Upgrades
How to upgrade your plan, add licenses, and switch to annual billing.
Upgrading Your Plan
Navigate to Plan Builder
Go to Admin Panel → Billing & Plans → Modify Plan
The Plan Builder opens with your current subscription pre-selected.
Select New Plan
Click on the plan you want to upgrade to. For example, if you're on Pro, click Business.
The plan card expands to show configuration options.
Review Changes
The right sidebar shows:
- Current plan details
- New plan details
- Prorated charge due today
- New recurring amount
Confirm Upgrade
Click Confirm Upgrade to apply changes immediately.
Adding Licenses Mid-Cycle
Example: You have 5 Pro licenses on Day 15 of a 30-day cycle and want to add 2 more.
Current: 5 licenses × $9.99/month = $49.95/month
New: 7 licenses × $9.99/month = $69.93/month
Additional: 2 licenses
Prorated: 2 × $9.99 × (15 days ÷ 30 days) = $9.99
Charged today: $9.99
Next full bill: $69.93Immediate access: New licenses are available instantly after the prorated charge is processed. You don't have to wait until the next billing cycle.
Switching to Annual Billing
Switching from monthly to annual billing:
- Takes effect immediately
- You receive a prorated credit for unused time on your monthly plan
- You're charged the annual amount minus the credit
- Your billing cycle resets to start from today
Get 2 months free by switching to annual billing.
Proration Examples
Upgrading Pro to Business on Day 22 of a 30-day cycle (5 licenses):
Pro cost: 5 × $9.99 = $49.95/month
Business cost: 5 × $14.99 = $74.95/month
Difference: $25.00/month
Days remaining: 8
Days in cycle: 30
Prorated charge: $25.00 × (8 ÷ 30) = $6.67Related Documentation
- Downgrades & Cancellation — Reducing licenses or cancelling
- Plan Comparison — Compare plan features
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