Administrator-only. Editors can view the billing page but can't change the plan.
This article covers moving between paid plans, subscribing from Limited, and canceling. For the conceptual breakdown of subscription vs. credit minutes and a side-by-side plan comparison, see Plan overview and how minutes work. For credits and auto-reload, see Buying credit minutes and configuring auto-reload. For invoices, payment methods, and what happens when a payment fails, see Invoices, payment methods, and failed payments.
Where to make plan changes
Open Account → Billing to see your current plan, credit balance, and recent billing history. Click View Plans to open the Plans page, where you'll see the paid tiers (Essential, Momentum, Growth) side by side with current prices and feature checkmarks.
At the top of that page is the number of units you manage. Prices and monthly minutes on every card update as you change it, so set it before comparing plans.
The Upgrade, Downgrade, and Manage Billing buttons are only visible to Administrators.
Upgrading
How an upgrade is paid depends on whether you already have a paid subscription.
Subscribing from Limited. On the Plans page, click Subscribe on the plan you want. You're sent to Stripe Checkout to enter your payment details. After payment succeeds, you're returned to the billing page with a success toast and your new plan's minutes are available right away.
Upgrading between paid plans (e.g., Essential → Growth). Click Upgrade to [Plan Name]. A confirmation modal appears showing:
Your current plan vs. the new plan, with pricing.
A proration calculation — what's charged today (the prorated cost for the rest of the current period) and what your next invoice will look like.
Estimated additional minutes awarded today.
A note that the change takes effect immediately.
When you confirm, the prorated amount is charged to the card on file and the switch takes effect in place — you're not sent to a separate checkout page. (If your bank requires extra verification, you'll be prompted to confirm it inline.) Your new plan's minutes are available right away, and the proration charge appears in your billing history.
Downgrading between paid plans
Switching from a higher-priced paid plan to a lower one (e.g., Growth → Essential) uses the same modal flow, but — unlike an upgrade — it does not take effect right away:
The downgrade is scheduled for the end of your current billing period. Until then you keep your current plan, with all its features and its full monthly minute allowance.
There's no charge and no proration credit today. Your next invoice, at the end of the period, is simply at the new lower plan's price.
A banner on the billing page shows the scheduled change and the date it takes effect.
The confirmation modal tells you what the downgrade changes. Most of it is switched off rather than thrown away:
Dropping to Essential means your agent calls only the first destination on your on-call list. The rest stay saved, and start working again the moment you upgrade — you won't have to find and re-enter them.
The same is true of the other features your new plan doesn't include: leasing intake, tour booking, texting links, availability, and owner intake are all switched off, and everything you configured for them is kept. Your questions, your links and your unit details are still there if you come back.
Only two things are lost for good. Dropping to Essential switches off notifications about prospective residents, and dropping to Momentum or Essential switches off notifications about prospective owners. These do not turn back on after a later upgrade — switch them back on yourself under Account → Notifications. (The other is your Knowledge Base, and only on cancellation — see below.)
Your Knowledge Base is not affected by a move between paid plans — it's included on every paid plan. It's only deleted if you cancel down to Limited (more on this below).
Canceling your paid subscription
Canceling in CoreReach returns you to the Limited plan. From the Plans page, click Cancel subscription in the line that shows your current plan.
Like a paid-to-paid downgrade, this takes effect at the end of your billing period, not right away. The modal confirms: Your plan remains active until [period end]. After that you'll be on the Limited plan. It also lists whichever of these your current plan includes. Your Knowledge Base is deleted permanently and your prospective-resident and prospective-owner notification settings are switched off and do not turn back on if you resubscribe. Your on-call list is not deleted: your agent will call only the first destination on it, and the rest stay saved and start working again if you resubscribe.
You keep your current paid plan's full features through the end of your billing period. After that, you drop to the Limited plan and any unused subscription minutes for that period are forfeited (subscription minutes don't roll over).
While the cancellation is pending, a banner appears at the top of your billing page: "Your subscription is scheduled to cancel on [date]. Reactivate?" Click Reactivate to call it off — you'll be back on your current plan immediately, with no new payment required.
Your credit minutes are not affected by cancellation. Anything you've purchased stays in your account, even on Limited.
What happens to your Knowledge Base on downgrade
If you cancel down to Limited, your Knowledge Base is permanently deleted — all text snippets, websites, and files. This happens when the change takes effect at the end of your billing period, not when you confirm it; until then the Knowledge Base stays fully available. Once it takes effect, the content cannot be recovered, and a later upgrade starts a fresh, empty Knowledge Base. Moving between paid plans never deletes it — the Knowledge Base is included on every paid plan. See Adding a Knowledge Base for details.
Updating your payment method or viewing past invoices
The Manage Billing button on the billing page sends you to the Stripe Customer Portal, where you can update your card, view past invoices, and download receipts. See Invoices, payment methods, and failed payments for the details.
A note on billing cadence
CoreReach offers monthly billing only. Annual billing isn't available today.