Change plans from Plan in the app's sidebar. An upgrade applies straight away; after a downgrade, records above the new limit are set aside until there is room.
- Open Plan in the sidebar.
- Go to Change plan.
- Choose Monthly or Yearly, then pick the plan you want.
- Confirm and pay if asked.
After a downgrade
- Nothing is deleted.
- The newest records above the limit are set aside.
- Upgrade, or remove older records, and they come back on their own.
Good to know Only the organization owner can change the plan. Members see the plan but cannot change it.