> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizzyco.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Upgrade your plan

> Compare tiers and switch your subscription from the upgrade page

<Badge color="green">New</Badge>

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.

## 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**

## 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.

## Choose a plan

Click the **Upgrade** (or **Switch to**) button on a tier card. Where you go
next depends on your current state:

| Current state               | Where the button takes you                                                                            |
| --------------------------- | ----------------------------------------------------------------------------------------------------- |
| Free                        | Stripe Checkout — enter payment details and confirm                                                   |
| Trialing                    | In-app plan change — review proration and confirm without leaving Bizzy                               |
| Paid (downgrade or upgrade) | In-app plan change — review proration and confirm without leaving Bizzy                               |
| Enterprise                  | Redirected back to **Settings > Account > Billing** — Enterprise plans require sales-assisted changes |

After payment or confirmation, the new tier takes effect immediately.

## 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.

### 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.

<Warning>
  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](/admin-guide/billing/limits) for details.
</Warning>

### 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](/admin-guide/billing/limits))

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Are plan changes prorated?">
    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.
  </Accordion>

  <Accordion title="Can I downgrade?">
    Yes — pick a lower tier on the upgrade page. Bizzy runs a
    [pre-validation check](#when-a-downgrade-is-blocked) 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.
  </Accordion>

  <Accordion title="Can I cancel?">
    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](/admin-guide/billing/cancel).
  </Accordion>

  <Accordion title="What happens to overages or credits when I change plans?">
    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.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Subscription tiers" icon="layer-group" href="/admin-guide/billing/tiers">
    Compare tier features in detail
  </Card>

  <Card title="Cancel subscription" icon="circle-xmark" href="/admin-guide/billing/cancel">
    Cancel in-app, effective at the end of the billing period
  </Card>
</CardGroup>
