Change your plan

Who is this article for?

• Gegsy merchants who want to switch plans, move between monthly and annual billing, or change how many locations their plan covers.
• Account owners, and any employee who has been granted the Billing permission.

About changing your plan

Your Gegsy subscription is a plan plus the locations you choose to include, billed either monthly or annually. The Manage Plan page lets you compare plans, choose how often you're billed, pick which locations are covered, and see exactly what a change will cost before you confirm it. Gegsy offers Starter and Pro; for current pricing, see gegsy.com/pricing. Billing is handled through Stripe.

To open it, go to Account → Billing (https://app.gegsy.com/account/billing) and click Change plan.

Before you begin

• Access is controlled by the Billing permission. The account owner has it by default and can grant it to employees from the Team page.
• You need a payment method on file. If there isn't one, you'll be prompted to add it in the billing portal.

See your current plan

The Current plan card at the top of the page sums up what you have now, for example: "Pro, billed monthly for 2 locations."

If you've scheduled a move to monthly billing, a notice under it reads "Switching to monthly billing on [date]. You stay on annual billing until then." See Cancel a switch to monthly billing below.

Choose the locations to include

Your plan covers a set of locations, and every location you include is billed. The Select Locations card lists every location with its name and address.

1. Check the box on each location you want your plan to cover.
2. Use Select All to include every location at once, or clear it to deselect all. If you have seven or more locations, use the search box under Select All to find a location by name or address. Select All still includes every location, not just the ones that match your search.
3. Locations you've just added are flagged Added and locations you've just removed are flagged Removed, so you can see exactly what will change.

When your selection differs from what you're billed for, an Unsaved changes notice appears: "Location selections have changed. To apply updates, click a plan button below and proceed with the confirmation." Location changes only take effect once you click a plan button and confirm. You must keep at least one location.

Choose monthly or annual billing

Above the plan cards, the Billing frequency switch lets you view prices Monthly or Annual. As the page explains, "Annual plans are paid once a year, up front, at a lower monthly rate." The Annual option shows how much you save, for example Save 17%.

On the Annual view, each card still shows a monthly price so the two are easy to compare, with the yearly total underneath ("Billed annually at [amount] per location").

The page opens on the frequency you're billed at today. Switching the view doesn't change anything by itself. A change only happens when you click a plan button and confirm.

Compare plans

Each plan is shown as its own card with its name, description, price per location, and what's included, including any per-order fees.

Current plans charge the same rate for every location you select, so the card reads "per location." Some older plans charged full price for the first location and less for each one after it; those cards show the second rate "per additional location" instead.

Labels on the cards:

• Most popular highlights the recommended plan.
• Current plan marks the plan and billing frequency you're on now.
• Starts [date] marks a plan you've scheduled to move to.
• Legacy marks an older plan that's no longer offered to new merchants. If you're on one, the card warns "Legacy plan. Switching away is permanent," so only move off it when you're sure. Legacy plans are billed monthly only.

Upgrade, downgrade, or switch billing frequency

Each card's button says what choosing it will do:

• Upgrade or Downgrade — move to a plan that costs more or less per month. Prices are compared per month, so an annual plan isn't mistaken for a more expensive one.
• Switch plan — move to a different plan at the same monthly price.
• Switch to annual billing or Switch to monthly billing — keep your plan but change how often you're billed.
• Update locations — stay on your current plan and apply your location changes.
• Scheduled for [date] — the plan you've already scheduled; nothing to do.

To make a change:

1. Adjust your location selection if needed.
2. Choose Monthly or Annual.
3. Click the button on the plan you want.
4. Review the Review changes dialog (next section) and confirm.

Review and confirm your change

Clicking a plan opens Review changes, so you can see everything before anything is billed.

1. The top of the dialog compares what you have now with what you'll have, for Plan, Billing, and Locations. Any locations you're adding or removing are listed by name ("Adding [location]", "Removing [location]").
2. Below that, Gegsy shows exactly what you'll pay. The amount comes from Stripe, so it already includes any discount and any account credit, such as referral credit. It reads Calculating your price… while it loads. What you see depends on the change:

• Due today — for a move to annual billing, or any change to an annual plan. It's charged right away.
• Next invoice on [date] — for changes to a monthly plan. The adjustment is added to your next regular invoice.
• Starting [date] — for a move from annual to monthly billing, which takes effect when your annual term renews (see below).
• This doesn't change what you pay. — for a change that doesn't affect your bill, such as swapping one location for another.

3. Check I understand and want to make this change.
4. Click Confirm to apply it, or Cancel to close without changing anything.

If Gegsy can't calculate the exact amount, the dialog says so: "We couldn't calculate the exact amount. Your invoice will show the final total."

How billing changes take effect

Monthly to annual happens right away. Your annual term starts today, and the unused part of your current month is credited toward the charge. You'll see "You're on annual billing" when it's done.

Annual to monthly waits until your annual term ends, because you've already paid for the year. Nothing changes today: you stay on your annual plan until the renewal date, then move to monthly billing automatically. You'll see "Switch scheduled" with the date it takes effect. If you also changed your locations, those apply today and are billed right away.

Adding a location to an annual plan is charged right away, for the rest of your annual term. Adding a location to a monthly plan is added to your next invoice.

Cancel a switch to monthly billing

If you've scheduled a move from annual to monthly billing and change your mind:

1. Go to Account → Billing or the Manage Plan page.
2. In the notice that reads "Switching to monthly billing on [date]", click Keep annual billing.
3. You'll see "Annual billing kept". Nothing else about your plan changes.

Adding or removing locations while a switch is scheduled doesn't cancel it. Only Keep annual billing does.

Reactivate a canceled subscription

If your subscription has been canceled, a warning appears at the top of the page: "Subscription canceled. Reactivate to continue service," with a Manage in Billing button that takes you to the Billing page to reactivate. Reactivation restores your most recent plan and locations. If there's no payment method on file, you'll be asked to add one in the billing portal first.