Change plans

You change plans on the same screen where you subscribed. How it works depends on the payment method: by card, the change is immediate and the difference is pro-rated; by Pix, the period already paid has to end before you change plans.

Before you start

• In an agency, only Owner or Admin can change the plan.
• Check in Usage this cycle whether the target plan fits your workspaces, sources and seats (see Plan limits and usage).
• You always change to Starter, Pro or Scale. If you are on an older plan, see I have an older plan.

Change plans by card

1. 1
   Step 1

   Open Change plan

   In Settings › Plan and billing, click Change plan. Your plan shows the Your plan badge and a disabled Current plan button.

2. 2
   Step 2

   Pick the tab and the new plan

   Stay on Monthly card to keep monthly billing, or go to Annual card to switch to annual. Click Subscribe on the plan you want.

   Illustrative screen

   Farol Agency/Plan and billing

   Ask RelatorAIPT

   Choose the plan to keep growingOffer for the Starter plan. Subscribe whenever you want, cancel whenever you want.

   Monthly card

   Annual card1

   PIX

   StarterYour plan

   R$ 59/moCurrent plan

   ProRecommended

   R$ 199/moSubscribe to Pro

   2

   Scale

   R$ 499/moSubscribe to Scale

   1. 1Annual card also changes the billing interval of the subscription.
   2. 2Subscribe to Pro changes the plan on the same subscription, without a new checkout.

3. 3
   Step 3

   Confirm the change

   The change applies right away and you see Plan updated. Your bill is adjusted on a pro-rata basis. The limits, features and refresh frequency of the new plan take effect immediately.

How pro-rated billing works

By card, Stripe calculates a credit for the time you won't use on the old plan and a charge for the remaining time on the new plan. The difference goes on your next invoice.

• Moving up mid-month: from Starter (R$ 59) to Pro (R$ 199) with half the month ahead, you get about R$ 29.50 in Starter credit and pay about R$ 99.50 for Pro. Your next invoice comes with about R$ 70 more.
• Moving down mid-month: the credit from the bigger plan is larger than the cost of the smaller one, and the difference reduces your next invoice.
• From monthly to annual: since the interval changes, the billing cycle restarts on the change date and the credit for the current month is deducted.

Change plans on Pix

• Prepaid Pix: while a paid period is running, you can only pay a new period of the same plan, which starts when the current one ends. To change plans, wait for the period to end and pay for the new plan.
• Pix Automático: click Cancel recurring PIX. Access continues until the end of the month already paid; after that, subscribe to the new plan.
• From Pix to card (or the other way): one subscription has to end before the other starts. Relator warns you with Cancel the PIX subscription before switching to card. or Cancel the card subscription before switching to PIX.

Moving down to a smaller plan

Nothing is deleted when you move down. If you use more than the new plan allows (for example, 12 sources on a Starter with 5), what already exists stays, but Relator blocks new additions of that type until usage is back within the limit. To adjust:

• Workspaces: archive the clients you no longer serve (Edit and archive a client).
• Sources: disconnect accounts that don't need to sync anymore (Manage connections).
• Seats: remove members or cancel pending invites.
• Features the new plan doesn't include (such as custom dashboards, scheduling, goals or white label on Starter) start asking for an upgrade. The campaign manager, API and MCP and hourly refresh can stay as add-ons on Starter and Pro.