> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage your HoopAI subscription

> View your current plan, upgrade or downgrade, switch billing cycles, and manage your HoopAI subscription.

Your HoopAI subscription controls which features you have access to, how many contacts and users you can have, and what your monthly base cost is. You can view and manage your subscription at any time from within your account settings.

***

## View your current plan

1. Go to **Settings → Billing**
2. Your current plan, billing cycle (monthly or annual), and next renewal date are shown at the top of the page

***

## Upgrade your plan

<Steps>
  <Step title="Open subscription settings">
    Go to **Settings → Billing** and click **Want to modify or cancel your subscription?**
  </Step>

  <Step title="Click Upgrade">
    In the popup that appears, click the **Upgrade** button.
  </Step>

  <Step title="Choose your plan and billing cycle">
    Review the available plans. Use the toggle at the top to switch between **Monthly** and **Annual** billing. Annual billing saves 15–17% compared to monthly.
  </Step>

  <Step title="Confirm and pay">
    Click **Upgrade Now** on your selected plan, then click **Pay & Subscribe** to confirm. Your new plan activates immediately.
  </Step>
</Steps>

<Note>
  If you upgrade mid-cycle, you are charged immediately for the new plan. A prorated credit for unused time on your previous plan is applied automatically to your account.
</Note>

***

## Downgrade your plan

Downgrades take effect at the **start of your next billing cycle** — not immediately. You continue on your current plan until the cycle ends.

<Steps>
  <Step title="Open subscription settings">
    Go to **Settings → Billing** and click **Want to modify or cancel your subscription?**
  </Step>

  <Step title="Select a lower plan">
    Choose the plan you want to move to and click **Downgrade**.
  </Step>

  <Step title="Confirm">
    Review the change. Your downgrade will take effect on your next billing date.
  </Step>
</Steps>

<Warning>
  Downgrading may reduce your contact limit, user count, or feature access. Review the [Plan Comparison](/settings/plan-comparison) to understand what changes.
</Warning>

***

## Switch between monthly and annual billing

You can switch billing cycles when you modify your plan:

* **Monthly → Annual**: Switch at any time. You are charged the annual amount upfront today, and a prorated credit is applied for any unused days on your current monthly cycle.
* **Annual → Monthly**: The change takes effect at the end of your current annual period. No mid-year refund is issued.

To switch, go to **Settings → Billing → Want to modify or cancel your subscription?** → click Upgrade → toggle the **Monthly / Annual** switch.

See [Annual vs Monthly Billing](/settings/billing-annual) for a full savings breakdown.

***

## Accepted payment methods

| Method           | Notes            |
| ---------------- | ---------------- |
| Visa             | Credit and debit |
| Mastercard       | Credit and debit |
| American Express | Credit           |
| Discover         | Credit           |

To update your payment method, go to **Settings → Billing → Payment Methods** and add or remove a card.

***

## View invoices and payment history

Go to **Settings → Billing → Payments tab → Payment History** to see all past invoices. Each invoice can be downloaded as a PDF.

See [Reading Your Invoice](/settings/billing-invoice) for a full breakdown of what appears on each invoice.

***

## Cancel your subscription

See [Cancel or Downgrade](/settings/cancel-or-downgrade) for the full cancellation process, including what happens to your data and how to export before cancelling.

***

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Can I pause my subscription instead of cancelling?">
    Yes. A pause option is available that keeps your account in a limited read-only state at a reduced rate. Go to **Settings → Billing → Want to modify or cancel your subscription?** → Show More → Pause Plan. See [Cancel or Downgrade](/settings/cancel-or-downgrade) for details.
  </Accordion>

  <Accordion title="What happens if my payment fails?">
    HoopAI retries failed payments on a schedule over 21 days. If payment is not resolved, your account moves to a read-only state. See [Payment Issues](/settings/payment-issues) for the full retry schedule and how to fix a failed payment.
  </Accordion>

  <Accordion title="Will I lose my data if I downgrade?">
    Your data is retained. However, if you exceed the lower plan's contact or user limits after downgrading, you may lose access to features or need to archive records to stay within the new limits.
  </Accordion>

  <Accordion title="Can I get a refund if I upgrade and then decide to downgrade?">
    Subscription fees are non-refundable once a billing cycle starts. If you upgrade mid-cycle and then downgrade, the downgrade takes effect at the next billing date — no refund is issued for the current cycle.
  </Accordion>

  <Accordion title="How do I update my billing address or company name on invoices?">
    Go to **Settings → Billing → Billing Information** and click **Edit** to update your address. Changes apply to future invoices. For past invoices, contact [billing@hoopai.com](mailto:billing@hoopai.com).
  </Accordion>
</AccordionGroup>