My Account, Plans & Upgrading

Last updated October 28, 2026 · Markdown

Click your name at the bottom of the sidebar to open My Account — Profile, Plan, Notifications, Security, Storage, and Login Log. (Your certifications and Emergency Info live under their own Safety & Certs page in Crew Corner now — see below — except for a boat-less account, which sees them as an extra tab right here, alongside Timeline and My Trips, since there's no vessel switcher yet to hang a Crew Corner section under.)

Profile

Your name, phone, and location. Email is shown but not editable here — it's your sign-in identity.

Plan

Shows your current plan and what it includes:

Annual billing is two months free compared to paying monthly. Higher plans also include more First Mate credits. The Plan tab always shows what your plan currently includes. Every plan, owner and Pro, is compared in Plans, Prices & Limits.

Subscribing, switching, and canceling

Change Plan opens your options, which depend on where you're starting from:

• On Free, or previewing a paid tier: choose Monthly or Annual, then Subscribe to a paid tier — this redirects you to a secure Stripe Checkout page to enter payment details. You're brought back to ReadyHelm once it's done.
• Already subscribed: you'll see Manage billing instead, which opens Stripe's Customer Portal — a hosted page for switching tiers, changing monthly/annual, updating your card, viewing invoices, or canceling. ReadyHelm doesn't rebuild that screen itself, so it's always current with whatever Stripe shows you.
• Complimentary (courtesy) access: if ReadyHelm has given you a plan for free, you'll see a note saying so instead of any billing controls.

Whether a downgrade or cancellation takes effect right away or at the end of your current billing period is a setting on Stripe's side of the Customer Portal, not something this page controls — if you're not sure which applies, that's worth confirming before you switch.

What happens if you downgrade below your boat count

If you own more boats than your new plan allows, ReadyHelm doesn't delete or hide anything. Instead:

• It automatically picks which boat(s) stay active, favoring boats you already had active, then your most recently added ones.
• Any boat not in the active set becomes read-only for you specifically — you can still view everything, but can't add or edit maintenance, service log entries, to-dos, equipment, documents, or vessel details on it.
• This only affects you as the owner. Anyone you've shared the boat with (Viewer/Editor) keeps their own access untouched, and a service provider can still log real work against it regardless.
• You can change which boats are active any time from the Plan tab's Manage active boats control — no need to change plans again to swap which boat is prioritized.
• Upgrading again (or freeing up a slot by removing a boat) automatically re-activates whichever boats now fit.

Safety & Certs

Reached from Safety & Certs in Crew Corner once you have a boat (or right here, as a tab, if you don't yet). Your own certifications and licenses — boating, scuba, fishing, safety training, sailing, and insurance — plus Emergency Info. These belong to you, not any one boat, so they're available whether or not you own a boat at all (a boat-less signup can skip straight to this screen).

Adding a certification

+ Add a certification: pick a category, name it (e.g. "OUPV (6-Pack)"), and optionally fill in issuing body, credential number, issue/expiration dates, and notes. Attach one or more photos or scans under Card / Certificate — pick several at once, or add more later from the pencil icon. Each file gets its own remove (×) button. A color-coded badge flags anything expiring within 30 days or already expired.

Emergency Info

A separate section on the same screen: allergies, medical conditions, and an emergency contact (name, phone, relationship). Set visibility to:

• Private (only you) — the default; nobody else can see it.
• Entire crew — everyone you share any boat with, in either direction.
• Select crew — pick specific people from your crew list.

Sharing your credentials

Share your whole wallet (a live view — includes any credential you add later) or just one credential (the 🔗 icon on its row), by email. If the recipient already has a ReadyHelm account, they see it immediately under their own Safety & Certs page's Shared with me section; otherwise it resolves automatically the moment they sign up with that email. Revoke access any time.

Notifications

A daily email digest of what's coming up or overdue — registration, insurance, ratings, and equipment replacements, plus to-dos — across every boat you own or access. Choose how far ahead to be warned (separately for expirations and to-dos), or turn reminder emails off entirely. Maintenance tasks that come due are included too, because they automatically create a to-do (see Maintenance Tasks).

If you use the simple Home, you also get a weekly Your boat this week email in weeks when something is due. Turning reminder emails off stops it too (see Simple Mode & Guided Setup).

Unread messages are emailed separately, and in-app notifications appear under the bell at the top of the sidebar.

Email, text or both

How would you like to receive ReadyHelm notifications? covers your reminder digests and unread messages:

• Email, Text message, or Email + text;
• None: no reminder digests or unread-message emails. The bell in the app still shows everything.

Text messages come with the Skipper and Captain plans. To use them, confirm your mobile number: ReadyHelm texts you a 6-digit code (or Use another number). Texts arrive between 8 am and 9 pm your time. Reply STOP to any of them to opt out, or HELP for help.

Security

Change your password here. Signed in with Google and never set one? Leave "Current password" blank to set one for the first time.

Two-factor authentication

Two-factor authentication is optional. Once it's on, each sign-in asks for a code from an authenticator app on your phone as well as your password. Google Authenticator, Microsoft Authenticator, 1Password and Authy all work.

• Turn on two-factor: scan the QR code with your authenticator app (or type the key under it), then enter the 6-digit code it shows. You then get eight backup codes. Each one signs you in once if you don't have your phone, so save them somewhere safe, such as a password manager. They aren't shown again.
• Signing in: after your password (or Google), enter the current code from the app, or choose Use a backup code instead. Each sign-in, on each device, asks once. Following a link between the owner app and the Pro Portal doesn't ask again.
• Set up a new authenticator moves it to a new phone. It replaces your old setup and gives you new backup codes.
• Turn off needs a current code. If you're an Admin of an organization in the Pro Portal, it's required and can't be turned off.

It's the same setting as in the Pro Portal: turning it on in either app means both ask. Lost your phone and your backup codes? Contact [email protected]. Once we've confirmed it's you, we turn two-factor off so you can sign in and set it up again.

Storage

Shows how much of your plan's storage allowance you've used (photos, documents, invoices, or anything else you upload). At 90% or more you'll see a warning with an upgrade shortcut if you're not on the top plan.

The same tab shows your First Mate AI credits: how many monthly credits you've used and when they renew, plus your one-time onboarding credits for setting up boats from documents. You'll see a warning when you're running low. See First Mate.

Login Log

A record of sign-in attempts on your account — timestamp, status (success, bad password, etc.), and IP address. Useful for spotting anything you don't recognize.