There are times when you wish to change your subscription plan, whether it's due to increasing agents, or to save money by paying annually. Here are steps on how to upgrade/downgrade your plan, or switch between Monthly and Annual subscriptions.
How To Change Your Subscription Plan
1. Account owners will go to Admin > Billing > Change Plan.
2. Select the desired Plan > Change Plan. A confirmation screen will appear with the amount due.
Switching the Billing Type
You can switch from Monthly to Annual (or vice versa) at any time by clicking the options in the top right-hand corner of the Change Plan screen:
FAQs
What happens if I switch from an Annual Subscription to a Monthly Subscription?
If you switch from an annual subscription to monthly, you will receive a prorated credit on your account which can be used towards your next bill. This credit can be seen by going to Admin > Billing.
Why can't I downgrade my plan?
If Follow Up Boss doesn't allow you to downgrade your plan, it means that you have more than the maximum amount of users for the plan you're downgrading to. You will need to Delete Users from your plan to meet the user limit for the new plan.