As your business grows and changes, you may want to switch to a different Deputy Plan to better meet your business needs, or add new functionalities to your account.

If you're upgrading from a free Deputy trial account to a paid plan for the first time please read Upgrading to a Paid Plan from a Trial.

In this article, we'll look at how to move from one paid plan to another and will cover:

• Before you start
• Changing your Deputy plan yourself
• Requesting help from Deputy to change your plan
   

Before you start

To change your plan you'll need to:

• have access permission level of System Administrator
• log in to Deputy's web application

The changes you can make to your plan depend on your current subscription. Check the table below for details. 

Current Subscription	Can upgrade at anytime	Restrictions	Can change in last 30 days
Monthly	To any plan	None	n/a
Annual Paid Upfront	To a higher-tier Annual Paid Upfront plan (eg. Core to Pro plan)	Can't change to a  lower-tier plan until last 30 days (e.g Core to Lite plan)	Billing schedule or plan type
Annual Paid Monthly	To a higher-tier Annual Paid Monthly plan (eg. Core to Pro plan)	Can't change to a  lower-tier plan until last 30 days (eg. Core to Lite plan)	Billing schedule or plan type

Note: If you're on an Annual plan you can add additional users.  You can't lower the number of users in your account. You can cancel your plan before your 12 months expires, although, there are no refunds in this instance.

Changing your Deputy plan›

4. Choose your preferred billing schedule. By default, Annual is selected. If you're eligible and prefer a month-to-month plan, select Monthly.

Read about the benefits of annual billing.  

If you've chosen an Annual plan, you'll need to pick the annual payment option that works best for you. By default, Monthly installments is selected (Annual Paid Monthly). You can choose Pay upfront if you prefer to pay for the full year in one payment (Annual Paid Upfront).
 

6. Review your order summary on the right, then click Continue to payment.

Note: Once you confirm your payment, you'll be charged immediately.

Your new Deputy plan will now be active and will see the new prices reflected in your invoices.

Requesting help from Deputy to change your plan

You can request help from an account manager via the Deputy Help Center if you need assistance changing your plan.

1. If you are not already logged into Deputy you will be asked to sign in with your usual Deputy username or email and password.

2. Once you are logged in you will see your name appear in the top right-hand corner. Now you can click on Submit a request.

3. From the drop-down, select Upgrade Your Deputy Account

4. Select Change to another plan.

5. Let us know what plan you'd like to change to and when you need it completed by. You can add further details or even an attachment if you need. Click Submit to send the request.

6. You need to then enable support access to your Deputy account and an account manager will be in touch with you via the email address you use to log into Deputy.

You may be also interested in reading:

• Billing and Payment
• Upgrading to a Paid Plan from a Free Trial
• Cancelling Your Plan
• Renewing your Annual Subscription