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

# Upgrading Your Plan

> How to change your subscription plan

## How to Upgrade

<Steps>
  <Step title="Open your profile">
    Click your profile picture or name in the sidebar to open your account menu.
  </Step>

  <Step title="Go to Billing settings">
    Navigate to **Settings → Billing** from the menu.
  </Step>

  <Step title="Review available plans">
    Browse the plan comparison table to find the plan that fits your needs.
  </Step>

  <Step title="Click Upgrade">
    Click the "Upgrade" button on your chosen plan tier.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Confirm">
    Review the summary and confirm your upgrade. Your new plan takes effect immediately.
  </Step>
</Steps>

<Info>
  You can change plans at any time. Upgrades take effect immediately, and you'll be charged a prorated amount based on your billing cycle.
</Info>

<Tip>
  Not sure which plan to choose? Start with Free and upgrade when you need more scorecards. You can always change your plan later.
</Tip>

## 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.