items before the seller has control or possession of the item, (e) are by payment processors to collect payments on behalf of merchants, (f) are associated with the sale of traveler's checks or money orders, (h)involve currency exchanges or check cashing businesses, (i) involve certain credit repair, debt settlement services, credit transactions or insurance activities, or (k) involve offering or receiving payments for the purpose of bribery or corruption.
4. involve the sales of products or services identified by government agencies to have a high likelihood of being fraudulent.
5. Perform a service or run a business that violates either PayPal or STRIPE terms of service or Acceptable Use.

In addition to other prohibitions as set forth in the Terms of Service, you are prohibited from using the site or its content: (a) for any unlawful purpose; (b) to solicit others to perform or participate in any unlawful acts; (c) to violate any international, federal, provincial or state regulations, rules, laws, or local ordinances; (d) to infringe upon or violate our intellectual property rights or the intellectual property rights of others; (e) to harass, abuse, insult, harm, defame, slander, disparage, intimidate, or discriminate based on gender, sexual orientation, religion, ethnicity, race, age, national origin, or disability; (f) to submit false or misleading information; (g) to upload or transmit viruses or any other type of malicious code that will or may be used in any way that will affect the functionality or operation of the Service or of any related website, other websites, or the Internet; (h) to collect or track the personal information of others; (i) to spam, phish, pharm, pretext, spider, crawl, or scrape; (j) for any obscene or immoral purpose; or (k) to interfere with or circumvent the security features of the Service or the experience of our end users or any related website, other websites, or the Internet. We reserve the right to terminate your use of the Service or any related website for violating any of the prohibited uses. This termination is at our discretion.

#### Violations of the Acceptable Use Policy

We encourage you to [report violations](https://discord.gg/S9vWZDN) of this Acceptable Use Policy to Upgrade.Chat immediately. If you have a question about whether a type of transaction may violate the Acceptable Use Policy or the [Terms of Service](https://firebasestorage.googleapis.com/v0/b/gitbook-28427.appspot.com/o/assets%2F-LtjPa0xRhBiePPCK7pK%2F-M-HAcGtZunFHpcQhCGm%2F-M-HAh_MLF-caeZWOGrJ%2FUpgrade.Chat.Terms%20\(020220\).pdf?alt=media\&token=862fa57e-6165-4258-8519-9c544f211fbc), or wish to file a report, [you can do so here.](https://discord.gg/S9vWZDN)

#### DMCA Violations

Please view our [DMCA Policy](/dmca-policy) for submitting notice of alleged violations of the Digital Millennium Copyright Act of 1998 (DMCA).&#x20;


# DMCA Policy

If you believe that your copyrighted work has been copied in a way that constitutes copyright infringement and is accessible via Upgrade.Chat, you can submit a DMCA Notice of Alleged Infringement.

#### DMCA Notice of Alleged Infringement

Report violations of the Digital Millennium Copyright Act of 1998 (DMCA) to the email address <dmca@upgrade.chat>. **Please ensure the following when sending the email (the Notice):**\
\
1\. Identify the copyrighted work that you claim has been infringed, or - if multiple copyrighted works are covered by this Notice - you may provide a representative list of the copyrighted works that you claim have been infringed.\
\
2\. Identify the material or link you claim is infringing (or the subject of infringing activity) and to which access is to be disabled, including at a minimum, if applicable, the URL of the link shown on Upgrade.Chat website or the exact location where such material may be found.\
\
3\. Provide your company affiliation (if applicable), mailing address, telephone number, and, if available, email address.\
\
4\. Include both of the following statements in the body of the Notice:\
\
&#x20; \- "I hereby state that I have a good faith belief that the disputed use of the copyrighted material is not authorized by the copyright owner, its agent, or the law (e.g., as a fair use)".\
\
&#x20; \- "I hereby state that the information in this Notice is accurate and, under penalty of perjury, that I am the owner, or authorized to act on behalf of, the owner, of the copyright or of an exclusive right under the copyright that is allegedly infringed."\
\
5\. Provide your full legal name and your electronic or physical signature.\
\
**We reserve the right to act on the DMCA Infringement report at our discretion, but responses can include, but are not limited to, terminating the infringing Upgrade.Chat store or banning repeat infringers.**\
\
**UNDER FEDERAL LAW, IF YOU KNOWINGLY MISREPRESENT THAT ONLINE MATERIAL IS INFRINGING, YOU MAY BE SUBJECT TO CRIMINAL PROSECUTION FOR PERJURY AND CIVIL PENALTIES, INCLUDING MONETARY DAMAGES, COUR COSTS, AND ATTORNEYS' FEES.**


