How do I update my subscription?

Question

How do I update my subscription to change plans, change billing frequency, add products, or add and remove agents?

Answer

Account owners have full billing access, and billing admins are able to make immediate subscription changes. For detailed instructions on updating plan subscriptions, see Changing plan subscriptions.

If you are an admin without billing permissions on a sales-assisted account, submit a request to change your subscription.

To submit a request to change your subscription:

1. In Admin Center, go to Billing > Subscription
2. Click Request subscription change
3. Fill out the request form:
   - Describe the change needed
   - Provide business justification
   - Include timeline requirements 
4. Submit the request

After the subscription change is complete, you receive an email confirmation.

For more information, see Allowing admins to manage subscriptions.

Note: You can only downgrade a plan upon renewal. If you are currently in the middle of a billing cycle, you may schedule a decrease in your agent count or downgrade your plan type to take effect on your next renewal date. However, the system renders these changes after the renewal date. For more information, see Why did my subscription change not go into effect immediately?

Tip: For existing accounts, try a higher plan for 30 days prior to purchase from your Subscription page.

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How do I update my subscription? How do I change plans? How do I add or remove agents? How do I modify my pricing tier or agent count?

Account owners have full billing access, and billing admins make immediate subscription changes. If you are an admin without billing permissions on a sales-assisted account, you must submit a request to change your subscription.

How do I submit a request to change my subscription? How do I request a subscription change as an admin without billing permissions?

1. In Admin Center, go to Billing > Subscription.
2. Click Request subscription change.
3. Fill out the request form by describing the change needed, providing business justification, and including timeline requirements.
4. Submit the request.

Can I downgrade my plan type or reduce agent count in the middle of a billing cycle? Can I decrease my subscription seats immediately?

No. You only downgrade a plan or subscription upon renewal. If you are currently in the middle of a billing cycle, you schedule a decrease in your agent count or seat license, or downgrade your plan type or pricing tier to take effect on your next renewal date. The system renders these changes after the renewal date.

Can I try a higher plan type before purchasing it? Can I test a higher pricing tier on my account?

Yes. For existing accounts, you can try a higher plan type or pricing tier for 30 days prior to purchase from your Subscription page.