Upgrade, Downgrade or Cancel a Plan
Change a Wemblo plan, understand effective dates, payment verification, renewal, over-limit handling, and cancellation.
STEPS
- Open Billing and Plans.
- Review the current term, renewal, usage, and add-ons.
- Compare the next plan and focused capacity packs.
- Choose the requested upgrade, downgrade, or cancellation.
- Review price, effective date, and billing term.
- Complete verified payment for an upgrade.
- Confirm the active plan and limits.
- Before a downgrade, export or reduce resources above the lower limit.
Cancellation stops renewal and normally keeps access until the end of the paid term unless the accepted order states otherwise.
Who should use it
Workspace owners, billing users and authorized account users.
Before you begin
- Confirm the correct workspace and account owner.
- Review the current plan, term and usage.
- Use verified billing or privacy contact details.
- Do not send passwords, permanent tokens or payment-card details.
Main concepts and fields
| Concept / Field | Meaning or Use |
|---|---|
| Plan | Base Wemblo subscription. |
| Capacity | Active contacts, users, workspaces and storage. |
| Monthly Activity | Conversations, campaigns, AI and publications. |
| Renewal | Next billing term. |
| Provider Cost | Separate external service charge. |
Test and verification
- Complete one successful path with fictional data.
- Complete one invalid, failure or permission path.
- Confirm the result appears in the correct workspace and module.
- Confirm the correct person or team can review and continue the work.
Common issues and solutions
| Issue | What to Check |
|---|---|
| Change is not active | Workspace, effective date, payment verification or manual review. |
| Usage looks incorrect | Base allowance, add-on allowance, provider usage and reset date. |
| Request cannot be completed | Account authority, required verification and outstanding billing/security review. |
| Notification is missing | Billing contact, email, app notification and spam folder. |
Security, privacy, consent, cost and provider notes
- Use only data the business is authorized to process.
- External provider charges, policies, approvals, limits and availability remain separate.
- Do not expose passwords, API keys, tokens, webhook secrets, payment credentials or private customer data.
- Use human review for sensitive, regulated, urgent, financial or final decisions.
Last reviewed: