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How to Upgrade

1

Open your profile

Click your profile picture or name in the sidebar to open your account menu.
2

Go to Billing settings

Navigate to Settings → Billing from the menu.
3

Review available plans

Browse the plan comparison table to find the plan that fits your needs.
4

Click Upgrade

Click the “Upgrade” button on your chosen plan tier.
5

Enter payment information

If this is your first paid plan, you’ll be prompted to enter payment details. Existing customers will use their saved payment method.
6

Confirm

Review the summary and confirm your upgrade. Your new plan takes effect immediately.
You can change plans at any time. Upgrades take effect immediately, and you’ll be charged a prorated amount based on your billing cycle.
Not sure which plan to choose? Start with Free and upgrade when you need more scorecards. You can always change your plan later.

Downgrading

Downgrading to a lower-tier plan is just as easy:
  1. Follow the same steps above, but select a lower-tier plan
  2. Your access to premium features continues until the end of your current billing period
  3. At renewal, your plan switches to the new tier

What Happens to Your Data

When you downgrade:
  • Your scorecards are preserved — nothing is deleted automatically
  • Access may be limited — if you exceed the new plan’s limits, you’ll need to archive some scorecards before creating new ones
  • Premium features become unavailable — features like custom branding, the corporate dictionary, and premium templates will be disabled at renewal
Your historical data remains intact, but you may need to manage your active scorecard count to fit within the new plan’s limits.

Annual vs Monthly Billing

Save 20% with annual billing:
  • Monthly billing — pay month-to-month, cancel anytime
  • Annual billing — pay upfront for 12 months, get 2 months free
You can switch between monthly and annual billing cycles in your billing settings.
Last modified on April 15, 2026