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Manage Your Subscription: Change Plan, Auto-Renew & Cancel

Upgrade, downgrade, switch to annual, toggle auto-renewal, and cancel. All from the Billing Plan tab, plus what grace periods mean when you stop.

Tutorials
Billing & Credits
min read
5 min
steps
7 · Beginner

  1. Where subscription lives

    Everything is on the Billing page's Plan tab: change your plan, toggle auto-renewal, and cancel, all from one place.

    Where subscription lives

  2. Compare plans (monthly vs. annual)

    Four tiers (Starter, Growth, Pro, and Business) each with a monthly price and an annual price marked “Save 20%”, plus a monthly credit grant. Use the Monthly/Annual toggle to see both.

  3. Upgrade or downgrade

    Use the plan switcher to move up or down a tier. The app tells you whether the change takes effect immediately or at period end: read that line before you confirm.

  4. Switch monthly → annual

    Switching to annual locks in the 20%-off yearly rate for your current plan.

  5. Toggle auto-renewal (annual plans)

    Annual subscriptions show a Renewal section with an auto-renewal toggle. Turning it off means your current term runs to its end date, then simply stops renewing.

  6. Cancel: and what actually happens

    Cancelling preserves your credits and gives you a grace period with full access: monthly plans get a 10-day grace period, annual plans disable auto-renewal and get a 30-day grace period after the term ends, and a trial gets a grace period before lock. There's a two-step confirmation before anything executes.

  7. Reactivate / fix past-due

    If you cancelled, you can reactivate. A past-due banner prompts you to update payment, and a grace-period banner shows how much time is left. See Buy Credits: One-Off Top-Ups and Apply a Promo Code & Request a Refund if those apply to your situation.

Pro tips

  • Cancelling doesn't wipe your credits

    They're preserved, and you keep full access through the grace period: 10 days on monthly, 30 days after an annual term ends.

  • On annual, cancel really means disable auto-renewal

    You keep everything until the term's end date; it just doesn't renew after that.

  • Read the immediate-vs-period-end line

    Upgrades and downgrades tell you exactly when the change applies: check it before you confirm.

  • Handle past-due first

    If you see a dunning banner, update your payment method before it interrupts sending.

Frequently asked questions

Where do I change my plan?

Billing → Plan tab.

Do I lose my credits if I cancel?

No: credits are preserved and you keep access through the grace period.

How long is the grace period?

Roughly 10 days on monthly plans; annual continues to the term end and then a 30-day grace period; trials get a grace period before lock.

What's the difference between cancel and disable auto-renewal?

On an annual plan they're the same action: the current term runs out, then it stops renewing.

Does upgrading charge me right away?

It depends: the app shows whether the change is immediate or applies at period end.

Can I switch from monthly to annual?

Yes: switching to annual gets you the 20% yearly rate.

Where's the auto-renewal toggle?

Plan tab → Renewal section, shown for annual subscriptions.

My account is past due: what do I do?

Follow the dunning banner to update payment; the grace-period banner shows how much time is left before access is affected.

Billing & Credits

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Install with AI

Your coding agent sets up the FirstSales CLI and skills for you.

Prompt for Claude Code

I'm setting up FirstSales (https://firstsales.io), an AI outbound sales platform: campaigns, contacts, a reply inbox, deliverability and lead signals. Help me get my workspace sending real, good emails end to end, from Claude Code.

Read these first so you know how FirstSales works:
- Developer docs and API: https://developer.firstsales.io
- CLI: https://www.npmjs.com/package/@firstsales.io/cli
- Skills for coding agents: https://github.com/firstsalesio/firstsales-skills (read README.md and GUIDE.md)

Setup
1. Install the CLI: npm install -g @firstsales.io/cli
2. Install the FirstSales skills:
   claude plugin marketplace add firstsalesio/firstsales-skills
   claude plugin install firstsales@firstsales
3. Ask me if I already have a FirstSales account. If not, send me to https://app.firstsales.io to sign up.
4. Ask me to create an API key under Settings → API → API Keys, with only the scopes we need.
   Never ask me to paste the key into this chat. Tell me to run this in my own terminal, so the key stays hidden:
   read -rs FS_KEY && firstsales auth login --api-key "$FS_KEY"; unset FS_KEY
5. Run `firstsales whoami` and tell me which workspace and organisation we are connected to.

Then ask me about my business: what I sell, who I sell to (roles, company size, countries), my best customers, and what I use today for outbound (tools, lists, mailboxes). Walk me through:
1. Teaching FirstSales my business: website, offer, proof points and case studies in the knowledge base, so the AI writes like someone who knows the product.
2. Connecting my sending mailboxes and checking my sending domain: SPF, DKIM, DMARC and warm-up. If anything is unhealthy, tell me the exact DNS record to add.
3. Bringing in contacts: import my CSV or CRM export into a clean list, remove duplicates and bad emails, and block domains I must never email (customers, competitors, my own).
4. Building my first campaign: the right list, senders, steps and timing. Write the sequence with me, show me the drafts, and do not launch until I say yes.
5. Setting up Signals if it fits: find people engaging with LinkedIn posts about topics my buyers care about, and turn them into leads.
6. Inviting my team and giving each person the right access.

Once campaigns run, show me how to work the reply inbox from here: which replies need an answer, draft responses in my voice, and move good conversations into deals. If I use Cal.com, connect it so follow-ups can offer my booking link (not the first email).

Throughout, as you learn about my business, proactively suggest and help create:
- Reply templates for the questions and objections my prospects are likely to raise, based on my product, site and codebase if you can see them.
- Campaign ideas and segments worth testing, with the reason for each.

Safety rules:
- Show every change as a dry run (--dry-run) first and wait for my yes. Never send emails, launch campaigns or delete anything without my yes.
- Tell me before anything that spends credits, and how many.

Be opinionated. If the docs give a sensible default, just use it. Don't make me choose between five options.
Developer docs ↗npm: @firstsales.io/cli ↗GitHub: firstsales-skills ↗