Plans scale with you: upgrade when you outgrow one, drop back down if a season slows. Changes are self-service. Only the account owner can change the plan; other team members see "Only the account owner can change the plan or payment method."
How to change plans
- Open Settings → Billing → Subscription.
- Click Change plan under the plan card (View plans on a trial or the Free plan) to open Available Plans. All paid plans are billed per location.
- The Monthly / Annual toggle opens on the cycle you already pay (Annual shows Save 17%).
- Click Upgrade or Downgrade on the plan you want. Enterprise shows Talk to Sales, which opens a short form (Send to sales).
- Read the confirmation and click Confirm Upgrade or Confirm Downgrade.
On a trial or the Free plan, choosing a plan goes straight to checkout.
Upgrades activate immediately: "You'll be charged a prorated amount for the remainder of this billing period", added to your next invoice, and new limits and features are available right away.
Downgrades are scheduled: your current plan stays active until the end of the billing period and the new plan takes effect on that date. The plan card shows Plan change scheduled and "Switches to Pro on [date]. You keep Elite until then.", with a Keep Elite link to cancel the change.
Plan tiers at a glance
| Tier | Best for | Key limits |
|---|---|---|
| Free | After cancelling | 1 location, 2 users. 15 AI minutes and 100 texts a month, hard-capped with no overage. |
| Pro | Small practices | 1 location, 5 users, full AI + integrations |
| Elite | Growing groups | 3 locations, 15 users, priority support |
| Enterprise | Multi-site & custom | Unlimited locations & users, custom SLAs |
See Usage and overages for each plan's monthly allowances and prices.
Downgrading when you're over the limits
A downgrade is not blocked. If you use more than the smaller plan allows, the confirmation shows Important warnings, for example "You have 3 locations, but Pro only supports 1. You'll need to remove 2 location(s)." Your bill is per location, so every location is still billed until you remove it.
Custom allowances and prices
If FrontDesk set a custom allowance or price for your account, it ends when you change plan tier, including a downgrade when it takes effect. The new plan starts with its standard allowances. Switching between monthly and annual on the same plan keeps them.
What you can't do via self-service
- Custom enterprise plans: talk to sales
- Pause and resume: there's no pause button; contact support if you need a hold
- Move to Free: cancel instead; see Cancel your subscription. The Downgrade button on the Free tile opens an email to support.
Limits enforcement
Plan limits are checked at the action that would exceed them:
- Team members: an invite past the limit is refused with "Team limit reached", the number your plan allows, and "Please upgrade to add more."
- Locations: adding one past the limit opens Location Limit Reached with Upgrade Plan; see Add a new location
- Minutes / texts: on Pro and Elite, usage past the allowance is billed at per-unit rates (see Usage and overages). A trial stops at its allowance, and so does a paid account whose overage billing is switched off, unless the owner lifts that allowance for the cycle.
What's next
- Track usage in Usage and overages
- Update your payment method before your next renewal
- Add another location (more than one needs Elite or above)