Change or cancel your plan
You can move to a different plan or cancel from the portal. Only the account owner can do this. Your setup and your data carry over when you change plans.
Change your plan
- Open Settings.
- Choose Plan & billing.
- Select Change plan.
- Choose Monthly or Annual (2 months free), then pick the plan you want.
- Read what the window says, then confirm.
What happens when you upgrade
An upgrade takes effect right away. You pay today for the rest of your current billing period on the new plan, and the window shows the amount before you confirm.
What happens when you downgrade
A downgrade takes effect when your current billing period ends. Nothing is charged today, and until then the Plan & billing page shows the plan you are switching to.
Before you confirm, the window lists what you will lose on the smaller plan, such as features, monthly credits and team logins. If you have more team members than the new plan allows, remove some first or they may lose access.
Moving from Core to Solo also ends two-way texting, and your texts move to a toll-free number.
Switch between monthly and annual
The window tells you when the change starts and whether you pay anything today.
Cancel your plan
- Open Settings › Plan & billing.
- Select Change plan.
- Choose Cancel plan.
- Pick the main reason you're cancelling, then select Cancel plan to confirm.
Your receptionist stays active until the end of the period you have already paid for, then stops. Your leads, call history and other data are not deleted when you cancel.
Undo a cancellation
Until the cancellation date, open Change plan and select Undo — keep my plan.
Start again after cancelling
Once your plan has ended, open Settings › Plan & billing to choose a plan and start again. If you don't see a way to do that, contact Bectify support.
Ask for a local number (United States)
During the free trial your number is toll-free. Local numbers come with a paid plan; to get one, contact Bectify support.
If you can't change your plan
- If you see Ask your account owner, or a note that only the account owner can change the plan, ask the owner to make the change. See "Roles and permissions".
- If your page says Included by Bectify, there is no Change plan button. Contact your Bectify representative to change or end your plan.