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Plan switching lets customers change the active plan on their subscription from Customer Portal v2. You can keep switching limited to the customer’s current plan group, or allow customers to choose from all eligible plans in the project.

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What customers can switch to

The Plan switch scope setting controls which plans are available to customers in Customer Portal v2 and when admins change a subscription plan:
  • Current plan group: customers can only switch to eligible plans in the same plan group as their current plan. This is the default.
  • All project plans: customers can switch to eligible plans across the project, even when the target plan belongs to another plan group.
Firmhouse still excludes plans that are unavailable, prepaid, blocked for the customer’s country, or already active on the subscription.

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Enable plan switching

Plan switching is available for projects that use order-based plan management.
  1. Open New Features in Firmhouse.
  2. Enable Plan Switching in Self Service Center for the project.
  3. Open Settings > Subscription model.
  4. Scroll to Plan switch behavior.
  5. Choose a Plan switch scope:
    • Current plan group to keep customers within their current plan group.
    • All project plans to let customers switch to any eligible plan in the project.

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Contract terms and pricing

The same Plan switch behavior section controls what happens after the switch:
  • Contract terms decides whether existing commitment terms are kept or restarted from the new plan.
  • Product prices decides whether product prices stay as they are or update from the new plan’s discount policy when Shopify subscriptions are configured.
The new plan price applies from the next regular billing moment. Switching plans does not immediately create a prorated charge.

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API behavior

The updateSubscribedPlanV2 GraphQL mutation uses the same project-level Plan switch scope setting and the same eligible-plan rules.
  • When the scope is Current plan group, updateSubscribedPlanV2 rejects switches to plans in another plan group.
  • When the scope is All project plans, updateSubscribedPlanV2 can switch the subscription to an eligible plan in another plan group.
Use switchSubscriptionPlan only when you need a paid plan-switch offer that the customer accepts before the plan changes.