How To Upgrade Or Downgrade Your Plan

  1. Overview
  2. Getting Started
  3. How To Upgrade Or Downgrade Your Plan
 

In this article, we’ll guide you through the process of how to upgrade or downgrade your plan!

At some point, you may need to adjust your subscription plan to better suit your needs. Whether you need to upgrade to access additional features or downgrade to save on costs, our platform makes it easy to make these changes.

We’ll walk you through the process of upgrading or downgrading your plan step by step. We’ll also cover some important considerations to keep in mind, such as how changes to your plan affect your account and billing.

Let’s get started!

On the Client Portal, from the Menu, click on the Billing tab.

You will then be redirected to the Billing Page. Click on the Subscription tab to see current Subscription details.

Select what Subscription you would like to upgrade or downgrade and click the Options button ⫶. (See image below)

Within this tab, you’ll find information about your current subscription, including the Plan Name. From here, you can easily upgrade or downgrade your plan by selecting your desired option.

Once you’ve selected your new plan, you can choose to apply the changes immediately or schedule them to take effect at the start of your next billing cycle. This gives you the flexibility to make changes when it’s most convenient for you.

Please note for those who have subscribed to Virtual Team plans, if you choose to upgrade your plan, any remaining credits from your current plan will be added to your new plan. This ensures that you don’t lose any unused credits when you make the switch.

In conclusion, adjusting your subscription plan on our platform is a simple and straightforward process. By following the steps outlined in this knowledge base article, you can easily upgrade or downgrade your plan to better suit your needs. 

Remember that any unused credits from your current plan will be carried over if you choose to upgrade.

Additionally, you can choose to apply changes immediately or schedule them for the next billing cycle. We hope that this article has been helpful in guiding you through the process of adjusting your subscription plan. 

If you have any further questions or concerns, please don’t hesitate to reach out to our support team for assistance or message us on our OBI Services chat widget.

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