In this article, you’ll find:
How to Switch Your Plan
To update your plan, click the Profile icon (>) in the bottom-left corner. From there, you have two options:
Billing Section: Click Billing, then select Change Plan to access available options.
Plans Section: Click Plans to view your current trial and available upgrade or downgrade options.
In the Plans section, you can:
Upgrade to the Plus Annual Plan or Professional Annual Plan (see Upgrading Your Plan Instantly)– Insert link to support article here –.
Downgrade to a monthly plan by selecting See Our Monthly Plans and choosing Essentials Monthly, Plus Monthly, or Professional Monthly.
Once you select a plan, confirm your choice when prompted. Your subscription will update once the trial ends.
Key Considerations
💡 Best Practice: Review all available plans before the trial ends to ensure the best fit for your needs.
⚠️ Common Mistake: Forgetting to update your plan will result in an automatic switch to the Essentials Annual Plan.
Step-by-Step Process
Step 1: Open the Profile Menu
Click the Profile icon (>) in the bottom-left corner.
Step 2: Choose Your Plan
Navigate to Billing and click Change Plan, or
Select Plans to view and update your subscription.
Step 3: Confirm Your Selection
Choose your preferred plan and confirm the selection when prompted.
FAQs
Q: What happens if I don’t switch plans before my trial ends?
A: Your subscription will automatically switch to the Essentials Annual Plan.
Q: Can I downgrade to a monthly plan after the trial?
A: Yes! Navigate to Plans, click See Our Monthly Plans, and select a monthly option.
Q: Can I upgrade my plan during the trial?
A: Yes! You can switch to Plus Annual or Professional Annual at any time.
Next Steps
Still need help? Contact UpLead Support for assistance.