Changing your plan
What this covers
Upgrading and downgrading, what you will actually be charged, and what to check before a downgrade.
Everything on this page needs the manage-billing permission, which belongs to the
Owner alone — not even a Manager has it. If Subscription is missing from your
settings menu, you are not an Owner (link The Owner account).
How to change
- Go to Property Settings → Subscription and choose to change or view plans.
- Pick the plan you want. Prices are in your own billing currency, and your current plan is marked.
- A dialog shows exactly what will happen to your money before you confirm.
- Confirm.
The cost preview
Before anything is charged you are shown the real figure, calculated by the payment provider against your actual billing period — not an estimate.
| Direction | What the preview shows |
|---|---|
| Upgrade | An immediate charge for the rest of the current period at the higher rate, offset by what you already paid |
| Downgrade | A credit for the unused part of what you already paid |
So an upgrade halfway through a month costs roughly half the difference, not a full month.
A downgrade gives you credit, not a refund
Worth being clear about, because it is the commonest misunderstanding. Money does not come back to your card. The credit sits on your account and reduces your next invoice — possibly to zero, and carrying over if there is more credit than the next bill.
If the preview says it is unavailable
Occasionally the provider cannot produce a preview. The dialog says so and lets you continue. That is not an error and the change will work normally — you simply will not see the figure in advance. If you would rather know first, try again in a few minutes, or check your next invoice afterwards (link Invoices).
Changes take effect immediately
Not at the end of your period. As soon as you confirm:
- On an upgrade, new features appear. You may need to reload the page for the menu to catch up.
- On a downgrade, features not on the new plan stop working at once — the menu items disappear and the pages redirect here.
Before you downgrade: check three things
This is where a downgrade goes wrong, and all three are avoidable.
1. Are you over the new plan's limits?
If you have 8 staff accounts and the new plan allows 5, or 40 tables against a limit of 20, sort that out first. Existing records are not deleted to fit — but you will be unable to add anything until you are back under the limit, and you may be over it for a long time without noticing.
Check your counts on the Staff and Tables pages before you switch (link Adding staff accounts, Managing your tables).
2. Which features are you actually using?
Read the new plan's list against the one you have. The ones that catch restaurants out:
- Public booking page — losing it stops online bookings arriving. If the link is on your website and your social media, this is immediate and visible to guests.
- Fixed seatings — your seatings days quietly fall back to ordinary rolling times (link Rolling slots vs fixed seatings).
- Menu and QR ordering — the printed codes on your tables stop working.
- Reports — the analytics tabs disappear.
- Floor plan — you fall back to the list view.
3. Do you need anything out of it first?
Export what you want to keep while you can still reach it — the reservations and guest CSVs both need the reports feature (link Exporting report data).
Your data is kept, not deleted
The reassuring part, and it is worth stating plainly: losing a feature does not delete what you built with it.
- Your seatings configuration stays, and works again the moment the feature returns.
- Your menu, its categories, items, options and translations all stay.
- Your floor plan layout stays.
- Your chatbot settings and FAQs stay.
- Your bookings, guests and history are never affected by a plan change at all.
So a downgrade is reversible in the sense that matters: upgrade again and everything is as you left it. You do not rebuild.
One example of this working well: if Fixed Seatings leaves your plan, every weekday set to seatings falls back to rolling slots automatically rather than becoming unbookable — and your seatings are still there, waiting.
Monthly or yearly
Where a plan offers both, yearly normally costs less overall and is billed once. The same proration applies when moving between them.
If your trade is seasonal, monthly buys the freedom to drop a plan out of season — which is worth more than a discount if you genuinely close for three months.
Good to know
A plan change does not touch your SMS credits. Whatever you hold stays yours; only your future monthly allowance changes (link Your monthly allowance).
Changing plan does not change your billing currency, which stays as it was set (link Currency and pricing).
An active discount normally carries across a plan change, but check your next invoice — and see Promo codes if it does not.
Every change appears on your invoices, including the proration lines, so the arithmetic is auditable after the fact (link Invoices).