Upgrade, change or cancel your plan

Settings → Billing shows your plan and the next one up, side by side. Use the arrows to see the other plans: left for cheaper, right for bigger.

Upgrade to Refer

1. Go to Settings → Billing.
2. Pick Monthly or Annual (Annual saves you $108 a year).
3. During your trial, choose Add a Card on your plan. On Free, choose Upgrade to Refer.

Change or cancel

Once you've subscribed, your plan shows Manage Billing. There you can switch between Monthly and Annual, update your card, see invoices, or cancel. To move to Free, go left to the Free plan and choose Switch to Free. If you cancel, you keep Refer until the end of the period you've paid for. If requested within 24 hours of payment, we'll refund in full. If you paid for an annual subscription, you can cancel within 30 days of that payment and we'll issue a prorated refund for the months you haven't started. Otherwise, payments aren't refunded. Email support@referralloop.us to request a refund.

Plans renew until you cancel. Next to the button that starts a plan, and again at checkout, you'll see the renewal and refund terms. If you're on an annual plan, we'll email you a week before it renews, with the date and amount, so you can switch to monthly or cancel from Manage Billing. Monthly plans don't get this reminder.

Team and Brand

Team, with logins for assistants and teammates, is coming soon. Choose Join the Waitlist on it. The button then says ✓ You're on the list, and we'll email you when the plan opens. The same waitlist is under Settings → Users & Permissions → Add user.

Brand is Team under your own name, for brokerages and multi-office firms, and is priced by quote. Choose Contact Sales, write what your organization needs and choose Send. It goes to our Sales team, who'll reply to your account's email.