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Viewing and changing your account plan

Learn how to check your plan and available features

Anni avatar
Written by Anni
Updated this week

You can review your current Bookwhen plan and check which features are included. If needed, you can also change your plan to access additional functionality.

This article explains how to view and update your account plan if you want to access different features.


Upgrading vs. downgrading your plan

When changing your plan, there are a few key differences depending on whether you're upgrading or downgrading.

Upgrading ⬆️

  • Card Details: We’ll ask for your card details again, but you won’t be charged until your next invoice.

  • Immediate Access: You’ll get immediate access to the new plan’s allowances and features.

  • Proration: Any remaining time on your current plan will be prorated against your new plan.

  • Charges: You’ll never be charged for more than you use.

Downgrading ⬇️

  • Plan Features: You’ll keep all your paid plan features until your next invoice date, at which point you’ll switch to the Free or downgraded plan.

  • Data & Pages: You won’t lose any data, schedule pages, or team members, but you may not be able to access all the same features.

  • Active Memberships: Active memberships do not auto-cancel when downgrading, and you will need to cancel them manually.

  • Exclusive Tickets: Exclusive tickets will no longer appear on your public page.

  • Active Pass uses/Voucher uses: Existing passes or vouchers can still be redeemed, but no new ones can be sold. Ensure you generate a report before downgrading, as report access will be unavailable after the downgrade.

If you downgrade your account to the Free plan:

  • You will be limited to 50 bookings per month, one admin user, and one schedule page.

  • Payments, discounts, and ticket transfers will no longer be available.

  • Pass functionality and automated reminder emails are unavailable.

  • Waiting lists and exclusive tickets are not supported.


Where to view and change your plan

To view the plan you are signed up for:

  1. Select Account, then Plans & billing from the left-hand menu on your account.

  2. You can change your plan by selecting Upgrade or Downgrade underneath each option:

    Plans & billing page with an arrow pointing at the 'Downgrade' button

  3. When you select either Downgrade or Upgrade, we will prompt you to add your billing information again, including your card number (even if it's the same card/account you are using for your current subscription).

    • We do this for validation purposes only. You will not be charged until your next billing date, at which point payment will be prorated to reflect the new plan.


Changing the currency

💡 Please note: Changing your account currency in Bookwhen updates the prices on your schedule(s) and public page(s) only, and does not affect existing memberships in Stripe. Please contact our support team to update the subscription currency.

To change the currency in which you view pricing options:

  1. Select Account, then Plans & billing from the left-hand menu on your account.

  2. Scroll down and select the payment settings page link at the bottom of the page.

    Plans and billing page with 'Wrong currency? Change it on your payment settings page' message highlighted

  3. Select Edit next to Currency:

    Payment settings page with an arrow pointing at the 'Edit' button

  4. Select your currency from the Currency drop-down menu, then Save changes:

    Currency selection screen with an arrow pointing at the drop-down menu and the 'Save changes' button highlighted


Switching between a monthly and annual plan

If you'd like to switch from a monthly to an annual plan (and vice versa) whilst remaining on the same level of plan, please select from one of the below links:

💡 Checking the account before you switch

If you are the Account owner for multiple Bookwhen accounts, please ensure you're logged into the right one before changing the billing cycle.

To check, you can update the URL by replacing admin with the account's subdomain code.

For example, if your account's subdomain is yoga123, change:

To:

This ensures you're updating the correct account.


Troubleshooting payment issues

If a payment fails when upgrading your plan, try the following steps:

  1. Check with your bank: Confirm whether the transaction requires any additional authorisation.

  2. Verify payment details: Make sure all card or payment information is entered correctly during the upgrade.

  3. Retry the payment: After addressing any authorisation or verification issues, attempt the payment again.

For ongoing issues, please contact your bank or our support team for more help.


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