Home Billing 3. Upgrading or downgrading your plan

3. Upgrading or downgrading your plan

Last updated on May 01, 2026

Plans aren't locked in. As your needs change, you can move between Family, Provider, and School plans, or change the size of your Provider plan, from the Billing page.

When to upgrade

  • You've outgrown your profile limit — Family is 3, Provider Small is 6, Medium is 12.

  • You need team features that aren't on Family — Staff/Manager roles, Groups.

  • You need an add-on that's only on a higher plan (e.g. some MAR features).

When to downgrade

  • You've scaled down your service.

  • You're closing some profiles and won't need them anymore.

  • You've discovered you don't use the features of your higher plan.

Where to change your plan

  1. Sign in at app.behca.com (US) or au.behca.com (Australia) as the Billing user.

  2. Open Billing.

  3. Find Change Plan (or Upgrade).

  4. You'll see a comparison of available plans.

  5. Pick the plan and (for Provider) the size.

  6. Confirm.

What happens with billing

Upgrades

  • Take effect immediately. New plan features are unlocked at once.

  • Billing is prorated — you're charged a partial amount for the remainder of the current period at the new rate.

  • Your next full charge is at the new rate.

Downgrades

  • Take effect at the end of your current billing period (or sooner if you choose). Stripe keeps the higher rate until the period ends.

  • No proration credit — you've already paid for this period.

  • Your next charge is at the lower rate.

If downgrading would put you over the new plan's profile limit (e.g. downgrading from Provider Medium [12 profiles] to Provider Small [6] when you have 8 active profiles), you'll need to archive profiles first to fit. The downgrade form will tell you.

Switching between Family and Provider

Both directions are supported:

  • Family → Provider is an upgrade. Team features (Staff, Managers, Groups) become available.

  • Provider → Family is possible if you have ≤ 3 profiles and no Staff/Manager roles. Existing Staff/Managers must be archived first.

This is rare — most accounts grow rather than shrink — but it works.

Switching between Provider sizes

  • Small (6) → Medium (12) → Large (unlimited): instant upgrade.

  • Larger → smaller: requires you to be within the new plan's profile limit; otherwise archive profiles.

Add-ons

For Family plans, the MAR add-on can be added or removed:

  • Add MAR — instant. Pay the add-on price prorated for the remainder of the period.

  • Remove MAR — takes effect at end of period. Your existing MAR data is preserved but goes read-only after the period ends. Re-adding restores write access.

Switching from monthly to annual (or vice versa)

If you're on monthly billing and want to switch to annual (usually with a discount):

  1. Open Billing.

  2. Look for Switch to Annual.

  3. The proration is calculated and shown before you confirm.

Annual subscribers get an upfront discount but commit to a year. Monthly subscribers pay slightly more month-to-month for the flexibility.

Common questions

  • Will my data be lost if I downgrade? — No. Existing profiles, entries, IRs, MAR data are all preserved. Only access patterns change (e.g. losing the ability to invite Staff if you go down to Family).

  • Can I be on multiple plans simultaneously? — Each organization has one plan. If you have multiple organizations (different families, different agencies), each can have its own plan.

  • What if I'm in a free trial and want to change? — You can switch plans during the trial. The first paid charge will be at the chosen plan's rate.

  • How fast is the upgrade? — Within seconds of confirming. New features unlock immediately.

  • Is there a discount for non-profits / schools? — Schools have their own plan. Non-profit discounts may be available — contact sales.