# 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?](/help/agency-plan/what-is-the-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

1. Open [**Billing**](/dashboard/settings/billing) and select **See plans**. The [pricing page](/pricing) opens.
2. On the Agency card, select **Buy Agency now**. The checkout page opens with Agency selected.
3. Under **Choose a plan**, check that **Agency** is selected. Then choose **Billed yearly** or **Billed monthly**.
4. Under **Payment details**, enter your card details and select **Purchase**.
5. 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.

1. Open [**Billing**](/dashboard/settings/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).
2. 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**.
3. 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?](/help/agency-plan/create-a-workspace-for-a-client) to set up your first client workspace.

## Related articles

- [What is the Tarkle Agency plan?](/help/agency-plan/what-is-the-agency-plan)
- [How do I create a workspace for a client?](/help/agency-plan/create-a-workspace-for-a-client)
- [Tarkle refund policy](/help/billing-subscription/tarkle-refund-policy)

Source: https://tarkle.com/help/agency-plan/upgrade-to-agency