Upgrade, Downgrade & Change Plan

🔧 How to Fix Search Secrets Pack Upgrade Errors

This article helps you resolve the "invalid order" error that can appear when trying to add the $97 Search Secrets Pack to your Summit upgrade, and explains exactly what details to have ready before contacting support so your issue can be resolved on the first contact. 🔍 What Causes the Error The "invalid order" error typically appears when there is a mismatch between your current Summit plan status and the add-on purchase being attempted — for example, if the Summit upgrade has not fully processed yet, or if the Search Secrets Pack is being applied to an order state the billing system cannot accept. 🛠️ Step-by-Step 1. Confirm your Summit plan upgrade has fully completed before attempting to add the Search Secrets Pack. A pending or partially processed upgrade is the most common cause of the error. 2. Refresh your browser and sign back into the platform, then attempt the Search Secrets Pack purchase again from the billing or upgrade screen where you originally saw the offer. 3. If the error appears again, do not retry the purchase multiple times — repeated attempts can create duplicate pending orders. 4. Screenshot or copy down the exact error message text, including any order reference or error code shown. 5. Note the date and time of the failed attempt and the email address on the account used for the purchase. 6. Confirm whether any payment method was charged, and if so, keep the transaction details handy (last four digits of the card, amount, and date). 7. Contact support with all of the above details so a human teammate can complete the add-on manually (see the bottom of this article). ✅ How to Confirm It Worked Your Search Secrets Pack has been successfully added when: - The "invalid order" error no longer appears when you view the add-on. - The Search Secrets Pack appears as an active item in your plan or billing summary. - You receive a confirmation of the purchase, and your payment method shows a single $97 charge (not duplicate charges). If you were charged but the pack does not appear in your account, this indicates the order failed after payment — flag this to support immediately with your transaction details. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🚀 Upgrade Your Trial to Access AI Visibility

🔍 What Is AI Visibility and Why Upgrade? The AI Visibility feature lets you analyze how your brand and content appear in AI-generated search results. This feature is available on the Growth plan and above — it is not included in the Starter trial. If you started your trial on the Starter plan and want to explore AI Visibility, you will need to upgrade your trial or subscription to the Growth plan. ⚙️ How the Upgrade Works Upgrading a trial from the Starter plan to the Growth plan is self-serve and can be completed directly in the platform. Click the account menu (person icon, top-right) → Billing → Plans & Top-ups → Change Plan (Subscription section). Your existing trial end date is preserved, no charge is made during the trial, and quotas are reallocated to the new plan immediately — including access to AI Visibility. 📋 If You Have Questions Before Upgrading If you'd like to speak with our team before changing your plan, it helps to have the following ready: - The email address associated with your Search Atlas account. - Your current plan (Starter trial) and the plan you want to upgrade to (Growth). - Any specific questions about the Growth plan or AI Visibility you would like answered before you upgrade. 💡 Frequently Asked Questions What else is included in the Growth plan? The Growth plan unlocks higher usage limits across all Search Atlas tools in addition to AI Visibility. Our team can walk you through the full feature comparison when you reach out. 🛠️ Ready to Upgrade? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

⬆️ Upgrade Your Free Trial to Pro Plan

Overview Your Search Atlas free trial gives you access to core platform features, and you can upgrade to the Pro plan at any time during your trial window. Once upgraded, you gain access to Pro-exclusive features. What You Get With a Pro Trial Upgrade As soon as your trial is upgraded to Pro, the following features become available to you: - LLM (Large Language Model) access — available to Pro trial users once the feature is active on your account. - Pro credits — your account is allocated the Pro credit allowance, which you can use across supported tools during the remainder of your trial. - GBP (Google Business Profile) script — the GBP script becomes active on your account, allowing you to test and implement it within the trial period. How to Upgrade Your Trial to Pro You can upgrade your trial to Pro yourself directly in the platform. Click the account menu (person icon, top-right), go to Billing > Plans & Top-ups, and in the Subscription section click Change Plan to select Pro. Since your subscription is still in the trial, the plan switches without charging you, your existing trial end date is preserved, and your quotas are reallocated to the Pro plan immediately. If you have questions or run into issues, our support team is happy to help via the chat widget. GBP Script During the Trial The GBP (Google Business Profile) script is a Pro-exclusive feature. Once your trial is upgraded to Pro, the GBP script becomes active on your account and you can use it during your remaining trial period. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

