Upgrading Your Plan
How to upgrade, switch plans, apply discounts, and manage plan changes.
Beginner7 min readUpdated 2024-12-28
Upgrade or change your plan at any time to get more features and higher limits.
Upgrade Process
Step-by-Step
- Go to Billing → Upgrade Plan
- Toggle between Monthly/Yearly billing
- Click Upgrade on desired plan
- Review charges at checkout
- Confirm payment
- New plan active immediately!
Upgrade Timeline
| Step | Duration |
|---|---|
| Select plan | Instant |
| Payment processing | 5-10 seconds |
| Plan activation | Immediate |
| New limits apply | Immediate |
Plan Comparison Page
The upgrade page at /billing/upgrade shows all plans.
Page Features
| Element | Description |
|---|---|
| Billing Toggle | Switch between monthly/yearly pricing |
| Current Plan Badge | Highlights your active plan |
| Most Popular Badge | Recommended plan (Professional) |
| Feature Lists | All features included in each plan |
| Price Display | Monthly price, or yearly with /mo equivalent |
Yearly Savings
| Plan | Monthly | Yearly | You Save |
|---|---|---|---|
| Starter | $49 × 12 = $588 | $470 | $118 (20%) |
| Professional | $149 × 12 = $1,788 | $1,430 | $358 (20%) |
| Business | $349 × 12 = $4,188 | $3,350 | $838 (20%) |
Proration & Credits
When you upgrade mid-cycle, you're only charged the difference.
Upgrade Example
****` Current: Starter at $49/mo Upgrade to: Professional at $149/mo Day of month: 15 (halfway through)
Calculation:
- Remaining on Starter: $49 × 0.5 = $24.50 credit
- Remaining on Pro: $149 × 0.5 = $74.50 due
- Amount charged: $74.50 - $24.50 = $50.00 ****`
Credit Application
| Scenario | Credit Handling |
|---|---|
| Upgrade | Applied to first charge |
| Downgrade | Applied to future invoices |
| Cancellation | No refund (access continues) |
Downgrading
You can switch to a lower plan at any time.
Downgrade Process
- Go to Billing → Upgrade Plan
- Click Change Plan on lower tier
- Confirm downgrade
- Plan changes at end of billing period
What Happens
| Aspect | Behavior |
|---|---|
| Access | Full access until period ends |
| Features | Reduced at period end |
| Data | Retained per new plan's limits |
| Billing | New lower rate next cycle |
Data Retention on Downgrade
| Current Plan | New Plan | Data Impact |
|---|---|---|
| Business (1yr) | Pro (180d) | Data older than 180 days deleted after 30 days |
| Pro (180d) | Starter (90d) | Data older than 90 days deleted after 30 days |
Discounts & Coupons
Applying a Coupon
- Click Upgrade on desired plan
- Enter coupon code at checkout
- Discount applied automatically
- See updated total before confirming
Discount Types
| Type | How It Works |
|---|---|
| Percentage | 10%, 20%, 50% off |
| Fixed Amount | $10, $50, $100 off |
| First Month | Free or discounted first month |
| Lifetime | Permanent discount while subscribed |
Current Promotions
| Promotion | Details |
|---|---|
| Annual Billing | 20% off (automatic) |
| Nonprofit | 50% off (contact sales) |
| Startup Program | 50% off (apply online) |
| Referral | $50 credit per referral |
Coupon Restrictions
| Restriction | Details |
|---|---|
| One per account | Cannot stack coupons |
| New customers | Some codes only for new signups |
| Expiration | Coupons may have end dates |
| Minimum plan | Some require specific tier |
Switching Billing Intervals
Monthly to Yearly
- Go to Billing → Upgrade Plan
- Toggle to Yearly pricing
- Click on your current plan
- Confirm the switch
- Charged prorated annual rate
Yearly to Monthly
- Contact support (not self-service)
- We'll prorate remaining annual value
- Credit applied to monthly invoices
- No refunds for annual prepayment
Key Takeaways
- 1Upgrade takes effect immediately
- 2Prorated billing for mid-cycle changes
- 3Save 20% with annual billing
- 4Apply coupon codes at checkout
Frequently Asked Questions
Is there a fee to upgrade or downgrade?
No fees! You only pay the price difference (prorated for upgrades) or simply get the lower rate on your next billing cycle for downgrades.
Can I try a higher plan before committing?
Yes! All paid plans include a 3-day free trial. You won't be charged until the trial ends.
What if I need to cancel during my trial?
Cancel anytime during your trial with no charge. Go to Billing Portal → Cancel Subscription.
Was this article helpful?