Account & Billing

    How to Upgrade or Downgrade Your Plan

    Step-by-step guide to changing your subscription plan.

    ·2 min read

    How to Upgrade or Downgrade Your Plan

    Changing your plan takes less than a minute and your data is never lost.

    Upgrading

    1. Open Settings → Billing or click the Upgrade button on any feature gate.
    2. Choose the plan you want (Starter, Growth, Scale, or Agency) and the billing interval — annual saves ~17%.
    3. Enter your payment details via our secure Stripe checkout.
    4. Your new features activate immediately.

    If you upgrade mid-cycle, you'll be charged a prorated amount for the remainder of your current billing period.

    Downgrading

    1. Go to Settings → Billing.
    2. Click Manage Subscription to open the customer portal.
    3. Choose a lower plan or cancel.

    When downgrading, your current plan stays active until the end of the billing period. After that, anything that exceeds the new plan's limits — extra Reps, extra sites, extra workspace seats — becomes read-only (never deleted).

    Switching billing interval

    You can switch between monthly and annual at any time from Settings → Billing. Annual saves ~17% versus monthly.

    Cancelling

    Cancellation works the same as a downgrade — your plan remains active until the period ends, then reverts to the free trial state. No data is deleted.

    Agency-specific: removing sites or boosts

    If you're on the Agency plan and remove a client site or downgrade a site's capacity boost, Stripe automatically prorates the change on your next invoice.

    Need Help?

    If you run into issues during a plan change, reach out via the in-app support chat or email us at support@nextdaysales.com.