> ## Documentation Index
> Fetch the complete documentation index at: https://help.askfunnel.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Upgrade your plan

> Move to a bigger plan, add capacity or subscribe at the end of your trial.

Move to a bigger plan when you need more leads, live funnels, team seats or AI credits, or when you want Growth features such as the Meta Conversions API. You can also add capacity to your current plan without changing plan, or subscribe at the end of your free trial.

**Before you start**, you need:

* A Global Admin role (the organization owner, or anyone they gave that role to). Only a Global Admin can change the plan.
* A card or PayPal account ready for checkout. See [Add or update your payment method](/billing/payment-methods).

## Important to note

<Warning>
  * Upgrades apply right away. On a paid plan, you pay a prorated amount (a share of the price, for the days left in your current billing period), and the exact amount is shown before you confirm. Switching from monthly to yearly billing is also applied right away, so you pay for the year now.
  * Subscribing during a free trial charges you that day, and the rest of your trial ends. See [How the 14-day free trial works](/billing/free-trial).
  * Enterprise is not self-serve. Click **"Contact us"** on the Enterprise plan to talk to our team.
</Warning>

## Upgrade a paid plan

<Steps>
  <Step title="Open the plan page">
    1. Click your profile picture in the top right corner.
    2. Under **Subscription**, click **"Plan"**.
    3. Click **"Change plan"**.
  </Step>

  <Step title="Pick your plan and add-ons">
    1. On the **Change your plan** page, click **"Select"** under the plan you want.
    2. To add capacity, use the drop-down lists on the right for leads, AI credits, live funnels and team seats. Each option shows its extra monthly price.
    3. Use the **Monthly** and **Yearly** switch at the top of the panel if you want to change your billing cycle. **Yearly** has a **2 months free** label.

    <Tip>
      If a higher plan covers the capacity you picked for less money, a banner says so and gives you a **"Switch to \[plan name]"** button.
    </Tip>
  </Step>

  <Step title="Review the change">
    Click **"Review changes"**. The **Review your change** window shows **Charged today**, and **Then** with your new price and date. When you are charged today, it also names the card, for example Visa ending 4242.

    If **"Review changes"** is grayed out, you have not changed anything yet. Adjust your plan or add-ons first.
  </Step>

  <Step title="Confirm and pay">
    Click **"Confirm & pay"**. You see **Your plan has been updated.** and the new capacity is available immediately.
  </Step>
</Steps>

## Subscribe at the end of your free trial

<Steps>
  <Step title="Open the plan page">
    1. Click the plan badge in the top right corner, then click **"Upgrade plan"**. Or click your profile picture and, under **Subscription**, click **"Plan"**.
    2. On the **Plan** page, click **"Change plan"**.
  </Step>

  <Step title="Pick your plan and add-ons">
    The page is titled **Choose your plan**. Click **"Select"** under the plan you want, add capacity if you need it and choose **Monthly** or **Yearly**.
  </Step>

  <Step title="Continue to payment">
    Click **"Continue to payment"**. Under the button you see **You'll be charged today, and your free trial ends.**

    <img src="https://mintcdn.com/askfunnel/LRqKSARrAmDYPt5e/images/billing/upgrade/choose-your-plan.png?fit=max&auto=format&n=LRqKSARrAmDYPt5e&q=85&s=07155a158b6e35550b7eedcba362b430" alt="The Choose your plan page with the Continue to payment button highlighted in the summary on the right" width="2000" height="1528" data-path="images/billing/upgrade/choose-your-plan.png" />
  </Step>

  <Step title="Enter your payment details">
    On the **Checkout** page, choose **Card** or **PayPal**, add a [discount code or VAT number](/billing/discount-codes-and-vat) if you have one, and click **"Subscribe now"**.
  </Step>
</Steps>

After payment you return to your dashboard and see **You're all set. Your subscription is active.**

<Tip>
  Only want to try a different plan for now? Select it, then click **"Move your trial to \[plan name], free"** under the main button. There is no charge and your trial end date stays the same.
</Tip>

## If your trial or subscription already ended

A Global Admin sees a button on the lock screen: **"Upgrade plan"** after a free trial, or **"Resubscribe"** after a paid plan. It opens the same **Choose your plan** page. Your data comes back as soon as you subscribe.

## How do I know it is working?

* The **Plan** page shows the new plan name, the **Active** label and your next **Renews on** date.
* The plan badge in the top bar shows your plan name.
* The limits on the **Plan** page show the new numbers. See [Check your plan and usage](/billing/plan-and-usage).
* Leads that were locked because you were over your limit unlock as your new capacity allows, oldest first.

## Troubleshooting

<AccordionGroup>
  <Accordion title="I do not see Change plan or Upgrade plan">
    Only Global Admins can change plans. If you are not one, ask your organization owner. You will see a message that only Global Admins can view or change your organization's plan.
  </Accordion>

  <Accordion title="I cannot switch my billing cycle">
    You cannot switch between monthly and yearly while a promotional discount with an end date is active. The message reads "Switching your billing cycle isn't available while a promotional discount is active." Email support and we will help you change your cycle.
  </Accordion>

  <Accordion title="The payment form does not load">
    Click **"Try again"** on the **We couldn't start checkout** message. If it keeps failing, click **"Back to plans"** and start again, or email support.
  </Accordion>

  <Accordion title="I was charged a different amount than the plan price">
    Your total can include tax, add-ons, and a prorated amount for the rest of the current period. The **Review your change** window and the **Order summary** show the exact figures before you pay.
  </Accordion>
</AccordionGroup>

## What to do next

<Columns cols={2}>
  <Card title="Check your plan and usage" icon="gauge-high" href="/billing/plan-and-usage">
    See your new limits and renewal date.
  </Card>

  <Card title="Add or update your payment method" icon="credit-card" href="/billing/payment-methods">
    Keep your card or PayPal up to date.
  </Card>

  <Card title="View your billing and invoices" icon="file-invoice" href="/billing/billing-and-invoices">
    Find receipts and payment history.
  </Card>

  <Card title="Use a discount code or VAT number" icon="percent" href="/billing/discount-codes-and-vat">
    Add them at checkout.
  </Card>
</Columns>

Need help? Email [support@askfunnel.com](mailto:support@askfunnel.com).
