How do I change my plan?

You can change your plan, how many monthly contacts you are priced for, and whether you are billed monthly or yearly, all from one screen. Only your account's administrator can do this.

Change plan

1. Go to Billing, then press Change plan.
2. If your plan has a monthly-contacts allowance, use How many contacts do you engage each month? to price the cards at your real volume, this only changes the price shown for plans that scale with contacts.
3. Press Choose plan on the tier you want.
4. Read the confirmation screen. It states exactly what changes, what you would pay and when, in plain terms for your specific situation.
5. Press Confirm change.

When it actually takes effect, and what you pay

This depends on what kind of change you are making, and the confirmation screen always tells you which applies before you confirm anything:

• While you are still on a trial, plan changes are free and take effect straight away. They simply set what you will be charged when your trial ends, see How do I go live?
• Moving up in contact volume starts today. You are charged the difference for the rest of this billing period right away, and the higher volume is available immediately. There is no refund for moving back down later.
• Every other change (a different plan tier, at the same or lower volume) takes effect straight away. You are not charged today: your next renewal is charged at the new price. Moving down to a smaller plan also takes effect straight away, with no refund for the rest of this period.
• Switching to yearly billing starts today: you are charged for the year now, less credit for the days of this month you have already paid for, and you then renew once a year.
• Switching from yearly back to monthly happens at your yearly renewal date, not immediately, your yearly plan keeps running until then and monthly billing starts from that date.

If the new plan has fewer seats than you have people

If the plan you pick includes fewer seats than the people on your team (pending invitations count), the confirm box tells you how many people you have and how many seats the plan includes. You can still confirm. Nobody is removed, but you cannot invite anyone new until your team fits.

If a payment is outstanding

Plan changes are blocked until an overdue payment clears. Resolve it under Manage in Stripe on your Billing page first, then come back and try again.

If you already cancelled

If your subscription is set to end at the close of this period, choosing a new plan here undoes that scheduled cancellation and keeps your account active on the new plan instead.

While the cancellation is still scheduled, Billing shows Cancels and the date, and Billing information says No further charges. Once the plan has ended, your account is on the free plan, see How do I cancel, and what happens to my data afterwards? for how to start paying again.

If you are on the free plan

Press Upgrade on the free plan card on your Billing page, or go to Billing and then Change plan. Each plan has an Upgrade button instead of Choose plan. Pressing it takes you to Stripe Checkout, where you pay for your first period, and your plan switches on as soon as the payment goes through.

Upgrading keeps the contact volume and billing period you had before, so this page does not show those two choices while you are on the free plan. Once your plan is active you can change either here.

If you never started your trial

If you signed up but never started your free trial, Billing shows a Start free trial button instead of Change plan, and opening Change plan takes you to the same place. Start the trial first, then you can pick or change your plan.