📝 Overview
You can change your plan at any time, even while under a paid plan contract.
If you switch plans during the same month, you’ll be charged based on the plan you’re using at the end of the month.
☝️ Note:
We don’t adjust or split charges based on how many days you used each plan.
🔁 How to Change Your Plan
To change your plan:
Log in to Yoom.
Click “Change Plan” at the bottom of the sidebar.
(Only visible to workspace administrators)Select your new plan, choose your payment method, and click “Change Plan.”
✅ Before confirming, be sure to review the keynotes shown during the process.
⏰ When Will the Plan Change Take Effect?
The timing depends on the current plan and the plan you're switching to.
➕ Upgrading from Free to a Paid Plan
From Monthly (Lower Plan) → Monthly (Higher Plan)
Takes effect immediately.
No proration of base or license fees.
From Monthly (Lower Plan) → Annual (Higher Plan)
Takes effect immediately.
Annual base and license fees billed the following month.
From Annual (Lower Plan) → Annual (Higher Plan)
Takes effect immediately.
Contract end date stays the same.
We will bill you for the remaining months of the new plan next month.
That amount will be offset against the remaining balance of your previous plan.
No proration of fees.
➖ Downgrading from a Paid Plan to a Free Plan
The new (lower) plan starts the day after your current plan ends.
🔄 Switching between Paid Plans
From Monthly to Annual
The new annual plan starts immediately.
Billing for one year of base and license fees occurs the following month.
No proration is applied.
From Annual to Monthly or 6-Month
The new plan starts after the current annual contract ends.
📊 Plan Change Timing Chart
Current & After | Personal (monthly) | Personal (annual) | Mini (monthly) | Mini (annual) | Team (monthly) | Team (annual) | Success (monthly) | Success (annual) |
Personal (monthly) |
| Immediate | Immediate | Immediate | Immediate | Immediate | Immediate | Immediate |
Personal (annual) | After the contract ends |
| After the contract ends | Immediate | After the contract ends | Immediate | After the contract ends | Immediate |
Mini (monthly) | After the contract ends | After the contract ends |
| Immediate | Immediate | Immediate | Immediate | Immediate |
Mini (annual) | After the contract ends | After the contract ends | After the contract ends |
| After the contract ends | Immediate | After the contract ends | Immediate |
Team (monthly) | After the contract ends | After the contract ends | After the contract ends | After the contract ends |
| Immediate | Immediate | Immediate |
Team (annual) | After the contract ends | After the contract ends | After the contract ends | After the contract ends | After the contract ends |
| After the contract ends | Immediate |
Success (monthly) | After the contract ends | After the contract ends | After the contract ends | After the contract ends | After the contract ends | After the contract ends |
| Immediate |
Success (annual) | After the contract ends | After the contract ends | After the contract ends | After the contract ends | After the contract ends | After the contract ends | After the contract ends |
|
‼️ Notes
No partial refunds are issued for unused time or features.
All plan changes and billing follow the contract rules set at the time of the change.
📚 Related Guides
How to Change to the Free Plan - View Guide Here
Related Keywords
Related Keywords
change plan, upgrade, downgrade, pricing, billing cycle, monthly, annual, admin, settings