Change a Client's Plan

Upgrade or downgrade client plans at any time.

You can change a client's plan at any time from the Clients tab. Plan changes affect which features are available in the client's workspace.

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Changing your client’s plan

1. Go to the Clients tab.

2. Hover over the client and click the options menu (⋯)

3. Select Edit client

4. Update the plan to Free, Basic, or Plus

Plan changes are limited to certain roles within your organization. See Roles & Permissions.