Upgrade or Change Your Plan

3 min read

Choose a plan, switch to yearly billing and pay by card, bank transfer or SSLCommerz.

Move to a bigger or smaller plan, or switch between monthly and yearly billing, from the plans page.

Overview

This guide walks through choosing a plan and paying for it by card, bank transfer or SSLCommerz.

Who Can Access

Agency Owner

Step-by-Step Guide

  1. Open the plans page

    Click Upgrade Plan in the portal menu, or Upgrade in your agency avatar menu. The top shows the plan you are on and when it renews.

    Upgrade your plan header with the Monthly and Yearly switch and the current plan
  2. Pick monthly or yearly

    Use the Monthly / Yearly switch. Yearly shows the monthly price, billed once a year.

    Growth and Pro plan cards with yearly billing selected
  3. Compare and select

    Each card lists the monthly allowances, seats and features. Click Select on the plan you want. Your plan shows Current Plan.

    Growth and Pro plan cards with prices, monthly allowances, seats and features
  4. Check the total

    The Confirm Upgrade window shows the plan, cycle and Total due today. Click Have a coupon? to add a Clientish coupon.

    Confirm Upgrade window with the total due today, coupon link and card payment
  5. Choose how to pay

    Card: use your saved card or Use a different card, then Confirm & Pay. The card is charged straight away.

    Manual: send the amount by bank transfer (or bKash / Nagad when offered), enter your transaction ID in Reference note and click Submit for review.

    SSLCommerz: you finish paying on SSLCommerz in BDT and come straight back.

    Confirm Upgrade window with manual bank transfer details and a reference note
  6. Done

    Card and SSLCommerz payments change your plan as soon as they are confirmed. A manual payment shows Manual payment under review; your current plan stays until Clientish confirms it.

Good to Know

  • The payment options are the ones Clientish has turned on, so you may not see all three.
  • Below the plan cards you also see Your Usage, a full plan comparison, your saved cards and billing history.

Frequently Asked Questions

Do I lose data if I move down?⌄
No. Nothing is deleted. You just cannot add beyond the new limits.
Why is the Card button greyed out?⌄
Card payments need Stripe to be set up on Clientish’s side. Choose Manual, or contact support.