⚙️ Fix OTTO Sites Downgrade Blocked by Error

🔍 Overview Some accounts encounter a recurring error when attempting to reduce their OTTO Sites quota through the billing section. This can leave your account assigned a higher quota than you actually need. The issue is typically caused by a stale or deactivated top-up record associated with your account, and it requires backend correction by our specialized team. This article explains how to attempt the downgrade yourself first, and what to do if the error persists. 🛠️ Step 1: Try the Self-Service Downgrade First Before contacting support, try adjusting your OTTO Sites quota directly in the billing section: 1. Log in to your Search Atlas account. 2. Navigate to the top-right corner (avatar) → Billing → Plans & Top-ups (Billing) tab. 3. Locate the OTTO Sites top-up option. 4. Enter the reduced number of OTTO Sites you want to keep active (for example, if you want to go from 23 down to 7, enter 7). 5. Confirm and save the change. If this completes successfully, no further action is needed. Your quota will be updated immediately. ⚠️ Step 2: What to Do If the Error Persists If you receive an error after following Step 1 and the quota does not update, this indicates a backend issue that cannot be resolved through self-service alone. The most common cause is a stale or deactivated top-up record linked to your account that blocks the downgrade from processing correctly. This is a known issue that our engineering team has worked to address. However, if your account is still affected, it requires manual correction by our specialized support team. 💬 Step 3: Contact Support for a Manual Fix If the self-service steps above did not resolve the error, please reach out so our team can correct the record on the backend: - Describe the error message you are seeing, if any. - Include the number of OTTO Sites you currently have and the number you are trying to reduce to. - Let the agent know the self-service downgrade already failed so they can escalate directly to the specialized team. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team. 📋 Additional Notes - This error has been observed on accounts that previously changed plans or had top-up records modified during a plan transition. - The issue does not affect your ability to use OTTO on currently active sites — only the quota adjustment is blocked. - Once our team corrects the backend record, you will be able to manage your OTTO Sites quota normally going forward.

🔄 Fix Change Plan Button and Trial Issues

🔍 Overview Some customers experience two related issues when changing their Search Atlas subscription plan: the Change Plan button keeps spinning without completing the action, or a plan downgrade unexpectedly ends an active free trial early. This article explains why these issues occur and the steps you can take right now to resolve them. ⚠️ Issue 1: The Change Plan Button Keeps Spinning If you click the Change Plan button and it spins indefinitely without confirming your change, this is typically caused by one of the following: - A temporary browser or session conflict - A slow or interrupted network connection - A cached page state that is out of sync with your account Follow these steps to resolve the issue: 1. Do not click the button multiple times. Multiple clicks can queue duplicate requests and make the problem worse. 2. Hard-refresh the page. Press Ctrl + Shift + R on Windows or Cmd + Shift + R on Mac to reload without cache. 3. Check your current plan. Before retrying, go to your billing or account settings to confirm whether the plan change was actually processed despite the spinner. 4. Try a different browser. If the spinner persists, open Search Atlas in a fresh browser window or an incognito/private tab and attempt the change again. 5. Clear your browser cache and cookies for the Search Atlas domain, then log back in and retry. If none of the above steps resolve the spinning button, contact our support team immediately so we can process the change manually and ensure no duplicate charges occur. 💳 Issue 2: Free Trial Ended After Downgrading Your Plan If you switched plans during an active 7-day free trial and believe you were charged or lost your remaining trial days, please reach out so we can review your account. Switching plans in the dashboard during the trial should keep your original trial end date, with billing starting only when the trial ends. Here is what you should know: - You are entitled to the full 7-day free trial regardless of which plan you choose during that period. - Any charges applied during an active trial period due to this issue are eligible for review and correction. - Our team can restore your remaining trial days or issue an appropriate adjustment to your account. To get this corrected, reach out to our support team as described in the Next Steps section below. Please have the following information ready to speed up the resolution: - The date you started your free trial - The plan you downgraded from and the plan you downgraded to - Any charge amounts and dates visible in your billing history 🛠️ How to Check Your Current Plan and Billing Status Before contacting support, take a moment to verify your account status: 1. Log in to your Search Atlas dashboard. 2. Click your account name or avatar in the top-right corner. 3. Select Billing or Subscription from the dropdown menu. 4. Review your current plan, next billing date, and any recent charges. 5. Take a screenshot of this page to share with the support team if needed. ✅ What to Expect After Resolution Once our team has reviewed your case, you can expect one or more of the following outcomes: - Your remaining trial days restored to your account - A credit or refund applied for any charge made during the trial period - Confirmation that your plan change has been correctly processed - A success notification on your dashboard confirming the free plan switch if applicable 💬 Contact Support If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