# Privacy Policy

Upgrade.Chat Privacy Policy - You agree to this privacy policy and our Terms of Service by installing or using Upgrade.Chat. Updated & Effective: 8/20/20

## Welcome To Upgrade.Chat!

Upgrade.Chat (the “Site”) provides a third party payment gateway platform via the Discord website, which connects server owners and administrators ("merchants") to PayPal and Stripe and related Internet services (collectively, the “Service(s)”). The Service is operated by Upgrade.Chat (the “Company”, “we” or “us”) for users of the Service (“you”). This Privacy Policy sets forth our policy with respect to information that is collected from visitors to the Site and users of the Services. Under applicable law, Upgrade.Chat is the “data controller” of personal data collected through the Services. Other data collected in regards to PCI-DSS is controlled by PayPal and Stripe.  Their terms of service and privacy policies can be found here: \
\
**Please See PayPal's Terms Here:** \
[**https://www.paypal.com/us/webapps/mpp/ua/useragreement-full**](https://www.paypal.com/us/webapps/mpp/ua/useragreement-full)\
[**https://www.paypal.com/us/webapps/mpp/ua/privacy-full**](https://www.paypal.com/us/webapps/mpp/ua/privacy-full)\
\
**Please See Stripe's Terms Here:** \
[**https://stripe.com/legal**](https://stripe.com/legal)\
[**https://stripe.com/privacy**](https://stripe.com/privacy)

Upgrade.Chat is NOT associated with ANY Discord Server.  We are not "Partnered" or Associated with any Discord Servers other than the Upgrade.Chat Support Server. Servers who are listed as "Sponsors" on Upgrade.Chat embeds are paying members of our service. We are not affiliated in any way with these Discord servers or any Discord servers in any way, shape or form.&#x20;

## INFORMATION WE COLLECT

When you interact with us through the Services, we may collect information from you, as further described below:

**Information You Provide**: We collect information from you when you voluntarily provide such information, such as when you register for access to the Services or use certain Services. Information we collect may include but not be limited to username, email address (in relation to payment accounts only), userID, serverID, prices for producs, product names, transaction information that we pass to the PayPal or Stripe or any information relating to transactions being securely sent to the payment processors.

{% hint style="warning" %}
**WE DO NOT STORE PCI RELATED DATA - THIS DATA IS STORED DIRECTLY ON YOUR CONNECTED ACCOUNT WITH PAYPAL OR STRIPE (DEPENDING ON WHICH YOU USE)**
{% endhint %}

### OTHER INFORMATION:

* **Data We Collect Automatically**: When you interact with us through the Services, we receive and store certain information such as **username**, connected payment account IDs, device ID, unique userIDs and your activities within the Services. We may store such information or such information may be included in databases owned and maintained by affiliates, agents or service providers. (Such as PayPal or Stripe) The Services may use such information and pool it with other information to track, for example, the total number of visitors to our Site, the number of transactions processed, which users referred others to our service as well as the sites which refer visitors to Upgrade.Chat
* **Aggregated Information**: In an ongoing effort to better understand and serve the users of the Services, we may conduct research on our customer demographics, interests and behavior based on the information collected. This research may be compiled and analyzed on an aggregate basis, and we may share this aggregate data with our affiliates, agents and business partners. We may also disclose aggregated user statistics in order to describe our services to current and prospective business partners, and to other third parties for other lawful purposes.
* **Cookies**: We employ cookies and similar technologies to keep track of your local computer’s settings such as which account you have logged into and notification settings. Cookies are pieces of data that sites and services can set on your browser or device that can be read on future visits. We may expand our use of cookies to save additional data as new features are added to the Service. In addition, we use technologies such as web beacons and single-pixel gifs to record log data such as open rates for emails sent by the system. These cookies are also used in tracking referrals for the purpose of allocating credits to the correct users and IDs.
* **Advertisements**: You may see our Service advertised in other applications or websites. After clicking on one of these advertisements and installing our Service, you will become a user of the Service. Advertising platforms, which include Twitter and Facebook (and whose SDKs are integrated within our Service), may collect information for optimizing advertising campaigns outside of the Service. We may use third party web site analytic tools such as Google Analytics on our website that employ cookies to collect certain information concerning your use of our Services. However, you can disable cookies by changing your browser settings. Further information about the procedure to follow in order to disable cookies can be found on your Internet browser provider's website via your help screen.

