Upgrading & downgrading
Change plan from the Subscription page whenever you need to. Your forms stay live, and a plan change never deletes your forms, submissions or files.
Upgrading
Open the Subscription page, click Upgrade, and pick Pro or Business, monthly or annual. The plan starts when checkout completes, for every workspace you own and every member in them. If you picked a plan on the Formstep website before you had an account, you land on it after signing in. On Pro, Upgrade to Business changes your subscription in place for the prorated difference. Upgrading again after a lapse, even months later, brings back your settings and lifts every restriction at once.
Cancelling
On the Subscription page, click Manage subscription and cancel in the billing portal. You keep your plan until the end of the period you paid for, and then Free limits apply at once. Deleting your account also cancels the subscription.
Grace period after a failed payment
When a payment fails, you get time to fix the card. Emails along the way tell you the dates.
| When | What happens |
|---|---|
| Days 0 to 6 | Everything works as before, and a banner asks you to update your payment method. |
| From day 7 | Paid extras such as removing Formstep branding pause, and you cannot add anything that needs a paid plan. Your forms keep collecting answers and files at your paid limits. |
| From day 30 | Free limits apply everywhere. |
| Around day 60 | Your own domains stop serving forms. |
Update your payment method in the billing portal and the plan is back at once. The grace period is only for failed payments. A cancelled plan moves to Free when its paid period ends. A refund ends paid access on the day of the refund, and your own domains stop about three days later.
What changes on Free
The monthly allowance and storage drop to the Free limits. Once the allowance is spent, a share link shows This form is closed as soon as someone opens it, and requests you already sent stay open. See when you reach a limit.
- Forms show Formstep branding again.
The owner still gets an email for each submission. Confirmations to respondents, extra recipients, the PDF attachment, custom templates and your own email domain pause.
Unfinished drafts, request reminders and sending to a list stop. Saved drafts come back when you upgrade.
- The Analytics tab locks, and going back to an earlier version needs Business.
- Forms keep their themes, but editing colors and fonts, and saving workspace themes, waits until you upgrade.
Bot protection is always on. On your own domain without your own Turnstile keys, that blocks submissions there; the formstep.io link keeps working. See bot protection.
- Your AI credits stay and keep working.
Moving from Business to Pro
Click Switch to Pro on the Subscription page. The change waits until the end of your billing period, and Keep current plan cancels it before then. When it applies, storage drops to the Pro limit and any extra allowance ends, so check Plan usage first. Respondents are no longer asked to verify their email, shared AI credits stop, and you cannot go back to an earlier version or set a new retention schedule. Domains you already have keep working.
What ends on its own schedule
When your own domains stop serving, share links move back to formstep.io addresses, and printed QR codes with your domain stop working. Upgrade before the date in your emails and nothing stops.
- Analytics stop recording on Free. History from your paid time stays for its usual year.
Below Business, older published versions that nothing uses any more go the next time you publish the form. See version history.
On Free, idle forms move to Trash after a warning email.
A retention schedule you set keeps deleting old submissions, because it is a promise to your respondents.
Switching between monthly and annual
Switch to annual, on the Subscription page, applies at once: the unused part of your month counts toward the annual price, which is ten months’ price for twelve. Switch to monthly starts when the paid year ends, and Keep current plan cancels it before then. Neither works on a cancelled subscription.