Upgrading or downgrading your plan

You can change your BizOS plan at any time from your billing settings. Go to Settings, then Billing, and choose Change Plan.

Upgrading takes effect immediately, giving you access to the higher plan's limits and features right away. Downgrading is worth thinking through first, since your account needs to fit within the lower plan's limits. For example, if you have more contacts than Foundation allows, you will need to reduce your contact count before downgrading to Foundation is possible.

Your data is not affected by a plan change either way. Contacts, invoices, and everything else in your account stay exactly as they were, only the limits and available features change.

If you are unsure whether a downgrade will fit your account, it is worth reviewing your current usage against the plan limits before making the change.