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You can change a customer’s active plan directly from the Firmhouse portal. Before saving, Firmhouse checks whether the subscription’s current products are available in the new plan group. Products that are already compatible stay on the subscription. If a product is not available in the new plan group, you can map it to a compatible replacement in the same modal.

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Changing a customer’s plan

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Steps

  1. Navigate to the subscription detail page for the customer whose plan you want to change.
  2. In the Subscription details section, click Switch Plan.
  3. In the modal, select a new plan from the New plan dropdown. Plans are grouped by plan group.
  4. Review the current and new plan details. The preview shows changes to the billing or shipment frequency and, when configured, product prices.
  5. If any current products are unavailable in the new plan group, choose a replacement for each one. The dropdown only shows compatible products, and the preview updates with the selected product and its new price.
  6. Click Switch Plan to confirm the change.
The button remains disabled until every required replacement is selected. Firmhouse saves the plan and product changes together. If a replacement cannot be applied, nothing is changed. Complimentary products remain complimentary when replaced.

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Billing considerations

The new plan price will be charged on the next regular scheduled billing moment. For example, if a plan changes from €10/month to €20/month five days in advance of your regular billing moment, the regular billing moment will become €20.

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Informing the customer

There is no automated email that informs the customer about a change in plan. Make sure to contact the customer manually and confirm the change to their subscription.