Change your plan or start a free trial

Move to a paid plan with a 14-day free trial, or switch between paid plans with the difference settled on your next invoice.

BusinessTeam memberAgencyWho can do it: owner, admin

You can move up or down whenever you like, from Settings › Billing & wallet. Your first paid plan starts with a 14-day free trial. After that, a change of plan takes effect straight away and the difference is worked out on your next invoice.

Before you start

  • You are an owner or admin of the business. Plans belong to each business, so switch to the right one first if you run several.
  • For a paid plan, a card. You are not asked for one to start a trial from inside the app, but you need to add one before the trial ends.

Steps

Start your first paid plan

  1. Open Settings › Billing & wallet and scroll to Change plan.
  2. Press Choose Launch, Choose Unlimited or Choose Resell. The button says Opening… while the payment page loads.
  3. The secure payment page opens. If this is your first paid plan, it says your 14-day free trial starts now and that nothing is charged until it ends. If you have a promotion code, enter it on this page.
  4. Complete the page. You come back to Billing & wallet, and Current plan shows your new plan and its renewal date.
  5. Before the trial ends, make sure a card is on file: press Open billing portal under Manage billing and add one.

Switch to another paid plan

  1. Open Settings › Billing & wallet › Change plan.
  2. Press Choose and the plan you want.
  3. The change happens at once. A message says You're on (plan) now. The difference is prorated on your next invoice.

Moving up gives you the bigger allowances immediately. Moving down lowers them immediately.

If you picked a plan on the website

When you choose a plan on the website and then sign up, the sign-up page says which plan you are signing up for and its price. After you create your account you go straight to the payment page. You are not charged before that step.

What happens next

Your allowances change at once; check them under Usage on the same page. Invoices for your plan are in the billing portal. See Find your invoices and update your card.

To stop paying altogether, see Cancel or resume your subscription.

For agencies

Changing your agency's own plan works as above. Your clients' plans are the ones you sell them; you set those up under SaaS configurator, on the Plans & pricing tab, not here.

For clients of an agency

You choose from your agency's plans instead. Under Your plan with (your agency's name), press Upgrade to or Move to on the plan you want and confirm with Switch to (plan). If a plan says "Ask (agency) to upgrade you", your agency has kept that change for themselves.

Troubleshooting

"Only an owner or admin can change billing. Ask one of them." Members can read the plan but not change it. Ask an owner or admin, or ask them to change your role.

I didn't get a free trial. There is one free trial per account. If this business has had a paid plan before, a new subscription starts without one.

"Your last payment failed. Update your card to avoid interruption." Press Update card on that line. It opens the billing portal, where you can add a working card.

My trial ended and Current plan says "Your subscription has ended." If no card was added before the trial ended, the subscription stopped. Press Choose on the plan again; there is no second trial, so you pay from the start this time.

I left the payment page and landed on the pricing page. Nothing was charged. Sign in again and press Choose on the plan when you are ready.

"Your plan is arranged by your agency. Get in touch with them to change it." Your account belongs to an agency, and they set your plan.

Related

Still stuck?

Email support@opusfunnel.com with the page you were on. A person replies, usually within one business day.

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