Changing a plan
Moving a Project up or down, when the charge lands, when the new allowance actually arrives, and what happens to work already produced.
On this page
Plans are changed per Project, from that Project's billing settings.
Two things happen at different moments, and keeping them apart is the whole of this page: when you are charged and when the new allowance arrives.
Upgrading
The charge is immediate. Confirming an upgrade raises an invoice straight away, prorated for the rest of the current period, and the dialog shows the amount due today before you confirm it.
The allowance is not immediate. It arrives when the payment is confirmed, not when you press the button.
For most card payments the gap between the two is not noticeable. It becomes visible when a card needs additional authentication, or when the payment is one Stripe processes asynchronously.
Downgrading
A downgrade is scheduled rather than applied. Nothing is charged today, and the Project keeps its current plan and its current, larger allowance until the period ends. At renewal the lower plan and the lower allowance start together.
During a trial
While the workspace is trialing, a plan change is applied when the trial ends rather than during it.
A change that moves allowances both ways
A change that would raise one allowance while lowering another is refused rather than guessed at, because there is no honest answer to whether it should be charged now or scheduled for renewal. This does not arise between the self-serve plans; it is why an unusual combination can be declined with a message about needing a billing policy.
What a change does not affect
- Published posts, drafts and topics stay exactly as they are.
- Knowledge, assets and analytics are untouched.
- Other Projects in the workspace keep their own plans.
The quote
Before confirming, the workspace shows what the change costs, including how it interacts with your multi Project discount band. That figure comes from Stripe rather than from an estimate: the amount due today, and what the subscription becomes at the next renewal, are shown side by side with the allowances the Project ends up with.
A quote is only good for a few minutes. Leave the dialog open for longer and it is re-quoted rather than charged against a stale figure, which is what stops you being billed an amount that was true when the page loaded and is not true now.
If a payment fails
A failed renewal puts the workspace into recovery: a banner appears with what to do, and there is a grace period before access is restricted. Updating the card resolves it.
Plan changes in Stripe's portal
Deliberately switched off. Pricing is per Project and the portal only understands the subscription, so a change made there would put a workspace on a plan the product never agreed to. Change plans in the workspace.