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New The upgrade page at /billing/upgrade is the conversion entry point for changing plans. Every paid plan transition — Free → Starter, Starter → Professional, switching billing intervals — starts here. If your account already has a subscription, switching plans now happens entirely inside Bizzy: you review the prorated charge on a confirmation screen and confirm. Only your first purchase (from the Free plan) still goes through Stripe Checkout to collect payment details.

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Prerequisites

  • You must be an Owner or Admin to change the subscription
  • Open the page from anywhere in the app at /billing/upgrade, or from Settings > Account > Billing > Upgrade plan

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What the page shows

The upgrade page is a full-screen, no-sidebar layout designed to make the choice clear:
  • Trial banner at the top if your account is currently trialing — shows trial end date and a reminder to add a payment method before it ends
  • Tier cards for Free, Starter, Professional, and Enterprise with prices, included resource limits, and key features
  • Billing-interval toggle for Monthly vs. Annual (annual saves about 17%, equivalent to two months free)
  • Plan comparison table for a side-by-side view of features and limits
  • FAQ covering proration, cancellation, and downgrade behavior
The Professional card is highlighted as the recommended plan. If you’re on Enterprise, contact sales for any changes.

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Choose a plan

Click the Upgrade (or Switch to) button on a tier card. Where you go next depends on your current state: After payment or confirmation, the new tier takes effect immediately.

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Review and confirm

For accounts that already have a subscription, the button opens the in-app plan-change screen at /settings/account/billing/subscription/change. It shows everything you need to decide before committing:
  • A summary of the switch — “Switching from current plan to new plan”
  • Charged today (prorated) — the amount due now for the remaining time in the current billing period at the new plan’s rate
  • A credit line when the change leaves a balance in your favor (common on downgrades and interval switches) — applied to future invoices
  • Next bill — the recurring amount and the date it lands
Click Confirm change to apply it. Bizzy updates the subscription in Stripe and returns you to the billing dashboard with a confirmation. Click Cancel to go back without changing anything.

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When a downgrade is blocked

If the plan you’re switching to has lower limits than your current usage, the confirmation screen replaces the proration card with a breakdown of exactly what’s over the limit (for example, “Agents: 20 in use, 10 allowed”), and the Confirm change button is disabled. Reduce the listed resources, then return to the screen — the check re-runs automatically.
Pre-validation only catches account objects (seats, businesses, agents, MCP servers, automations). Consumable usage above the new tier’s allowance will simply bill as overages on the next cycle — see Limits for details.

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Trials

The Starter plan includes a 30-day free trial — no payment method required up front. Professional and Enterprise plans do not include trials; you can start with the Starter trial and upgrade to Professional at any point during or after it. When your Starter trial ends:
  • If you’ve added a payment method, billing begins automatically
  • If you haven’t, the account drops back to Free and any over-Free-tier objects become read-only (see Limits)

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Frequently asked questions

Yes. Stripe credits the unused portion of your current period and charges the prorated amount for the new tier on the same invoice. You see the charged-today, credit, and next-bill amounts on the in-app confirmation screen before confirming.
Yes — pick a lower tier on the upgrade page. Bizzy runs a pre-validation check first; if your current usage exceeds the target tier’s limits, the confirmation screen lists what to reduce and disables Confirm change until you’re within the new plan’s limits.
Yes — cancel in-app from Settings > Account > Billing > Cancel subscription. Your plan stays active until the end of the current billing period, then drops back to Free. See Cancel your subscription.
Credits roll over and don’t expire. Current-period overage usage continues to bill at your prior tier’s overage rate; the new tier’s rate applies starting next cycle.

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Next steps

Subscription tiers

Compare tier features in detail

Cancel subscription

Cancel in-app, effective at the end of the billing period
Last modified on June 21, 2026