As your business grows, your operational needs will shift. Whether your marketing team is expanding and requires access to advanced enterprise automations, or you are looking to streamline your workspace costs by adjusting your plan tier, Scotify Solutions provides a clear pathway to modify your subscription configuration.
Because changes to your core subscription plan alter your system limits, user seats, and builder access levels across your entire sub-account workspace, plan adjustments are routed through a structured verification process to keep your database perfectly secure.
The Subscription Modification Workflow
Plan adjustments are calculated using structured accounting frameworks. When you request a subscription shift, our system manages your billing metrics transparently:
1. Reviewing Your Account-Wide Plan Tiers
Before initiating an adjustment request, it is highly recommended to audit your current platform footprint to ensure you choose the best operational framework for your team.
- Platform Plan Upgrades: Moving up to a higher software tier instantly unlocks advanced system capabilities, including multi-branch conditional visual workflows, custom reporting matrices, and advanced server-side Conversions API (CAPI) integrations for paid social tracking.
- Platform Plan Downgrades: If you choose to scale back your subscription plan tier, ensure your active configuration values fall within the parameters of the lower tier. For example, check that you do not have more active automated workflows or user profiles than the lower plan permits.
2. Initiating Your Subscription Adjustment
To ensure your database access remains perfectly stable and that prorated account balances are calculated with absolute accuracy, all plan modifications are verified directly by our dedicated account management team.
Audit Your Live Feature Usage Footprint 1 min.
Navigate to Settings > Billing within your sub-account dashboard workspace. Take note of your active plan name and review your current team seat totals to ensure you know your target baseline metrics.
Draft Your Subscription Modification Request 2 min.
Open your corporate email client and draft a direct communication addressed to info@scotifysolutions.com. Ensure your email contains the following clear verification parameters to prevent processing delays:
- Account Identification: Your exact Company Name and master Sub-Account ID string.
- Target Plan Action: Explicitly state whether you are requesting an Upgrade, Downgrade, or shifting between monthly and annual cycles.
- Effective Timeline: Note whether you want the plan change executed immediately (which triggers a prorated balance adjustment) or scheduled to go live at the conclusion of your current 30-day billing cycle.
Submit Code Verification and Confirm Update 1 min.
Send your verification email. Our dedicated billing desk will run a comprehensive system review, calculate your prorated account credits or balances, update your software features, and reply with an official configuration confirmation within 1 business day.
Prorated Billing and Accounting Calculations
You never lose money when adjusting your subscription tier in the middle of a billing window. Scotify Solutions utilizes a fair, transparent Prorated Billing Protocol.
The Proration Adjustment Model
If you choose to upgrade your software package halfway through your standard 30-day billing cycle, our accounting engine calculates the exact number of days remaining in your current month.
The unused portion of your previous plan is automatically converted into an account credit. The system then applies that credit to your new plan tier, charging your primary payment card on file only for the difference required to power your upgraded features for the rest of the month. Your recurring monthly Anchor Date remains completely unchanged, keeping your accounting ledger perfectly clean and organized.
Troubleshooting & FAQ
Will downloading or downgrading my subscription plan delete my existing funnels, contact records, or workflow histories?
Downgrading your platform subscription tier will never delete your core customer data or CRM records. However, if your fresh plan tier lacks access to an advanced tool module (such as advanced if/else visual workflow branches or custom attribution report matrices), those advanced features will be temporarily locked out and paused. Your automated sequences will remain safely paused in the background until your account features match the required parameters.
Can I shift my billing interval from a standard monthly cycle over to an annual subscription?
Absolutely! Shifting from a monthly billing cycle to an annual subscription package is an exceptional way to lower your long-term software investments, as annual commitments unlock significant structural discount metrics. To request this shift, simply include an annual request parameter inside your verification email to info@scotifysolutions.com, and our team will convert your billing engine loop instantly.