- A Global Admin role (the organization owner, or anyone they gave that role to). Only a Global Admin can change the plan.
- A look at what the smaller plan includes. See Choose the right plan.
Important to note
Downgrade your plan
1
Open the plan page
- Click your profile picture in the top right corner.
- Under Subscription, click “Plan”.
- Click “Change plan”.
2
Pick the lower plan or lower add-ons
- Click “Select” under the plan you want to move to.
- To lower add-ons instead, choose a smaller option in the drop-down lists on the right.
- If you have more live funnels or team seats than the new plan covers, a box titled Some usage exceeds this plan explains what will happen. You can switch anyway, or raise the drop-down options to keep everything as it is.
3
Review the change
Click “Review changes”. The Review your change window shows When the change happens, Today with No charge, and From then with your new price.
4
Schedule the downgrade
Click “Schedule downgrade”. You see Downgrade scheduled for [date]. You keep your current plan until then.On the Plan page, a banner now reads Changes to [plan name] on [date].
Change your mind before the date
On the Plan page, click “Keep current plan” in the banner. You see Downgrade canceled. You’re staying on your current plan. Upgrading again before the date also cancels the scheduled downgrade.Switch from yearly to monthly billing
Use the same steps and choose Monthly with the switch on the right. Your plan and add-ons stay the same, only your billing cycle changes. The window shows “Schedule the switch” instead of “Schedule downgrade”, and the switch happens when your yearly period ends.How do I know it is working?
- The Plan page shows the Changes to [plan name] on [date] banner.
- Your plan and limits stay the same until that date, then change to the lower plan.
Troubleshooting
I am on a free trial and want a smaller plan
I am on a free trial and want a smaller plan
During a free trial you can move to another plan for free. Select the plan and click “Move your trial to [plan name], free”. See How the 14-day free trial works.
I want to stop paying completely
I want to stop paying completely
Cancel your subscription instead. See Cancel or resume your subscription.
I expected money back when I downgraded
I expected money back when I downgraded
Nothing is charged when you schedule a downgrade, and you keep the higher plan you already paid for until your next renewal.
I cannot switch my billing cycle while I have a discount
I cannot switch my billing cycle while I have a discount
You cannot switch while a promotional discount with an end date is active. Email support and we will help you change your cycle.
What to do next
Check your plan and usage
See your limits before the change takes effect.
Cancel or resume your subscription
Stop your plan from renewing.
View your billing and invoices
Find receipts and payment history.

