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Sales & money

Change your plan and billing

Change your CompanyFlowHQ plan, switch to annual, or update your card.

Where to find it: Settings → Plan & billing Workspace owner 2 min

Before you start

  • You're the workspace owner.

The steps at a glance

1Open Settings2Plan & billing3Change plan4Update your card
Step 1 of 4
  1. In the menu on the left, tap Settings. On a phone, tap the ☰ menu button at the top first.

    companyflowhq.com/settingsCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesSettingsSearch ⌘KMenuWebsiteAutomationsEmail MarketingTeam & HRIntegrationsSettingsGuides
  2. Scroll to Plan & billing. You'll see Your plan and Usage.

    companyflowhq.com/settingsCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesSettingsSearch ⌘KPlan & billingOne flat price for your whole business.Your planGrowthSettingsPlan & billingOne flat price for your whole bu…Your planGrowth
  3. Choose Monthly or Annual under Billing period, then tap Choose on a plan.

    companyflowhq.com/settingsCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesSettingsSearch ⌘KMonthlyAnnualChooseSettingsMonthlyAnnualChoose
  4. Tap Manage payment to change your card or download receipts.

    companyflowhq.com/settingsCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesSettingsSearch ⌘KManage paymentSettingsManage payment

✅ How do I know it worked?

  • Your plan shows the new plan.

⚠️ Common mistakes

Problem“Only the workspace owner can change the plan.”FixAsk the owner to do it.
ProblemA red “Payment failed.” banner.FixTap Update card.

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