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