Change your plan

Only an administrator of your team can change the plan. You can move from Basic to Standard (an upgrade) or from Standard to Basic (a downgrade). Current prices are on the pricing page.

Switch plan

1. Open Admin → Billing.
2. In the Change plan section choose Switch to Standard (or Switch to Basic).
3. Stripe, our payment provider, opens a confirmation page that shows the charge or credit before anything happens. Review it and confirm.
4. You return to Billing. It shows Switching to Standard… for a few seconds and then You're now on Standard. Your plan and user limit update there.

If you back out on Stripe's page, nothing changes and the portal says Plan change cancelled. No changes were made.

What you pay or get back

Both directions apply straight away, and your billing dates stay the same.

• Upgrade to Standard: you pay a prorated charge for the rest of the current billing period, and the user limit is lifted.
• Downgrade to Basic: you are credited for the unused time on Standard. The credit goes to your account balance and pays future invoices. It is not refunded to your card.

Stripe shows the exact figure before you confirm.

Downgrading and the user limit

A downgrade to Basic works when you have 10 users or fewer, counting members and pending invites. Above that it is refused, for example with Basic allows 10 users. Remove 3 users or pending invites to switch. Make room first, as described in What happens at the user limit, then try again.

When plan changes are unavailable

You cannot change plan while a payment is overdue, or while your subscription is set to end. Use Manage billing on the same page to fix your payment method or resume the subscription, then try again.

Changing your billing period

Switching between monthly, quarterly and yearly billing is done for you on request. Contact us and tell us which period you would like.