💳 Switch From Annual to Monthly Plan

🗂️ Overview If you are on an annual Search Atlas plan and would like to switch to monthly billing, you can request a plan change at any time. Rather than a cash refund, the unused portion of your annual subscription is converted into Hyperdrive Credits (HDC), which you can use across the platform for AI-powered tasks, content generation, and more. 💡 What Are Hyperdrive Credits (HDC)? Hyperdrive Credits (HDC) are the in-platform currency used to power AI features inside Search Atlas. They can be applied to a wide range of tools, including content writing, keyword research, and site audits. HDC behave differently depending on how they were added to your account. - Recurring HDC: Included in your plan (and any optional recurring monthly HDC top-up) — these reset at each quota cycle and unused ones do not carry over. - Purchased / Bonus HDC: One-time top-up credits — these roll over and stay on the account until used completely. Note: HDC are only granted on paid plans. Free trial accounts do not receive HDC until a paid subscription is activated and rolls over. 🔄 How the Annual-to-Monthly Switch Works When you request a switch from an annual plan to a monthly plan, here is what happens: 1. Your annual subscription is cancelled effective immediately upon confirmation. 2. The remaining unused months of your annual term are calculated. 3. The monetary value of those unused months is converted into HDC and credited to your account. 4. Your account is moved to the equivalent monthly plan, and your next billing date is set accordingly. This means you will not receive a cash refund to your original payment method. The value is retained inside the platform as HDC, giving you full flexibility to use it across Search Atlas tools. 📊 How the Unused Value Is Calculated The refund amount converted to HDC is based on the pro-rated value of your remaining subscription period. For example, if you are six months into a twelve-month plan, roughly half the annual fee (minus any promotional discounts already applied) is converted into HDC. The exact credit amount will be confirmed by our team before the switch is finalised. ➕ Topping Up HDC Alongside the Switch If you would also like to purchase additional HDC at the time of switching plans, you can do so. Once your account is moved to the monthly plan, you will have the option to top up HDC directly from your account dashboard. Any purchased HDC are added on top of the credits already granted from your unused annual balance. ⚙️ How to Request the Switch Plan changes of this type are handled by our support team to ensure your credits are calculated accurately and applied correctly. To get started: 1. Log in to your Search Atlas account. 2. Open the chat widget in the bottom-right corner of the platform. 3. Type human teammate to be connected with a member of our team. 4. Let the agent know you would like to switch from your annual plan to a monthly plan and receive the unused value as HDC. 5. The agent will confirm the credit amount and complete the switch on your behalf. ❓ Frequently Asked Questions - Will I lose any features when switching to monthly? As long as you remain on the equivalent monthly tier, your access to tools and limits will stay the same. - Do the HDC from my unused annual balance expire? No. Credits added to your account do not expire and carry over month to month. - Can I see my HDC balance in the platform? Yes. Your current HDC balance is visible in your account dashboard. Note that the quota display shows combined recurring and purchased credits — this is expected behaviour and does not mean your credits have been lost. - Can I switch back to an annual plan later? Yes. You can upgrade back to an annual plan at any time from the billing section of your account. 🆘 Need Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

⬆️ Upgrade Your Plan and Connect Google Search Console

Overview If you are managing SEO for multiple clients, upgrading from a single-site plan to the Growth plan unlocks multi-site support and gives you access to the full suite of Search Atlas tools. This article explains what to prepare and who to contact when upgrading your plan and connecting a Google Search Console (GSC) property for a new client. When Should You Upgrade to Growth? Consider upgrading to the Growth plan if any of the following apply to you: - You are onboarding a new client and have reached your single-site limit. - You need to run separate site projects with independent GSC connections. - You want access to advanced features such as Keyword Gap analysis and expanded Rank Tracker limits. The Growth plan supports multiple site projects, making it the recommended choice for agencies and consultants managing more than one website. How to Upgrade Your Plan To upgrade your plan, click your avatar in the top-right corner, select Billing, and open the Plans & Top-ups tab (Billing). From there you can review available plans and select the Growth plan to begin the upgrade process. If you do not see a clear upgrade option, or if you encounter any issue during checkout, contact our support team directly — they can confirm the correct navigation steps for your account and assist with completing the upgrade. Your new plan limits take effect immediately after payment is confirmed. You will not lose any existing site data during the upgrade. How to Connect a New GSC Property Once your plan is upgraded, you can add a new site project and connect a Google Search Console property for your client. The general process involves: 1. Navigating to your site list within Search Atlas. 2. Adding a new site or project and entering the client's website URL. 3. Selecting Google Search Console as the data source when prompted. 4. Signing in with the Google account that has access to the client's GSC property and granting the necessary permissions. 5. Selecting the correct GSC property and saving the connection. Because the exact button labels and menu locations may vary depending on your plan and account configuration, if you get stuck at any step our support team can walk you through the process in real time. Before reaching out, have the following ready: - Your current plan name and the plan you wish to upgrade to. - The client's website URL you want to add. - The Google account email address associated with the client's GSC property. - Any error messages you see, along with the approximate time they occurred. After a successful connection, Search Atlas will begin importing GSC data for the new site. Initial data may take a few minutes to populate depending on the volume of historical data in the connected property. Verify the GSC Connection Is Working After connecting, confirm that site data is appearing in your Search Atlas dashboard for the new property. If data does not appear within a reasonable time, or if you see a connection error, reach out to our support team with the details noted above. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🌐 Upgrade Your Account to Add More Domains

