📌 Overview
Annual plans are billed once for a full 12 months of access. Because of this, canceling partway through the year does not automatically return money for the months you have not used. If you would like a refund for the remaining months, you can ask our team to review your situation as an exception request.
This article explains what to expect, what to prepare, and how to submit your request.
🔍 How Annual Plan Refunds Work
Here is what you should know before you reach out:
- No automatic prorated refunds. Canceling an annual plan stops future renewals, but it does not by default trigger a refund for unused months.
- Exceptions are reviewed case by case. Our team looks at each request individually. Submitting a request does not guarantee a refund, but every request is considered.
- Your access continues. If you cancel renewal, you can normally keep using your plan features until the end of your paid term, unless a refund is approved and processed earlier.
- Timing matters. Requests made soon after a charge or renewal are generally easier to review than requests made late in the term.
📝 What to Prepare Before You Ask
Having the right details ready helps our team review your request faster. Please gather the following:
- The email address on your Search Atlas account.
- The date of your most recent annual charge or renewal.
- The reason you are requesting a refund (for example, a change in business needs, budget changes, or a problem with the product).
- Any steps you have already taken to resolve an issue, if the request is related to a problem.
- Whether you want a full cancellation, a plan change, or just a refund for the remaining months.
🚀 How to Submit Your Request
- Sign in to your Search Atlas account.
- Open the chat widget in the bottom-right corner of the platform.
- Type human teammate to be connected with a member of our team.
- Tell the teammate that you would like to request a partial refund exception on your annual plan.
- Share the details you prepared above, including your reason for the request.
- Wait for the team to review your request and confirm the outcome with you in the chat.
Please be as clear and specific as you can in your first message. This helps avoid back-and-forth and shortens the time to a decision.
🔄 Options to Consider Besides a Refund
Depending on your goals, one of these options may work better for you. Ask the team about what is available on your account:
- Turn off auto-renewal. This prevents being charged again for another year while you keep access for the rest of your current term.
- Change your plan. If you are not using all the features you pay for, a different plan may better fit your needs.
- Get help with setup or results. If the request is driven by not seeing value yet, our team can help you get more from the platform before you decide.
⏱️ What Happens After You Submit
- A teammate reviews your account, billing history, and the reason you gave.
- You will be told whether your request is approved, partially approved, or not approved, along with the reason.
- If a refund is approved, it is returned to your original payment method. Your bank or card provider may need several business days to show it.
- If your plan is canceled as part of the refund, your access may end sooner than the original term. The teammate will confirm this before anything is processed.
💡 Tips for a Smooth Review
- Reach out as early as possible rather than waiting until near the end of your term.
- Be honest and specific about your situation. Context helps our team make a fair decision.
- Do not file a payment dispute with your bank before talking to us. A dispute can delay resolution and may affect your account access.
- Keep any receipts or invoices handy in case the team needs to confirm a charge.
❓ Frequently Asked Questions
Will I definitely get a refund if I ask?
No. Exception requests are reviewed individually, and approval is not guaranteed.
Can I just cancel and get money back for unused months?
Canceling stops future renewals, but unused months are not automatically refunded. You would need to submit an exception request.
Will I lose access right away if I cancel?
In most cases you keep access until your paid term ends, unless you agree to an earlier end date as part of an approved refund.
How long does the review take?
Timing can vary. A teammate will let you know the next steps in the chat once your request is received.
💬 Need Help?
If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be instantly connected with a member of our team.