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

# Upgrading Your Plan

> Activate your OdontoX subscription with EasyPaisa, JazzCash, or bank transfer, manage billing cycles, and request additional staff seats as your clinic grows.

## Overview

When your 14-day trial nears its end — or any time you are ready to commit — you can
upgrade to a paid subscription. This page covers the upgrade flow, payment methods,
and what happens after activation.

**Admin only** — Only users with the Admin role can initiate upgrades and manage
subscription billing.

## Initiating an upgrade

There are two ways to start the upgrade process:

<CardGroup cols={2}>
  <Card title="From billing settings" icon="gear">
    Navigate to **Settings > Billing** and click **Upgrade Plan**. This is available
    at any time during or after your trial.
  </Card>

  <Card title="From trial expiration emails" icon="envelope">
    We send reminder emails at **days 10, 11, 12, 13, and 14** of your trial.
    Each email includes a direct **Upgrade** link that takes you to the plan selection
    page.
  </Card>
</CardGroup>

## Selecting your plan

<Steps>
  ### Choose a plan tier

  Select from the available plan tiers — **Pro**, **Pro+**, or **Enterprise**. Each tier
  offers different user limits, storage, and module access.

  See [Trial & Subscription Plans](/getting-started/trial-and-plans) for a full feature
  comparison. For current pricing, check your billing settings or contact our support team.

  See [Trial & Subscription Plans](/getting-started/trial-and-plans) for a full feature
  comparison of each tier.

  ### Choose a billing cycle

  Select either **monthly** or **yearly** billing:

  * **Monthly** — Pay each month, flexibility to cancel or change plans monthly
  * **Yearly** — Pay once annually, save compared to monthly billing

  <Tip>
    If you are confident the platform is the right fit, yearly billing offers meaningful savings.
    You can always switch from monthly to yearly later.
  </Tip>

  ### Submit the upgrade request

  Click **Submit Request**. Your upgrade request is sent to our team for review
  and activation.
</Steps>

<Note>
  Upgrades are not instant self-service. Our team reviews your request and
  activates your plan after confirming payment. This typically happens within one business
  day.
</Note>

## Payment methods

We accept the following payment methods:

| Method            | Details                                       |
| ----------------- | --------------------------------------------- |
| **Bank transfer** | Transfer to our bank account via IBAN         |
| **EasyPaisa**     | Send payment to the provided EasyPaisa number |
| **JazzCash**      | Send payment to the provided JazzCash number  |

### Payment instructions

During the upgrade request flow, you are shown the complete payment instructions including:

* Bank name, account name, and IBAN
* EasyPaisa and JazzCash numbers
* Reference information to include with your payment

<Warning>
  Always include your **clinic name** or **invoice reference** when making a payment. This
  ensures our team can match your payment to your upgrade request without delays.
</Warning>

## After activation

Once our team confirms your payment and activates your subscription, the following
happens automatically:

### Subscription invoice

A subscription invoice is generated and available in your billing section as a
downloadable PDF. This invoice includes:

* Plan tier and billing cycle
* Amount paid and payment date
* Your clinic's legal name and tax ID
* Next renewal date

### License limits updated

Your clinic's limits are updated to match the new plan:

* Maximum number of staff users (admins, doctors, receptionists)
* Patient portal seat limit
* Storage quota

### Features unlocked

All features included in your plan tier become available immediately:

* **Pro** — All core features including scheduling, clinical records, billing, and reports
* **Pro+** — Everything in Pro plus multi-clinic support, IPD module, inventory management,
  and advanced analytics
* **Enterprise** — Everything in Pro+ plus custom integrations and dedicated support

<Tip>
  After activation, visit **Settings > Billing > Usage** to see your updated limits and
  current usage across all categories.
</Tip>

## Managing your subscription

### Viewing invoices

All subscription invoices are available under **Settings > Billing > Invoices**. Each
invoice can be downloaded as a PDF containing full payment details and your clinic's
billing information.

### Renewal

Subscriptions renew automatically at the end of each billing cycle (monthly or yearly).
Our team sends a renewal notice and invoice before each renewal date.

### Changing plans

To change your plan tier or billing cycle:

1. Navigate to **Settings > Billing**
2. Click **Change Plan**
3. Select the new plan and billing cycle
4. Submit the request

<Note>
  Plan changes are processed by our team. Upgrades from Pro to Pro+ are prorated
  for the remaining period. Contact support for downgrade arrangements.
</Note>

## Requesting additional staff seats

If your clinic needs more staff members than your plan allows, you can request additional
seats without upgrading to a higher tier.

<Steps>
  ### Open staff management

  Navigate to **Settings > Staff**.

  ### Submit a seat request

  If you have reached your plan's user limit, a **Request Additional Seats** option appears.
  Click it to open the seat request form.

  ### Specify your needs

  Indicate how many additional seats you need and for which roles (Doctor, Receptionist,
  Admin).

  ### Submit the request

  Our team reviews seat requests and provides pricing for the additional capacity.
</Steps>

<Warning>
  Additional seat requests are subject to custom pricing and are handled separately from
  your base subscription. Our team will provide a quote before any seats are added.
</Warning>

## Frequently asked questions

<AccordionGroup>
  <Accordion title="How long does activation take?">
    Most upgrade requests are activated within one business day of payment confirmation.
    You will receive an email notification when your plan is active.
  </Accordion>

  <Accordion title="Can I upgrade during the trial?">
    Yes. You can submit an upgrade request at any time during your trial. Early activation
    does not extend your subscription — billing starts from the activation date.
  </Accordion>

  <Accordion title="What happens if my payment fails or is delayed?">
    Your clinic remains in trial or suspended mode until payment is confirmed. No data is
    lost. Contact our support team if you need additional time to arrange payment.
  </Accordion>

  <Accordion title="Can I get a refund?">
    Refund policies are handled on a case-by-case basis. Contact our support team within
    7 days of payment for refund inquiries.
  </Accordion>

  <Accordion title="Is there an annual commitment for monthly plans?">
    No. Monthly plans have no long-term commitment. You can cancel at the end of any
    billing cycle.
  </Accordion>

  <Accordion title="Can I switch from yearly to monthly billing?">
    Yes. Contact our support team to arrange a billing cycle change. The switch takes
    effect at your next renewal date.
  </Accordion>
</AccordionGroup>

## Related articles

* [Trial & Subscription Plans](/getting-started/trial-and-plans) — Full breakdown of plan
  features, limits, and pricing
* [Clinic Setup](/getting-started/clinic-setup) — Configure payment instructions and
  billing details for your clinic
* [Inviting Staff](/getting-started/inviting-staff) — Understand staff limits and how to
  request additional seats