Overview Learn how to change your health‑management SaaS plan—either upgrade to a higher tier or downgrade

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Billing: Upgrading or Downgrading Your Plan

Overview

Learn how to change your health‑management SaaS plan—either upgrade to a higher tier or downgrade to a lower one—using the billing dashboard. The steps are quick and keep your account information safe.

Prerequisites

Step‑by‑Step Guide

  1. Log in to the platform
- Open the web app and sign in with your credentials.
  1. Open the Billing page
- In the left navigation menu, click Billing → Plans & Subscriptions.

- [Screenshot: Billing navigation menu showing “Billing” highlighted and “Plans & Subscriptions” selected]

  1. Locate your current plan
- Under Active Subscription, you’ll see your current plan name, price, and renewal date.
  1. Choose the new plan
- Click the Change Plan button next to your current plan.

- A modal window opens with a list of available plans.

- Select the plan you want (e.g., Premium or Standard) and review the price change.

  1. Confirm the change
- If you’re upgrading, you’ll be charged immediately for the prorated difference.

- If you’re downgrading, the new rate will take effect at the next renewal date (or immediately if you choose “Apply Now”).

- [Screenshot: Plan selection modal with “Upgrade” and “Downgrade” options highlighted]

  1. Enter payment details (if needed)
- If a new payment method is required, enter the card information or select an existing saved method.

- Make sure the CVV and expiration date are correct.

  1. Save your changes
- Click the Save button in the top‑right corner of the modal.

- [Screenshot: Blue “Save” button highlighted]

  1. Receive confirmation
- A confirmation banner appears: “Your plan has been updated successfully.”

- Your new plan details will now be displayed under Active Subscription.

  1. Review the updated invoice
- Go to Billing → Invoices to see the latest charge or credit.

- Verify that the amount matches your expectation.

Common Issues

IssuePossible CauseQuick Fix
“Insufficient funds” errorPayment method declined or expired.Update the payment details and retry the upgrade/downgrade.
Plan change not reflected immediatelyDowngrade set to take effect at next renewal.Choose “Apply Now” in the modal if you need the change right away.
Unable to select a planAdmin permissions missing.Ask an admin to grant you Billing permissions.
Proration amount looks wrongCalculation based on usage days.Review the usage summary on the invoice page for details.
Saving fails with validation errorMissing required fields (e.g., CVV).Double‑check all entered payment information and try again.

Related Articles

  1. Understanding Proration: How Charges Are Calculated
  2. Managing Multiple Subscriptions in One Account
  3. How to Cancel Your Subscription

Still Need Help?

If you run into any trouble or have questions about the plan change, our support team is ready to help.

[Contact Support] – Click the button below to start a live chat or submit a ticket. [Screenshot: “Contact Support” button located in the help center header]

We’ll get back to you within 24 hours.

Tip: Keep a copy of your invoice handy when you contact support; it speeds up the troubleshooting process.

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