How can I change the plan in a client sub-account?

This guide explains how to upgrade or downgrade your subscription plan in the Sub-Account.

Step 1: Access Upgrade Option

1. Log in to your Sub-Account app and go to the Usage menu.
2. Below the usage summary, locate the Upgrade Plan option.

Step 2: Select a New Plan

1. Click the Upgrade Plan button to open the plan selection page.
2. Choose a plan to upgrade or downgrade your subscription.

Step 3: Confirm Subscription Update

1. Click the Subscribe button to open the subscription update page.
2. Follow these steps:

• Review the new plan details.
• Update your card information if needed.
• Update your billing address if necessary.
• Confirm the upgrade or downgrade to finalize the subscription change.

Note

• Upon successful subscription, a success page will confirm the process.
• The new plan will take effect from the next billing cycle.
• From the next cycle, the new plan charges and benefits will be applied.
• After the subscription upgrade, both your clients and the agency billing contact will receive email notifications.