Changing your plan is easy to do 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.
To change your plan, click on your avatar located on the top right of the screen and select Billing & Upgrade.
Please note: only the main account admin can access the Billing & Upgrade page.
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.”
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.
Note: If you need assistance with downgrading to the Lite plan, please email us at firstname.lastname@example.org from the email address associated with the admin's user account or open up the chat window located on the bottom right of your screen.