Plan Upgrade & Downgrade Flow
Plan Upgrade & Downgrade Flow
Sidekick v1.0.71 introduces seamless self-serve plan management. You can upgrade, downgrade, or cancel your subscription directly from the dashboard without contacting support.
Upgrading Your Plan
Upgrades are processed through a hosted Stripe Checkout session.
- Go to Settings → Billing.
- Click Upgrade Plan and select your target tier (Pro or Enterprise).
- You are redirected to Stripe Checkout to confirm payment details.
- On completion, your new plan takes effect immediately.
Prorated billing: If you upgrade mid-cycle, Stripe charges only for the remaining days in the current billing period. The full new-plan rate applies from the next renewal date.
Downgrading Your Plan
Downgrades follow a grace period model — your current features are not removed immediately.
- Go to Settings → Billing.
- Click Change Plan and select a lower tier.
- Confirm the downgrade. Your account is scheduled to move to the new tier at the end of the current billing cycle.
- Until that date, all features from your current (higher) tier remain fully accessible.
What happens at renewal: On the next billing date, your plan switches to the lower tier, unused features are removed, and you are billed at the lower rate going forward.
Prorated Credits on Downgrade
If a downgrade results in a billing credit (e.g. you prepaid annually), Stripe calculates the prorated amount and applies it to your account balance automatically.
Cancelling Your Subscription
You can cancel at any time from Settings → Billing → Cancel Subscription.
- Access continues until the end of the current paid period.
- During the cancellation flow, you are offered a data export option. Accepting it queues a full export of your connected data (messages, calendar events, integrations configuration, etc.) which is delivered to your registered email address.
- Skipping the data export does not affect the cancellation — it completes regardless.
After the paid period ends, the account is moved to a read-only state for 30 days before permanent deletion, giving you a final window to retrieve your data.
Billing Behaviour Summary
| Action | Takes Effect | Billing Impact |
|---|---|---|
| Upgrade (Free → Pro/Enterprise) | Immediately | Prorated charge for remainder of cycle |
| Downgrade | End of current billing cycle | Prorated credit applied if applicable |
| Cancellation | End of current billing cycle | No further charges |
FAQ
Can I upgrade mid-month and only pay for part of the month? Yes. Stripe calculates the prorated amount for the remaining days and charges only that amount at upgrade time.
Will I lose my integrations the moment I downgrade? No. Integrations and features stay active until the end of your current billing period thanks to the grace period.
What does the data export include? The export covers all user-owned data stored by Sidekick: message history, calendar data, integration configurations, and skill settings. It is delivered as a downloadable archive to your account email.
Can I re-subscribe after cancelling? Yes. You can re-subscribe at any time from the login screen or from within the account during the 30-day post-cancellation read-only period.