Upgrade or downgrade
Move between tiers, switch between monthly and annual, change billing cycle. Upgrades are immediate; downgrades take effect at the end of the current cycle.
Upgrading
Upgrading is one-click and immediate.
Settings → Billing in any organization (Owner role required).
Click Change plan or pick the higher tier from the pricing table.
Stripe handles checkout. SMAQ adjusts charge mid-cycle pro-rata.
New tier features unlock immediately.
You can also upgrade in response to upgrade prompts throughout the app — when you try a feature your current tier doesn't include, SMAQ shows the V3 Upgrade Required dialog with the relevant tier highlighted.
[Screenshot needed] V3 Upgrade Required dialog when trying to use Media Plan Intelligence on Growth tier, showing Scale tier highlighted with the unlock button.
Downgrading
Downgrades take effect at the end of your current billing cycle. You keep your current tier's features until then, and you're not charged extra for the period before downgrade.
Settings → Billing → Manage subscription (opens Stripe customer portal).
Pick the lower tier.
Confirm. Stripe schedules the change for cycle end.
Downgrade checks
When you downgrade, SMAQ runs a usage check. If your current usage exceeds the lower tier's limits (e.g. 25 projects on Growth, downgrading to Starter which is capped lower), you'll see a warning:
"Your current usage exceeds the Starter tier limits. Remove the excess below, then come back."
You'll need to delete the excess projects / data sources / members / etc. before the downgrade can complete.
[Screenshot needed] Downgrade-blocked dialog showing the overage (e.g. "20 too many projects, 5 too many team members") with deletion links.
Switching monthly ↔ annual
Annual saves 20% vs monthly for the same tier.
Monthly → Annual: takes effect immediately. Stripe pro-rates the change.
Annual → Monthly: takes effect at the end of the current annual term. You keep annual pricing until renewal.
Changing the billing email
Stripe's customer portal handles this. From Settings → Billing → Manage subscription, update billing details. SMAQ inherits the change automatically.
Adding seats (Agency tier)
The Agency tier supports per-seat add-ons beyond the base allocation. Use this when your team grows past the included seats. Email [email protected] to add seats — pricing is per-seat per month.
V2 → V3 migration
If you're on the legacy V2 Pro plan, you'll see a V2 to V3 Migration dialog:
[Screenshot needed] V2 to V3 Migration dialog showing the side-by-side comparison and a migration button.
Migrate now — moves you to the V3 tier of your choice. Mid-cycle change is pro-rated.
Stay on V2 — your V2 subscription continues without change. Migrate later if you want.
V2 customers (only one currently exists in our system) keep their existing pricing terms even after migration if they prefer. Talk to [email protected] for case-specific handling.
Cancelling
Settings → Billing → Manage subscription → Cancel subscription.
You keep your current tier's features until the end of the billing cycle.
After that, your org enters restricted mode — data preserved, features paused.
If you want to permanently delete your org and data, contact [email protected].
Refunds
Stripe doesn't auto-refund; we handle case-by-case. If you've cancelled mid-cycle and want a pro-rated refund, email [email protected].
Related
Tiers explained.
Trial & restricted mode — what happens after cancellation.
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