> For the complete documentation index, see [llms.txt](https://docs.smaq.io/documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.smaq.io/documentation/plans-and-billing/upgrade-downgrade.md). # Upgrade or downgrade ### Upgrading Upgrading is one-click and immediate. 1. **Settings → Billing** in any organization (Owner role required). 2. Click **Change plan** or pick the higher tier from the pricing table. 3. Stripe handles checkout. SMAQ adjusts charge mid-cycle pro-rata. 4. 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. 1. **Settings → Billing → Manage subscription** (opens Stripe customer portal). 2. Pick the lower tier. 3. 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 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 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](/documentation/plans-and-billing/trial-and-restricted.md) — data preserved, features paused. If you want to permanently delete your org and data, contact . ### Refunds Stripe doesn't auto-refund; we handle case-by-case. If you've cancelled mid-cycle and want a pro-rated refund, email . ### Related * [Tiers explained](broken://pages/HOOsaBYkwAu0cfNo2Xy2). * [Trial & restricted mode](/documentation/plans-and-billing/trial-and-restricted.md) — what happens after cancellation. * [Credits & top-ups](/documentation/plans-and-billing/credits-and-top-ups.md). --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.smaq.io/documentation/plans-and-billing/upgrade-downgrade.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.