BeaconUser ManualBilling & PlansUpgrade or downgrade

Upgrade or downgrade

Plan changes happen through the Plan Picker section of the Billing page. The flow differs slightly depending on whether you currently have a paid subscription.

Permission note: plan changes require the manage_billing permission, same as viewing the Billing page.

Open the Plan Picker

In the sidebar, click Billing. Scroll past the Current Plan section to Plan Picker.

A toggle at the top switches between Monthly and Annual billing. Annual saves roughly two months versus monthly (the exact savings appears on each card). Choose the cadence you prefer — your selection applies to whichever plan you click next.

Below the toggle, you’ll see plan cards. The exact set depends on plan availability for your tenant — typically Trial / Starter / Pro / Business / Enterprise. Each card shows:

  • The plan name.
  • The headline price for the selected billing cadence.
  • Highlighted features.
  • A button label that depends on your situation:
    • Get Started — first-time paid subscribers (no current subscription).
    • Switch Plan — existing subscribers picking a different paid tier.
    • Contact Sales — Enterprise, which goes through a separate flow.
    • Current Plan — your current tier renders as a badge, no CTA. Clicking the card has no effect.

First-time subscribers

If you don’t yet have a subscription (you’re on Trial or you’ve never been paid), clicking a plan card with the Get Started label redirects you to Stripe Checkout. You enter:

  • Your payment method (card or, in some regions, alternative methods).
  • Billing address and tax-related fields if applicable.

When you complete the form, Stripe redirects you back to the Billing page. Your subscription is active immediately and your tenant moves to the new plan tier — features that were locked behind a higher tier become available right away.

Existing subscribers — plan changes

If you already have a subscription, clicking a plan card with the Switch Plan label opens the Plan Change confirmation modal in-app instead of redirecting to Stripe. The modal shows:

  • Your current plan name and headline price.
  • The target plan name and headline price.
  • Whether you’re upgrading or downgrading.
  • Pro-rated billing impact for the current period (Stripe handles the proration automatically; the next invoice reflects it).
  • Confirm and Cancel buttons.

When you click Confirm, the change applies immediately. Your tenant’s plan flips to the new tier and the features available in the dashboard update accordingly.

What changes when you downgrade

Downgrading reduces which features you have access to. Specifics:

  • Premium features become inaccessible. Funnels, Segments, Exception Tracking, Property Aggregation, and CSV Export are available on Trial, Pro, Business, and Enterprise — but not on Starter. Downgrading to Starter hides them. (Anomaly detection and Usage Insights stay available on every tier.)
  • Saved configurations are not deleted. Funnels you defined, segments you saved, allowlists you created — all remain stored in your tenant. They’re just hidden from the UI until you upgrade back to a tier that includes the feature.
  • Storage and retention windows shrink. Data older than the new plan’s retention window becomes ineligible for query (and is eventually purged on the next retention pass).
  • Monthly event allotment shrinks. If your application’s actual usage exceeds the new plan’s allotment, you’ll quickly enter Soft Cap Exceeded → Grace Period Active → Hard Capped.

There’s no “preview” of which configurations would become hidden — read the Feature comparison table below the Plan Picker carefully before downgrading.

What changes when you upgrade

Upgrading is the friendlier direction:

  • Premium features unlock immediately. Hidden funnels, segments, and other configurations become visible again.
  • Storage and retention windows grow. Older data that was outside your previous retention window becomes queryable again if it hasn’t been purged yet (purges run periodically; a brief downgrade-then-upgrade window may have triggered some).
  • Monthly event allotment grows. If you were in Limit Exceeded or worse, the new plan’s larger allotment usually clears the cap state immediately.

Enterprise — Contact Sales

The Enterprise card doesn’t go through self-serve checkout. Clicking it opens the Contact Sales modal where you can submit your contact info and a description of what you need. A SoftAgility account executive responds with custom pricing, custom limits, custom retention, and any required SLA terms.

Common questions

The Plan Picker shows the wrong “Current” badge. Cap-status caches in TanStack Query for ~60 seconds. Refresh the page if you just changed plans and the picker hasn’t caught up.

Can I switch billing cadence without changing tier? Yes — toggle between Monthly and Annual on the Plan Picker, then click your current plan’s card. The confirmation modal treats it as a plan change (same tier, different interval) and Stripe handles the proration.

Next

→ Cancel subscription