Changing your plan
How upgrades, downgrades, switches, and cancellations work — what you pay, when the change happens, and how minimum terms and plan updates behave.
Updated 26 Aug 2026
Every plan change follows the same rule: compare the price of the plan you’re moving to with the plan you’re on. A more expensive plan is an upgrade, a cheaper one is a downgrade, and an equal-priced one is a switch. This applies to standard plans and bespoke Enterprise plans alike.
Upgrading
Upgrades take effect immediately — and you only pay the difference.
- We charge the prorated price difference between your new and current plan for the days remaining in your current billing period. You’ll see the exact figure before you pay, broken down into the new plan’s prorated price minus a credit for the unused portion of your current plan.
- Your renewal date doesn’t move. At your next renewal you’re billed the full new-plan price, and monthly (or annually) thereafter.
- The invoice shows the same breakdown: the new plan line, the credit for your current plan’s unused days, with tax on the net amount.
Downgrading
Downgrades take effect at the end of your current billing period — you’ve already paid for the period, so you keep your current plan’s features until it ends.
- Nothing is charged when you schedule a downgrade. Your first bill on the new plan is at the next renewal.
- Until it takes effect, a banner shows the scheduled change and a Keep Current Plan button — one click undoes it.
- If your usage exceeds the target plan’s limits (contracts, users, rulebooks), we’ll list what to reduce before the downgrade can be scheduled.
Switching (same price)
Moving to a different plan at the same price applies immediately, with nothing to pay — your price and renewal date are unchanged. This mostly applies to Enterprise plans arranged with our team.
Cancelling
Cancelling schedules your organisation to move to the Free plan at the end of the current billing period. You keep full access until then, and a Keep Current Plan button undoes the cancellation any time before it takes effect.
Minimum terms (Enterprise plans)
Some bespoke plans include a minimum term. During the term:
- Upgrades are available any time.
- Downgrades and cancellations are scheduled for the end of the minimum term rather than the end of the billing period. Your plan renews as normal until then, and the billing page shows exactly when the change will happen — with the same one-click undo.
Plan updates (“your plan is being updated”)
Occasionally we update a plan’s terms — for example when we retire an old version of a plan. If this affects you:
- You’ll receive email notice well in advance (typically 30 days), with reminders before the change.
- A banner on Settings → Subscription & Billing shows the date and the plan you’ll move to.
- Nothing is charged when the update happens — the updated price applies from your first renewal after the date.
- You can change or cancel your plan any time before the date, in which case the update no longer applies to you.
The integrators free trial
If your plan doesn’t include the integration features, you can turn them all on for 30 days, free, no card. One trial per organisation, and it covers:
- The REST API — API keys, under Settings → API & Integrations.
- Outbound webhooks — on the same page.
- The AI Agent connection (MCP) — under Settings → Connect AI Agent.
Start it from either page: any admin clicks Try free for 30 days on the feature that’s gated. It’s a single trial, so starting it from one page opens all three, and a countdown appears on both.
When the 30 days are up, access returns to whatever your plan includes. Nothing is charged and nothing is deleted — API keys and webhook endpoints you created stay on the record and start working again if you later move to a plan that includes them. To keep them without a break, upgrade before the trial ends.
Support-granted trials and complimentary plans
If the Clment support team has granted your organisation a free trial or complimentary plan:
- No card is required while it runs, and you can end it yourself at any time from the billing page.
- On a trial, Subscribe to keep captures your payment details today and starts your paid subscription only when the trial ends — you can remove that scheduled subscription any time before then.
- Plan changes are paused while a trial or complimentary plan is active; end it first if you want to move to a different paid plan.
Changing billing interval or country
Switching between monthly and annual billing, or changing your billing country (which changes your billing currency), each have their own flows on the billing page — see Billing and credits for the basics of intervals and pricing.