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How to upgrade, downgrade, or cancel your plan

Plan changes flow through one screen — Settings → Billing → Manage plan. Payments are processed by Paddle, our merchant of record: Paddle handles the checkout, invoices, and worldwide VAT/sales tax.

The rules in one breath:

  • Upgrades and paid→paid changes apply immediately, prorated — you’re only ever charged for time actually spent on each tier.
  • Cancelling waits for period end — you keep everything you paid for, then move to Free. You can resume any time before that happens.

Upgrading

Section titled “Upgrading”

  1. Pick a plan

    Open Settings → Billing → Manage plan, toggle Monthly / Annual if you care which one you’re committing to, and click the tier you want.

  2. First purchase vs. existing subscription

    • Coming from Free or a trial: a Paddle checkout opens — enter card details there.
    • Already on a paid plan: a Confirm upgrade screen shows the new price, what you unlock, and a note that the change is immediate and prorated. Confirm — no new checkout; your existing subscription is updated.

  3. Done — immediately

    The new tier’s limits are live straight away, and the UI updates on its own (tier badge, quotas, dashboard). For an existing subscription, Paddle charges the prorated difference for the rest of the current period, then the new price going forward.

Downgrading (paid → lower paid)

Section titled “Downgrading (paid → lower paid)”

Downgrades show a preview of what the lower tier changes in your current setup — before you commit.

  1. Pick the lower tier

    A “Downgrade” preview opens listing exactly what would change: schedules paused (not deleted), API keys and agents revoked, notification contacts deactivated, BYOK disabled where the target tier lacks it, and history retention shrinking from N to M days.

  2. Resolve seat compliance first if needed

    If your member count exceeds the target tier’s seats, the change is rejected with a message naming the count. Remove members (Inviting team members) and retry.

  3. Confirm — immediate and prorated

    The downgrade applies right away. Paddle credits the unused time on the higher tier against the lower tier’s price — the credit offsets your next invoice, so no money is lost.

Paused schedules stay visible on your Schedules page and can be re-enabled after a future upgrade. The plan-change history under Billing lists every past change.

Cancelling (any paid → Free)

Section titled “Cancelling (any paid → Free)”

  1. Cancel

    Settings → Billing → Cancel subscription. The same impact preview shows what Free means for your setup.

  2. Keep everything until period end

    Nothing changes yet: your paid tier stays active until the end of the period you’ve already paid for (month or year). A banner on the Billing page shows the scheduled end date. No further charges.

  3. Then Free

    At period end the workspace moves to Free automatically. Over-limit resources are paused, not deleted.

Resuming — changing your mind

Section titled “Resuming — changing your mind”

While a cancellation is scheduled:

  • Resume (button on the Billing banner) removes the scheduled cancellation — billing continues exactly as if you never cancelled, renewing normally at period end.
  • Picking any plan does the same automatically: choosing a plan means you’re staying, so the cancellation is removed first, then the normal immediate-and-prorated change rules apply.

What can’t be done through this flow

Section titled “What can’t be done through this flow”
  • Enterprise — not purchasable in-app; click Contact us on the Enterprise card.
  • Switching billing cycle (monthly ↔ annual) on the same tier — not yet a standalone action; the cycle is part of a tier-change transaction.
  • Refunds — never automatic (cancelling already preserves everything you paid for). For exceptional cases like an unusable annual plan, contact support and we’ll sort it out with Paddle; a refund revokes access immediately.
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