Change or cancel your plan

Everything about your subscription is in one card in Settings. This page covers updating your payment method, changing plans, cancelling, and undoing a cancellation.

Only the people who manage your organization’s account see these controls. For the plans themselves, see Plans and what’s included.

Find your subscription

In the sidebar, select Settings, then open the Subscription section, titled Subscription & Billing. It shows:

• Your plan name and a status badge such as Active or Trial.
• Billing Cycle, either Monthly or Annual.
• Next billing date, or Access ends if you have cancelled.
• Payment Method, with the card brand and last four digits.

Under those are three buttons: Change Plan, Update Payment and Cancel Plan.

Update your payment method

Select Update Payment. It opens our payment provider’s secure billing page, where you can change your card. When you finish, return to Re:InvestorHub.

Change your plan

Open Change Plan

In Subscription & Billing, select Change Plan. The Change Your Plan dialog opens and says which plan you are currently on.

Review your usage

Current Usage shows how many Projects, Properties and Deals you have, and how much Storage you use. Compare these with the plan you are moving to.

Pick a plan

Choose Monthly or Annual billing, then select the plan you want. Your current plan is marked Current Plan. The other plans show Upgrade or Downgrade. If you have a promo code, enter it under Have a promo code?.

Confirm

Select the confirm button at the bottom. It reads Upgrade & Pay with the price, or Downgrade to with the plan name.

Upgrading

An upgrade takes you to a secure checkout page to pay. When payment completes, your new plan is active.

Downgrading

Downgrades apply immediately

A downgrade takes effect as soon as you confirm. It does not wait for the end of your billing period.

If your usage is above what the lower plan allows, the dialog shows a red warning first: “Warning: Your current usage exceeds Silver limits”. It lists what is over, for example how many projects you have against how many the plan allows, and adds “Downgrading may disable some features. Click confirm again to proceed.” Select the confirm button a second time to go ahead.

What you should see: the message “Plan changed to” followed by the plan name, and your new plan on the Subscription card.

Cancel your plan

Select Cancel Plan

In Subscription & Billing, select Cancel Plan. The cancel dialog opens and tells you the date your access continues until.

Choose a reason

Optionally, open “Help us improve: why are you cancelling?” and choose Too expensive, Not using it enough, Missing a feature I need, Switching to another tool or Other.

Confirm twice

Select Cancel Plan. The dialog asks “Are you sure? Click “Confirm Cancellation” again to proceed.” Select Confirm Cancellation. To stay, select Keep My Plan instead.

What you should see: an amber notice on the Subscription card that reads “Your plan is cancelled and access ends” followed by the date, and “You keep full access to everything in your plan until then.”

You can cancel during your trial too. See Trial.

When your access ends

After the end date, Re:InvestorHub shows Your subscription has ended (or Your free trial has ended) and asks you to choose a plan. Your data is safe and waits for you. Choose a plan to pick up where you left off, or select Contact support if you need help.

Resume a cancelled plan

Changed your mind before the end date? In the amber notice, select Resume plan.

What you should see: the message “Your plan will continue. Cancellation removed.” and the notice disappears.

Next step

AI credits and monthly allowances

How many AI coach credits each plan includes.

Invite and manage team members

Add seats by moving to Gold.