Changing your plan

An owner or admin can upgrade, step down, switch from monthly to yearly, or cancel from Settings → Billing. One exception: a plan you've cancelled can't be changed while it's waiting to end. Reactivate it first, or pick a plan again once it has ended (see Cancelling).

Every plan change takes effect the moment you make it. None of them waits for your next renewal.

If a payment on your plan is overdue, settle it before you change plan. Click Manage Billing, pay the overdue invoice, and wait until Settings → Billing shows your plan as active. A new card on its own isn't enough: the invoice has to be paid. If you can't pay it there, email [email protected]. While a payment is overdue, the app refuses the plan change and asks you to settle the invoice first.

Upgrading

1. Open Settings → Billing.
2. Under Choose Your Plan, select Monthly or Yearly. If you already pay for a plan, the switch starts on the billing you pay now. On the free trial, it starts on Monthly, or on the billing you picked on the pricing page before signing up, if you picked a plan there. That plan is marked Your pick.
3. Click Upgrade on the plan you want.

If you already pay for a plan, the change is made as soon as you click. There is no second screen to confirm it. If you're on the free trial, you go to Stripe's checkout to pay for your first period.

What you get: the new plan's limits, straight away.

What happens to your money when you keep the same billing interval (monthly to monthly, or yearly to yearly):

• Nothing is charged on the day.
• The pro-rated difference for the rest of the current billing period is added to your next invoice, on your existing renewal date.
• From that invoice on, you pay the new plan's price.

Illustrative example: Starter ($75/mo) to Pro ($175/mo), 10 days into a 30-day cycle.

• On the day: nothing is charged.
• Your next invoice: about $242. That is $175 for Pro, plus about $67 for the 20 days left in this cycle.
• After that: $175/mo.

If you also change the billing interval when you upgrade, the rules under Switching between monthly and yearly apply instead.

Downgrading

The plan list under Choose Your Plan only moves you up: the plans below yours can't be selected there.

From Pro or Advanced down to Starter, you can do it yourself:

1. Open Settings → Billing and click Cancel Plan. This opens a dialog. It doesn't cancel anything yet.
2. On the first step, under Step down to Starter, click Switch to Starter.

What happens:

• You move to Starter as soon as you click. You don't keep the higher plan until the end of the billing period.
• Your billing interval stays as it is: monthly stays monthly, yearly stays yearly.
• You aren't refunded to your card. The unused time on the higher plan, less the cost of Starter for the same days, becomes a credit that comes off your next invoice. If the credit is bigger than that invoice, the rest comes off the ones after it.

Illustrative example: Pro ($175/mo) to Starter ($75/mo), 10 days into a 30-day cycle.

• On the day: nothing is charged or refunded.
• Your next invoice: about $8 in place of $75, because a credit of about $67 for the 20 days left in this cycle comes off it.
• After that: $75/mo.

Any other step down (to Starter Lite, say, or from Advanced to Pro) isn't available in the app. Email [email protected] and we'll make the change for you. Or cancel, and pick the lower plan once your current plan has ended.

If you're over the lower plan's limits: nothing is deleted. If you track more prompts than the lower plan allows, scans cover your oldest prompts up to the plan's limit, and the app won't let you add more until you're back under it.

Switching between monthly and yearly

Yearly billing saves you ~20% (see Plans and pricing).

From monthly to yearly on the same plan: open Settings → Billing, click Cancel Plan, and on the dialog's first step click Switch to yearly. Nothing is cancelled. You can also move to yearly while upgrading, by selecting Yearly before you click Upgrade.

What happens:

• The switch is made as soon as you click. It doesn't wait for your next renewal.
• Your billing date moves to the day you switch.
• You're charged for the new period that day, less a credit for the time you hadn't used on the old one.

Illustrative example: Pro monthly ($175/mo) to Pro yearly ($1,680/yr), 10 days into a 30-day cycle. You're charged about $1,563 that day: $1,680 for the year, less about $117 for the 20 days left in the month. Your next bill is a year later.

From yearly to monthly: this isn't available in the app for the plan you're on. Email [email protected]. One thing to watch when you upgrade: if you pay yearly, the Monthly / Yearly switch starts on Yearly, and selecting Monthly before you click Upgrade moves you to monthly billing. The unused time on the yearly plan then becomes a credit against your coming invoices. It isn't refunded to your card.

Cancelling

To cancel, an owner or admin opens Settings → Billing and clicks Cancel Plan.

What happens:

• Your subscription continues to work normally until the end of the current billing period.
• At the renewal date, the subscription stops, and you aren't billed for another period. If you upgraded earlier in the same period, the pro-rated amount for that upgrade is still collected when the period ends.
• Scheduled scans stop. Your data stays in the workspace; we don't delete it automatically. To have it deleted, see Deleting your account.
• Want to keep a copy of your results? Download a CSV from the Recommendations, Citations, Competitors or Gap Analysis page before the period ends. Each file covers what that page shows for the dates you pick.
• Changed your mind before the period ends? An owner or admin can click Reactivate in Settings → Billing, and the plan carries on as before. A plan that's set to end can't be changed until it's reactivated.
• After the plan ends, Settings stays open, so an owner or admin can pick a plan again under Settings → Billing. Your history is still there when you do.

You won't get a refund for the unused portion of the current period unless we agree otherwise in writing. See Refund policy.

Pausing instead of cancelling

If you want to pause for a few months (e.g. a quiet quarter), email [email protected] before cancelling. We can usually offer a temporary pause that retains your data without billing.

This isn't a self-serve feature today; it's a manual arrangement.

What you can change vs. what we change for you

Common questions

Can I change plans during the trial? The trial isn't a paid plan, so there's nothing to change. When you're ready, just pick a paid plan — that activates your subscription.

Will I lose data if I downgrade? Your historical data is preserved. What changes is what the plan allows from then on: lower limits on prompts, brands and queries. Downgrading doesn't delete any history.

Can I switch between Individual and Agency plans? Yes, but it requires a small workspace migration. Email [email protected] and we'll handle it.

What's next

• Plans and pricing
• Refund policy
• How billing works