Upgrading or Changing Your Plan
How plan changes work after you press Select Plan, including confirmation, payment method checks, and prorated Stripe billing.
After you press Select Plan, Work Planner decides whether the change can be confirmed straight away, whether Stripe needs to calculate a billing summary first, or whether a payment method has to be added before anything can continue.
The First Checks Work Planner Makes
- Is this the current monthly or lifetime plan? If yes, nothing changes and the matching button stays disabled.
- Is the plan available? If current usage is already above that plan's limits, the button will not let you continue.
- Does this plan need billing? Paid monthly changes, lifetime purchases, and higher lifetime plan changes all check whether a payment method is already saved once those lifetime options are available after beta.
- Are you still in trial? During trial, some monthly changes can be simpler because immediate charging may not apply yet.
When The Change Is Straightforward
If the target plan is Free, or if the account is still in a trial situation where immediate monthly charging does not need to run yet, Work Planner shows a confirmation step and then applies the change. You are sent back to the Subscription overview with a success message after that.
When Stripe Needs To Price The Change
If you are moving between paid monthly plans outside trial, or converting a monthly plan into a lifetime plan, Work Planner loads a billing summary first. That summary can include a prorated charge, a prorated credit, or a one-time lifetime balance after unused time on the current monthly plan has been credited back.
When A Payment Method Is Missing
If the new plan needs a card and the account does not already have one, Work Planner opens the payment popup first. Once the card has been saved successfully, Work Planner carries on with the plan change instead of making you start over. During beta, only monthly changes are available. After beta, the same payment step also applies to lifetime purchases and higher lifetime plan changes.
What To Watch For
- Processing... on the plan card means the request is already underway. It is best to wait rather than clicking another card.
- Business warnings: if the new plan reduces business allowance, read the warning before confirming because extra businesses can be locked afterwards.
- Founder pricing: the founder discount only applies to qualifying monthly subscriptions. It does not reduce lifetime purchases and does not come back after you cancel or move to Free.
- Redirect back to Subscription: after a successful change, Work Planner returns you to the overview page so you can confirm the new status, billing date, and bolt-on count.
Related articles
- Subscription Plans Screen: the plan list before you start the change.
- Plan Change Billing Summary: the Stripe pricing breakdown shown for paid changes.
- Adding or Updating a Payment Method: what happens when the change needs a saved card.
- Downgrading to Free: the special case where Work Planner schedules the move for later.