How do I upgrade or downgrade my plan?

  • In your Dashboard, go to the Settings gearwheel in the top right of your screen.
  • Select the dropdown link, 'Billing for [your organisation]'.
  • Change the price plan you'd like to move to.

Note that if the number of applicant and volunteer records in your Complyfile database exceeds the number of applicant and volunteer records allotted on a particular price plan, you will either have to delete records to reduce the number of records to fit the plan you want; or ensure that the price plan you're on reflects the number of records in your Complyfile database.

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