Subscription Management
Manage your subscription end to end — upgrades, plan changes, cancellation, and the full subscription lifecycle.
This page covers every action an Owner can take on their subscription, and explains the states it moves through over its life. For who is allowed to do these things and why, see How Billing & Features Work.
All subscription actions are performed from Compare Plans, reached from the Profile Dropdown or the Plans & Billing header shortcut. Only the Owner sees these controls — and since a subscription belongs to the Owner personally, changes here apply to every workspace they own at once. See Plans & Billing Overview.
Upgrading
To move to a higher plan:
Open Compare Plans and locate the target plan card.
Click Upgrade on the card.
If you already have an active paid subscription, an Upgrade to {plan} dialog asks how the upgrade should apply:
- Upgrade Now — the new plan applies immediately. Stripe processes a pro-rated charge for the remainder of the current billing period, and all newly included features and higher quotas unlock right away.
- Schedule for Renewal — the upgrade takes effect at the start of your next billing cycle. Your current limits remain in place until then, and the new plan's first full charge is processed on the renewal date.
If you're on the free tier, upgrading skips the timing dialog entirely and takes you straight to Stripe Checkout to enter payment details and finalize the subscription. Promotional codes can be entered on that Checkout page.
Plan Change
Plan changes to a lower plan are intentionally deferred to your renewal date so you don't lose features mid-cycle after you've already paid for them.
On Compare Plans, click Scheduled for Renewal on a lower paid plan card.
A confirmation toast appears — "Plan change scheduled — takes effect {date}." — and a persistent banner reading "Plan change scheduled — switching to {plan} on {date}. Your current plan remains active until then."
The lower plan, with its features and quotas, applies automatically on the renewal date.
You can reverse a scheduled plan change any time before the renewal date by clicking Cancel change inside the banner.
There's nothing to schedule for the Free plan, so its card has no button. To move to Free, cancel your subscription — you switch to Free automatically when your paid period ends, and also if your plan expires.
A plan change never deletes content. If your usage exceeds the new plan's limits, existing items remain viewable but you can't create new ones in that category until you're back under the cap. Features the new plan doesn't include become locked. See what happens when the plan changes.
Cancellation
Cancelling stops your subscription from renewing. You keep the plan until the end of the period you've already paid for:
- Click Cancel subscription on the Plans tab and confirm in the dialog to stop future charges. A toast confirms: "Subscription cancelled — your plan stays active until
{date}." The panel then reads Subscription cancelled, and a banner reminds you before the plan ends. - Your plan stays fully active until the end of the current paid period. After that, your workspace(s) revert to the most limited tier — paid features lock, quotas drop to baseline, and your data is preserved in a read-only state for those features.
- Click Resume subscription at any time before the period ends to reverse this immediately and resume automatic billing.
Subscription Lifecycle
A subscription moves through a predictable set of states. Knowing the current state explains exactly what your workspace(s) can do right now.
| State | What it means | Feature access |
|---|---|---|
| Active | A paid or free plan is in good standing. | Full access to the plan's features and quotas. |
| Past Due | A renewal payment failed; in a grace period. | Still working — but the Owner must fix payment soon. |
| Cancelled | The paid period ended after auto-renew was turned off, without resubscribing. | Paid features locked; data preserved until you re-subscribe. |
| Expired | The grace period on a failed payment ended without the charge succeeding. | Paid features locked; data preserved until payment succeeds. |
Auto-renew isn't a separate status. Turning it off doesn't move an Active subscription anywhere — it just adds a note that the plan won't renew, and full access continues until the period boundary, at which point the subscription becomes Cancelled.
Payment Failed (Past Due)
If a renewal charge fails, a banner appears: "Payment failed. Update your payment within {remaining} (by {date}) to keep your {plan} plan," with a Retry payment link. The workspace(s) keep functioning during this grace period.
- Resolve it by updating your payment method — the charge retries and the subscription returns to Active.
- Ignore it and, once the grace period ends, a second banner appears — "Your payment could not be collected and the grace period has ended. Update your payment method to restore your plan," with an Update payment link — and paid features are suspended exactly as with cancellation. They resume instantly when a successful payment is made.
Related
- Invoices & Payments — Download invoices and review your payment history.
- Usage Limits & Quotas — See the limits each plan sets across your workspaces.
- Billing FAQ — Common questions about changes, refunds, and access.