How do I change my plan?

If you are the Primary Account Admin, you can access the Billing & Upgrade page to change your plan. Changing your plan is easy and can be done at any time during your billing cycle. We will not automatically upgrade or downgrade your plan as you approach your contact limit. 

 If you are ONLY seeking to increase your contact limit, you do not need to go up a plan level. To increase your contact limit, you only need to increase the contact slider then choose the same plan you're already on.

The Primary Account Admin is also the account owner. This user role can access/update billing information, upgrade or downgrade the account, submit account name change requests, and more. While each account can have multiple users in the Admin User Group, there can only be one Primary Account Admin. 

To change your plan, click your name located on the bottom left of your screen and click "Billing & Upgrade."

Use the sliding scale on the left side of your screen to select the number of contacts you wish to include in your plan and to calculate the cost per month. Click “Annually” to see the cost per year. Then, select the plan tier of your choice and click “Upgrade” or "Downgrade."

If you choose to upgrade your plan in the middle of your billing cycle, we’ll charge you a prorated fee to cover that upgrade. For example, let’s say you are on a Plus plan at $49 per month, and you wish to upgrade to the Enterprise plan at $149 per month. We would charge you a prorated fee of $74.50 to cover your upgrade for the rest of your billing cycle, then charge you $149 when your new billing cycle begins.

If you need assistance with downgrading to the Lite plan, please email us at from the email address associated with the main account admin.

Was this article helpful?
12 out of 46 found this helpful

Have more questions? Submit a request

Start free trial