# Change your plan

URL: https://useembers.com/help/account-and-billing/change-plan/
Category: Account and billing
Plan: Solo and above
Updated: 2026-10-29
Last verified: 2026-10-29

> Upgrade or downgrade between Solo, Growth, and Enterprise, switch between monthly and yearly billing, and see what happens when you are over a smaller cap.

Plan changes happen on **Settings**, then **Billing** (`/settings/billing`), or in the plan picker that opens when your watched profiles near your plan's limit. Upgrades land at once; downgrades wait for your next billing date so you keep what you paid for.

> **Warning: Paid plan, workspace owner**
>
> Only the workspace owner sees Billing in Settings. A plan change needs a live Solo, Growth, or Enterprise subscription. On the free trial there is nothing to change yet: [skip the trial](/help/account-and-billing/free-trial/#make-the-most-of-the-trial) to pick the plan you want. If that checkout errors or never finishes, [fix a checkout that failed](/help/troubleshooting/checkout-failed/).

## Before you start

- **Resume any pending cancellation first.** While a cancellation is scheduled the plan table is locked and Embers answers "Resume your subscription before changing plans." See [resume a cancelled plan](/help/account-and-billing/cancel-pause-or-resume/#resume).
- **One pending change at a time.** If a downgrade is already scheduled, choose **Keep current plan** to clear it before picking another; otherwise Embers answers "Cancel the pending plan change before scheduling another."
- **Check your members before moving to Solo.** Solo is one member. Remove the others under [Settings, then Team](/help/reports-and-workspaces/team-and-roles/#change-a-role-or-remove-someone) first.

## Change the plan or the interval

### Open the plan table

On **Settings**, then **Billing**, choose **Change plan** on the plan card. The page scrolls to **Choose the right plan**, with your current plan marked **Current plan**.

### Pick the interval and the plan

Use the **Monthly** and **Yearly** switch, then choose **Upgrade to**, **Downgrade to**, or **Switch to** on a plan. Yearly shows how much you save against monthly.

### Read the dialog and confirm

The dialog names the new price per month and when it applies. Upgrades and interval switches say you are charged a prorated amount now; downgrades say the change waits for the end of your billing period. Confirm to apply it.

## Change the plan from Agents or the inbox

When your [watched profiles](/help/account-and-billing/linkedin-accounts-and-seats/) near your plan's limit, three buttons open the plan picker over the page you are on: **Add more profiles** on **Agents** (`/agents`) from three quarters of the limit, **Upgrade to** with the next plan's name at the limit, and the near-limit notice in **Notifications**. The line that opened it shows over the plans, such as "You've used 8 of 10 profiles."

With a live subscription the picker reads **Change your plan**, with "An upgrade starts at once and is prorated for the rest of this billing period. Your leads and settings stay as they are." Pick **Monthly** or **Yearly** at the top. Your plan at its interval reads **Current plan**. The others read **Upgrade to** or **Downgrade to** with the plan's name, and your own plan at the other interval reads **Switch to monthly** or **Switch to yearly**. Under the plans: "You see the price and confirm before your plan changes." A choice opens the same dialog as on Billing, and confirming closes the picker.

On the free trial the same buttons open the checkout instead, headed "Skip the trial and start your plan". See [skip the trial](/help/account-and-billing/free-trial/#make-the-most-of-the-trial).

## How each change is billed

| Change | When it applies | Billing |
| --- | --- | --- |
| Upgrade to a higher tier | Immediately | Prorated charge now |
| Monthly to yearly, or yearly to monthly, same tier | Immediately | Credit for unused time, then the new price |
| Downgrade to a lower tier | Your next billing date | Nothing charged in between |

Yearly is $39 a month for Solo ($468 a year), $79 for Growth ($948), and $159 for Enterprise ($1,908). Switching yearly to monthly drops the annual discount. A 6-month Growth plan sold by the Embers team moves to monthly or yearly when you change it here. The receipt for any charge is in the payment portal; see [invoices and your payment method](/help/account-and-billing/invoices-and-payment-method/).

