> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Change your plan

> Upgrade, downgrade, cancel or reactivate a workspace subscription, and understand what you lose when you drop a tier.

export const StillStuck = ({topic}) => <div className="ck-callout ck-callout--note" role="note">
    <p className="ck-callout__body">
      <strong>Still stuck{topic ? ` with ${topic}` : ''}?</strong>{' '}
      Check <a href="/platform/help/troubleshooting">Troubleshooting</a> first —
      it covers the failures we see most often. If that does not resolve it,{' '}
      <a href="/platform/help/contact-support">contact support</a> and include
      your workspace name and the time the problem happened, so we can find the
      matching entry in your audit log.
    </p>
  </div>;

export const TaskHeader = ({before, time, after}) => <div className="ck-task">
    {before ? <div className="ck-task__cell">
        <div className="ck-task__title">Before you start</div>
        <p className="ck-task__body">{before}</p>
      </div> : null}

    {time ? <div className="ck-task__cell">
        <div className="ck-task__title">Takes about</div>
        <p className="ck-task__body">{time}</p>
      </div> : null}

    {after ? <div className="ck-task__cell">
        <div className="ck-task__title">When you're done</div>
        <p className="ck-task__body">{after}</p>
      </div> : null}
  </div>;

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['all']} plans="All plans" roles="Owner" />

Moving between plans is a checkout, not a support ticket. Pick a plan card, pay, and the new entitlements apply to everyone in the workspace within moments.

<Path steps={['Dashboard', 'Subscription', 'Manage Plan']} />

<Path steps={['Personal home', 'Billing', 'Plan Subscriptions', 'Manage Plan']} />

<TaskHeader before="Owner access to the workspace, and a payment card" time="3 minutes" after="The workspace on its new plan, with the new features live for every member" />

## Upgrade

<Steps>
  <Step title="Open the plan page">
    The heading reads **Choose Your Plan** if you are on Free, or **Manage Your Subscription** if you already pay. Anywhere you hit a cap you also get a **View plans** or **Upgrade** button that lands in the same place.
  </Step>

  <Step title="Choose Monthly or Yearly">
    The toggle at the top switches between **Monthly** and **Yearly**. Yearly cards show the effective monthly price and the amount billed annually, so compare on the same footing before you decide.
  </Step>

  <Step title="Select the plan card">
    The button reads **Upgrade to Essential**, **Select Team** and so on. Your existing plan is badged **Current Plan** and cannot be selected again.
  </Step>

  <Step title="Complete checkout">
    You get **Redirecting to Payment** — "Setting up secure payment..." — and land on your payment provider's page. Which provider that is depends on where your workspace bills from; see [Payment methods](/platform/plans/payment-methods).

    Two variants of that message tell you something important:

    * **Trialing now:** "Setting up your paid subscription. Your trial will end immediately after payment." Your remaining trial days are not added on.
    * **Trial-eligible:** "Your 7-day free trial will be activated after setting up payment..." You are starting the trial, not being charged today.
  </Step>

  <Step title="Come back">
    On success you land on **Payment Successful!** — "Payment successful! Your subscription is now active." — and are returned to your dashboard. If you back out you get **Payment Cancelled**: "Your payment was cancelled. No charges were made to your account."
  </Step>
</Steps>

## Downgrade

There is no separate downgrade control. Select the lower plan's card and complete checkout the same way.

<Warning>
  **A downgrade takes features away the moment it applies**, and the caps on the lower plan are enforced from then on. Nothing you already created is deleted — but where you are over a cap, the surface stops accepting **new** entries. Over the CRM contact cap, you cannot add a contact. Over the store product cap, you cannot publish another product. Over the published-agent cap, you cannot publish another agent. Existing records stay exactly where they are and stay readable; you simply cannot add to them until you are back under the limit or back on the higher plan.
</Warning>

Before you drop a tier, check what sits above the new one: telehealth, insurance, the store, memberships and AI features are the usual casualties. Staff seats are capped by plan too, and on Clinic & Hospital they are charged individually — see [Staff seats](/platform/plans/seats).

## Cancel, and change your mind

<Steps>
  <Step title="Select Cancel Subscription">
    On the workspace's card under **Billing** → **Plan Subscriptions**. The dialog spells out **What you'll lose:** and confirms the date access runs to.
  </Step>

  <Step title="Confirm">
    You get **Subscription Cancelled** — "Your subscription will be cancelled at the end of the billing period." The card then shows **Ending** with the date.
  </Step>

  <Step title="Change your mind before that date">
    Select **Keep Plan** on the card, or **Reactivate Subscription** once it has ended, and you are back on **Active**.
  </Step>
</Steps>

Cancelling does not lock you out: "your patient records, clinical notes, and history stay fully accessible. You're never locked out."

## The rule to read twice

<Info>
  **Anything other than active or trialing counts as Free.** A failed renewal, a lapsed cancellation or a **Past Due** card collapses every paid feature to the Free floor for the whole workspace until billing is fixed — even though the plan name still appears on the card. If features vanished and nobody changed a setting, look at the subscription status first. See [Plans and what they include](/platform/plans/overview).
</Info>

## Check it worked

* The workspace card shows **Active** (or **Trial Active**) and the new plan name.
* Inside the workspace, the banner reads **Active Essential Plan**, or whichever plan you chose, with **Next billing** and a date.
* The feature you upgraded for is now usable rather than showing an upgrade prompt.
* The charge appears under **Billing** → **Payment History**. See [Your subscription invoices and receipts](/platform/plans/invoices-and-receipts).

## If something goes wrong

<AccordionGroup>
  <Accordion title="Payment Cancelled">
    You closed the provider's page, or the card was refused there. Nothing was charged and your plan choice is kept. Select **Try Again**.
  </Accordion>

  <Accordion title="I paid but the workspace is still on the old plan">
    Select **Refresh** on the **Billing** page. Confirmation from the payment provider can take a minute. If it has not moved after five, [contact support](/platform/help/contact-support) with the time of the payment.
  </Accordion>

  <Accordion title="Trial Not Available — You have already used your free trial for this clinic.">
    One trial per workspace, ever. Creating a second workspace to get another trial gives you an empty workspace you then have to maintain — pick a paid plan on this one instead.
  </Accordion>

  <Accordion title="The card says Past Due">
    The renewal failed. Paid features are already off. Fix the payment before anything else — see [Payment methods](/platform/plans/payment-methods).
  </Accordion>

  <Accordion title="Cancel Subscription is greyed out">
    You have no paid subscription to cancel: "No paid subscriptions found 🎉". A free trial needs no cancelling — it becomes the Free plan by itself when the 7 days end.
  </Accordion>

  <Accordion title="I own several workspaces and changed the wrong one">
    Every workspace has its own subscription and its own card. Check the name on the card before you confirm. See [Work across more than one workspace](/platform/account/switching-workspaces).
  </Accordion>
</AccordionGroup>

<StillStuck />