How customers change plans through the Customer Portal and dashboard.
Customers change plans through the Customer Portal or from the dashboard. Commet handles proration, feature transitions, and billing adjustments automatically.
| Change | Behavior | Example |
|---|---|---|
| Upgrade | Applied immediately with prorated billing | Starter ($29) → Pro ($99) |
| Downgrade | Takes effect at next renewal | Pro ($99) → Starter ($29) |
| Interval change (up) | Applied immediately | Monthly → Yearly |
| Interval change (down) | Takes effect at next renewal | Yearly → Monthly |
Both plans must be in the same Plan Group for customers to change plans themselves through the portal. Free-to-paid changes require a new checkout — the customer is redirected to complete payment.
An immediate upgrade is rejected with a seat-limit error when the customer's current seats exceed the target plan's included seats for a seat feature that is not unlimited and has overage disabled. Reduce seats first, or pick a plan with enough included seats. Interval-only changes and scheduled downgrades are not affected.
If you need to expand features or limits temporarily without changing the subscription's plan, price, or billing cycle, use a Plan Grant instead.
From a customer's subscription detail page, click Change Plan and select the new plan. The same upgrade/downgrade rules apply.
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