Upgrade, change or cancel your plan

You can move to Pro or Business, change plans, update your card, or cancel, all from Settings › Billing. Payment is handled by Stripe. On a team account, only an admin can do this.

Upgrade from Free

1. Go to Settings › Billing.
2. Under Get Switchboard Pro or Business, select Upgrade your plan. !SCREENSHOT: Settings › Billing with the plan comparison and Upgrade your plan
3. Under Choose your plan, choose a Plan (Pro or Business) and how you pay under Billing (Monthly or Yearly). The Price appears.
4. Select Continue to Stripe, then review the total, taxes and number of billed people in Stripe, and pay. !SCREENSHOT: Choose your plan with Plan, Billing and Price

When it worked: you come back to Switchboard, and Account plan in Settings › Billing shows your new plan. Your plan changes once the payment is confirmed.

Change your plan or card, or cancel

1. Go to Settings › Billing.
2. Select Manage Subscription. Stripe's page opens. !SCREENSHOT: Settings › Billing with Manage Subscription
3. In Stripe, change your plan, update your card, or cancel.

When it worked: back in Settings › Billing, Account plan shows the change once it takes effect.

Turn your personal account into a team account

1. Go to Settings › Account and select Create a team.
2. Enter a Team name.
3. On Pro or Business, select Create team and confirm. On Free, select Continue to Checkout and pay in Stripe first. !SCREENSHOT: Create a team with Team name and Current plan

When it worked: Switchboard opens Settings › Team, and you're the team's admin. On Free, your account stays personal until the payment is complete.

This can't be undone. See Manage your team.

Good to know

• Moving to a lower plan takes effect at the end of the period you've paid for.
• Cancelling keeps your paid plan until the end of that period. Then your account moves to Free.
• Moving down deletes nothing. What you can keep on each plan is in Plan limits.
• On a team account, if you're not an admin, Manage Subscription shows "Your team manages your plan. Contact a team admin to change it or manage the subscription."
• If a plan can't be managed online, Switchboard says so and gives support's address: support@anywhereintelligence.ai.

Questions

Who can change a team's plan? Only an admin. Other people on the team can see the plan in Settings › Billing.

Will I lose agents or calls if I cancel? No. See Plan limits for what happens when you're over a limit.