Change your organization's plan or team size
In Plans & Billing, choose a plan, or a team size on a plan that includes staff, and confirm. Moving up starts right away and you pay the difference today. Moving down starts at your renewal date. Only the owner and billing managers can do this.
- Open Plans & Billing
It's under Billing in your organization menu.
- Pick a team size
On a plan that includes staff, choose a size under How many staff practitioners?
- Choose the change
Select Upgrade, Switch or Change on the card. To change how often you pay, select Switch to monthly billing or Switch to annual billing.
- Confirm
Moving up shows today's charge; select Confirm and pay. Moving down shows when it starts; select Confirm. Changed your mind? Select Keep my current plan.
Compare plans. Need more than 50 staff or more locations? Send a request from Billing.
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