Upgrading Your Plan
You can upgrade your Plantrunner plan at any time to unlock additional features.
How to upgrade
- Navigate to Billing in the sidebar (admin access required)
- View available plans and their features
- Select the plan you want to upgrade to
- Confirm the change
Plan upgrades take effect immediately. New features are available as soon as the upgrade is processed.
What happens when you upgrade
- New features are unlocked -- Features included in your new plan become immediately available
- Billing adjusts -- Your subscription is updated through Stripe. You're charged a prorated amount for the remainder of the current billing period
What happens when you downgrade
If you switch to a lower-tier plan:
- Features are restricted -- Features not included in the new plan are no longer accessible
- Scoped admin roles are removed -- If downgrading from Canopy, all scoped admin roles (Customer Admin, Route Admin, Order Admin, Employee Admin) are automatically removed from employees. They retain their base Employee role
- Data is preserved -- No data is deleted. If you upgrade again later, your data is still there
warning
Downgrading from the Canopy plan removes scoped admin roles from all employees. Make sure to communicate role changes to your team.
Trial period
New accounts start with a 14-day free trial on the Branch plan. During the trial:
- You have access to all Branch features including timesheets, pay periods, and plant inventory
- Your billing status shows as Trialing
- No payment method is required to start
- When the trial ends, you'll need to select a plan and enter payment details to continue