Upgrading or Changing Your Plan
How plan changes work after you press Select Plan, including confirmation, payment method checks, and prorated Stripe billing.
After you press Select Plan, Work Planner decides whether the change can be confirmed straight away, whether Stripe needs to calculate a billing summary first, or whether a payment method has to be added before anything can continue.
The First Checks Work Planner Makes
- Is this the current plan? If yes, nothing changes and the button stays disabled.
- Is the plan available? If current usage is already above that plan's limits, the button will not let you continue.
- Does this plan need billing? Paid plans check whether billing is active and whether a payment method is already saved.
- Are you in trial or beta? During trial or beta, the change can be simpler because immediate charging may not apply.
When The Change Is Straightforward
If the target plan is free, or if the account is in a beta or trial situation where billing does not need to run immediately, Work Planner shows a confirmation step and then applies the change. You are sent back to the Subscription overview with a success message after that.
When Stripe Needs To Price The Change
If you are moving between paid Stripe-backed plans outside trial and beta, Work Planner loads a billing summary first. That summary can include a prorated charge, a prorated credit, or a zero-total change depending on how far through the current billing period you already are.
When A Payment Method Is Missing
If the new plan needs a card and the account does not already have one, Work Planner opens the payment popup first. Once the card has been saved successfully, Work Planner carries on with the plan change instead of making you start over.
What To Watch For
- Processing... on the plan card means the request is already underway. It is best to wait rather than clicking another card.
- Business warnings: if the new plan reduces business allowance, read the warning before confirming because extra businesses can be locked afterwards.
- Redirect back to Subscription: after a successful change, Work Planner returns you to the overview page so you can confirm the new status, billing date, and bolt-on count.
Related articles
- Subscription Plans Screen: the plan list before you start the change.
- Plan Change Billing Summary: the Stripe pricing breakdown shown for paid changes.
- Adding or Updating a Payment Method: what happens when the change needs a saved card.
- Downgrading to Free: the special case where Work Planner schedules the move for later.