Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Upgrade or Change Your Plan
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
Step-by-Step Guide
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.

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

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

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

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.

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.




