How to Change a Location's Subscription Plan

About Changing a Location's Subscription Plan

If your agency uses a Pro Plan and manages a sub-account in SaaS mode, you can assign one of the available SaaS plans to that location. Once a plan is assigned, billing is managed through Stripe. You can enable a setting that allows sub-account administrators to upgrade their own subscription. To change a plan from your end, you must do so directly in Stripe.

Key Advantages of Plan Changes

Allowing plan upgrades or downgrades offers several benefits:

• Revenue growth: Clients can access more features when they need them, leading to potential upsells.
• Billing accuracy: Proration ensures fair charges or credits when switching plans.
• Feature control: Permissions adjust automatically based on the active plan.
• Churn reduction: Options to downgrade or offer discounts can help retain customers.
• Operational clarity: Clear plan categories and Stripe alignment prevent errors in available options.

Allow All Clients to Change Their Own Plans

To enable all SaaS clients to upgrade their subscriptions from their company billing page:

1. Log in to your agency account.
2. Navigate to SaaS Configurator.
3. Click the Advanced Settings tab.
4. Enable Allow sub-account admins to upgrade their subscription.
5. Optionally, enable Add New Plans Features and Apps Upon Upgrading to grant immediate access to new features.

This setting applies to all future SaaS accounts created with your configurator.

Allow Specific Clients to Change Their Own Plans

To enable self-serve upgrades for individual clients:

1. Log in to your agency account.
2. Go to Sub-accounts.
3. Find the desired sub-account, click the three dots, and select Manage Client.
4. Enable Allow sub-account admins to upgrade their subscription.
5. Optionally, enable Add New Plans Features and Apps Upon Upgrading for immediate feature access.

How Clients Upgrade Their Subscription

Sub-account administrators can upgrade their plan by:

1. Logging into their sub-account and going to Settings > Company Billing.
2. Clicking Upgrade.
3. Selecting the desired plan.
4. Choosing between monthly or annual billing if available.
5. Confirming and paying to activate the new plan and features.

Change a Plan from Your End via Stripe

To upgrade or downgrade a client's plan manually:

1. Log in to your Stripe account.
2. Locate the customer associated with the sub-account. You can search by the client's email or find the invoice ID from the sub-account's Company Billing page under Billing History.
3. Open the customer profile in Stripe.
4. Click the pencil icon to edit the subscription.
5. Remove the current price and add the new plan's price.
6. Review proration settings and update the subscription.
7. In your agency account, go to Accounts, view the location details, and ensure features match the new plan.

Frequently Asked Questions

Can clients get new features immediately after upgrading?

Yes, if you enabled the option to add new features and apps upon upgrading.

Why doesn't a plan appear for my client?

Check that the plan category and level align, currencies match, self-serve permissions are enabled, and the Stripe price is imported into your CRM.