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Changing Plans

You can switch to a different plan at any time. The recalculation rules depend on the direction of the switch.

Upgrading

When switching to a more expensive plan (Free → Solo → Agency → Agency Pro):

  • The new plan activates immediately (per billing / PSP rules)
  • The unused remainder of the period may be applied as a credit — the checkout UI shows the exact recalculation
  • The next charge follows the new plan

Example price order: Free $0 → Solo $19/mo → Agency $49/mo → Agency Pro $99/mo (see plans).

Downgrading

When switching to a cheaper plan (Agency → Solo, Agency → Free, Solo → Free):

  • The new plan activates after the current paid period ends
  • You keep using your current plan until the end of the period
  • No refund is issued, but the next payment will be at the new plan's price

What happens to your data

When downgrading, some features are disabled based on entitlements:

  • CRM / attribution / schedules / AI beyond the new plan become unavailable
  • Extra ad accounts and CRM workspaces need to be disabled manually, otherwise create/run actions will hit the plan limit
  • Seats beyond max_seats need to be reduced

When upgrading, the new plan's limits apply immediately.

How to change plans

  1. Go to Settings > Subscription
  2. Click Change Plan
  3. Choose the new plan
  4. Confirm the change

What's next

Maintained by the LightLead Documentation Team · Last verified: 2026-07-26