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How do I change my plan?

Billing & Plans, where Change plan sits under your current plan.

  1. If you are an organization administrator, open the organization menu → Billing & Plans.
  2. Select Change plan (Choose a plan when there is no plan yet). Compare plans opens with every plan side by side.
  3. Use the Monthly or Annual selector to view the available options for that billing cycle.

Compare plans, with the Monthly and Annual selector, each plan’s action and what it includes every month. This organization is on a custom plan.

  1. Choose the action on the plan you want: Upgrade to plan, Switch to plan, or Start with plan when the organization has no active subscription.
  2. Read the change-confirmation dialog before accepting it. It is the source of truth for the price, effective date, and the terms of this change.
  3. Return to Billing & Plans after the change to confirm the current-plan or pending plan notice.

The actions shown depend on the organization’s subscription state. For example, an organization on a legacy or custom plan sees a You’re on a Legacy (or Custom) Plan notice with Manage subscription and Text support: (413) 486-5740, and its own plan’s action reads Update to latest.

For a lower-plan change, Billing can show a date on which the current plan ends and the future plan starts. Do not assume that all upgrades, downgrades, or billing-cycle changes follow the same timing.

If the organization has a contract, Billing shows the contract end date and directs you to text support at (413) 486-5740 for early changes. For cancellation, payment methods, invoices, trial behavior, and scheduled changes, use Manage subscription on the current plan. See Manage billing, plans, and a trial for the complete current flow.