Designity

Clients can modify their plan in the following way:

1. Upgrades: Can be requested anytime and go into effect immediately. The first payment is prorated until the plan's renewal date.
2. Downgrades: Can be requested anytime and take effect with the next plan renewal.

1. Adding Add-Ons: Effective immediately with prorated payment until the renewal date. Recurring add-ons renew together with the regular plan.
2. Removing Add-Ons: Takes effect with the next plan renewal.

1. Pause: Can be requested anytime as long as the client has a settled zero balance and either takes effect immediately or after the current plan period. Pausing is limited to 2 weeks per quarter with a one-time fee of $495. Plans automatically reactivate after 2 weeks.
2. Unpause: Can happen anytime during the 2-week pause and goes into effect immediately. No refund for remaining pause fees can be provided.

1. Trial: Must be canceled before the trial ends. All meetings are canceled, and clients lose rights to delivered work. A conversation with the Customer Success Manager and a completed modification form through the client portal are required.
2. Plan: Must be canceled at least 7 days before the renewal date (monthly, quarterly, or yearly). Cancellation requests require a conversation with the Customer Success Manager and a completed modification form through the client portal.

1. Clients can switch between monthly, quarterly, or yearly billing cycles based on their preference.
 1. Quarterly Plans: Receive a 5% discount, renew every 3 months, and require an upfront payment for the 3-month period.
 2. Yearly Plans: Receive a 10% discount, renew every 12 months, and require an upfront payment for the 12-month period.
2. The change will take effect with the next billing cycle.
3. Clients can still pause, upgrade, or downgrade their plan as needed.
4. Cancellation requires at least 7 days' notice before the renewal date.

1. Upgrade / Downgrade
 1. Upgrades: Can be requested anytime and go into effect immediately. The first payment is prorated until the plan's renewal date.
 2. Downgrades: Can be requested anytime and take effect with the next plan renewal.
2. Add / Remove Add-Ons
 1. Adding Add-Ons: Effective immediately with prorated payment until the renewal date. Recurring add-ons renew together with the regular plan.
 2. Removing Add-Ons: Takes effect with the next plan renewal.
3. Pause / Unpause
 1. Pause: Can be requested anytime as long as the client has a settled zero balance and either takes effect immediately or after the current plan period. Pausing is limited to 2 weeks per quarter with a one-time fee of $495. Plans automatically reactivate after 2 weeks.
 2. Unpause: Can happen anytime during the 2-week pause and goes into effect immediately. No refund for remaining pause fees can be provided.
4. Cancel Trial / Plan
 1. Trial: Must be canceled before the trial ends. All meetings are canceled, and clients lose rights to delivered work. A conversation with the Customer Success Manager and a completed modification form through the client portal are required.
 2. Plan: Must be canceled at least 7 days before the renewal date (monthly, quarterly, or yearly). Cancellation requests require a conversation with the Customer Success Manager and a completed modification form through the client portal.
5. Change Billing Cycle
 1. Clients can switch between monthly, quarterly, or yearly billing cycles based on their preference.
 1. Quarterly Plans: Receive a 5% discount, renew every 3 months, and require an upfront payment for the 3-month period.
 2. Yearly Plans: Receive a 10% discount, renew every 12 months, and require an upfront payment for the 12-month period.
 2. The change will take effect with the next billing cycle.
 3. Clients can still pause, upgrade, or downgrade their plan as needed.
 4. Cancellation requires at least 7 days' notice before the renewal date.