Dex Workflows

Account and Billing

From the Profile page, under Settings → Account → Profile, you can set the following:

Name
Email Address
Timezone
Reset Password
Delete Account

Reset Password

Under 'Password' section, click on 'Send Password Reset Email'

Click on the 'Reset your Password' link and input your new password.

If you're having trouble logging in, you can do a reset on the Reset Password page.

Delete Account

Click on the 'Delete button

Input your comments and password to finalize the deletion

Deleting your account erases all saved data. This action is irreversible.

Cancelling your subscription and deleting your account are two separate actions. To stop the billing and keep your data, cancel the subscription under Settings → Account → Plans and billing and leave the account in place.

On the Plans and billing page, under Settings → Account → Plans and billing, you can do the following:

Upgrade to Premium or Professional
Cancel your subscription
Change term (Monthly <- Quarterly -> Annual or vice versa)
Change Payment Method
Check/Download Invoices

Cancel Your Subscription

Cancelling happens inside Dex. You don't need to go through Stripe to do it.

Go to Settings, then Account, then Plans and billing

Click 'Cancel subscription'

Work through the cancellation steps

Dex asks why you're leaving, and may show a one-time offer such as a discount on your next renewal or extra days on a trial. Choose Continue with cancellation to skip it.

Confirm the cancellation

Your plan stays active until the end of the period you've already paid for. Cancelling stops the next renewal, it does not delete your account or your data.

Subscriptions bought through an app store

If you subscribed inside the Dex mobile app, the Apple App Store, Mac App Store, or Google Play Store bills you, not Dex. On the web, Plans and billing shows your plan and tells you the subscription is managed through that store. The cancel button and the payment method controls are not on that page, because Dex has no way to act on a store subscription. Support cannot cancel or refund one either.

Cancel it in the store instead. Open the Dex mobile app and go to Settings → Billing. Under Payment Method you'll see either Manage subscription in App Store or Manage subscription in Google Play Store, and that button opens your store's subscription settings. You can also get to the same place through your device's own settings.

Refunds on a store subscription are the store's to issue. Apple handles Apple purchases and Google handles Play Store purchases, and neither runs through Dex.

Going from a store-billed Premium subscription to Professional takes two steps, in this order. Cancel in the store, wait for the period you have already paid for to end, then subscribe to Professional on the web under Settings → Account → Plans and billing. There is no in-place upgrade and Dex cannot switch the tier for you while the store subscription is live.

The mobile app cannot change the card on a subscription that Dex bills through the web. Do that on the web, under Settings → Account → Plans and billing.

Change Payment Method

Under the 'Payment Method' section, click on 'Edit'

Input new card details and click on 'Save card'

Check/Download Invoices

Under the 'Invoices' section, you will see all invoices generated

Click on Download to get a PDF copy of the invoice

New Note Creation

Keep-in-Touch

Stay connected effortlessly with Dex's personalized keep-in-touch reminders, ensuring you never miss a beat in reaching out to your friends!

Account and Billing

Change Email Address

Delete the account linked with the new email address (if there is any)

Log in to the account you want to link the new email address

Change the email address from the Account Settings page.