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Request a plan change without a card

When card payments are not connected yet, choosing a plan sends a request to the Hushdesk team, who switch you and confirm by email. Nothing is charged before.

Last updated 2 min read

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Some Hushdesk servers are not connected to card payments yet. On those, choosing a plan sends a request to our team instead of charging a card. You keep full control and nothing is charged until we switch you.

Before you start

  • Who can do this: owners and admins.
  • How to tell: the plan buttons say Choose Starter (not Upgrade to Starter), and the note at the bottom says "Card payments are being connected. Choose a plan and our team switches you and emails you to confirm. Limits are hard and nothing upgrades by itself."

Step by step

  1. Open Settings and choose Plan and billing.
  2. Under Plans, choose Monthly or Yearly · 2 months free.
  3. Press Choose Growth (or the plan you want). For a smaller plan, press Move to …, then confirm.
  4. A message confirms: "Request sent: we will move you to Growth and email you to confirm."

What happens next

A banner appears above the plans: "You asked to move to Growth. Our team will switch you and email you to confirm; nothing is charged until then."

Our team sees the request in the support console and changes the plan there. When they do:

  • the banner disappears;
  • Current plan shows the new plan with "Set up by our team; not billed by card.";
  • the audit log shows "changed the plan".

Moving to Free when you have no card subscription does not need a request: it applies straight away.

Tips

  • Pick Yearly before you send the request if you want yearly billing; the request records it.
  • Send one request at a time. A new request replaces the old one.
  • To change your mind, press Withdraw on the banner.

Troubleshooting

"Only owners and admins can change the plan"

Agents and viewers cannot send or withdraw requests.

"You are already on Starter"

You picked the plan you already have.

"This month you have already used more than Starter includes. Nothing is deleted, but new conversations and AI answers pause until next month."

You asked for a plan below this month's usage. The request is still sent; you can withdraw it and choose a larger plan.

Frequently asked questions

Why does my plan button say Choose instead of Upgrade?

Card payments are not connected on this Hushdesk server yet. Choosing a plan then sends a request to our team instead of opening checkout. The billing page explains it: our team switches you and emails you to confirm, limits are hard and nothing upgrades by itself.

Am I charged when I request a plan change?

No. A request only tells our team which plan you want. The banner on the billing page says nothing is charged until then. The plan changes when the Hushdesk team switches it, and the Current plan section then says the plan was set up by our team and is not billed by card.

How do I cancel a plan request?

Press Withdraw on the blue banner at the top of the plans, which says You asked to move to and the plan name. The request disappears, your current plan stays as it is, and the withdrawal is written to the audit log. Owners and admins can withdraw a request.

How long does a plan request take?

Our team sees your request in the support console with who asked, the plan, monthly or yearly, and the date. They change the plan there, which also clears the request. The change shows on your billing page straight away and in Audit logs as changed the plan.

What does Demo server mean on the billing page?

You are on a demonstration server with card payments switched off. There, choosing a plan switches it straight away without any payment, and a message says Demo, you are on the plan now, no payment was taken. Real workspaces never change plan this way.

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