Upgrading or Downgrading Your Plan

You can change your Loomstack plan at any time from the billing settings. This guide explains how upgrades and downgrades work, when they take effect, and how proration is calculated.

Upgrading Your Plan

Upgrades take effect immediately:

1. Go to Settings > Billing > Plan
2. Click Change Plan
3. Select Pro or contact sales for Enterprise
4. Choose monthly or annual billing (annual saves 20%)
5. Confirm your payment method and click Upgrade

All Pro features — unlimited projects, advanced automation, custom fields — unlock the moment payment succeeds.

How Upgrade Proration Works

When you upgrade mid-cycle, you only pay the difference:

• Loomstack credits the unused portion of your current plan
• The credit is applied against the new plan’s price
• The remainder is charged immediately, and your billing date stays the same

For example, upgrading from monthly Free to Pro halfway through the month charges roughly half the monthly Pro price for the remaining period.

Downgrading Your Plan

Downgrades apply at the end of your current billing cycle, so you keep what you paid for:

1. Go to Settings > Billing > Plan
2. Click Change Plan and select the lower tier
3. Review the downgrade summary, which lists features you’ll lose
4. Click Confirm Downgrade

Until the cycle ends, your workspace shows a banner with the scheduled change. You can cancel the downgrade anytime before it takes effect.

What Happens to Data That Exceeds the New Plan’s Limits

Downgrading never deletes your data:

• Extra projects beyond the Free plan’s limit of 5 become read-only; you choose which 5 stay active
• Automation rules over the new limit are paused, not removed
• Custom fields remain visible but can’t be edited until you upgrade again

A checklist appears after downgrading to help you pick which projects and rules stay active.

Switching Between Monthly and Annual Billing

You can also change billing frequency without changing tiers:

1. Go to Settings > Billing > Plan
2. Click Switch to Annual (or Switch to Monthly)
3. Annual switches take effect immediately with prorated credit; monthly switches apply at your next renewal

Summary

Upgrades are instant and prorated; downgrades wait until your cycle ends and never delete data. If you’re unsure which tier fits, upgrade for one month — you can schedule a downgrade the same day and evaluate risk-free.