---
title: "Change or cancel your plan"
description: "Move to a bigger or smaller plan, switch to annual billing, add seats, cancel in one click or ask for a refund, all in Settings › Billing."
url: https://retily.com/help/change-or-cancel-plan
language: en
last_modified: 2026-10-28
---

[Help](https://retily.com/help)

# Change or cancel your plan

Everything happens in Settings › Billing. By default only the workspace Owner can change the plan; Admins see the page without its buttons.

Last updated October 28, 2026

## Change plan, billing or seats

1. In the app, go to **Settings › Billing**.
2. On the plan you want, click **Switch to** and its name. The **Your plan** section opens with it chosen.
3. Pick **Monthly** or **Annual (2 months free)**, and add **Extra seats** with the + button if you need them.
4. Click **Preview change**. It shows what is due today and what follows.
5. Click **Confirm and pay** for a change that starts now, or **Schedule for** and the date for one that waits for your renewal.

**Starts now**

A bigger plan, annual billing or more seats. The difference for the rest of the period is charged today, prorated.

**At your renewal**

A smaller plan, monthly billing or fewer seats. Nothing to pay now, and nothing changes until then.

**Both at once**

Not possible in one go. Make the change that adds first, then the one that waits.

A scheduled change shows in **Your plan** with **Keep my current plan**, which cancels it. One change waits at a time.

### Seats

Owners, Admins and Agents each take a seat. Members are free. Extra seats are $9 a month, or $90 a year on annual plans, on Growth or Pro. A plan with fewer seats than the people who hold one can’t be chosen: add extra seats, or make some of them Members first. See [Invite your team](https://retily.com/help/invite-team).

## Cancel

1. In **Settings › Billing**, at the bottom of **Your plan**, click **Cancel plan**. That’s it: nothing to confirm.
2. Your plan runs to the end of the period you paid for, then stops. Until then, **Undo** in the same place puts it back.

- We email the Owners to confirm.
- Cancel during the $1 first month and the full price is never charged.
- When the plan ends, the workspace has no plan: the AI stops answering your customers until you choose one again, and your team can keep working in the inbox. If the workspace still has no plan 30 days later, it can be deleted with all its data. We email the Owner a week before, with a link to export it.

## Ask for a refund

For 7 days after your first full-price payment, **Your plan** shows **Request a refund**. Click it and Retily support answers you by email. A refund ends the plan at once; credits you bought as top ups are kept. The [refund policy](https://retily.com/refunds) has the rest.

## If a payment fails

Stripe tries again on its own for about two weeks, and your plan stays on meanwhile. Until the payment goes through, the plan can’t be changed. You can pay it now under **Payment due** in **Settings › Billing**, with another card if you like.

## Related

- [The $1 first month](https://retily.com/help/first-month)
- [Credits and AI answers](https://retily.com/help/credits)
- [Invite your team](https://retily.com/help/invite-team)
- [All features](https://retily.com/features)
- [Plans and pricing](https://retily.com/pricing)

## Still stuck?

Write to support@retily.com with your support email address and what you tried. Or see [all help pages](https://retily.com/help).