How to upgrade or downgrade your plan

How to upgrade or downgrade your plan

Upgrade or change your Visily plan when your workspace needs more features, higher limits, or a different billing cycle.

Before you start

  1. Only Workspace Owners and Workspace Admins can manage the workspace subscription.
  2. The Billing & Plans tab is available from Workspace settings when in a paid plan.

How to upgrade your plan

You can upgrade your plan when your workspace needs access to more advanced features, higher limits, or additional workspace capabilities. Common upgrade cases include:
  1. Moving from the Free plan to a paid plan, such as Pro or Business
  2. Moving from Pro to Business
  3. Changing from Pro Monthly to Pro Yearly
Notes
When you select an upgrade, you’ll be directed to a purchase summary showing the changes to your subscription and the amount due today. Please review all details carefully before clicking Confirm and Purchase, as payment will be processed immediately.

Upgrade from Free to a paid plan

  1. Open the workspace you want to upgrade.
  2. Select any Upgrade button shown in your workspace. This will take you to the upgrade page.
  3. Review the available paid plans and select the plan you want to use.
  4. If you choose the Pro plan, select your billing cycle, such as monthly or yearly.
  5. Choose the number of licenses you need.
  6. Add or confirm your payment method.
  7. Review the subscription details, including the plan, billing cycle, and license count.
  8. Confirm the upgrade.
After the upgrade is confirmed, your workspace will have access to the paid features and limits included in the selected plan.

Upgrade from Pro to Business

If your workspace is already on Pro, you can upgrade to Business when you need access to Business-level features, higher limits, or additional workspace management options.
  1. Open the workspace you want to manage.
  2. Go to the Billing & Plans tab in Workspace settings.


  3. In the Plan section, select Upgrade to Business. This will take you to the upgrade page.


  4. Select the Business plan.
  5. Review the Business plan upgrade, including billing cycle, price per license, number of licenses, subscription price, and any prorated charge shown during checkout.
  6. Confirm the upgrade.
After the upgrade is confirmed, your workspace will have access to the Business plan features and limits, and the adjusted upgrade charge will be billed immediately.

Change from Pro Monthly to Pro Yearly

If your workspace is on Pro Monthly, you can switch to Pro Yearly from Billing & Plans where available. Changing from monthly to yearly billing keeps your workspace on the same plan level, but changes how often your subscription is billed.
  1. Open the workspace you want to manage.
  2. Go to the Billing & Plans tab in Workspace settings.

  3. In the Billing Cycle section, select Switch to annual plan. This will open the subscription change dialog for your review.

  4. Review the subscription changes, including the billing cycle, price per license, number of licenses, subscription total, any prorated charge or credit, and the amount due.
  5. Click Confirm and purchase to apply the subscription changes.
After the change is confirmed, your workspace will stay on the Pro plan, but your subscription will renew yearly instead of monthly, and the adjusted charge will be billed immediately.
Info
When upgrading from Pro to Business, or changing from Pro Monthly to Pro Yearly, the system automatically offsets the unused portion of your current plan against the new subscription. You’ll only be charged the adjusted balance.

How to downgrade your plan

Visily currently does not support downgrading directly from one paid plan to another paid plan.
To downgrade, cancel your current subscription first. After your current billing cycle ends, your workspace will move to the Free plan. You can then subscribe again to the paid plan you want to use.

Note

  1. When your workspace moves to the Free plan, some paid features, limits, or workspace settings may no longer be available. Review your workspace before canceling to avoid losing access to features you still need.
  2. After the upgrade is completed, the invoice and receipt will be sent to your registered billing email.
Need more help?
If this does not solve your issue, contact support and include a screenshot if possible.

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