> ## Documentation Index
> Fetch the complete documentation index at: https://docs.recruitier.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Your Subscription

> Upgrade, downgrade, or cancel your Recruitier subscription with prorated billing and data retention.

## Overview

Your Recruitier subscription can be managed entirely from the platform. You can view
your current plan, change billing frequency, upgrade to an agency plan, or cancel
your subscription at any time. All changes are handled through Stripe, our payment
processor, ensuring secure and transparent billing.

## Viewing Your Current Plan

To see your active subscription:

1. Navigate to the **Subscription** page (accessible from the left sidebar)
2. Your current plan is displayed at the top, showing:
   * **Plan type** -- Pro Monthly, Pro Quarterly, Pro Yearly, Agency Monthly, etc.
   * **Cost** -- Your current billing amount
   * **Credits** -- Your credit allocation and current balance (1,500 for Pro, 5,000 for Agency)
   * **Status** -- Active, Trialing, or Cancelled
   * **Current period** -- The start and end dates of your current billing cycle
   * **Cancel at period end** -- Whether your plan is set to cancel at the end of the
     current period

## Upgrading to a Higher Tier

### Upgrading Billing Frequency

You can upgrade your billing frequency to lock in a lower monthly rate:

* **Monthly to Quarterly** -- Save EUR 36/quarter (Pro) by committing to 3 months
* **Monthly to Yearly** -- Save EUR 276/year (Pro) by committing to 12 months
* **Quarterly to Yearly** -- Further savings with an annual commitment

To upgrade:

<Steps>
  <Step title="Go to the Subscription page">
    Navigate to the **Subscription** page.
  </Step>

  <Step title="Select a new plan">
    Click **Change Plan** or **Upgrade** and select the desired billing frequency.
  </Step>

  <Step title="Review the change">
    Stripe shows you the prorated cost adjustment. You will receive credit for the
    unused portion of your current plan, which is applied to the new plan.
  </Step>

  <Step title="Apply promo code (optional)">
    If you have a promo code, enter it before confirming. Promo codes are
    case-insensitive and validated through Stripe in real time.
  </Step>

  <Step title="Confirm">
    Click **Confirm** to apply the upgrade. The change takes effect immediately.
  </Step>
</Steps>

### Upgrading from Pro to Agency

If you are on a Pro plan and want to add team features, you can upgrade to an Agency
plan:

1. Navigate to the **Subscription** page
2. Select an **Agency** plan (monthly, quarterly, or yearly)
3. Review the pricing -- Agency plans are priced per seat and include 5,000 credits
   per seat (vs. 1,500 for Pro)
4. Confirm the upgrade

After upgrading, the agency features become available immediately. You can start
inviting team members and configuring shared resources right away.

<Note>
  When upgrading from Pro to Agency, your existing data (candidates, searches, jobs,
  companies, outreach history) is preserved. Nothing is lost during the transition.
  Your credit balance carries over and is supplemented by the Agency-tier allocation.
</Note>

## Downgrading

### Reducing Billing Frequency

You can switch to a shorter billing commitment if you need more flexibility:

* **Yearly to Quarterly** -- Moves to quarterly billing at a higher monthly rate
* **Yearly to Monthly** -- Moves to monthly billing at the standard monthly rate
* **Quarterly to Monthly** -- Moves to monthly billing

Downgrades take effect at the **end of your current billing period**. You continue
to have access at your current rate until the current period expires, at which point
the new (lower-commitment) plan begins.

### Downgrading from Agency to Pro

If you no longer need team features, you can downgrade from an Agency plan to a Pro
plan. Before downgrading:

1. Remove or deactivate all team members' seats
2. Save any shared resources you want to keep (tones of voice, pitch decks, outreach
   templates -- they will no longer be accessible after downgrading)
3. Navigate to the **Subscription** page and select a Pro plan

<Warning>
  Downgrading from Agency to Pro removes access to all agency features including
  the team dashboard, member management, shared resources, and team analytics. Team
  members will lose access to the platform. Make sure to communicate this change to
  your team well in advance of the downgrade.
</Warning>

## Cancellation Process

If you need to cancel your Recruitier subscription:

<Steps>
  <Step title="Navigate to Subscription settings">
    Go to the **Subscription** page.
  </Step>

