Upgrading, downgrading, or cancelling

Your plan can change as your business does. Here's how to upgrade, downgrade, or cancel.

Upgrade

1. Open the Billing section.
2. On the plan you want, click Upgrade (your current plan shows Manage Subscription instead).
3. In the switch-plan modal, review the tier, price, and features, then click Continue with this plan.
4. Upgrades usually take effect immediately, so you get the higher limits and features right away.

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Downgrade

1. In Billing, click Upgrade or Manage Subscription on the plan you want to move to.
2. Pick a lower tier in the switch-plan modal and click Continue with this plan.
3. Downgrades typically take effect at the start of your next billing cycle, so you keep your current features until then.

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Note: Before downgrading, check that your usage (calls, chats, team members, integrations) fits within the lower plan's limits to avoid interruptions.

Cancel

1. Open the Billing section.
2. On your current plan card, click Manage Subscription.
3. Follow the prompts to Cancel subscription and confirm.
4. Your service generally continues until the end of the current billing period.

What happens to your data

Your leads, conversations, and settings remain in your account per HAB's data policy. Export your leads to CSV before cancelling if you want a local copy. See Exporting leads / pushing leads to your CRM.

Tip: Not sure whether to downgrade or cancel? Reach out first — support or sales can often suggest a plan that fits, so you don't lose the setup you've built. See Contacting HAB support.