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Billing and PlanUpdate Plan

How to Update Plan

For an existing subscription, you can update your plan in the following two ways:

Update Seats/Addons/Billing Schedule

Navigate to the billing home page and find the plan panel.

Billing and Update Seat

Click the “Update” link in the plan panel to access the update detail page:

Billing and Update Seat Detail

On this page, you can:

  • Update the number of seats
  • Add or remove addons
  • Change billing cycles

After reviewing all the information, you can process the plan update.

Upgrade/Downgrade/Cancel Plan

To change your current plan to another plan, click the “Change Plan” button from the middle panel of the billing page. From the dropdown menu, you can choose to upgrade, downgrade, or cancel the plan.

Billing and Upgrade Plan

For example, to downgrade your plan, click “Downgrade to Team” from the dropdown menu. This will navigate you to a detailed confirmation page:

Billing and Upgrade Plan Detail

After reviewing all information, you can proceed with the plan update.

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