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Upgrade or Cancel Membership

Category: Getting Started

Upgrade Membership from Free

  1. Login to the application and navigate to the Settings page.

    Settings Nav Highlight.png
  2. Select "Upgrade Plan"

    Upgrade Plan Button Highlight.png
  3. Select the billing cycle, Monthly or Yearly, select the plan that you want, and then Continue to Checkout. (*Yearly Subscriptions receive 2 months free)

    Upgrade Modal Highlights.png
  4. Complete the checkout process with Stripe and you will be returned to the app once completed.

Upgrade or Cancel a Paid Membership

  1. Login to the application and navigate to the Settings page.

    Settings Nav Highlight.png
  2. Click 'Open Customer Portal'

    Manage Plan Button Highlight.png
  3. Select Cancel Subscription to cancel and click Update Subscription to upgrade/downgrade your current subscription.

    Stripe Customer Portal Highlight.png

Important Considerations

  • Plan Cancellations occur at the end of the current billing cycle, Upgrades/Downgrades take effect immediately.

  • If you downgrade, you’ll receive a prorated credit toward your next billing cycle.

  • If you upgrade, you’ll be charged a prorated amount for the remainder of the current cycle.

  • Changing from a free trial ends the trial and triggers immediate payment.

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