🔎 Overview Every Search Atlas plan includes a set number of website domains you can manage. If you have reached your domain limit, you do not need to create a separate account. Instead, you can upgrade your existing plan to unlock additional domain slots — keeping all your data, settings, and team members in one place. 📋 Before You Begin Check the following before starting the upgrade process: - You must be the account owner or have admin permissions to make billing changes. - Confirm you have genuinely reached your plan limit by reviewing how many domains are currently active in your account. - Have your payment method ready in case your billing details need to be updated. ✅ Step 1 — Confirm Your Current Domain Usage 1. Click your avatar in the top-right corner of the platform. 2. Select Team Members from the dropdown menu. This takes you into your account Settings, on the Team Members tab. 3. Review your current plan details to see how many domain slots are included and how many are in use. ⬆️ Step 2 — Upgrade Your Plan 1. Click your avatar in the top-right corner and select Billing from the dropdown menu (Plans & Top-ups). 2. Select Manage Subscription or Change Plan. 3. Compare the available plans and choose one that includes the number of domains you need. 4. Follow the on-screen prompts to confirm the plan change and complete payment if required. 5. Once the upgrade is confirmed, your new domain limit becomes available immediately. 🌍 Step 3 — Add Your New Domain 1. In the left sidebar, select Website Studio. This takes you to /website-studio. 2. On the Website Studio page (What will we get done today?), click Import Site to register a new domain in your account. 3. Enter your domain details and follow any additional setup steps presented on screen. 4. Your new domain is now active and ready to use across all Search Atlas tools. ❓ Frequently Asked Questions Will I lose any existing data if I upgrade? No. Upgrading your plan does not affect your existing websites, projects, keywords, or any other data. Everything remains intact. Can I add just one extra domain without moving to a much larger plan? Plan options and add-on availability depend on your current subscription tier. Review the available plans during the upgrade flow to find the option that best fits your needs. If you are unsure which plan is right for you, contact our team for a recommendation. Should I create a second account instead? No. Managing multiple accounts creates unnecessary complexity, duplicates your billing, and prevents you from using shared team members, reports, and tools across all your domains. Upgrading your existing account is always the recommended approach. What if the upgrade does not reflect immediately? In most cases the new domain limit is applied instantly after a successful payment confirmation. If you do not see the updated limit after a few minutes, try refreshing the page. If the issue persists, contact support using the instructions below. 💬 Need Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🔀 Downgrade Growth Plan to Two Starter Plans

🗺️ Overview If you currently pay $199/month for a single Growth plan and manage PPC campaigns for multiple clients or accounts, splitting into two separate $99/month Starter plans can give you cleaner account separation and better cost control. This article explains what changes, what stays the same, and exactly how to set everything up. 📋 Before You Begin Review these requirements before making any changes to your subscription: - Two unique email addresses are required. Each Search Atlas account must be registered under a different email. You cannot use the same login credentials for two separate accounts. - Each Starter plan is independent. Projects, keywords, reports, and OTTO SEO data do not transfer automatically between accounts. Plan your migration carefully to avoid losing work. - Billing is separate per account. Each Starter plan is billed individually at $99/month. You will receive two separate invoices. - The Growth plan does not automatically cancel. You must manually cancel or downgrade your existing plan after setting up your new accounts. ⚙️ What the Starter Plan Includes Before downgrading, confirm that the Starter plan covers your needs for each account. Key differences from the Growth plan include reduced project limits, lower keyword tracking capacity, and fewer user seats. If you are unsure whether the Starter plan is sufficient, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team who can walk you through a plan comparison. 🛠️ How to Set Up Two Starter Accounts 1. Back up your existing project data. Export any keyword reports, site audit data, or content drafts from your current Growth account. Go to each tool and use the available export or download options before proceeding. 2. Prepare two email addresses. Decide which email will manage which client or account. These can be personal emails, client emails, or aliases — as long as each is unique and accessible to you. 3. Create the first new Starter account. Open a private or incognito browser window, go to the Search Atlas sign-up page, and register using the first email address. Select the Starter plan during checkout. 4. Create the second new Starter account. Repeat the sign-up process in another private window using the second email address and select the Starter plan. 5. Rebuild or import your projects. Log in to each new account and recreate the projects relevant to that account. Re-add your domains, reconnect Google Search Console if applicable, and reconfigure any OTTO SEO settings. 6. Cancel or downgrade your Growth plan. Log in to your original Growth account. Navigate to your billing settings and cancel the Growth subscription. Time this step carefully — cancel only after your new Starter accounts are fully set up so there is no gap in access. 👥 Managing Multiple Accounts Efficiently Switching between two Search Atlas accounts requires logging out and back in, or using separate browsers. Here are some practical tips: - Use two different browsers (for example, Chrome and Firefox) or browser profiles so you can stay logged into both accounts simultaneously. - Label each account clearly by setting a recognisable workspace name in your account settings so you always know which account you are working in. - If you work with a team, use the Team Members feature to invite collaborators. Go to the avatar menu in the top-right corner → Team Members (URL: /settings) within each account to add users separately under each Starter plan. ⚠️ Important Limitations to Know - Projects cannot be transferred between Search Atlas accounts. All project setup must be done manually in each new account. - Historical data resets. Keyword ranking history and audit snapshots begin from the date you create the new project, not from your original Growth account start date. - OTTO SEO configurations must be reconfigured per account. Previous OTTO tasks and logs will not carry over. 💬 Need Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

