Upgrade, downgrade, or cancel your subscription

This article covers how to change or cancel your Plaky subscription. Moreover, it covers what happens to your Workspace content and data in each scenario.

Upgrade to a paid plan #

If you like using Plaky, you can upgrade to a paid subscription plan and enjoy more advanced features. 

Here’s how you can upgrade to a paid plan:

1. Click on Upgrade in the top bar
2. Select a monthly or annual payment schedule
3. Click Upgrade on a selected plan
   
4. Select the number of seats
5. Select your customer type and country
6. Click Next to continue
   
7. Add invoice information
8. Click Next to continue
   
9. Add payment information
10. Click Finish payment to complete the process
    

You can upgrade your monthly plan to an annual plan at any point. When upgrading, we will calculate the prorated price and charge accordingly.

Tax exemption cases #

Some businesses in the USA are eligible for tax exemption, meaning they do not need to pay sales tax on their subscriptions. To validate your tax-exempt status, please email us at billing@mail.cake.com with the following information:

• Tax Exemption Certificate addressed to CAKE Inc., 2100 Geng Rd STE 210, Palo Alto, CA 94303, USA
• Email address associated with your subscription or the email address of the account owner

We’ll review your submission and apply the tax exemption accordingly.

Upgrade to a higher plan #

If you are using one type of subscription, you can always upgrade to a higher plan. Here’s how:

1. Click on the three dots next to your Workspace name
2. Select Subscription
3. Click on the Plans tab
4. Click Upgrade next to the plan you want
5. Agree to terms 
6. Click Finish payment to complete the process

Billing for members of the Workspace #

When you subscribe to a paid plan, you’re billed for every active and pending Member and Admin in the Workspace at the moment (Viewers are not counted). The upgrade applies to the entire Workspace, and all Members gain access to paid features.

Adding new seats during your billing period  #

If you are on a paid plan and add new seats during the billing cycle, we will charge you only for the duration they are utilized. We will handle the tracking for you and ensure that you are billed accordingly.

Downgrade your plan #

You can downgrade to a lower paid plan or back to Free at any time from your Subscription page. The downgrade takes effect at the end of your billing cycle, and you will keep paid features until then.

To downgrade your plan, follow these steps:

1. Click on the three dots next to your Workspace name
2. Select Subscription
3. Click on the Plans tab
4. Click Downgrade next to the plan you want
5. Agree to terms 
6. Click Finish payment to complete the process

Changes that happen after downgrading #

What’s affected?	What Plaky does automatically?	Actions you may need to do
Closed Spaces	Converted to Open Spaces	No action required
Private Boards	Converted to Public Boards	No action required
Board Permissions (Edit content/Add comments and files)	Reset to Edit everything Permission	No action required
Gantt View	Becomes locked	Delete the View or upgrade your plan
Board Fields (over 6)	Existing Fields remain visible	You cannot add new Fields until you upgrade
Unsupported Field types (e.g., Timeline on the Free plan)	Field remains visible but becomes read-only	Remove the Field or upgrade the plan to use it again
Viewer users	Viewers are logged out immediately	Change their user type or deactivate them

Cancel your subscription #

Although we’re sorry you’re leaving Plaky, you’ll always have complete control over your subscription. If you think cancelling is the right choice, follow the process below for a quick, easy cancellation.

1. Click on the three dots icon next to your workspace name
2. Select Subscription from the dropdown menu
   
3. Open the Billing tab
4. Click on Cancel subscription
5. Click Cancel subscription again to complete the action
   

What happens after cancellation? #

Cancelling a subscription does not delete your workspace or data. Here are the changes that happen:

• No more charges will be applied after your current billing period
• You can keep using paid features until the end of your current billing cycle
• You’ll be automatically switched to the Free plan after the paid period ends
• All your previous invoices are still available for download
• All your data stays safe — Plaky doesn’t delete anything unless you choose to remove your workspace or CAKE.com account
• You can add additional seats and pay for them separately

If you have any difficulties with cancellation, please reach out to our support team or leave feedback in our Help Center.