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# Change plan

Your practice evolves: you can upgrade or downgrade at any time, with no interruption of service. This article explains where to do it and what happens depending on the direction of the change.

# Understanding plan changes

Everything happens in **Plan & billing**, on the **Plan & change** tab. The change is never abrupt: its effect depends on the direction.

- **Upgrade (higher plan)** — effect is **immediate**. The new plan's features are unlocked right away, and billing is calculated **pro-rata** until your next renewal.
- **Downgrade (lower plan)** — effect **at the end of your current billing cycle**. You keep your current features until then, after which a banner reminds you of the **scheduled change** (which you can cancel).

The **How does changing plans work?** block restates these rules directly in the tab, along with what happens to your **remaining import credit** (kept on an upgrade, reduced proportionally on a downgrade).

# Changing plan

1. Open **Plan & billing**, then the **Plan & change** tab.
   
2. Choose the billing period with the **Monthly** / **Yearly** selector (annual carries the **2 months free** badge).
3. On the target plan, click **Choose [plan]** (upgrade) or **Downgrade to [plan]** (downgrade). To only change the billing period, use **Switch to annual** / **Switch to monthly**.
4. Depending on the direction of the change, the effect is immediate or goes through a confirmation:
   - **Upgrade** — applied **directly**, with no confirmation window: the new features unlock at once.
   - **Downgrade or billing-period change** — a summary window recaps the new price and the effective date; you validate to confirm.

| Good to know: if you're still on your **Trial**, choosing a plan starts the subscription directly (via the secure payment portal) — that action ends the trial and triggers the first charge.

|| A downgrade can be blocked if your usage exceeds the target plan's limits (message **Downgrade not possible**). The most common case: switching to **Starter** with **too many active clients** — Klarity then tells you how many clients to archive and offers a **Manage my active clients** button. Archive the requested number (or choose a compatible plan), then start the downgrade again.

|| Switching from **annual to monthly** isn't possible mid-cycle: on an annual subscription, **Switch to monthly** tells you the change can only take effect at the **end of your current period**. The other direction (monthly → annual) stays available at any time, pro-rata.

| 💡 **Tip:** annual billing also applies to plan changes. If your usage is now stable, it's the right moment to enjoy the **2 months free**.

# Reading your discounts and the real amount

You can stack several active discounts at the same time (for example a referral **and** a promotional offer). Each one stacks and stays visible: on the **Overview** tab, under your plan name, Klarity shows **one badge per discount** (referral, promo…), with the associated message and, for the first discount, the **instead of [base price]** note, plus its duration (**for N months**, **until [date]** or **for life**).

The number to rely on is the **amount shown in the title** of the **Subscription** card: it's the total **actually charged on your next invoice**, discounts already applied. It matches the **Next charge on [date]** line at the bottom of the card.

- Never recompute the price "by hand" from the badge percentages: depending on rounding and how the discounts stack, your estimate may be off by a cent. The title amount (taken from your next invoice) is authoritative.
- The discount badges are there to **explain where the reduction comes from**; the title tells you **what you'll pay**.

| Good to know: when you change plan, the title amount updates to reflect your **next invoice** on the new plan, carried-over discounts included. A percentage discount follows the plan (it applies to the new price); a fixed-amount discount stays that amount.

# Related articles
- Plans: Starter, Professional, Signature
- Manage or cancel your subscription