💳 Managing Plan Changes, Expired Promos & Workshop Corrections

🗺️ Overview Sometimes after completing an upgrade, you may realise the new plan does not match your needs — or that you missed a limited-time promotion. You may also need to correct a workshop session assignment made at the time of purchase. This article explains what to expect in each scenario and how our team can help. 📋 Common Situations This Article Covers - You upgraded to a higher-tier or annual plan but intended to stay on your current plan - You participated in a summit, webinar, or promotional event and the advertised discount has since expired - Your workshop session (for example, Brand vs. Agency track) was assigned incorrectly at checkout ⬇️ Requesting a Plan Downgrade After an Upgrade If you recently upgraded and quickly realised the new plan is not the right fit, you may be eligible to move back to your previous plan. Keep the following in mind: 1. Act quickly. Downgrade requests are reviewed on a case-by-case basis. The sooner you reach out after the upgrade, the more options our billing team has available. 2. Have your account details ready. Know your current plan, the plan you want to return to, and the date the upgrade was processed. 3. Understand the billing impact. Depending on how much of the billing cycle has been used, a prorated credit or adjustment may be applied to your account. Our support team will review your account and confirm whether a downgrade can be processed and what any billing adjustment looks like before making changes. 🏷️ Requesting an Expired Promotional Discount Occasionally, Search Atlas runs time-limited promotions — such as summit or workshop discounts — that expire after the event ends. If you missed applying a promotional discount during the valid window, here is what you should know: - Expired promotions are not automatically reinstated. Each request is reviewed individually by our billing team. - Context matters. If you attended the event and the discount was not applied due to a technical issue or timing error, our team will take that into account. - Approval is not guaranteed. While we aim to be flexible for genuine cases, we cannot guarantee that every expired promotion request will be honoured. When you contact support, clearly explain the promotion you are referencing (for example, the end-of-summit 30% off offer), the plan it was intended for, and why the discount was not applied at the time of purchase. 🎓 Correcting a Workshop Session Assignment Workshop sessions — such as Brand or Agency tracks — are assigned at the time of registration or checkout. If you were placed in the wrong track, our team can correct this. To speed up the process: 1. Identify which session you are currently assigned to and which one you should be in. 2. Note the date of the original assignment so our team can locate the record quickly. 3. Contact support through the chat widget and provide both pieces of information in your first message. Session corrections are typically straightforward and can be resolved in a single support interaction. 🔄 How These Issues Work Together In some cases, all three situations — a plan change, a promotional discount, and a workshop correction — may be connected to the same purchase event. If that applies to you, bring all three points up in a single support conversation. This allows our team to review everything together and apply any approved adjustments at the same time, avoiding back-and-forth across multiple tickets. ✅ Before You Contact Support — Quick Checklist - Know your current plan name and billing cycle (monthly or annual) - Know the plan you intended to be on - Have the name or details of the promotion you are referencing - Know your current workshop track and the correct one - Have the approximate date of your upgrade or registration 💬 Get Help From Our Team Billing exceptions and promotional requests require manual review by a human team member. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

💎 Understanding VIP Upgrade Pricing and Monthly Costs

💎 What Is the VIP Upgrade? The Search Atlas VIP upgrade is a one-time purchase that unlocks a higher tier of features and benefits within your account. It is separate from your regular monthly subscription, so it is important to understand both charges clearly before completing your purchase. 💰 What You Pay Today When you purchase the VIP upgrade, you are charged a one-time fee at the time of checkout. This fee grants you immediate access to all VIP-tier features. The exact amount shown at checkout is what will be charged to your payment method today — no hidden fees are added at this stage. - The one-time VIP upgrade fee is displayed clearly on the checkout page before you confirm. - This charge appears on your statement as a single transaction. - You will receive a confirmation email with a receipt for this payment. 📅 What You Pay Every Month After Purchase After the one-time VIP upgrade purchase, your account moves to a monthly VIP subscription billing cycle. This recurring charge covers continued access to VIP features and any included usage limits tied to your plan. - Your monthly subscription amount is shown on the plan selection or upgrade page before you buy. - Billing renews automatically on the same date each month. - You can view your next billing date and amount at any time inside your account under Billing & Subscription. 🔍 Where to Find Your Exact Pricing Pricing can vary depending on the plan you selected, any promotional offers applied, or the billing period chosen. To see the precise figures that apply to your account, follow these steps: 1. Log in to your Search Atlas account. 2. Click your profile icon in the top-right corner. 3. Select Billing & Subscription from the dropdown menu. 4. Review the Plans & Top-ups tab under Billing — this shows your active charges, next renewal date, and a full billing history. 🛠️ Common Pricing Questions Will the one-time fee be charged again? No. The VIP upgrade fee is a single charge. Only the recurring monthly subscription renews each billing cycle. Can I see a breakdown of charges before I buy? Yes. The checkout page itemises both the one-time upgrade fee and the upcoming monthly cost so you can review them before confirming. What happens if I cancel? If you cancel your VIP subscription, your account will revert to the previous plan tier at the end of the current billing period. The one-time upgrade fee is non-refundable, but your monthly charges will stop. Are there any taxes or additional fees? Applicable taxes may be added at checkout depending on your location. The final total, including any taxes, is displayed before you confirm payment. 📊 Summary of VIP Costs at a Glance - Today: One-time VIP upgrade fee (shown at checkout) - Every month: Recurring VIP subscription fee (shown on plan page and in Billing settings) - Where to check: Account → Billing & Subscription 🙋 Need More Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🚀 Upgrade Your Plan During a Free Trial

