Changing or canceling your plan

You manage your Interdatum plan in Settings → Billing. From there you can upgrade from Free, switch between Starter and Pro, and open Manage billing to update your card, see invoices, or cancel.

Who can change the Interdatum plan?

Only a workspace owner or admin can change the Interdatum plan. That includes starting a free trial or a paid plan, switching between Starter and Pro, opening Manage billing to update the card or cancel, and changing the monthly overage spending cap. Other team members can still open Settings → Billing to see the current plan, its status, and usage for the period, but they see the note "Only a workspace owner or admin can change the plan." If you need a plan change and you aren't an owner or admin, ask your workspace owner.

How do I upgrade from Free to Starter or Pro?

To upgrade from the Free plan, go to Settings → Billing and open the Plans card. Choose Start 14-day trial (if your workspace hasn't had a trial) or Choose Starter / Choose Pro, then complete the secure checkout page with your card. If you leave checkout without finishing, nothing is charged. Once your plan is active, Settings → Billing shows the plan name and status, and the next step is to pick your business number in Settings → Phone & Text. Starter is CA$49 per month and Pro is CA$129 per month, in CAD plus applicable taxes.

How do I switch between Starter and Pro?

To switch between Starter and Pro, go to Settings → Billing and click Switch to Pro (on Starter) or Switch to Starter (on Pro). You'll be asked to confirm the new plan and monthly price. The monthly fee is prorated on your next invoice. Your included minutes and texts change to the new plan's amounts right away. If you switch during a free trial, your trial continues.

The Switch to button isn't available while a payment is past due or when your plan is already set to cancel.

How do I update my card, billing details, or see invoices?

Click Manage billing in Settings → Billing to open the billing portal for your Interdatum subscription. In the billing portal you can:

• Update your payment method.
• View your invoice history, including past invoices for your plan fee and any overage.
• Update your billing email, name, address, and tax ID.
• Cancel your plan.

When you're done, you return to Settings → Billing. Manage billing is available once your workspace has started a paid plan.

How do I cancel my plan?

To cancel your Starter or Pro plan, go to Settings → Billing, click Manage billing, and choose to cancel in the billing portal. Cancellation takes effect at the end of your current billing period, so you keep your plan until then. Settings → Billing shows a Cancels badge with the date, and a note that your plan ends on that date and won't renew. To avoid being charged after a free trial, cancel before the trial ends.

What happens after my plan is canceled?

When a canceled Starter or Pro plan ends, your workspace moves to the Free plan. You keep the full CRM on the Free plan. Outbound calls and texts from your business number stop, and Pro AI features are no longer available. Your business number is not released automatically. To start a plan again, go to Settings → Billing and choose Choose Starter or Choose Pro; a workspace that already had a free trial doesn't get another one.

There's no separate "downgrade to Free" button: canceling Starter or Pro with Manage billing is how you move to the Free plan, and the move happens at the end of your current billing period.