Seats, plan changes and cancelling

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  2. Billing


Seats, plan changes and cancelling


Only the workspace owner can make these changes.


Extra seats


On team plans, add seats in Billing. Extra seats add people, not credits. New seats are charged pro rata for the rest of the period; removing seats takes effect at renewal.


Upgrade


Click Review upgrade on a bigger plan. You'll see the pro-rata charge and the extra allowance, then Confirm upgrade to pay and switch now.


Downgrade


Click Review downgrade, then Schedule downgrade. Nothing is charged now. The new plan starts at your next renewal, and your team must fit in its seats.


Invoices and payment details


Click Invoices & payment to open the billing portal. There you can download invoices and change your card.


Cancel


  1. Click Invoices & payment.
  2. Cancel renewal in the billing portal.


Your plan stays active until the end of the period you've paid for, and Billing shows Ends this period. Export your prospects before then if you need them (see Import and export CSV files).

Updated on: 04/10/2026

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