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Upgrading or Downgrading Your Plan

Dave J.ยทJune 3, 2026

You can change your MailBeast plan at any time. Upgrades take effect immediately, while downgrades are scheduled for the end of your current billing period so you do not lose any paid time.


How to Upgrade Your Plan

  1. Go to Settings > Plan Usage tab.

  2. Scroll down to Available Plans.

  3. Find the plan you want and click Upgrade.

  4. A checkout dialog appears showing:

    • The new plan price

    • Proration credit for unused time on your current plan

    • The amount you will be charged today

    Confirm Upgrade dialog showing current plan, new plan, proration credit, tax, and total
  5. Confirm payment. If you have a card on file, it will be charged automatically. Otherwise, you will enter payment details.

  6. Your new plan limits are active immediately.

You can also start from the Billing tab:

  1. Click View Plans next to your current subscription.

  2. Select the plan you want to upgrade to.


How to Downgrade Your Plan

  1. Go to Settings > Plan Usage tab.

  2. Scroll down to Available Plans.

  3. Select the lower plan you want to switch to.

  4. Review the changes. The dialog will show:

    • Your current plan and the target plan

    • When the downgrade takes effect (end of current billing period)

    Confirm Downgrade dialog showing current plan, new plan, effective date, and new billing rate
  5. Confirm the downgrade.

Downgrades are scheduled, not instant. You will keep your current plan and all its limits until your billing period ends. On the next billing date, your plan switches to the lower tier.

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Changed your mind? If you have a scheduled downgrade, you can cancel it from the Plan Usage tab by clicking Keep Plan before the current billing period ends.


What Happens to Your Data When You Downgrade

  • Contacts - If your contact count exceeds the new plan's limit, you will not be able to add new contacts. Existing contacts are not deleted.

  • Email history - All sent emails and analytics remain accessible within the new plan's data retention window.

  • Add-ons - Active add-ons remain active independently of your base plan change. You can cancel them separately.

  • Team members - All users keep access. Both Starter and Pro+ include unlimited users.


Proration: How Billing Works Mid-Cycle

Upgrades: When you upgrade mid-cycle, MailBeast calculates a prorated credit for the unused portion of your current plan and applies it to the new plan charge. You only pay the difference.

Downgrades: No immediate charge or refund. You continue on your current plan until the billing period ends, then switch to the lower plan at its standard price.


Switching Between Monthly and Annual Billing

You can switch your billing cycle when changing plans:

  • Monthly โ†’ Annual - You pay the annual amount upfront and save the equivalent of one month free.

  • Annual โ†’ Monthly - Takes effect at the end of your annual period.


Troubleshooting

I upgraded but my limits did not change

  • Refresh the page. Plan changes are reflected in the UI after a brief delay (usually under 5 seconds).

  • Check the Plan Usage tab to confirm your effective limits have updated.

I want to cancel my subscription entirely

Go to Settings > Billing > Modify and choose to cancel. Your plan remains active until the end of the billing period, then reverts to the free tier.


Related Articles

  • Plans & Pricing

  • Add-Ons: Extending Your Plan Limits

  • Updating Your Payment Method

  • Invoices & Billing Details

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