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Changing plans

Upgrade, downgrade, switch to annual or cancel, knowing what changes at once and that nothing is deleted.

Updated 23 September 2026

On this page
Why
A workspace grows and shrinks, and the plan should follow without losing any work.
How
The owner changes plan from Plans on /app/settings/billing; payment methods, invoices and cancelling live in the Stripe portal.

Change plan

  1. Step 1.

    Open /app/settings/billing as the owner and scroll to Plans.

  2. Step 2.

    Pick Monthly or Annual under Billing period.

  3. Step 3.

    Choose Upgrade or Switch on the plan you want. A first paid plan opens a secure Stripe checkout instead.

What changes when

ChangeChargeUsageScale caps
UpgradeProrated: the difference for the rest of the periodRaised to the new plan's month straight awayThe larger caps apply at once
DowngradeNo mid period charge and no refund for time already paidKept until the next period starts at the smaller allowanceThe smaller caps apply at once

The period you pick travels with the plan you choose. The card of your current plan reads Current plan and cannot be chosen again.

Because a downgrade applies at once, the best time to move down is close to your renewal date.

Over a cap after a downgrade

Nothing is deleted. If the catalogue holds more products than the new cap, it turns read only above the cap and a banner says so; editing returns when you remove products or move back up.

Cancelling

Choose Manage payment and invoices to open the Stripe portal, where you cancel, update the card and download invoices. When the subscription ends the workspace returns to the free plan with its data intact. Deleting the organisation is separate: see Data export and deletion.

Only the owner changes the plan. A failed payment gives seven days to update the card before AI answers pause; the rest of the platform stays available.

Related

PreviousDaily budgetsNextThe free plan caps explained