Account management

Billing, tier changes, cancellation, license keys, and what happens to your data after you leave. All the boring-but-important stuff.

Where billing lives

Most customers sign up directly and manage everything in the app. There are two billing paths, depending on how you bought:

Direct (the default). You signed up at app.geotally.ai and subscribed in-app. Your plan, payment method, and invoices live on the Billing page (/app/billing). Manage subscription there opens our secure billing portal.
License key (legacy). You bought Geotally through getbdshield.com and have a license key. Your subscription, billing, payment method, and invoices live at getbdshield.com/my-account (it's WooCommerce).

Either way, the app does the work — brands, prompts, snapshots. The difference is only where you handle money. The rest of this page calls out the right place per path.

Sign-in credentials

You sign in with email + password, set during signup. Your password is hashed (bcrypt, cost factor 10) and we never store it in plain text. Sessions hold for 7 days; after that you sign in again.

Change your password anytime at Account → Security in the app; the form asks for your current password before accepting a new one. Forgot it? Click Forgot password? on the login screen and we'll email you a reset link.

Two more ways to lock the account down, both under Account → Security:

Passkeys. Account owners can add a passkey (Face ID, Windows Hello, a hardware key) and sign in without typing a password. Your password stays as a fallback.
Two-factor authentication. Add an authenticator app (TOTP) so sign-in needs a rotating 6-digit code on top of the password.

Your license key (legacy / optional)

You don't need a license key to use Geotally. Direct signups never touch one — you can skip this section.

The license key (format: BDSH-XXXX-XXXX-XXXX) applies only if you bought through getbdshield.com. It ties that account to a tier. You don't enter it at signup. Instead, on the login screen use "Have a license key but no password yet? Sign in with license →", sign in with the key once, then set a password from Account → Security. From then on you sign in with email + password like everyone else.

Three things to know about it:

It validates against our license server every 24 hours. If your subscription lapses or you change tiers on getbdshield.com, the app picks up the change on the next validation cycle.
You can find it at getbdshield.com/my-account/licenses. It's also in the receipt email you got at checkout.
Treat it as private. The license key is what proves you paid. Don't post it in public Slack channels or paste it into screenshots.

If you suspect your key has been compromised, email support@geotally.ai and we'll rotate it for you. A self-service rotation flow is on the roadmap.

Tier limits

Tier	Brands	Prompts	Cadence
Starter	1	5	Weekly (one run per prompt)
Growth	3	15	3× a week
Agency	5	50	Daily

Two numbers govern prompts. Each brand can hold up to the tier's prompt cap (5 on Starter, 15 on Growth, 50 on Agency). Separately, your account has a weekly run budget sized for that many prompts in total at the advertised cadence — 45 prompt-runs a week on Growth, for example, which is 15 prompts at 3× a week. Spread 15 prompts across 3 brands or load them into one; the cadence holds either way. Go past that total and nothing breaks — the scheduler shares the same weekly budget across more prompts, so each one runs less often.

Historical data isn't bounded by a tier-specific retention window today — your snapshots stay accessible for as long as your account is active.

Upgrading your tier

Direct customers: open the Billing page (/app/billing), click Manage subscription, and change to the higher tier in the billing portal.

License-key customers: go to getbdshield.com/my-account/subscriptions, click Change plan on your Geotally subscription, pick the new tier, confirm.

Billing is prorated. If you upgrade mid-cycle, you pay the difference for the remainder of the current billing period, then the full new rate starting next cycle.

The upgrade takes effect immediately in the app:

New prompt slots unlock right away
New brand slots unlock right away
New run budget applies starting the next scheduling cycle

Historical data from before the upgrade is preserved. If you upgrade from Starter (weekly cadence) to Growth (3× a week), your earlier snapshots stay where they were — you'll just see the higher cadence from the upgrade point forward.

Downgrading your tier

Same path as upgrading, in reverse. Direct customers: Billing → Manage subscription → pick a lower tier. License-key customers: getbdshield.com subscriptions → Change plan → pick a lower tier.

Downgrades take effect at the end of your current billing period. You pay nothing extra, but you also don't get a refund for unused time on the higher tier. We don't prorate downward.

What happens at the downgrade boundary:

Brands over the new limit are marked read-only. Their data stays visible but new snapshots stop running. You pick which brands to keep active before the downgrade completes.
Prompts over the new limit are marked read-only, same way. You pick which prompts to keep active.
Refresh cadence drops to the new tier's cadence at next UTC midnight after the boundary.
Historical data stays. Existing snapshots remain accessible — we don't truncate history on downgrade.

If you want to take data with you before a downgrade, export to CSV. See PDFs and exports.

Annual billing

All plans bill monthly today. Annual billing isn't available yet — when it lands, expect the standard save-two-months shape (10× the monthly rate for 12 months). If annual invoicing matters for your procurement process, email support@geotally.ai and we'll work something out.

Cancellation

Direct customers: open the Billing page, click Manage subscription, and cancel in the billing portal.

License-key customers: go to subscriptions on getbdshield.com and click Cancel on your Geotally line. Confirm twice (we ask twice on purpose — the first click is intent, the second is final).

What happens after cancellation, either path:

You keep access until the end of your current billing period. If you cancel mid-month, you have the rest of the month at full tier.
At period end, access goes read-only (soft lockout). The app stops scheduling new runs. For license-key accounts, the license server marks the key inactive on its next cycle.
Existing data is preserved. We do not auto-delete account data on cancellation. If you re-subscribe later, everything resumes where it left off — same brands, same prompts, same historical snapshots.
Want your data deleted? Email support@geotally.ai from the address on your account and we'll wipe the account row, brands, prompts, runs, snapshots, and reports.

We're deliberately not committing to a hard read-only window or a fixed retention schedule today — when those policies firm up, we'll publish the dates here. Until then, the practical truth is: cancel without anxiety, your data sits idle until you ask us to delete it or you come back.

Refund policy

We don't run a fixed refund window. If Geotally isn't doing what you need, email support@geotally.ai from your account address with a short note on the problem (include your license key if you have one). We review every request and handle refunds case by case.

Cancelling is separate from a refund: cancel anytime and you keep access until the end of your current paid term.

Data privacy and retention

Your prompts and brand data live on our servers, encrypted at rest. We don't sell, share, or use your data for training. Specifically:

We don't use your prompts to train models or improve answers for other customers
We don't aggregate your brand's data into anonymized industry reports without explicit opt-in (and we currently don't offer such reports)
The engines we query (ChatGPT, Claude, Gemini, Perplexity, Copilot, and Google AI Overviews) see only the prompt text — not your brand identity, not your account info, not your competitor list. We send the raw question.

Data deletion is on-request, not automatic on cancellation. Email support@geotally.ai from your account address and we'll process the wipe within 7 business days. Once deletion completes, it can't be reversed — there are no backups we restore from for individual customer requests.

GDPR and CCPA data-access and deletion requests are honored. Email privacy@bestdid.com to initiate. We respond within 30 days as required by both regulations.

Team members and access sharing

Agency accounts include the owner plus up to 5 invited team members. From Account → Team, the owner sends an email invitation; the member sets their own password and signs in with their own credentials — no shared passwords.

Access is per brand. For each member, the owner grants one of three capability levels on each brand:

View — dashboards, snapshots, and reports, read-only
Run — view, plus trigger manual runs
Edit — run, plus change prompts, competitors, and brand settings

Billing, plan changes, team management, and account security (password, passkeys, 2FA) stay owner-only. Removing a member revokes their access immediately, including any active sessions.

Starter and Growth don't include team seats. If you need more than 5 seats on Agency, email support@geotally.ai.