🧭 Overview If you are currently on a free trial and want to explore Pro-level features, you can upgrade your plan without being charged immediately. Your billing will be deferred until your trial period ends — typically around day 7. This article explains how the process works and what to expect. ⚙️ How Trial Upgrades Work Search Atlas is designed to let you test higher-tier features during your free trial before any payment is collected. Here is what happens when you upgrade during a trial: - No immediate charge: Upgrading your plan mid-trial does not trigger an instant payment. Your card is not billed until the trial concludes. - Full feature access: Once you select a higher plan, Pro features become available right away so you can evaluate them properly before committing. - Charge at trial end: On the day your trial expires (usually day 7, around the 8th or 9th of the month depending on when you started), the subscription fee for your chosen plan is applied. - Trial eligibility rules apply: The deferred billing option is only available to eligible accounts. If your account does not qualify — for example, if a trial has already been used on this account — the upgrade may be charged immediately. 🛠️ How to Upgrade Your Plan During the Trial 1. Log in to your Search Atlas account. 2. Open the Account Menu, select Billing, then go to Plans & Top-ups. 3. Review the available plans and click Change Plan on the Pro plan (or the tier you want to test). 4. Confirm the plan selection. A confirmation message will appear letting you know that your charge is deferred to the end of your trial period. 5. Your Pro features will activate immediately — start exploring right away. 📋 What to Check Before Upgrading To make sure your upgrade goes smoothly and your charge is correctly deferred, keep the following in mind: - Confirm your trial is still active: Deferred billing only applies while the trial window is open. Check your trial end date in the Billing section before proceeding. - One trial per account: If you have previously used a free trial on this account, the eligibility rules will apply and you may be charged immediately upon upgrading. - Payment method on file: A valid payment method must be saved to your account before you can upgrade, even if no charge is collected right away. - Downgrading during the trial: You can also switch back to a lower or free plan during the trial period. No charge will be applied if you downgrade before the trial ends. ❓ Frequently Asked Questions Will I be charged the moment I click Upgrade? No — as long as your trial is still active and your account is eligible, the charge is held until your trial ends. You will see a confirmation message confirming this before you finalise the upgrade. What happens if my trial ends while I am on the Pro plan? Your saved payment method will be charged the Pro plan subscription fee on the trial end date. You will continue on the Pro plan going forward unless you cancel or downgrade before the trial expires. Can I cancel before the trial ends to avoid being charged? Yes. If you decide the Pro plan is not right for you, you can downgrade or cancel before your trial end date and no charge will be collected. How do I know exactly when my trial ends? Your trial end date is displayed in the Billing section of your account settings. Check this date so you know the deadline for making any plan changes. 💬 Need More Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team. Additional Notes How to Find Your Exact Trial End Date: Log in and navigate to Billing/Subscription settings. Always rely on the date shown there — not dates in automated messages or older articles. If discrepancy found, contact support immediately.

🔍 Extend Your Trial or Upgrade Your Plan

🧭 Overview Your Search Atlas free trial gives you 7 days to explore the platform before committing to a paid plan. This article explains how trial extensions work, how to upgrade your plan mid-trial, and how to access whitelabel features before you pay. ⏳ Can I Extend My Trial? In most cases, trial extensions are handled on a case-by-case basis by our support team. If you need more time to evaluate a specific feature — such as whitelabel — before purchasing, here is what you should know: - Standard trials last 7 days. This applies to all new accounts. - Extensions may be granted at the discretion of our team based on your request and account status. - Re-taking a trial is possible in some situations. If it has been at least 60 days since your previous trial, you may be eligible to start a new one. To request a trial extension, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team. 🚀 Can I Upgrade to PRO During My Trial? Yes. You can upgrade your plan at any time during your active trial. Here is how the upgrade works: 1. Click your avatar in the top-right corner, select Billing, and open the Plans & Top-ups tab (Billing). 2. Choose the plan you want to upgrade to (for example, PRO). 3. Review the plan details and confirm your selection. Important: When you upgrade during a trial, your charge is deferred to the end of your 7-day free trial period — you will not be billed immediately. This means you can upgrade to PRO, explore all features including whitelabel, and only pay once your trial concludes. 🏷️ Can I Try Whitelabel Before I Pay? Yes. Whitelabel features are available on eligible paid plans, and because plan upgrade charges are deferred to the end of your trial, you can: - Upgrade to a plan that includes whitelabel during your trial period. - Use and evaluate whitelabel features for the remainder of your 7-day trial. - Cancel before the trial ends if the feature does not meet your needs — you will not be charged. This gives you a genuine opportunity to test whitelabel in a real workflow before any payment is taken. 🎁 What Is the Extra Free Month Offer? Some accounts may be eligible for an additional 30 days added to their account through a promotional offer. If you have seen a Claim My Extra Free Month option or received a related promotion, contact our team to confirm your eligibility and have it applied to your account. To claim this offer, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team. 📋 Trial Eligibility Rules to Know To keep things fair for all users, the following rules apply to trials and upgrades: - Each account is eligible for one free trial per plan type. - If you have previously completed a trial, you may retake it after 60 days have passed. - Trial extensions and promotions are subject to account status and are not guaranteed. - Upgrading your plan during a trial does not reset the 7-day trial clock — it continues from when your trial started. 💬 Need Help With Your Trial or Upgrade? If you are unsure which plan includes the features you need, want to request an extension, or need help applying a promotion, our team is ready to assist. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🗑️ Remove an OTTO Site Without Changing Your Plan

