Change modules, users or cancel

Change your modules

1. 1

   Step 1: Open the module chooser

   On Business Starter or Essential, choose Change modules, tick the modules you want, and choose Save modules.

   Where to find it

   1. Settings
   2. Billing & Subscription
   3. Current plan
2. 2

   Step 2: Switch on the new modules

   Modules you drop are switched off straight away. Modules you add are switched on here by an owner or admin.

   Where to find it

   1. Settings
   2. Organization Settings
   3. Modules

   Note: Data in a module that is switched off is kept. It comes back when you choose the module again.

Change your plan or add users

1. 1

   Step 1: Choose the new plan

   Pick the plan, modules and number of Extra users, and choose Continue to payment. When the new subscription is confirmed, the previous one is cancelled at the provider.

   Where to find it

   1. Settings
   2. Billing & Subscription
   3. Change plan
   • Plan limits are checked when you invite someone or add a branch. If you reach one, the app offers Upgrade.

Cancel your subscription

1. 1

   Step 1: Cancel at the end of the period

   Choose Cancel subscription, then Cancel at period end. Your plan stays active until the end of the period you have paid for, and nothing more is charged.

   Where to find it

   1. Settings
   2. Billing & Subscription
   3. Current plan
   • To carry on, choose a plan again before the period ends.

What read-only means

When a trial ends without a plan, or a cancelled period ends, the workspace becomes read-only. A banner says Your workspace is read-only.

• Everyone can still sign in, view every record and report, export CSV files and download documents.
• Nothing new can be created or changed until an owner chooses a plan.
• Nothing is deleted. Choosing a plan switches changes back on immediately.
• If a renewal payment fails, full access continues for a 7-day grace period while you update the payment.