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

Updated on: 08/09/2026

Was this article helpful?

Share your feedback

Cancel

Thank you!