## WHERE INFORMATION IS PROCESSED

The Company is based in the United States. No matter where you are located, you consent to the processing and transferring of your information in and to the U.S. and other countries. The laws of the U.S. and other countries governing data collection and use may not be as comprehensive or protective as the laws of the country where you live.

## OUR USE OF YOUR INFORMATION

We use the information you provide in a manner that is consistent with this Privacy Policy. If you provide information for a certain reason, we may use the information in connection with the reason for which it was provided. For instance, if you contact us by email, we will use the information you provide to answer your question or resolve your problem. Also, if you provide information in order to obtain access to the Services, we will use your information to provide you with access to such services and to monitor your use of such services. The Company and its subsidiaries and affiliates (the “Related Companies”) may also use your information collected through the Services to help us improve the content and functionality of the Services, to better understand our users and to improve the Services. The Company and its affiliates may use this information to contact you in the future to tell you about services we believe will be of interest to you. If we do so, each marketing communication we send you will contain instructions permitting you to "opt-out" of receiving future marketing communications.

## OUR LEGAL BASES FOR HANDLING OF YOUR PERSONAL DATA

The laws in some jurisdictions require companies to tell you about the legal ground they rely on to use or disclose your personal data. To the extent those laws apply, our legal grounds are as follows:

* To honor our contractual commitments to you: Much of our processing of personal data is to meet our contractual obligations to our users, or to take steps at users’ request in anticipation of entering into a contract with them. For example, we handle personal data on this basis to link your accounts to the appropriate gateways or processors.&#x20;
  * Legitimate interests: In many cases, we handle personal data on the ground that it furthers our legitimate interests in ways that are not overridden by the interests or fundamental rights and freedoms of the affected individuals: This includes:
  * Providing a safe and enjoyable user experience;
    * Customer service;
    * Marketing, e.g. sending emails or other communications to let you know about new features;
    * Analyzing and improving our business, e.g. collecting information about how you use our Services to optimize the design and placement of certain features;
    * Processing job applications;
    * Managing legal issues.
    * Legal compliance: We need to use and disclose personal data in certain ways to comply with our legal obligations.
    * To protect the vital interests of the individual or others: For example, we may collect or share personal data to help resolve an urgent medical situation.
  * Consent: Where required by law, and in some other cases, we handle personal data on the basis of your implied or express consent.

## OUR DISCLOSURE OF YOUR INFORMATION

The Company is not in the business of selling your information. We consider this information to be a vital part of our relationship with you. There are, however, certain circumstances in which we may share your information with certain third parties, as set forth below:

* **Business Transfers**: As we develop our business, we might sell or buy businesses or assets. In the event of a corporate sale, merger, reorganization, bankruptcy, dissolution or similar event, your information may be part of the transferred assets.
* **Consent**: We may transfer your information with your consent.
* **Related Companies**: We may also share your information with our Related Companies for purposes consistent with this Privacy Policy.
* **Developers**: Developers using our SDK or API will have access to their own end users’ information, including userIDs, metadata, and payment links. Developers must use such information only to provide the SDK/API functionality within their applications and/or services.
* **Agents, Consultants and Related Third Parties**: Like many businesses, we sometimes hire other companies or individuals to perform certain business-related functions. Examples of such functions include mailing information, maintaining databases and processing payments.
* **Legal Requirements**: We may disclose your information if required to do so by law or in the good faith belief that such action is necessary to (i) comply with a legal obligation, (ii) protect and defend the rights or property of the Company or Related Companies, (iii) protect the personal safety of users of the Services or the public, or (iv) protect against legal liability.
* **Aggregated or Non-identifiable Data**: We may also share aggregated or non-personally identifiable information with our partners or others for business purposes.

