Your plan should match the season you are in, not the one you signed up in. Subscription Management is where you manage your subscription plan, billing, and account settings.
1 Open subscription management
Find it under Settings, then Subscription. It shows your current plan and your billing.
2 Know what your limits are
Plans differ on real, enforced limits, not just on marketing bullets:
- Number of customers
- Number of team members
- Monthly SMS allowance
- Certain features, such as crew features needing the Growing plan and auto-sending invoices needing a higher tier
These are enforced. When an invite fails or you cannot add a customer, a limit is usually the reason rather than a fault.
3 Moving up a tier
Upgrade when you hit a limit or need a gated feature. The signs are concrete: you cannot add the customer you just won, you cannot invite the person you just hired, or you are manually sending invoices that a higher tier would send for you.
Upgrading is not a growth strategy in itself. If a feature will not either save you hours or collect money faster, the money is better spent elsewhere.
4 Moving down a tier
Downgrade if you sized up in a hopeful spring and the work did not follow. There is no shame in it and it is a normal thing to do.
Before you do, check you are inside the lower tier’s limits. If you have 120 customers and the tier below caps at 100, sort that out first rather than discovering it mid-change.
5 Before you cancel, consider pausing
If the reason is seasonal rather than permanent, do not cancel. Email support and we can pause your account for the off-season instead, which stops billing while you are not working and brings you back automatically on March 1 with everything intact.
Cancelling in November and rebuilding in March is a lot of unnecessary work.
6 If you do cancel
Your data is not deleted when a subscription lapses. Access is gated, the account remains, and picking a plan again restores everything. That is the same behaviour as a trial ending.
Data is only removed if you explicitly request account deletion, and there is a 90 day window before anything is permanently erased.
Before cancelling, get your data out anyway. Export your customer list and your financial records. That is ordinary prudence with any software, not a comment on ours.
Timing it
The cheapest month to change anything is the quiet one. Sorting your plan out in January, when nothing is growing and nobody is ringing, is far easier than trying to reason about it in May.