Plans
Understand Plans
Choose the right plan and avoid business interruption on trial expiry.
Buttons You Will Use In The App
What To Click
Follow this exact in-app path
Use these as your page and button cues while reading the guide.
Review feature limits and pick the plan that fits your team.
Begin the upgrade flow from the public pricing page.
Confirm the new plan is active after payment.
When to Use This
Trial is nearing expiry.
You need advanced features or add-ons.
Strategic Value
"Plan fit helps your team avoid disruption during growth."
Workflow Process
Follow this order
Treat these like the actual buttons and screens you will move through in the app.
UI Reference
Plan Compare Table
Capture limits row and active plan marker.
UI Reference
Upgrade Confirmation
Capture payment result and status.
Detailed Instructions
Follow these in order while working inside the app.
Review current plan and feature limits.
Step 1Complete this step in the app, then move to the next one.
Compare Starter, Pro, and other available options.
Step 2Complete this step in the app, then move to the next one.
Upgrade from billing settings.
Step 3Complete this step in the app, then move to the next one.
Verify subscription status after payment.
Step 4Complete this step in the app, then move to the next one.
Practical Application
Real Scenario
"If team size grows from 1 to 5, move to plan with role and reporting support."
Common Gotchas
Waiting until trial expiry day to upgrade.
Assuming all add-ons are included by default.