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Documentation ArticleBilling Subscriptions

How to Change a Site Plan in LeadsWithDemos

Learn how to open site billing, start a plan change, choose a plan and billing period, review checkout, and complete supported LeadsWithDemos plan changes.

  • 3 min read
  • Updated

Short Answer

Open Billing, choose Manage Billing for the site, and review Plan Details & Billing in the selected site's billing settings. If a plan change or checkout action is available, continue carefully in the app by choosing the plan and billing period, reviewing the billing summary, and completing checkout or the free-plan flow only when you are ready to apply the change.

Before You Start

You must be signed in, have access to the site, and be allowed to manage billing. If you are not already in billing, open site billing for the selected site first. A plan belongs to one site and controls that site's subscription, billing, and available features. Paid changes may require a supported payment method, while free-plan selection is handled differently from paid checkout.

Steps

  1. Go to Billing from your account area.
  2. Find the site whose plan you want to review or change.
  3. Select Manage Billing for that site. This validated navigation opens the selected site's billing settings.
  4. In the selected site's billing settings, review Plan Details & Billing before choosing any plan action.
  5. If an Upgrade, Modify, or plan-change action is shown, use it only when you are ready to enter the plan change or checkout flow. This is the safe point before continuing into actions that can create checkout, payment, or subscription state.
  6. In the continuation flow, choose the plan you want for the site.
  7. Choose the billing period when checkout offers that option.
  8. Review the billing summary before continuing. If checkout shows a proration preview, review it before completing the change.
  9. For paid checkout, choose a saved payment method or add a supported payment method only when checkout asks for one.
  10. Enter a coupon only when checkout offers a coupon field and you have a valid discount code.
  11. Complete checkout or continue the free-plan flow only after the plan, billing period, payment method, coupon, and total look correct.
  12. After the app completes the change, return to the selected site's billing settings and review the resulting plan or billing state.

Important Notes

Only complete checkout when the plan, billing period, payment method, coupon, and total are correct. A paid plan change can affect billing, renewal, subscription, or payment-provider state. This guide shows where to begin a plan change. Final plan-change, checkout, payment, and subscription actions are sensitive billing actions that you complete directly in the app. Do not assume every plan change requires payment. Free-plan selection and paid checkout are handled differently. PayPal is not documented as an available payment option for this workflow. Use the payment methods shown by checkout.