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Upgrading your plan ​

Two scenarios land you here: you're on the trial and ready to become a paying customer, or you're on a paid tier and need more room or more features.

The button looks slightly different in each case but the flow is the same.

Upgrade plan flow

From trial to paid ​

While you're on the trial, the Choose a plan section's button label is Upgrade Now on each plan tile. The current-plan card shows a trial banner with days remaining.

  1. Go to Billing.
  2. Pick the plan tile you want (Starter / Growth / Network / Unlimited). Growth is the most-popular default.
  3. Click Upgrade Now.
  4. You're redirected to the hosted checkout to enter a card. See Adding a payment method.
  5. After the payment succeeds, you land back on the billing page with:
    • Status changes from Trialing to Active.
    • The trial banner disappears.
    • The card display now shows your saved card.
    • The current-plan card shows the new plan's name and price.
    • Your next billing date is one billing period from today (one month for monthly plans).

Your trial days are not lost — the trial just converts. If you had 8 days of trial left when you upgraded, those 8 days are absorbed into the paid period; your next charge is 1 month from today, not 8 days + 1 month.

From one paid tier to a higher tier ​

When you're already on an active subscription, the plan tiles' button label changes to Select Plan. The plan you're on shows the Current Plan badge.

  1. Go to Billing.
  2. Click the higher tier you want.
  3. You're redirected to the hosted checkout for the full price of the new plan.
  4. After payment succeeds:
    • Plan changes immediately on the current-plan card.
    • New features unlock instantly (e.g. multi-campus on Network, advanced reports on Growth).
    • Your next billing date is extended by one billing period from your previous renewal date — not from today.

That last point matters. If your old plan was set to renew on the 15th and today is the 3rd, your new plan's next renewal is the 15th of next month — you don't lose the 12 days you'd already paid for on the old tier. We extend the cycle, then bill normally from then on.

TIP

Upgrades during an active subscription are a pay early + new tier combination. The hosted checkout charges you the new tier's price; the backend extends next_billing_date by one billing period from the previous next_billing_date. You never pay twice for the same days.

Paying early (renewing before the cycle ends) ​

If you want to push your billing date forward without changing plans — say, your card on file is about to expire and you want to charge it one last time before getting a new one — use the Pay early button on the current-plan card.

  1. In the Current plan card, click Pay early.
  2. If we already have a card on file with a valid token, we charge it silently and you stay on the same page.
  3. If the saved card has expired, we redirect you to hosted checkout to re-enter card details first.
  4. On success, next_billing_date advances by one billing period.

The Pay early button is also where you go when you want to manually trigger a renewal without waiting for the cron — useful for accounting close at end of month.

Pay now (rescuing a past-due subscription) ​

When your subscription status is past_due (a renewal failed and we're in dunning), the button label changes to Pay now.

  1. First, update your card on file if the issue was an expired or declined card.
  2. Click Pay now. We charge the (new) card immediately.
  3. On success, status flips back to active, next_billing_date advances, and the dunning retry count resets to 0.

If you don't act, the system continues its dunning schedule and eventually cancels the subscription after the second failed retry. See Invoices & failed payments for the full retry timing.

What the green badges and dates mean ​

The current-plan card shows a colored status badge:

  • Trial (blue) — you're inside the 14-day window.
  • Active (green) — paid and renewing on schedule.
  • Payment due (red) — a charge failed and you have ~7 days to fix it.
  • Expired (red) — the trial ended or the subscription was canceled.

The date block below shows what's happening next:

  • During trial: Trial ends on [date] — turns amber as you get close.
  • Active: Next renewal on [date] — neutral until 7 days out, then amber.
  • Past due: Payment overdue since [date] — always red.
  • Cancellation pending: Access expires on [date] — amber, turning red in the last week.

After a successful upgrade ​

A few things happen behind the scenes:

  • A new row is added to payment_history with status approved, the plan ID, and the amount charged.
  • An invoice number is generated.
  • A Payment receipt email goes to the org's billing contact.
  • Modules that the new plan unlocks become available without a page refresh — the next time you navigate to a previously locked route, it just works.
  • If the new plan has a higher member cap, the near-cap warning banner disappears.

Common questions ​

Can I upgrade and pick a different card at the same time? Yes — clicking a plan tile redirects you to the hosted checkout. Enter whatever card you want; it'll replace your previous card on file as a side effect.

Will I get a prorated refund on the old plan? No. Upgrades extend the cycle rather than refund — you don't lose paid days, and you don't get money back. The economics work out the same either way.

What if the payment fails during an upgrade? You stay on your current plan. No charge runs. The toast shows the gateway's error message and code. Try a different card or check with your bank.

Can I downgrade and upgrade in the same month? Yes, but downgrades take effect at next renewal, so the sequence matters. See Downgrading.

Next steps ​