TABLE OF CONTENTS
III. Change Current Plan
I. Understanding Current Subscription Plan
Basic information about the organization's current subscription with Boardable is displayed on the Subscription Dashboard in the section titled Your Plan (upper left).
To access the Subscription Dashboard, click Subscription from the main menu panel.
The Your Plan section contains the following information:
Current subscription plan along with the frequency of payment
Change Plan button that can be used to upgrade the current plan
II. Viewing the Subscription Page
To view the Subscription Page, follow these steps:
Click Subscription from the main menu panel
Subscription Dashboard opens
Click the Change Plan button
Subscription page opens
The Subscription Page contains the following:
Toggle button to switch between monthly and annual pricing views
List of available plans
Options to upgrade plan plan, or change the number of users in the current plan
Current plan indicated by banner
Choose plan button shown beneath available upgrades
For plans which are unavailable due to organization's current usage, the reason it's unavailable is listed beneath unavailable Choose Plan button
III. Change Current Plan
Note: if your organization has grandfathered pricing, the monthly / annual price displayed for the current plan may not match the organization's current pricing - if a new plan is chosen, pricing is what is displayed.
To choose a new plan, follow these steps:
Click Subscription from the main menu panel to view the Subscription Dashboard
Click the Change Plan button
The Subscription Page is displayed; note which plan is the Current Plan and Selected (this may not apply if using a free trial)
Click Choose Plan under another desired plan
A window pops up noting the plan selected and any additional users, along with the new pricing and amount due immediately
Click the Apply coupon button to enter coupon information if one is provided
Click Proceed To Checkout
Verify / enter additional information as screens pop-up and click Next
On the final screen, verify that everything looks accurate
Click Edit next to a section if updates are needed
Click the Apply coupon button to enter coupon information if one is provided or if it was not entered on the previous screen
Click the box to agree to terms of service and privacy policy after reading them
Click the Pay & Subscribe button
The organization's new plan is updated and the Account Holder is notified by email
Related Articles
Overview of Subscription Dashboard: learn what the Subscription Dashboard is all about and why it is valuable
Change # of Users on Subscription Plan: learn how to increase or decrease the number of users on the current subscription plan
Edit Payment Information: learn how to add or edit the current payment method for your plan, as well as create a backup payment method
Manage Account Information: learn how to update address information, account holder, etc.
View and Download Invoices: learn about invoices from Boardable
Cancel Subscription: learn how to cancel a Boardable account / subscription
Subscription Pricing: view latest pricing