Guide: Plan Changes (upgrades / downgrades)

Subscriber

Updated over a week ago

This article provides instructions on how to change plans on Connect, including how to:

It also includes screenshots and videos to illustrate the process. This article is intended for subscribers who need to make changes to their subscription plans. If you are the provider, you can see how to chance plans via the Gigs Dashboard here.

Connect

Change Plans

A. Without usage charts

  1. There are two places where you can access plan changes even if Usage Charts are disabled: Subscription Settings and Plan Details.

  2. From these screens, click on the buttons called “Change Plans”

  3. Land on the Change Plans tab (if the project has Top-ups) or the Change Plans Screen (if the project doesn’t have Top-ups) and click on a new plan

  4. Review the plan and click on “Select Plan”

  5. Review Checkout and click “Schedule Payment”

  6. Land on the success screen and click “Continue”

  7. Navigate to the subscription and see when the plan will change

B. With usage charts

The Add Data card is visible in two places in Connect:

  1. The Subscription Details screen

    1. This screen is accessed by clicking anywhere on the Subscription card

  2. The My Plans screen

    1. This is the home screen of Connect for users with ≥ 1 subscription

    2. This is visible once a subscriber reaches or exceeds >70%.

With Top-ups

  1. If a project has Usage Charts enabled, plans can be changed by tapping anywhere on the Add Data card other than the Top-up Quick Actions.

  2. Click on the “Change Plan” tab

  3. Follow the flow for Plan Changes without Usage Charts.

Without Top-ups

This has the same behavior as projects with usage charts disabled.

Cancel Plan Change

  1. Navigate to the Subscription Details screen

  2. See the pending Plan Change

  3. Click “Cancel Plan Change”

  4. Confirm Plan Change Cancellation

  5. See that the Plan Change was successfully Cancelled

To Cancel a Plan

Please refer to the instructions here.

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