How do I upgrade to the Agency plan?
Only the organization owner can upgrade: Free pays on the checkout page, and Pro upgrades with its saved card.
Only the organization owner can buy the Agency plan or move to it. A Free organization buys Agency on the checkout page. A Pro organization moves to Agency at once, and the card saved on its Pro subscription is charged. To see what Agency adds, read What is the Tarkle Agency plan?.
Before you start
Only the organization owner can upgrade. An organization admin can open Billing and see the plan, but cannot buy or change it.
Agency and a Reseller plan cannot be held on the same account. Pro can be held with either plan.
Upgrade from Free
Open **Billing** and select See plans. The pricing page opens.
On the Agency card, select Buy Agency now. The checkout page opens with Agency selected.
Under Choose a plan, check that Agency is selected. Then choose Billed yearly or Billed monthly.
Under Payment details, enter your card details and select Purchase.
After the payment, Tarkle returns you to Billing.
Upgrade from Pro
Pro moves to Agency in place, and the card saved on your Pro subscription is charged.
Open **Billing**. In Active subscriptions, open the menu in the Actions column on your Pro row and select Upgrade. The menu item is only there when Tarkle allows the change (see the cases below).
On the checkout page, check the Payment method line. It shows the card saved on your Pro subscription. Then choose Billed yearly or Billed monthly.
Select Change to Agency.
You can also select Upgrade to Agency on the Agency card of the upgrade dialog.
Tarkle charges the full Agency price today, on the saved card, and your Pro plan ends at once. The unused time on your Pro plan is refunded in proportion (prorated) by Tarkle's team shortly after.
When Tarkle refuses the upgrade
Your plan can't be changed here. Change it from Manage billing. Tarkle refuses the change when the Pro subscription is not active or is set to end at the end of its period. Open Manage on your plan's row in Active subscriptions. It opens the Stripe billing portal.
No card is saved for this subscription. Change it from Manage billing. Open Manage on your plan's row, as above.
Your card was declined. Update it from Manage billing and try again. The card is charged first, so a declined card leaves your plan as it was.
A plan change is already in progress. Wait a moment and check your Billing page before trying again. Only one plan change can run for an organization at a time.
Other cases:
Some of your workspaces still have their own subscriptions. Billing shows: "Some of your workspaces still have their own subscriptions. Contact support to move them onto one organization plan; buying a plan here is paused until then."
The checkout page shows this message when your account has a Reseller plan: "Your account has a Reseller plan, and Agency and Reseller plans can't be held together. Pro can." Select Open partner portal on that page.
Billing shows this message for a plan that Tarkle manages: "Your plan is managed by Tarkle. Contact support to change it." Contact Tarkle in the row menu opens the Tarkle chat.
Next step
When your plan is Agency, read How do I create a workspace for a client? to set up your first client workspace.