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How do I upgrade my plan?

How the Owner of an Organization can upgrade their plan.

Russ Troester avatar
Written by Russ Troester
Updated over a month ago

If you...

  • are on a legacy plan (Starter or Pro) and want to upgrade to one of our new pricing plans

  • or are on a Trial and ready to sign up for a paid plan

  • or have outgrown your original plan & want to upgrade to a plan with more sessions...

the Owner (aka admin) of your Lookback organisation can upgrade your subscription at any time.


Upgrading your subscription in Lookback

  1. Click the dropdown menu on the top right corner of the page

  2. Click Billing

  3. If you are currently on a trial, click View Pricing Plans and skip to step 5. If you are on an existing plan and looking to upgrade to a larger subscription, click Manage Subscription

  4. Click Update plan

  5. Select your new plan from one of the following options. If you're not sure which plan is best (especially if you're upgrading from a Trial to a paid subscription), please see this help article for guidance:

    • Our Freelance plans include either 10, 20, or 40 sessions to be used anytime during the year. Note: Freelance plans only allow for one (1) user account per organization.

    • Our Team plans include 100 or 150 sessions

    • Our Insights Hub plans include 300 or 500 sessions that can be used anytime during the year.

  6. Once your new plan is selected, click Continue

  7. Re-check the amount due and the payment method (If you're upgrading to a larger plan, the remaining days in your current Billing Cycle will be taken into consideration and you'll only be charged the pro-rated amount)

Finally, if everything looks good, click on Confirm to upgrade


FAQs

  1. What am I going to pay if I upgrade to a larger plan? Will my renewal date change? When you upgrade from one plan to another (e.g. Team 100 to Team 150), the following will happen:

    1. You'll be credited for what you've already paid & you'll only be required to pay a portion of the difference between the two plans. The exact amount of that difference will be determined at checkout by how much time is left on your subscription.

    2. The change will take effect immediately after upgrading

    3. You will immediately receive the difference in sessions between the two plans. For example: if you upgrade from the Team 100 plan to the Team 150 plan, you will receive an additional 50 sessions to use through the end of your current subscription period.

    4. Your renewal date will not change

    5. When your plan does renew next, it will renew as the new plan. For example: if you upgrade from the Team 100 plan to the Team 150 plan, you will renew as the Team 150 plan at your next renewal

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