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How do I upgrade my plan?

How the Owner of an Organization can upgrade their plan.

Henrik Mattsson avatar
Written by Henrik Mattsson
Updated this week

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 plan includes 10 moderated or unmoderated session during the year – it's possible to purchase additional sessions. Note: Freelance plans only allow for one (1) user account per organization.

    • Our Team plans include 100 moderated sessions (unmoderated are free) – it's possible to purchase additional sessions.

    • Our Insights Hub plans include 300 moderated sessions (unmoderated are free) – it's possible to purchase additional sessions.

  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 to Insights Hub), 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

      1. You will immediately receive the difference in sessions between the two plans prorated. For example: if you are upgrading from a Team plan to Insights Hub after 7 months. You have used 50 sessions out of the 100 during those months.

        1. The remaining time of your Team plan is 5/12 * $1782 = $742.50

        2. The cost of Insights Hub for the remaining 5 months is 5/12 * $4122 = $1717.50

        3. You pay the difference $1717.50 - $742.50 = $975

        4. The prorated number of sessions Team plan allows during the 7 months is: 7/12 * 100 = 59

        5. You used 50, which means there is 59-50 = 9 sessions left of what you paid for.

        6. The prorated number of session for the remaining 5 months for your new plan is 5/12 * 300 = 125

        7. The total number of sessions available after upgrading is: 125 + 9 = 134

      2. Note: This calculation is here for guidance and should not be relied on as a definite. We strive to make our upgrade paths as fair as possible, which means we revise this from time to time.

    3. Your renewal date will not change

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

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