To get to the Billing section of your profile starting from the Simplified Home page, click on Plans & Billing.

You will be presented with the Plans and Billing page.

Under Subscribed, you’ll see which products you are currently subscribed to. Click on one of the products to see details about your plan on the right side.

See Plan to see the name of the plan you are subscribed to. User Count for the maximum number of users you can have.

To upgrade from the Free plan to the Pro plan, click on the Change Plan button under the Pro section.

To downgrade from the Pro plan to the Free plan, click on the Change Plan button under the free plan.

To change your billing information, click on the Manage Plan button in the top right hand corner. Select Manage Billing from the drop-down menu.

Use this screen to change your billing information, and add or remove any payment methods.

Click Save to save any changes.

Under Manage Plan, click Billing History.

Here you will find a list of transactions with proof of purchase codes in the description. This can be exported to a CSV file with the button in the bottom right corner.

Please note that if you want to keep your account and data and just switch to the free plan, see Changing Your Plan above.

Under the Manage plan dropdown, select the Cancel Subscription option.

Please fill out the box with information on why you are canceling your account. Any text will work here, but it’s very helpful to know if there’s something we can improve about our platform.

To finalize your cancellation, click Cancel Account.

After canceling your account, you can re-subscribe for up to 30 days before your data is removed. After 30 days, all data will be permanently deleted and in no way retained by us.