Upgrading Your Plan
Upgrading
Go to Settings > Billing and find the plan you want in the Available Plans section. Click Upgrade.
The button says Upgrade when you're moving to a higher tier on the billing interval you're already on. Moving between monthly and yearly billing is a different kind of change and carries a different button -- see Switching Between Monthly and Yearly.
With a Stored Payment Method
If you already have a card on file (from a previous paid plan), the upgrade dialog shows your stored card. Click Upgrade Now and the change takes effect immediately.
The dialog tells you what you'll be charged before you confirm. For a move between plans on the same billing interval that's a prorated amount for the remainder of the current period. For a switch to yearly billing it's the full yearly price -- see Switching Between Monthly and Yearly.
Without a Payment Method
If upgrading from Free or with no card on file, click Proceed to Checkout. This redirects to the checkout page where you enter payment details. Your card is saved for future billing. The plan activates upon successful payment.
Proration
This applies when you move between plans on the same billing interval -- for example monthly to monthly. Your billed amount is the prorated difference:
- Credit for unused time on your current plan
- Charge for the new plan covering the remainder of the period
- Net charge is the difference
Full charges at the new plan price begin on your next billing cycle.
Changing between monthly and yearly billing is not prorated. See the next section.
What Happens Immediately
Upgrades take effect instantly:
- New usage limits are active
- Gated features unlocked
- No downtime or waiting period
Switching Between Monthly and Yearly Billing
Use the Monthly/Yearly toggle in Available Plans to show the other interval's pricing.
Moving between monthly and yearly billing is a term switch -- you're changing when you're billed, which is a separate question from which tier you're on. It is not prorated in either direction, and the two directions work differently.
Monthly to yearly
On the yearly plan you want, the button reads Switch to Annual. The confirmation dialog is titled Switch to <plan name>? and tells you three things before you confirm:
- What you'll be charged today -- the full yearly price -- and that your billing date moves to today.
- That whatever is left of the month you've already paid for isn't credited or refunded.
- What changes on your plan -- a line for every limit that differs between your current plan and the one you're moving to, with the old value struck through and the new one beside it. Limits that don't change aren't listed, and a limit shown as Unlimited isn't metered on that plan. If nothing changes, the dialog says so: "Your plan limits stay exactly the same -- only the billing term changes."
If the plan you're moving to is lower on any limit, you have to tick an acknowledgement -- "I understand that <plan name> gives me lower limits than my current plan, and that going over them will pause work until I raise them again" -- before the confirm button becomes clickable. In that case the confirm button reads Switch and Reduce My Limits; when no limit drops, it reads Confirm Switch.
With no card on file the button reads Proceed to Checkout instead, and the same acknowledgement applies.
Yearly to monthly
Moving to the monthly version of the plan you're already on is self-serve. It appears as a Downgrade, and the change is scheduled for the end of the year you've already paid for -- not your next monthly date. You keep your current plan and limits until then, and there's no refund for the remaining time, because it's already covered.
Moving from a yearly plan to a different tier billed monthly is not self-serve. That plan's card carries no button -- it reads:
Switching to this plan isn't available online. Email support@trailspark.ai and we'll set it up with you.
A banner appears on the billing page while a scheduled change is pending. Click Keep Current Plan to cancel it and stay on yearly billing.
Yearly billing changes when you're charged, not how your usage is measured. Usage limits still reset every month on a yearly plan, and any overage charges are still billed monthly.
Downgrading
To move to a lower tier:
- Go to Settings > Billing
- Click Downgrade on the target plan
- Confirm with Schedule Downgrade
Downgrades are scheduled for the end of the period you've already paid for. You keep full access to your current plan until then. When it ends, your plan switches and new limits apply.
On a monthly plan that's your next monthly billing date; the dialog phrases it as "at the end of your current billing period". On a yearly plan it's "at the end of the year you've already paid for". In both cases the dialog names the actual date the change lands, in brackets after the phrase, so you're confirming against the date that gets stored. (A monthly/yearly interval switch gives you the phrase without a date -- see Yearly to monthly above.)
Cancel a Scheduled Downgrade
If a downgrade is scheduled, a banner appears on the billing page. Click Keep Current Plan to cancel the scheduled change and stay on your current plan.
If your usage exceeds the lower plan's limits after downgrading and overages are disabled, what happens depends on the capability. Evaluated accounts already scored keep updating and new ones wait until capacity frees up; ingested signals keep being collected free of charge up to twice the limit but are paused (and deleted at the end of the billing period) until you upgrade or enable overages. Everything else — leads, evaluations, models, and refinements — stops at the limit until the next billing period or an upgrade.
Permissions
Only Owner or Admin roles can change plans.
Next Steps
- Plans Overview -- Compare plan limits
- Billing Management -- Manage invoices and payment methods