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How to Upgrade/Downgrade a Subscription
How to Upgrade/Downgrade a Subscription
Zach N. avatar
Written by Zach N.
Updated over a week ago

Step-By-Step Guide to Upgrading or Downgrading a Subscription

1. Access Dashboard Settings:

Hover over the navigation bar on the left side of the dashboard. At the very bottom, you'll find a section displaying your name, email, and photo. Click on this section. A menu will pop up; select 'Settings'.

2. Access Subscription Settings:

Click on 'Subscriptions' underneath Billing Preferences.

3. Locate Other Subscriptions:

Scroll down to the bottom of this page until you find 'Other Subscriptions'.

4. Filter the Subscription List:

Utilize the dropdown filters to locate the subscription you wish to upgrade/downgrade.

  • The first dropdown allows you to select your company or a sub-account's company.

  • The second dropdown lets you select between 'All', 'Active', 'Incomplete', or other statuses.

  • The third dropdown allows you to filter the subscription list alphabetically by name or by the date ordered. All relevant subscriptions will now appear in the field below.

Note: Make sure to choose the correct filters to find the subscription you want to modify.

5. Select Upgrade or Downgrade Option:

Locate the correct subscription then look to the far right side of the screen. Click on the button next to the subscription status. Then, click on 'Upgrade' or 'Downgrade' as necessary. Select the plan that you want to upgrade or downgrade to by pressing on 'Change Plan' at the top of the page in the correct area.

6. Review New Plan Information:

A checkout menu will appear detailing your new plan information. Verify that this information is correct, then select a payment method.

7. Finalize the Subscription Change:

Complete the checkout process by pressing the 'Place Your Order' button to finalize your subscription upgrade or downgrade.

Note: Ensure all the information is accurate before finalizing the change. After the change, your new subscription plan will start immediately. Proration is calculated automatically and the information is provided to you at the checkout menu.

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