You can change plans any time from your account settings. Changes take effect immediately in both directions. Upgrades charge a prorated amount for the rest of the current period. Downgrades credit the unused portion of your current plan to your account balance, and that credit is applied to your future invoices automatically.
Change your plan
- Open Settings → Subscription.
- Click Change plan.
- Select your new plan and review the preview: what you'll be charged today for an upgrade, or the credit applied to your balance for a downgrade, plus your new monthly price.
- Confirm. Your new plan is active right away.
If a smaller plan can't fit your current setup (for example, more practitioners than the plan includes, upcoming group classes, or HIPAA mode enabled on a plan without HIPAA compliance), the preview lists exactly what to adjust before you can switch. Nothing is ever removed for you.
Cancel
- Open Settings → Subscription.
- Click Manage subscription, then Cancel subscription.
- Confirm.
After cancellation:
- You retain access until the end of your paid period.
- Your data is preserved if you decide to come back.
- Your account reverts to the Free plan.
Billing details
- Download past receipts and view billing history.
- Update your payment method any time.
- Invoices are sent to your account email at each renewal.
Tips
- Review feature differences before downgrading; some integrations and clinical features go away on lower tiers.
- Your data is never deleted when you change plans.
- If you're unsure, reach out to support before making a change.