Changing or canceling your plan
You can move up, move down, or cancel your plan whenever your needs change. This guide explains when each change takes effect, how proration works so you're only charged for what you use, and what happens to your account if you cancel.
In this guide, you'll find:
- Upgrading your plan
- Downgrading your plan
- How proration works
- Canceling your plan
- What happens when an account closes
- FAQs
1 Upgrading your plan
Upgrades take effect right away. When you move to a higher plan or tier, the new plan is charged immediately, prorated for the time left in your current period, and your new limits and features become available as soon as the payment is confirmed.
You'll need a valid card on file to upgrade. If your bank asks you to confirm the charge, you'll be prompted to do so as part of the change. See Managing your payment method.
2 Downgrading your plan
Downgrades take effect at the end of your current billing period, so you keep everything you've already paid for until then. Your chosen lower plan shows as your Next plan and takes over automatically when the period ends. There's no charge at the time you schedule a downgrade.
Note: Before a downgrade takes effect, make sure your contacts and usage fit within the lower plan so nothing is unexpectedly limited when it starts.
3 How proration works
When you upgrade mid-cycle, you don't pay twice for the same days. Your invoice shows a Credit for the unused time on your old plan and a Pro-rated charge for the new plan over the rest of the period. From the next renewal onward, you're billed the normal plan price. See How billing and invoices work.
4 Canceling your plan
When you cancel, your plan stays active until the end of the period you've already paid for, and then it ends. You keep full access in the meantime, and you're not charged again.
Before you cancel: Export anything you want to keep, such as your contacts and reports, while your account is still active. See our export guides in the help center.
5 What happens when an account closes
Once a canceled account reaches the end of its term, it closes. Access to the app ends for all users and connected integrations are turned off. If you decide to come back, contact our support team and we'll help you get set up again.