How can I upgrade or downgrade subscriptions?

Edited

Contents of this article


Who can change a plan?

  • Personal plans: You can change your plan yourself from your dashboard.

  • Business plans: Admins can change the plan themselves from the dashboard. All team members can see the Upgrade and View Plans buttons, but if you're not an Admin, you'll be asked to contact your Admin to complete the change.

  • Plans managed by an account manager: If your plan is handled by a dedicated account manager or paid by invoice, contact your account manager and we'll make the change for you.


How to upgrade or downgrade

Step 1:

Open the subscription page

On your dashboard, click Upgrade or View Plans. The subscription page opens on a suggested plan that fits how many monitors and checks you use. Nothing is selected or purchased yet.

Step 2:

Choose a new plan

Pick the plan you want. You can choose a larger plan to upgrade, or a smaller plan to downgrade.

Step 3:

Review and confirm

Before you confirm, the confirmation window shows the amount due today, your next billing date, and what you'll pay at renewal. Confirm to complete the change.


What happens when you change plans

  • Card payments: Upgrades and downgrades take effect immediately. You're charged or credited the difference for the rest of your billing period.

  • Your monthly checks are reset. When the new plan starts, your remaining monthly checks are replaced with the new plan's allowance. Any Pay as you Go checks you've bought stay on your account.

  • A scheduled cancellation is removed. If you had cancelled your plan but it hasn't ended yet, changing plans keeps your subscription active.


Frequently Asked Questions

I'm not an Admin. How do I upgrade our Business plan?

Ask an Admin on your team to make the change. Only Admins can change a Business plan.

I can't change my plan in the dashboard. Why?

If your plan is managed by an account manager or paid by invoice, plan changes are handled by our team. Contact us and we'll set it up for you.

Can I change my plan after cancelling?

Yes. If you've scheduled a cancellation, you can still change your plan at any time before the cancellation takes effect. Changing plans removes the scheduled cancellation.

What happens to my unused checks?

Unused monthly checks from your old plan don't carry over. They're replaced with the new plan's allowance. Pay as you Go checks stay on your account. See Do credits roll over to the next month?


Related articles

Was this article helpful?

Sorry about that! Care to tell us more?

Thanks for the feedback!

There was an issue submitting your feedback
Please check your connection and try again.