🔍 Overview If you are on a Growth plan with multiple OTTO sites and no longer need one of them, you do not have to downgrade your entire plan or relink your other sites. You can remove a single site from OTTO, free up that slot, and have your billing adjusted — all without affecting the sites you want to keep. This article walks you through what to do when you want to cancel one OTTO site and request the corresponding billing reduction. ⚠️ Before You Begin - Identify the site to remove. Confirm exactly which site you want to cancel. This action cannot be undone without relinking the site. - Your kept sites are not affected. Removing one site does not disconnect, reset, or require you to relink any other site on your plan. - Billing adjustments are not automatic. After removing the site, you must contact our support team so they can apply the credit or reduction for the freed slot. 🪜 Step 1 — Deactivate OTTO on the Site You Want to Remove 1. Open the OTTO dashboard from your Search Atlas account. 2. Locate the site you want to remove. 3. Deactivate OTTO for that site so it is no longer consuming an active automation slot. 4. Confirm the site shows an inactive status before proceeding. 🗑️ Step 2 — Remove the Site From Your Account 1. Navigate to your site list within your Search Atlas account. 2. Find the site you just deactivated. 3. Use the site management options available for that site to remove it from your account. 4. Confirm the removal when prompted. The site will be removed from your account. Your remaining sites will stay connected and fully active. No relinking is needed. 💳 Step 3 — Request Your Billing Adjustment Removing a site does not automatically reduce your monthly charge. Once the site has been removed, contact our support team so we can apply the correct adjustment to your subscription for the freed OTTO slot. When you reach out, please have the following details ready so we can process your adjustment quickly: - The name of the site you removed - The date you removed it - Your account email or plan details If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

⬆️ Upgrade to Pro During Your Free Trial

🗓️ How to Find Your Exact Trial End Date Your trial end date is displayed directly inside your Search Atlas account. Because trial lengths can vary based on promotions, referral links, or manual extensions, the date shown in your account is always the authoritative source — not any date quoted in an automated message or older support article. To confirm your trial end date, log in to your Search Atlas account and navigate to your Billing or Subscription settings. Your trial end date will be shown there. Important: Always rely on the date shown in your account's billing settings. If you notice any discrepancy between what you see there and what you were told elsewhere, please reach out to our team immediately using the instructions at the bottom of this article. ⬆️ How to Upgrade to the Pro Plan During Your Trial You can upgrade to the Pro plan at any time before your trial ends. Upgrading early lets you explore all Pro features without interruption and ensures there is no gap in access when your trial period closes. To upgrade, log in to your Search Atlas account, click your avatar in the top-right corner, then go to Billing → Plans & Top-ups (Manage Subscription / Change Plan), and follow the on-screen prompts to select the Pro plan and enter your payment details. If you have questions about specific billing cycle behavior, charges, or what happens to your remaining trial days upon upgrading, our support team can clarify the details for your account. 🔄 Can I Extend My Trial Instead of Upgrading? If you would like to discuss a trial extension before committing to an upgrade, our support team can assist you. Please reach out using the instructions below and have your account email address ready. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🚀 Upgrade Your Plan and Unlock AI Visibility

🔍 What Is AI Visibility? AI Visibility is a Search Atlas feature that tracks how your brand and content appear across AI-powered platforms such as ChatGPT, Perplexity, and others. It gives you actionable data on your presence in large language model (LLM) responses, helping you optimise for the growing share of search happening through AI tools. Access to AI Visibility — and the number of LLM platforms you can monitor — depends on your subscription plan. Some platforms are gated and display a locked state with an upgrade prompt until you move to an eligible plan. 📊 What's Included in the Growth Plan? The Growth plan at $199/month unlocks full access to AI Visibility features, including: - Monitoring across a broader set of LLM platforms (locked platforms become active after upgrading) - The AI Visibility dashboard at Left sidebar → AI Visibility - QUEST LLM Visibility tools found at Left sidebar → Authority → QUEST LLM Visibility - Expanded Authority tools including Cloud Stacks, URL Indexer, Campaigns, and Inbox - Increased limits across other core Search Atlas features Any platform card showing a lock icon or an Upgrade call-to-action in your current plan will become fully accessible after upgrading to Growth. ⚙️ How to Upgrade Before Your Free Trial Ends 1. Log in to your Search Atlas account. 2. Click your avatar in the top-right corner of the platform to open the Account Menu. 3. Select Billing from the dropdown, then open Plans & Top-ups. 4. Select the Growth — $199/month plan from the available options. 5. Review what's included in the plan summary on that screen before confirming. 6. Enter or confirm your payment details and click Change Plan (or Add Payment Method if needed). Your upgraded access takes effect immediately. All previously locked AI Visibility platforms will become available without requiring a page refresh in most cases — if a platform card still shows as locked, refresh your browser. 👀 How to Preview AI Visibility Before Upgrading You can explore the AI Visibility section during your free trial to see the interface and available platform cards. To navigate there, go to Left sidebar → AI Visibility (URL: /llm-visibility). Platform cards that require a higher plan will display a lock icon and an Upgrade button — clicking that button takes you directly to the plan selection screen so you can upgrade in context. This lets you see exactly which platforms are gated on your current plan before you commit to upgrading. 💡 Tips for Getting the Most Out of AI Visibility - After upgrading, give the platform up to 24 hours to populate initial LLM tracking data for newly unlocked platforms. - Use Left sidebar → Authority → QUEST LLM Visibility alongside the main AI Visibility dashboard for deeper LLM-specific insights. - Check your AI Visibility overview card regularly — it surfaces which platforms show your brand and how frequently. - If a platform card still shows "Coming soon" after upgrading, it may be pending a platform-side integration update; the team is actively rolling out full coverage. 🛠️ Troubleshooting Common Issues - Locked platforms after upgrading: Hard-refresh your browser (Ctrl + Shift + R on Windows, Cmd + Shift + R on Mac) and navigate back to AI Visibility. - Upgrade button not responding: Clear your browser cache or try a different browser, then attempt the upgrade again. - Trial ended before upgrading: You can still upgrade from the Billing section — your data and settings are retained. - Unsure which plan fits your needs: Review the plan comparison on the Billing screen or reach out via the chat widget below. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

