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

# Upgrading & downgrading

> How to switch plans, including how proration works mid-period.

You can change plans any time from **Settings → Billing**. Upgrades take effect immediately; downgrades wait until the end of your current period.

## Upgrade

<Steps>
  <Step title="Open Settings → Billing">
    Click **Change plan**.
  </Step>

  <Step title="Pick the new plan">
    See the comparison; pick which higher tier you want.
  </Step>

  <Step title="Review proration">
    The dashboard shows you the prorated amount you'll be charged today. This is the difference in price between your current plan and the new one, multiplied by the fraction of the period that's left.

    Example: you're 10 days into a 30-day Growth period ($199/mo) and upgrading to Pro ($299/mo). Proration is $100 × (20/30) = ~$66 charged immediately. Your next invoice (in 20 days) will be the full Pro \$299.
  </Step>

  <Step title="Confirm">
    Click **Upgrade now**. The change is immediate — your caps lift to the new plan's, voice AI Receptionist activates if you didn't have it, etc.
  </Step>
</Steps>

## Downgrade

<Steps>
  <Step title="Open Settings → Billing → Change plan">
    Same place.
  </Step>

  <Step title="Pick the lower plan">
    Pro → Growth, Growth → Starter.
  </Step>

  <Step title="Confirm">
    Downgrades schedule for the END of your current period. Until then, you keep the higher plan's features.
  </Step>

  <Step title="At period end">
    Your subscription auto-switches to the lower plan. New caps take effect.

    You can cancel the scheduled downgrade any time before period-end if you change your mind.
  </Step>
</Steps>

## Why downgrades wait

Two reasons:

1. **You've already paid for this period** at the higher tier; downgrading immediately would refund you, which adds accounting complexity. Letting you ride out what you paid for is simpler.
2. **It prevents thrash** — preventing accidental "downgrade-then-realize-I-need-the-feature" cycles. If you downgrade and immediately want to undo, just cancel the scheduled downgrade.

## What happens to features when downgrading

If you're on Growth (with voice AI Receptionist) and downgrade to Starter (no voice AI Receptionist), at the period rollover:

* Voice AI Receptionist is disabled — incoming calls fall through to your existing voicemail
* Existing voice configuration (voice picked, greeting, etc.) is preserved — re-upgrading restores it
* Voice-AI-only features (web call button, AI Receptionist on calls) stop functioning
* Messages from the AI Receptionist on text/chat continue (those are on every plan)

If you're over the new plan's caps when the downgrade lands (e.g., you have 15 published forms, the new plan caps at 5):

* Existing forms keep working
* You can't publish new ones until you're under the cap
* Other features (conversations, voice minutes) immediately observe the new caps

## Annual ↔ monthly switches

Switching between monthly and annual billing of the same plan is treated as a downgrade-then-upgrade for proration purposes. You can do it from the same **Change plan** flow.

Annual gets a discount (typically 2 months free per year), so most owners on month 7+ should be on annual.

## Cancelling

To cancel entirely (not just downgrade):

1. **Settings → Billing → Cancel subscription**
2. Pick a reason (helps us improve)
3. Confirm

Cancellation goes into effect at period-end. You keep using the product until then. After period-end, your account is read-only — you can still log in and view data, but new conversations / appointments / etc. don't work.

You can reactivate by re-subscribing within 30 days of cancellation; your data is preserved. After 30 days, data is purged per our retention policy.

## Retention discount

If you click cancel, we may offer a retention discount (typically 20-30% off for 3 months) before the cancellation completes. Up to you whether to take it.

## Trial extensions

If your trial is ending and you need more time, see [Trial extensions](/billing/trial-extensions).

## Next

<CardGroup cols={2}>
  <Card title="Invoices" icon="file-text" href="/billing/invoices">
    Past payment receipts.
  </Card>

  <Card title="Trial extensions" icon="clock" href="/billing/trial-extensions">
    Asking for more trial time.
  </Card>
</CardGroup>