Upgrade, downgrade, or cancel your subscription

5 min de lectura

In this article

¿Quién puede utilizar esta función?
Admin, Owner
Disponible en todos los planes

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.

Actualizar a un plan de pago #

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
Información

It is important for users to ensure that the country associated with the card matches the country in the address field. If this is not the case, immediately return to the first step and the Invoice information tab, and change the country to match the credit card.

Información

No puedes comprar menos puestos que usuarios activos y pendientes (Miembros o Administradores).

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

Casos de exención de impuestos #

Algunas empresas en los EE. UU. son elegibles para la exención de impuestos, lo que significa que no necesitan pagar impuestos sobre las ventas por sus suscripciones. Para validar tu estado de exención de impuestos, envíanos un correo electrónico a billing@mail.cake.com con la siguiente información:

  • Certificado de exención de impuestos dirigido a CAKE Inc., 2100 Geng Rd STE 210, Palo Alto, CA 94303, EE. UU.
  • Dirección de correo electrónico asociada con tu suscripción o la dirección de correo electrónico del propietario de la cuenta

Revisaremos tu envío y aplicaremos la exención de impuestos según corresponda.

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. Haz clic en los tres puntos junto al nombre de tu espacio de trabajo
  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

Facturación para miembros del espacio de trabajo #

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.

Información

If all user seats are removed, you’re still billed for a minimum of one seat. To stop all charges, cancel the subscription or downgrade to the Free plan.

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. Haz clic en los tres puntos junto al nombre de tu espacio de trabajo
  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 SpacesConverted to Open SpacesNo action required
Private BoardsConverted to Public BoardsNo action required
Board Permissions (Edit content/Add comments and files)Reset to Edit everything PermissionNo action required
Vista de GanttBecomes lockedDelete the View or upgrade your plan
Board Fields (over 6)Existing Fields remain visibleYou cannot add new Fields until you upgrade
Unsupported Field types (e.g., Timeline on the Free plan)Field remains visible but becomes read-onlyRemove the Field or upgrade the plan to use it again
Viewer usersViewers are logged out immediatelyChange their user type or deactivate them
Información

If you upgrade back to a paid plan after downgrading, your Spaces and Boards are restored to their state before the downgrade.

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
    cancel subscription
Consejo

Before cancelling, consider whether a lower plan might meet your needs. Downgrading to Pro is often a better fit than cancelling entirely.

What happens after cancellation? #

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

  • No se aplicarán más cargos después de tu periodo de facturación actual
  • Puedes seguir usando las funciones de pago hasta el final de tu ciclo de facturación actual
  • You’ll be automatically switched to the Free plan after the paid period ends
  • Todas tus facturas anteriores siguen disponibles para descargar
  • All your data stays safe — Plaky doesn’t delete anything unless you choose to remove your workspace or CAKE.com account
  • Puedes añadir puestos adicionales y pagarlos por separado
Información

Subscription changes don’t affect your content or data. However, after cancellation, changes to the Customer info tab will no longer be possible.

Información

Everything above applies if you cancel your Bundle subscription as well. To learn more about the Bundle subscription plan and how it works, check out this article.

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

¿Te resultó útil este artículo?

Thank you! If you’d like a member of our support team to respond to you, please drop us a note at support@plaky.com