Upgrading & downgrading

The direction of a plan change decides its timing: up is immediate, down waits for the period you have already paid for to end.

Who can do this: the Administrator, from Billing → Change plan.

Upgrading#

Choosing a higher plan shows exactly what you will pay before anything happens:

Press Confirm and pay and the upgrade applies immediately — new features unlock on the spot. If you have no card on file yet (upgrading from Free), you go through the secure Stripe checkout first, exactly as at signup. If your bank asks for extra confirmation, the screen hands you Stripe's payment page and the upgrade lands when the payment confirms.

Downgrading (to a paid plan)#

Choosing a lower paid plan is scheduled, not immediate: "Your plan changes to {plan} on {date}. Nothing changes until then." You keep everything your current plan includes for the period you already paid for.

Until the date arrives you can change your mind with Cancel downgrade. Two consequences to read before scheduling:

• Extra seats you have bought stay active and are re-rated at the new plan's add-on prices from the change date — which may be higher or lower than you pay now.
• If, on the day, you hold more stores or staff than the new plan's included seats, the downgrade still applies — on a plan that sells add-ons, the difference simply bills as seats at the next renewal. Moving to a plan that sells none instead opens a grace window to reduce; overage left past it can be switched off by the platform.

Downgrading to Free#

That is cancellation, and it has its own page: Cancelling & moving to Free. While a move to Free is booked, other plan changes are refused until you cancel the booking.

Watch out#

Related pages#

Comparing plans · Seats & add-ons · Payment & the customer portal