How Do I Cancel My Subscription?


You can downgrade from a paid plan to a free plan at any time from the web. We will go through the steps below.


1. Go to Settings > Billing.



2. At the bottom right of the Base Subscription section, click Cancel subscription.



3. Depending on the plan you are on when downgrading to a Free plan you might run into one of the following situations:



After you select all of the changes, you will be able to click AGREE.

  • You will be asked to fill out a downgrade survey. Fill out the survey, and continue to downgrade your account.
  • Your account will remain active, on a Free plan but you will not be billed again. In order to permanently delete your account and information, click here.
  • On the Free Plan, you will only be able to manage one client with some feature limitations.


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