If you're an account admin, you can move your account tier plan from Essential or Enhanced up to Complete, or switch between any tiers, in just a few steps.
How to Change Your Plan
Go to Company Settings > Subscription Management.
Review the available plans — Essential, Enhanced, and Complete — along with what's included in each.
Select the upgrade option for the plan you want to switch to.
Confirm the change. Billing is based on active users, so your current seat count applies automatically.
If you're upgrading to Complete, complete Toll-Free Number Registration. Note: This is required before any texting feature can be used.
Click here to apply for CardConnect if you do not already have an account. https://servicebridge.com/payments/servicebridge-payments/#apply to access payment-linked texting features like Text to Pay, Estimate Reminders, and Invoice Reminders.
Save your plan change.
What Happens Next
Your new tier takes effect right away. If you're on Complete, texting features stay inactive until toll-free registration (and CardConnect, if needed) is complete.
Don't See This Feature?
It may not be available for your account type yet. Reach out to your Account Manager or our Support team to learn more.