## UNSOLICITED INFORMATION

You may provide us with ideas for new products or modifications to existing products, and other unsolicited submissions (collectively, “Unsolicited Information”). All Unsolicited Information shall be deemed to be non-confidential and we shall be free to reproduce, use, develop, freelance, disclose, take ownership and distribute such Unsolicited Information to others without limitation, attribution or liability.

## CHILDREN

Our Services are for users age 18 and over and we do not knowingly collect personal information from children under the age of 18. If you are a parent or guardian of a child under the age of 18 and believe he or she has disclosed personal information to us please contact us [**https://upgrade.chat/support**](https://upgrade.chat/support). Note: In some countries, the age of digital consent is older than 18. If you are in those countries, you must be at least that age to use the Services. For example, for residents of the EEA, where processing of personal information is based on consent, Upgrade.Chat will not knowingly engage in that processing for users under the age of consent established by applicable data protection law. If we learn that we are engaged in that processing with such users, we will halt such processing and will take reasonable measures to promptly remove applicable information from our records.

## LINKS TO OTHER WEB SITES

This Privacy Policy applies only to the Services. The Services may contain links to other web sites not operated or controlled by us (the “Third Party Sites”). The policies and procedures we described here do not apply to the Third Party Sites. The links from the Services do not imply that we endorse, support or have reviewed the Third Party Sites. We suggest contacting those sites directly for information on their privacy policies.

## DATA RETENTION

We generally retain personal data for so long as it may be relevant to the purposes identified herein. To dispose of personal data, we may anonymize it, delete it or take other appropriate steps. Data may persist in copies made for backup and business continuity purposes for additional time. Data we transmit to other services and processors such as, but not limited to; PayPal and Stripe, may be stored for an indeterminate amount of time. Please refer to their terms of service and privcay policy as they are Third Party Sites.

## SECURITY

We take reasonable steps to protect the information provided via the Services from loss, misuse, and unauthorized access, disclosure, alteration, or destruction. However, no Internet or email transmission is ever fully secure or error free. In particular, email sent to or from the Services may not be secure. Therefore, you should take special care in deciding what information you send to us. Please keep this in mind when disclosing any information via the Internet. Please refer to our Terms of Service in terms of our liability for the service, data and handling of the data.

## YOUR DATA RIGHTS AND CHOICES

We believe that users should be treated equally no matter where they are, and so we are making the following options to control your data available to all users, regardless of their location.

Individuals in California, the European Economic Area, Canada, Costa Rica and some other jurisdictions outside the United States have certain legal rights to obtain confirmation of whether we hold personal data about them, to access personal data we hold about them (including, in some cases, in portable form), and to obtain its correction, update, amendment or deletion in appropriate circumstances. They may also object to our uses or disclosures of personal data, to request a restriction on its processing, or withdraw any consent, though such actions typically will not have retroactive effect. They also will not affect our ability to continue processing data in lawful ways. We strongly suggest that users from these states, countries and regions do not use our service to prevent the collection of this data entirely.

* **How can I access the personal data you have about me?**

If you would like to submit a data deletion request, please contact a staff member in our support channel: [**https://upgrade.chat/support**](https://upgrade.chat/support) and a staff member will assist in deleting your account and data.  Note: Data deleted from our service is the only data that will be removed. Any data we transfer to Payment Processors or Third Party Sites on your behalf will need to have data deletion requests sent to the respective company you chose to do business with.&#x20;

* **How do I object or restrict the manner in which Upgrade.Chat processes my personal data?**

You have a right to ask us to stop using or limit our use of your personal data in certain circumstances—for example, if we have no lawful basis to keep using your data.  For us to stop using your data, we must delete your account and record from our service. In order to do this, you will lose access to all services we offer.&#x20;

## CHANGES TO THIS PRIVACY POLICY

We reserve the right to update or modify this Privacy Policy at any time and from time to time without prior notice. Please review this policy periodically, and especially before you provide any information. This Privacy Policy was last updated on the date indicated above. Your continued use of the Services after any changes or revisions to this Privacy Policy shall indicate your agreement with the terms of such revised Privacy Policy.

## CONTACTING US

Please also feel free to contact us if you have any questions about this Privacy Policy or the information practices of the Services. You may contact us here: [**https://upgrade.chat/support**](https://upgrade.chat/support)


