Managing Your Subscription Plan – SaaS

Last updated: March 2025

If you’re looking to upgrade, downgrade, or better understand your current subscription, this article will guide you through everything you need to know about managing your plan.

🔄 How to Change Your Plan

You can change your subscription plan at any time from within your account:

Navigate to Settings in your dashboard.
Click on Billing.
Select Change Plan.
Choose the plan you’d like to switch to and confirm your selection.

Upgrades take effect immediately. You’ll be charged a prorated amount for the new plan based on the time remaining in your current billing cycle.

Downgrades take effect at the start of your next billing cycle, allowing you to retain your current features until the change is applied.

💳 What Happens to My Billing?

When upgrading, we calculate a prorated charge based on the remaining days in your current billing cycle. This means you’re only paying for the portion of the new plan you use.

If you downgrade, your billing will not be affected immediately. You will be billed for your current plan until the downgrade takes effect at the start of the next cycle.

You can always view your next billing date and charges by going to Settings > Billing > Invoices.

🧩 Feature Access by Plan

Each plan offers a different set of features:

Feature	Team	Growth	Professional	Enterprise
Email & Ticketing Support	✅	✅	✅	✅
Help Center	✅	✅	✅	✅
SLA Policies	❌	✅	✅	✅
Custom Roles & Permissions	❌	❌	✅	✅
Single Sign-On (SSO)	❌	❌	❌	✅
Advanced Reporting & Dashboards	❌	✅	✅	✅
Sandbox Environment	❌	❌	❌	✅
Dedicated Success Manager	❌	❌	❌	✅

To compare all plans in more detail, visit our Plan Comparison Page.

🏛 What if I'm on a Legacy Plan?

If you're on a legacy plan, your feature access may not align with our current offerings. For example, some legacy customers have access to:

Unlimited light agents
Custom branding options
Premium support SLAs

Important:
If you upgrade to a current plan, you may lose access to certain grandfathered features that are no longer offered. Please review the plan comparison carefully or contact support before making changes.

🤔 Common Questions

Can I upgrade or downgrade at any time?
Yes, you can make changes to your plan at any time from your dashboard.

Will I lose data when changing plans?
No, your account data remains intact during plan changes. However, some features may become unavailable if you're downgrading (e.g., SLAs, custom roles).

Can I preview features before upgrading?
Yes! Reach out to our support team to request a temporary sandbox or trial of a higher-tier plan.

💬 Still Have Questions?

If you’re unsure about what plan is right for you, our team is here to help. Chat with us using the widget in the bottom right corner or email us at support@demoapp.io.