## Downgrades

A downgrade is scheduled, not immediate. Until it lands, the plan card reads "Your plan will change to Solo on" the date, "You keep your current plan access until then", with a **Keep current plan** button that cancels the scheduled change.

The dialog checks your usage against the smaller plan:

- **Members over the new limit block the change.** "Remove extra members before downgrading" appears and **Confirm** stays disabled.
- **Watched profiles or keywords over the new cap do not block it.** You can confirm; the dialog says how many will pause, for example "When the downgrade takes effect, the 2 you added last pause until you remove some or upgrade. Nothing is deleted." When it lands, the oldest keep running up to the new cap and the ones you added last pause. On the Watchlist they read "Paused: past your plan's limit · remove one or upgrade", and resuming one is refused until there is room. Removing a profile or keyword starts the oldest paused one again; a bigger plan starts them all. A profile you paused yourself stays paused. New [watched profiles](/help/account-and-billing/linkedin-accounts-and-seats/) and [keywords](/help/signals/keyword-tracking/) are refused until you are under the cap, and their cards on Billing read **Over limit**. Enterprise to Growth is 10 profiles and 25 keywords; Growth or Enterprise to Solo is 5 and 10.
- **Extra outreach connections do not block it either.** Several accounts of one tool, such as two Emelia seats, keep sending after the downgrade. You cannot connect another account of that tool until you are under the new limit: 5 on Growth, 1 on Solo.

Leads, scores, notes, drafts, and reports are never touched by a plan change.

> **Note: A downgrade is not a cancellation**
>
> A downgrade moves you to a smaller paid plan. Cancelling ends the subscription at the end of the period. See [cancel, pause, or resume](/help/account-and-billing/cancel-pause-or-resume/).

## Moving to Agency

Agency is priced per client workspace, with volume pricing by client count. Email viraj@useembers.com with your client count; the Embers team confirms the quote and sets it up. Once you are on Agency, **Settings**, then **Billing** shows a **Managed plan** card instead of the plan table, and limit changes also go through that address. See [run client workspaces on the Agency plan](/help/reports-and-workspaces/agency-workspaces-and-client-feeds/).

## Troubleshooting

- **The plan table is missing.** Plans set by the Embers team show "Your plan is managed by an administrator", and Agency shows **Managed plan**. Neither changes from the app; email viraj@useembers.com.
- **The buttons are disabled and it says to resume.** A cancellation is pending. Choose **Resume subscription** on the plan card, then change the plan.
- **Confirm is disabled on a downgrade.** Too many members for the target plan. Remove every member except the owner before moving to Solo.
- **The plan card still shows the old plan.** The change is confirmed by Dodo Payments a moment later. Choose **Refresh billing** at the top of **Settings**, then **Billing**, or reload the page. The time beside it, such as "Updated 3m ago", says how old the figures on screen are.

## Related

- [Compare plans and limits](/help/account-and-billing/plans-and-limits/): Every cap, side by side.

- [Download invoices and update your payment method](/help/account-and-billing/invoices-and-payment-method/): Where the prorated charge shows up.

- [Cancel, pause, or resume your plan](/help/account-and-billing/cancel-pause-or-resume/): End the subscription instead of downgrading.

## Frequently asked questions

**Do I lose anything when I downgrade?**

No. Leads, notes, reports, and extra watched profiles, keywords, or outreach tool connections all stay. Watched profiles and keywords past the smaller cap pause, the ones you added last first, and start again when you remove some or upgrade. You cannot add new ones until you are back under the smaller cap.

**Can I undo a scheduled downgrade?**

Yes. Choose Keep current plan on the plan card before the effective date, and your current plan renews normally.

**How do I move to Agency?**

Email viraj@useembers.com with your client count. Agency is set up by the Embers team and has no self-serve checkout.
