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

# Change your plan

> Upgrade, downgrade or switch billing cycle from Workspace Settings, and what happens when a new plan has a lower limit than your current usage.

Your plan sets what your workspace can do and how much of it. You change plans yourself from
**Billing**, at any time. Only a workspace admin can open **Billing** — if you can't see it,
ask the person who owns the workspace.

<Note>
  Plan names, prices, limits and trial length depend on which plans your provider offers, so
  they aren't listed here. See [Plans](/billing/plans) for what your workspace is on today.
</Note>

## Open Billing

In **Workspace Settings**, choose **Billing** from the left. This page shows **Current
Subscription Plan**, your **Add-ons**, your **Payment Method**, and the option to cancel.
**Receipts**, just below it, holds your past invoices.

## Switch to a different plan

<Steps>
  <Step title="Start the change">
    On **Billing**, select **Change subscription plan**.
  </Step>

  <Step title="Pick the plan and cycle">
    Choose a plan and whether you're billed monthly or yearly. As you select a plan, the
    panel on the right lists what that plan includes, so you can compare before you commit.
  </Step>

  <Step title="Add a coupon">
    If you're subscribing for the first time, enter your code in the **Use coupon** panel — a
    text field with the placeholder **Enter the coupon here**. The panel only appears if your
    payment provider supports coupons, and the code is only applied to a new subscription. It
    is ignored when you're swapping between plans on an existing subscription.
  </Step>

  <Step title="Confirm">
    Select the button at the bottom. It reads **Change plan** when you already have an active
    subscription, **Subscribe** when you don't, or **Start trial** — with the length in
    brackets, such as `Start trial (7 days)` — when your workspace is still eligible for a
    trial. Trial length is a workspace-wide setting, not a per-plan one.
  </Step>

  <Step title="Finish">
    If you already have an active subscription, DMLY swaps the plan straight away and returns
    you to **Billing** with **Subscription plan changed successfully** — there is no checkout
    step. If you're subscribing for the first time, DMLY either sends you to your payment
    provider's checkout or shows a **Payment details** form, and the change is confirmed by
    the payment provider.
  </Step>
</Steps>

If you change your mind, **Nevermind, I'll keep my old plan** takes you back to **Billing**
with nothing changed.

<Note>
  If your active payment provider doesn't support swapping plans, the change is refused and
  you're returned to **Billing** with **To change subscription plan, you need to cancel the
  current subscription and create a new one.**
</Note>

## Drop to the free plan

If your provider offers a free plan, **Billing** shows a separate **Downgrade to free plan**
button below the plan change. This ends your paid subscription rather than swapping it for
another paid one.

<Warning>
  Downgrading to the free plan removes access to your current plan's features. Anything the
  free plan doesn't include — such as the AI Agent, Reputation, or extra channels — stops
  working for everyone in the workspace.
</Warning>

## What happens if you go under your usage

A plan sets a ceiling on things like connected channels, contacts, team members, broadcast
messages, AI credits and active bots, and it switches whole features on or off.

Those ceilings are checked **when you try to add something new**, not on a schedule. So if
you move to a plan whose team-member limit is below the number of people you already have,
nothing happens to those people — but the next invite fails with **Members limit reached**
until you're back under the limit or on a bigger plan. The same pattern applies to the other
limits.

<Note>
  The member limit counts pending invitations as well as people who have joined. Cancelling
  an invitation you no longer need frees a place. See
  [Team members](/account/team-members).
</Note>

Features are different from counts: when a plan doesn't include a feature, that feature is
switched off, and switching back on is a matter of upgrading again.

## Buy capacity instead of upgrading

If you only need more of one thing — contacts, a social account, or a teammate — an add-on is
usually cheaper than moving up a whole plan. When add-ons are available to your workspace, they
appear in an **Add-ons** panel on **Billing**, and each is a separate subscription. Workspaces
managed by an agency can't buy add-ons themselves — their agency grants them.

<Columns cols={2}>
  <Card title="Add-ons" icon="plus" href="/billing/add-ons">
    Extra contacts, social accounts or teammates on top of your plan.
  </Card>

  <Card title="Plans" icon="layer-group" href="/billing/plans">
    What each plan includes and which one you're on.
  </Card>
</Columns>

<Accordion title="I want to stop paying altogether">
  Changing plan and cancelling are separate. **Cancel subscription** keeps your workspace
  active until the end of the billing period you've already paid for, and you can resume
  afterwards. See [Cancelling](/billing/cancelling).
</Accordion>

<Accordion title="I need to change the card first">
  Select **Update payment method** on **Billing**. It sends you to your payment provider's
  portal — DMLY never handles your card details. See
  [Payment methods](/billing/payment-methods).
</Accordion>