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Upgrading Your Plan

As your business grows, you may want to access more features or increase your account limits. Upgrading your plan is quick and takes effect immediately.

How to Upgrade​

  1. Click Settings in the sidebar.
  2. Select Billing & plan from the settings menu.
  3. Scroll down to the Change Plan section.
  4. Use the Monthly / Annually toggle to choose your billing interval. Annual billing is typically discounted.
  5. Review the plan cards to compare features and pricing.
  6. Click Switch to [Plan Name] on the plan you want to upgrade to.
  7. If you do not have a card on file, you will be prompted to add a payment method.
  8. Confirm the upgrade.

The Change Plan section showing plan comparison cards with features, pricing, and Switch buttons

What Happens When You Upgrade​

  • Immediate access -- new features and higher limits are available right away.
  • Prorated billing -- you only pay the difference for the remainder of your current billing period. Your next invoice will reflect the new plan price.
  • No downtime -- your account stays active throughout the process.

Subscribing During Your Free Trial​

You can start paying before your trial runs out. Subscribing ends the free trial and starts your paid plan today, so your card is charged straight away and the plan's monthly Dash AI allowance is ready to use.

  1. Go to Settings > Billing & plan and click Choose [Plan Name] on the plan you want.
  2. The window says "Subscribing ends your free trial and starts your paid plan today, including its Dash AI allowance."
  3. Add a card or use the one on file, then click Subscribe.

The Choose Plan window on a free trial, with the note that subscribing ends the trial today

If you already picked a plan for after your trial, the Want to use Dash AI today? box offers Start paid plan now. Click it, check the amount you'll be charged today, then click Yes, start paid plan now.

If the card is declined or the payment doesn't go through, from either button, nothing changes: you stay on your trial, with the same end date and the same Dash AI access as before. Try another card, or choose a plan any time before the trial ends.

Switching Billing Interval​

You can switch between monthly and annual billing when upgrading:

  • Monthly to Annual -- you will be charged the annual rate immediately, prorated for the remaining time.
  • Annual to Monthly -- the change will take effect at the end of your current annual period.

Downgrading​

If you want to move to a lower plan:

  1. Click the plan you want to switch to.
  2. EquipDash will check if your current usage fits within the lower plan's limits.
  3. If your usage exceeds the lower plan's limits (e.g., too many users or products), you will see a message explaining what needs to be adjusted before you can downgrade.
  4. If everything fits, the downgrade will be scheduled for the end of your current billing period. You keep your current plan features until then.
caution

Downgrades do not take effect immediately. You continue to have access to your current plan's features until your current billing period ends.