Whether your team is growing, scaling back, or simply reevaluating how you use Whale, it's easy to manage your subscription. You can upgrade, downgrade, or cancel directly from the billing settings. And if your situation is more complex or you're unsure what plan suits you best, your Customer Success Manager (CSM) or the Whale support team is always here to help at support@usewhale.io.
Whale offers two primary ways to cancel your subscription: self-service cancellation for users on month-to-month plans and contacting support for those who cannot find the cancellation option or prefer to downgrade to the free plan.
How to change your Whale subscription
Step 1: Open billing settings
Go to your Workspace Settings and navigate to the Billing section.
Step 2: Select "Change" next to your current plan
You'll see your current subscription details. Click Change to modify your plan.
Step 3: Choose one of the following options:
🔼 Upgrade — Move to a plan with more features or capacity.
🔽 Downgrade — Switch to a more lightweight plan that better fits your needs. You can only downgrade to a paid plan and not from a paid plan to our Forever Free plan. (Note: If you want to downgrade to our Free plan from a paid plan you have to contact support@usewhale.io to change your plan.)
❌ Cancel — End your subscription. Your workspace stays active until the next renewal date and won't renew after. For users on month-to-month or yearly plans, cancellation can be done directly through the billing settings by selecting the 'Cancel' button under your current plan. (Note: If you don't see the cancellation button, contact support@usewhale.io to cancel your plan.)
🚨 Make sure that you toggle Monthly or Yearly to match your current plan to see the cancel button appear. (Note: If you're on the Forever Free plan, there's no need to contact us. Your subscription will be deleted after 90 days of inactivity as you can't cancel your workspace in the billing section.)
Step 4: Confirm your selection
Follow the on-screen prompts to confirm your plan change or cancellation.
If you're unsure or want to explore alternatives, feel free to pause here and reach out to support — downgrading instead of canceling might be the right solution.
If you cannot find the cancellation option, you can contact Whale support to request cancellation or choose to downgrade to the free plan, which stops billing at the next renewal date while retaining access to your paid plan until the end of the already-paid term.
Tips for a successful downgrade
To ensure a smooth transition when downgrading to the Free plan, consider the following:
Back up important data: Save a backup of your key documents and files to a secure location such as cloud storage or a local drive.
Communicate with team members: Inform your team about the planned downgrade and its implications, like reduced access or removal of certain features.
Important notes
🟡 New plans as of May 26, 2026
Whale's plans were updated on May 26, 2026. The current plans are Free, Scale, Advance, and Enterprise. The previous Team plan is no longer available to new customers. If you have questions about how this affects your existing subscription, contact support@usewhale.io.
🟡 Retired Essentials plan
As of September 23, 2024, the Essentials plan is no longer available to new customers. If you're currently on Essentials, nothing changes for you — but if you upgrade or downgrade, you won't be able to return to this plan.
💳 Refund policy
Whale does not offer refunds, as stated in our Terms & Conditions. If you have questions about your billing, we're happy to assist.
Still deciding?
If you're unsure about next steps or want to get more out of Whale, don't hesitate to contact your CSM or email support@usewhale.io. We can help you find the right plan for your team.