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Manage your subscription

Review your plan, billing period, and workspace access before making a subscription change.

Subscription settings belong to a workspace. If you belong to several workspaces, select the right one before opening its billing settings.

Review your current plan

Open the workspace’s billing settings to see its subscription and access status. Plan and billing actions require an active owner or administrator membership.

The pricing page lets you compare Individual and Firm plans, monthly and annual billing, and the capabilities included in each tier.

Change a plan or client capacity

Select the new tier or billing period in billing settings. Review the change preview before confirming it. For a Firm workspace, review the client capacity as well as the base subscription price.

If a change preview cannot load, wait and try again. Do not assume that selecting an option has already changed the subscription.

Open the billing portal

The billing portal provides the available payment and cancellation controls for your subscription. Follow the portal’s confirmation steps to complete an action.

When paid access ends, records remain available in read-only mode. Actions that change books or other paid features may be unavailable until the workspace has the required access again.

If the billing controls are unavailable, check your role and workspace selection first. Then contact support with the issue and any visible error message.

More help for your workspace.