How to upgrade from a trial plan to a paid plan

The account admin can access the billing portal here to upgrade your account's plan.

Navigate to the "Plan Subscriptions" module of your billing dashboard. You can get there in three different ways.

The first is to simply click the "Upgrade Now" button near the top of your screen.

Alternatively, you can click on your user icon in the top right corner of the screen, then click the "Billing" tab in the fly-out window that appears.

Alternatively, the Billing page can also be accessed through the sidebar on the homepage, by hovering the sidebar then clicking Billing. When the sidebar is collapsed, you can simply click the money symbol as well.

Once you arrive on the Billing page, click Purchase subscription to open the purchasing wizard, where you'll make your plan and addon selections.

By default, the Agency plan will be selected and highlighted, as this is the plan tier all of our trial accounts experience. To change the plan, simply click the corresponding box. The highlighted box will change with your selection.

After selecting your plan, choose the number of campaigns in the bottom left. Freelancer comes with 5 campaign slots to start, whereas Agency comes with 10 campaigns slots. It's not possible to purchase less than the minimums.

Lastly, choose whether you want monthly or yearly billing. Neither of our standard plans, Freelancer or Agency, come with any contract, you're able to cancel the next renewal at any time. The yearly option comes with 2 months free built into the pricing; due to this substantial upfront discount we do not offer pro-rated or partial refunds if you cancel the subscription partway through the year.

After selecting the plan type, interval, and campaign count, look to the right to see a order summary, and a renewal summary. Confirm your selections by clicking Continue in the bottom left of the screen.

On the next page, you can choose to purchase our addons: Rank Tracker, for SERP keyword tracking, or our Site Auditor, which crawls webpages for SEO issues.

Simply click the plus or minus to increase or decrease the number you'll purchase for each. In the far right side under Order Summary and Renewal Summary, you'll see the new additions reflected.

Next, choose whether you'd like to checkout using a credit card or PayPal. Click the circle next to the credit options or Paypal to select your preference.

If using credit, enter in the billing address for the card you're using. This should match the billing address on file with your bank or credit card company. Once done, hit Complete Purchase to finish signing up for your subscription.

If using PayPal, click the dot, then enter in your billing address. Then, click Complete Purchase in the bottom left. This will automatically launch a popup window where you will be redirected to PayPal to authenticate your credentials and complete the purchase on the PayPal site.

With either method, once payment has been completed, you'll be redirected to your dashboard with your new subscription applied!

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