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Upgrading & Downgrading

6 min read

Overview

Step-by-step guide to changing your subscription plan, understanding prorated billing, and managing plan transitions.

Changing Your Plan

Riafin makes it easy to upgrade or downgrade your subscription as your practice grows or your needs change.

Upgrading Your Plan

When to Upgrade

Consider Upgrading When:

  • You're consistently reaching your monthly lead limits
  • You need more service locations or licenses
  • You want priority support
  • Your practice is growing and you need more visibility
  • You want to take advantage of higher discounts on lead purchases

How to Upgrade

Step 1: Choose Your New Plan

  1. Log in to your Pro Dashboard
  2. Navigate to /pro/dashboard/billing
  3. View current plan details and available upgrades
  4. Click "Upgrade Plan" button

Step 2: Review Prorated Charges

  • System calculates prorated amount based on days remaining in current billing cycle
  • You'll pay the difference between current and new plan
  • Example: If upgrading from Bronze to Silver with 6 months remaining, you'll pay 50% of the annual difference

Step 3: Complete Payment

  • Pay via Razorpay (same payment methods as initial subscription)
  • GST (18%) applies to the prorated amount
  • Invoice generated for the upgrade charge

Step 4: Feature Activation

  • Features and limits activate immediately after payment verification (typically 5-10 minutes)
  • Higher limits apply right away
  • Profile visibility upgrades instantly
  • Your next annual billing date remains the same
  • You can start using new benefits immediately

Prorated Billing Explained

What is Prorated Billing? You only pay for the remaining time in your current billing period at the new plan rate.

Example Calculation:

  • Current: Bronze Plan (₹9,990/year)
  • Upgrading to: Silver Plan (₹19,990/year)
  • Time remaining: 6 months
  • Difference: ₹10,000/year
  • Prorated charge: ₹5,000 + GST (₹900) = ₹5,900

Payment Timing:

  • Upgrade charge is immediate
  • Next annual billing will be at the full new plan rate
  • Billing cycle date remains the same

Downgrading Your Plan

When to Downgrade

Consider Downgrading When:

  • You're not utilizing your current plan's features
  • Your practice needs have changed
  • You want to reduce costs temporarily
  • You're taking a break from active client acquisition

How to Downgrade

Step 1: Request Downgrade

  1. Log in to your Pro Dashboard
  2. Navigate to /pro/dashboard/billing
  3. Click "Request Downgrade"
  4. Select your new plan level

Step 2: Confirmation

  • Review what features you'll lose
  • Submit downgrade request

Step 3: Immediate Effect

  • Downgrade takes effect IMMEDIATELY
  • NO REFUND - you lose all money paid for the higher plan
  • All higher-tier benefits are removed immediately
  • Access reduces to new plan limits immediately

What Happens When You Downgrade

Immediately Upon Downgrade:

  • Plan changes to lower tier
  • Limits reduce to new plan levels immediately
  • Excess locations/licenses hidden immediately
  • Excess reviews may be hidden immediately
  • Support level changes immediately
  • NO REFUND for the higher plan amount paid

Important Notes:

  • If you have more locations than the new plan allows, excess locations are hidden
  • If you have more reviews than the new plan allows, oldest reviews are hidden
  • Prospect view limits reduce immediately

Cancellation

How to Cancel

Steps:

  1. Go to /pro/dashboard/billing
  2. Click "Cancel Subscription"
  3. Confirm cancellation
  4. Provide feedback (optional)

What Happens After Cancellation:

  • Subscription reverts to Free plan immediately
  • Paid-only features stop displaying publicly (excess locations, licenses, premium visibility)
  • Your CRM data, lead history, and orders remain accessible in your dashboard
  • No refunds for unused time
  • Profile remains visible with Free plan limits (1 location, 1 license, basic listing)

Reactivating Your Account

To Resume:

  1. Log in to your account
  2. Navigate to Subscription section
  3. Choose a plan and complete payment
  4. Profile becomes visible again

Plan Change Restrictions

Lock-In Period

The lock-in period is a 90-day commitment period that activates when you upgrade from the Free plan to any paid plan (Bronze, Silver, or Gold).

How It Works:

  • Free plan users: Can upgrade anytime without restrictions
  • After upgrading to paid plan: 90-day lock-in period starts immediately
  • During lock-in: Cannot downgrade, cancel, or change plans
  • After 90 days: Lock-in expires, and you can change plans freely

Purpose: The lock-in period prevents frequent plan changes and ensures commitment to your chosen plan level.

Check Your Lock-in Status:

  • View your subscription details in /pro/dashboard/billing
  • Lock-in end date is displayed if you're on a paid plan
  • Contact support if you need to make urgent changes during lock-in

Volume Restrictions

When Downgrading:

  • Must be within new plan's limits before downgrade takes effect
  • System will notify you if you need to remove locations/licenses
  • You have until the effective date to comply

Best Practices

Before Upgrading

  1. Review Your Usage

    • Check how often you hit current limits
    • Calculate if upgrade cost is justified by additional leads
    • Consider seasonal variations in your practice

  2. Plan for Growth

    • Ensure you have capacity to handle more leads
    • Prepare your team for increased volume
    • Update your profile to maximize new visibility

  3. Time It Right

    • Upgrade at start of busy season
    • Consider upgrading before major marketing pushes
    • Don't upgrade if you'll be unavailable (vacation, etc.)

Before Downgrading

  1. Inform Your Team

    • Let team members know about reduced limits
    • Adjust workflows accordingly
    • Prioritize which locations/licenses to keep

  2. Plan Your Transition

    • Use remaining high-tier benefits before they expire
    • Complete any pending actions
    • Prepare clients for any changes

Troubleshooting

Common Issues

Problem: Upgrade payment failed Solution:

  • Check payment method has sufficient funds
  • Try different payment method
  • Contact bank if card is blocked
  • Contact support if issue persists

Problem: Can't downgrade due to limits Solution:

  • Remove excess locations first
  • Archive excess reviews
  • Then retry downgrade request

Problem: Features not showing after upgrade Solution:

  • Log out and log back in
  • Clear browser cache
  • Wait 5-10 minutes for propagation
  • Contact support if still missing

Getting Help

For Plan Changes:

  • Email: prosupport@riafin.com
  • Response time: 24-48 hours

For Billing Issues:

  • Check billing section first
  • Email: prosupport@riafin.com
  • Include invoice number if applicable

Remember: You can change plans anytime. Choose the plan that fits your current practice needs and upgrade as you grow.

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