In this article, you’ll find:
How to Access the Plans Page
To begin the downgrade process, follow these steps to access the Plans page:
From the Billing Section
Go to the Profile menu at the bottom-left corner of your dashboard.
Click on Billing, then press the Change Plan button. This will redirect you to the Plans page.
Direct Access
Alternatively, you can navigate directly to the Plans page via the sidebar or by clicking the Plans option under the Profile menu.
How to Select Your Downgrade Plan
Once you are on the Plans page, you’ll be able to see the downgrade options:
Select the Downgrade Option
If you’re currently on a higher-tier plan, you will see the option to downgrade to a lower-tier plan.
Click the Downgrade button next to the plan you want to switch to.
Review Features and Credits
Before confirming, review the features and credits included in the lower-tier plan to ensure it meets your needs. You can also compare the benefits of each plan to make an informed decision.
Scheduling Your Downgrade
Once you’ve selected your new plan, the system will automatically schedule the downgrade:
Automatic Scheduling
The downgrade will take effect at the end of your current billing period, so you will continue to have access to all the features of your existing plan until that time.
Remaining Credits
Any remaining credits from your current plan will roll over to your new plan based on its terms. You won’t lose any credits as a result of downgrading.
Important Note: If you’re unsure about any of the features included in your new plan or how credits will be allocated, take a moment to review the full breakdown before confirming the downgrade.
FAQs
Q: Will I lose any credits when I downgrade?
A: No, any remaining credits will roll over to your new plan as per the terms of the lower-tier plan.
Q: Can I downgrade mid-billing cycle?
A: Yes, the downgrade will be scheduled to take effect at the end of your current billing cycle to avoid any interruption.
Q: What if I need assistance with the downgrade process?
A: If you encounter any issues or need help, you can contact the UpLead Support Team via the chat icon at the bottom of your screen.
Next Steps
Still need help? Contact UpLead Support for assistance.