  <Step title="Click Cancel Subscription">
    Click the **Cancel Subscription** button. You may be asked to provide a reason
    for cancelling -- this feedback helps us improve the platform.
  </Step>

  <Step title="Confirm cancellation">
    Review the cancellation details, including when your access will end, and
    confirm.
  </Step>

  <Step title="Continue using until period end">
    Your subscription is marked as "cancelling" but remains active until the end
    of your current billing period. You are not charged again.
  </Step>
</Steps>

## What Happens When You Cancel

Understanding what happens after cancellation:

### During the Remaining Period

After you cancel, your subscription remains active until the end of the current
billing period. During this time:

* All features remain available
* Your credits can still be used
* Your data is fully accessible
* Team members (for agency plans) retain their access

### After the Period Ends

Once your billing period expires:

* You lose access to paid features (AI search, matching, outreach)
* Your account enters a limited free state
* Your data is **retained** for a grace period (you do not lose your candidates,
  searches, jobs, or company records)
* Team members lose access to the platform
* Credits are reset to zero

### Data Retention

Recruitier retains your data for a reasonable period after cancellation. This means
that if you decide to reactivate your subscription within that window, all your
data will still be there -- candidates, searches, jobs, companies, outreach history,
and project records.

<Tip>
  If you are cancelling temporarily (for example, during a slow hiring period),
  your data will be waiting for you when you come back. You do not need to export
  everything before cancelling.
</Tip>

## Reactivating a Cancelled Plan

If you change your mind after cancelling or want to return after a break:

1. Log in to your Recruitier account
2. Navigate to the **Subscription** page
3. Select the plan you want to reactivate
4. Enter or confirm your payment method
5. Your subscription becomes active immediately

If you reactivate within the data retention period, all your previous data is
restored and accessible. Your credits reset to the full allocation for the new
billing period.

<Note>
  If your plan was set to cancel at the end of the period but the period has not
  yet ended, you can undo the cancellation from the Subscription page without any
  interruption to service. Simply click **Reactivate** to remove the pending
  cancellation. No new charges are applied until the next billing cycle.
</Note>

## Advanced

### Stripe Integration Details

All billing operations are handled through Stripe:

* **Proration** -- When you upgrade mid-period, Stripe calculates the exact prorated
  amount. You receive credit for unused time on your current plan, which offsets the
  cost of the new plan.
* **Idempotency** -- Subscription changes use idempotency keys to prevent duplicate
  charges if a request is retried due to network issues.
* **Webhook handling** -- Stripe sends webhook events to Recruitier for subscription
  state changes (activation, cancellation, payment success, payment failure). These
  events update your account status in real time.
* **Lazy-loaded SDK** -- The Stripe SDK is only loaded when you navigate to billing
  pages, keeping the rest of the application fast.

### Subscription State Machine

Your subscription follows a defined state progression:

```
TRIAL_PHASE_1 (days 1-7, no CC)
    |
    v
TRIAL_PHASE_2 (days 8-14, CC required)
    |
    v
ACTIVE (paid subscription)
    |
    +--> CANCELLING (cancel requested, active until period end)
    |         |
    |         v
    |    CANCELLED (period ended, limited access)
    |         |
    |         v
    |    REACTIVATED --> ACTIVE
    |
    +--> UPGRADED (immediate, prorated)
    |
    +--> DOWNGRADED (takes effect at period end)
```

### Credit Behavior During Changes

| Action                            | Credit Impact                                           |
| --------------------------------- | ------------------------------------------------------- |
| **Upgrade (billing frequency)**   | Credits carry over, allocation stays the same           |
| **Upgrade (Pro to Agency)**       | Credits carry over, allocation increases to 5,000       |
| **Downgrade (billing frequency)** | No immediate change, new allocation at next period      |
| **Downgrade (Agency to Pro)**     | Allocation reduces to 1,500 at next period              |
| **Cancellation**                  | Credits available until period ends, then reset to zero |
| **Reactivation**                  | Fresh credit allocation at full plan amount             |

## Related

* [Plans & Pricing](/billing/plans-pricing)
* [Credits](/billing/credits)
* [Payment Methods](/billing/payment-methods)
* [Team Billing](/billing/team-billing)