Upgrade or downgrade
Swap to a different plan without canceling. Proration handles the math.
To switch plans without losing your billing history, use Billing → Plans → Swap to this plan on the plan you want.
Upgrading
Go to Billing → Plans, click the higher-tier plan's Swap to this plan button. Confirm.
What happens:
- Your subscription is swapped to the new plan immediately.
- Stripe prorates the difference: you're charged the unused fraction of your old plan's remaining time against the new plan's price.
- The next invoice reflects the proration line items.
You don't pay a setup fee on a swap. The new plan's features unlock instantly.
Downgrading
Same flow — click Swap to this plan on a lower-tier plan.
What happens:
- Subscription swaps to the new plan.
- Proration: you get a credit for the unused portion of the higher-tier plan, applied to your next invoice (or refunded to your card if Stripe is configured that way — typically applied as credit).
- Features above the new plan's tier stop working immediately. If you go from a plan with custom-domain support to one without, your custom domain is detached.
Watch the limits. Downgrading to a plan with fewer included agents doesn't kick existing agents out, but you can't invite more until you upgrade again or remove some.
Mid-trial swaps
If you're still on the trial of plan A and want to swap to plan B, the swap simply starts a new trial of plan B (if B has one), or charges you immediately (if it doesn't). Generally simpler to wait for trial end and pick the right plan then.
How proration is calculated
Stripe handles it. The high-level rule: you only pay for what you actually used at each tier, prorated to the second.
Cancel vs downgrade
If you want to stop paying entirely, use Cancel — that ends the subscription at period end. Downgrading to free is essentially the same outcome, but the bookkeeping is different (you keep an active subscription on a $0 plan vs no subscription at all).