Upgrading from Free to Pro: What Changes

Everything you need to know about upgrading from the free version of Support Genix to Pro — what features unlock, what changes in the dashboard, and what to configure first.

What You Get with Pro

Features That Unlock

Features Already in Free

These work without Pro — upgrading doesn’t change them:

• Basic ticket creation and management
• Customer portal with login/registration
• Ticket categories and custom fields
• Email notifications (basic templates)
• Saved replies (canned messages)
• User and role management
• Assignment rules
• Knowledge Base (single space)
• AI Chatbot (basic, with API key)
• Basic ticket filtering and sorting
• Internal notes (single ticket)
• File attachments

How to Upgrade

1. Purchase a Pro license at supportgenix.com.
2. You’ll receive a license key via email.
3. In WordPress admin, go to Support Genix > License.
4. Enter your license key and click Activate.
5. The dashboard refreshes — new menu items and settings appear immediately.

Note: No data is lost during the upgrade. All your existing tickets, users, categories, and settings are preserved.

What Changes in the Dashboard

After activating Pro, you’ll notice:

New Menu Items

• Tags — Appears under ticket settings.
• Email to Ticket — Modern and Traditional methods.
• Incoming Webhooks and Outgoing Webhooks — Under Settings.
• Integrations — WooCommerce, EDD, FluentCRM, Slack, WhatsApp, and more.
• Login Systems — Google and Envato login configuration.
• Reports — Full reporting dashboard with charts.
• Report Email — Scheduled report settings.

Enhanced Existing Features

• Tickets page — Bulk Quick Reply and Quick Note become available.
• Settings > General > Status — Custom status labels section appears.
• Settings > General > Style — Brand colors and custom CSS section appears.
• Settings > Auto Close — Auto-close, auto-trash, auto-delete settings appear.
• Settings > Weekend — Weekend and holiday configuration appears.
• Chatbot Conversations — Starring and analytics charts become available.
• Knowledge Base — Multiple spaces and Docs Suggestions become available.

Text Editor Upgrade

• The Quill rich text editor option becomes available alongside TinyMCE.
• Quill provides a lighter, more modern editing experience.

First 10 Things to Configure After Upgrading

1. Set Up Email-to-Ticket

Go to Settings > Email to Ticket and connect your support email address so incoming emails automatically become tickets.

2. Configure Integrations

If you use WooCommerce, EDD, or other supported platforms, enable the relevant integration under Settings > Integrations.

3. Enable Auto-Close

Go to Settings > Auto Close and set up automatic ticket lifecycle management to keep your queue clean.

4. Set Up Reporting

Visit Reports to explore your ticket analytics. Then go to Settings > Report Email to schedule automated reports.

5. Customize Branding

Go to Settings > General > Style to set your brand colors and add any custom CSS.

6. Create Tags

Go to Settings > Tags and create tags for your workflow (e.g., bug, feature-request, urgent).

7. Customize Status Labels

Go to Settings > General > Status and rename statuses to match your team’s terminology.

8. Configure Weekend Settings

Go to Settings > Weekend to set your non-working days/hours and customer notices.

9. Set Up Webhooks

If you need to integrate with external systems, configure incoming and outgoing webhooks under Settings > Webhooks.

10. Enable Social Login

Go to Settings > Login Systems and configure Google or Envato login for your customers.

Downgrading

If you deactivate or don’t renew your Pro license:

• Your data is safe. No tickets, users, or settings are deleted.
• Pro features become inaccessible. Menu items and settings for Pro features are hidden.
• Existing Pro-configured data persists. For example, tags on tickets remain in the database but the tag management UI is hidden.
• You can re-activate anytime. Enter a valid license key and everything comes back.

Related Docs

• Quick Start Guide
• Admin Dashboard Overview