It's great to hear you want to upgrade your account! No action is required as soon as you upgrade you'll have access to the limits and features of the plan you've upgraded to! You may only be charged a small amount to upgrade, this is because we prorater subscriptions so you only pay for what you use, view the section on prorations below to learn more!
We’re not able to turn on a trial for paying customers because your plan is tied into your billing, but you can upgrade to any plan at any time to see if it’s a good fit for you. If you try it and decide it’s not for you, you can downgrade again whenever you like. Our billing will automatically credit you for the unused time on that plan so you only pay for what you use. The credit will go towards your future payments, you can learn more about this in the prorations section below.
When downgrading your Band Pencil account, certain features will no longer be accessible. However, rest assured that your data will remain intact and will be available again if you choose to upgrade in the future. Before downgrading, it’s crucial to review which features will be affected. Please note that the information below is accurate as of the last update date shown.
If you change your subscription plan mid-cycle (whether upgrading or downgrading) prorations ensure you only pay for what you use. For example, if you upgrade halfway through the month, we'll apply credit for the unused time on your previous plan, and adjust charges for the new plan accordingly.
Any credits from these changes are applied to future bills for simplicity. However, if you prefer a direct refund of the credited amount, simply contact our support team, and we’ll help you out. We strive to ensure your billing is always fair and transparent, no matter how your subscription changes.
Here's what happens to specific features when you downgrade:
| Feature | Change / Action Required | Standard | Premium | Ultimate |
| Multiple Users | You will need to reduce the number of users to match the limit of your new plan. Any users beyond this limit may lose access immediately. Please note, as per our terms, a login may only be used by one person, a single login shared by multiple people is not permitted. |
1 User | 4 users | 5 users |
| Auto Book Members | If this feature is no longer available, it will be deactivated, and you will need to delete any pending members. | ❌ Not available | ❌ Not available | ✅ Available |
| Performer Contracts | Members won't be able to view or sign contracts on the Member Portal, and you won't be able to manage performer contracts (this includes viewing and downloading previously signed contracts). | ❌ Not available | ❌ Not available | ✅ Available |
| Scheduled Emails | Scheduled emails will be frozen, not deleted. You'll be prompted to either delete or send them, but you will no longer have access to view scheduled emails from the outbox. | ❌ Not available | ❌ Not available | ✅ Available |
| Track Referral Sources | Referral data will be kept, but you will lose the ability to view, add, or edit referral sources. | ❌ Not available | ❌ Not available | ✅ Available |
| Band Pencil Pay | Clients will lose the ability to make payments through Band Pencil. | ❌ Not available | ✅ Available | ✅ Available |
| Custom Branding | Custom branding will revert to Band Pencil's default branding. | ❌ Not available | ✅ Available | ✅ Available |
| Online Forms | Your forms and responses won't be deleted, but you will lose the ability to view or edit them, and clients won’t be able to submit responses. | ❌ Not available | ✅ Available | ✅ Available |
| Integrations | While the connection to your integrations will remain active temporarily, Band Pencil will stop sending or allowing data transfer. Once the connection expires, you will not be able to reconnect. | ❌ Not available | ❌ Not available | ✅ Available |
If you have any questions or need assistance during this process, feel free to reach out to our support team, we're here to help!