Upgrading, downgrading, or canceling

What changed

Not applicable, this describes the current, standard billing flow.

How to use it

1. To upgrade from the trial or another plan: choose a plan, and DocsKoala opens a hosted checkout page to complete payment. Only an account owner or admin can start a checkout.
2. To downgrade, update payment details, or cancel: DocsKoala opens a hosted billing portal for your existing subscription, where you manage the change directly. This also requires owner or admin access.
3. Cancellations take effect at the end of your current billing period, you keep access to your plan's features until then.

Things to know

• Only workspace owners and admins can change billing, other team roles can't start a checkout or open the billing portal.
• Downgrading or canceling doesn't delete your published articles or help center, it changes which features and monthly limits apply going forward.

TODO, unverified: at the time of writing, no in-app "Billing" settings page was found wiring up these checkout/portal actions for a user to click through, only the underlying API routes exist. Confirm the actual entry point (and its exact wording) in the product before publishing this article, and confirm what happens if a trial workspace opens the billing portal before ever completing a paid checkout.