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Help Center · Billing

Change your plan

Switch your workspace to a different plan (starting your first paid plan, moving to a higher tier, or dropping to a cheaper one) from the Plan & seats tab.

Who this is for

Owners only. Changing the plan needs the same billing permission as viewing it, and by default only Owner carries it.

Before you start

Open Billing (Settings → Billing & plan) and select the Plan & seats tab. Enterprise has no self-serve switch. Its card offers Contact sales instead of a switch button.

Steps

  1. On Plan & seats, find the card for the plan you want.
  2. If you're not on a paid plan yet, select its button (labelled Switch to {plan name}) to open a secure Stripe checkout. Complete payment there; you're returned to Billing afterward.
  3. If you're already on a paid plan and moving to a higher tier, select the same Switch to {plan name} button. The change applies immediately, in place, with no second checkout. A small estimate under the button previews the prorated amount (or credit) before you confirm.
  4. If you're moving to a lower tier, including back to the free plan, select the button (labelled Downgrade to {plan name}), which applies right away, with no Stripe checkout involved.
  5. For Enterprise, select Contact sales instead, which opens an email addressed to sales@workmonitor.ai.

What happens next

A first paid plan sends you to Stripe checkout; on a successful return, Billing shows "Payment received": *"Your new plan is being applied. It'll show here within a few moments."* If you back out of checkout instead, you'll see "Checkout cancelled": *"You're still on your current plan. No charge was made."* An in-place upgrade or a downgrade takes effect immediately. Overview, the KPI row, and the plan cards all reflect it right away.

If it doesn't work

  • If you don't have access to change the plan, you'll see "Your plan is owner-only": *"The subscription and what it costs are an owner's concern. Ask an owner if you need to see or change the plan."*
  • If a switch fails for another reason, an error line appears above the plan cards with the server's message, or "Couldn't change the plan. Try again."

Related

  • Plan and seats (overview)
  • Invoices and payment

More in Billing

Still stuck?

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