⚡ OTTO Availability: Plans, Upgrades, and Google Ads

🔍 What Is OTTO? OTTO is Search Atlas's AI-powered SEO and advertising automation assistant. It can execute on-site optimizations, manage content strategies, and run connected ad campaigns—including Google Ads—on your behalf. Because of its advanced automation capabilities, OTTO is not included in any base plan. It is available exclusively as a paid upgrade, regardless of which plan you are on. 📦 Which Plans Include OTTO? OTTO is not included in any of the following plans: - Community Edition — the free-tier plan does not include OTTO access. - Starter — OTTO is not part of this standard plan. - Growth — OTTO is not part of this standard plan. - Pro — OTTO is not part of this standard plan. To use OTTO, you must add it as an upgrade to your existing plan. The upgrade unlocks OTTO's full feature set, including Google Ads automation. To see current upgrade pricing and add OTTO to your account, go to the Billing or Plans section inside your Search Atlas dashboard. Upgrade options and their included limits are displayed there at checkout before you commit. 📢 What Can OTTO Do With Google Ads? Once you have added the OTTO upgrade to your account, you can connect a Google Ads account and allow OTTO to assist with ad campaign automation. The specific Google Ads connections and campaign limits available to you depend on the OTTO upgrade tier you select — these details are shown clearly on the upgrade screen inside the platform before you purchase. 🖥️ Getting Started With OTTO After Upgrading After activating your OTTO upgrade, you can access OTTO from within your Search Atlas account. From there you can connect your website and any external accounts — such as Google Ads — that you want OTTO to manage. If you are unsure where to find OTTO after upgrading, our support team can point you to the right location in your account. ❓ Still Have Questions About OTTO or Your Plan? If you are unsure which OTTO upgrade tier is right for you, or you want to confirm what is included before purchasing, our team can walk you through the current options and pricing. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🚀 VIP & Platinum Upgrade Access Not Applied

🔍 Overview After purchasing a VIP and/or Platinum upgrade, some customers find that their account still shows no access to Platinum benefits or that their Hyperdrive Credits (HDC) have not been added. This article explains what to expect, how to verify your credits, and how to get your account corrected quickly. 📊 What You Should Receive After Upgrading Depending on which plan you purchased, the following benefits should be applied to your account: - VIP upgrade: 100 Hyperdrive Credits (HDC) - Platinum upgrade: 200 Hyperdrive Credits (HDC) plus unlimited quota for Platinum access - VIP + Platinum (both): 300 Hyperdrive Credits in total (100 from VIP + 200 from Platinum), plus full Platinum access including prior summit recordings If any of these are missing after your purchase, your account may need a manual adjustment by our billing team. ⚙️ Why This Can Happen In some cases, the checkout process for dual-tier VIP and Platinum upgrades does not automatically apply all benefits to the account. This is a known issue that has been resolved at the platform level, but accounts that completed checkout during the affected window may still require a manual fix to receive their correct credits and access. ✅ Steps to Take If Your Benefits Are Missing 1. Confirm your payment went through. Check your email for a purchase confirmation or receipt. If you were charged, your account is eligible for the full benefits and a correction can be made. 2. Check your current Hyperdrive Credit balance. Log in to your Search Atlas account and review your HDC balance. Compare what you see against the totals listed above to identify exactly what is missing. 3. Check your Platinum access. Attempt to access Platinum resources or prior summit recordings. If you see a prompt to upgrade or receive an access-denied message despite having paid, this confirms the issue needs to be escalated. 4. Contact support immediately. This type of issue cannot be self-resolved — it requires a manual update by our billing team. See the contact instructions below. ⏳ What Happens After You Contact Support Once our team is notified, they will escalate your case to the billing and specialised team. They will: - Manually apply the correct Hyperdrive Credit allocation to your account - Update your Platinum access quota to the unlimited tier - Confirm the total HDC balance once corrections are made Please note that some benefits — such as access to prior summit recordings or any billing adjustments related to additional charges — may take additional time to process while the team coordinates internally. Our support team will keep you updated on the status of each item. 💡 Tips to Speed Up Your Request - Have your purchase receipt or order confirmation ready before contacting support - Note which specific benefits are missing (HDC, Platinum access, recordings, or all three) - Mention the email address associated with your purchase if it differs from your login email 🛠️ Need Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🚀 Upgrade Your Plan for More AI Visibility

🔍 Overview Search Atlas plans include a set number of AI Visibility accounts (the businesses you track across AI-powered search engines) and a monthly quota of OTTO AI Suggestions. If you have reached either limit, upgrading your plan is the fastest way to unlock more capacity. 📊 Understanding Your Limits Your current plan defines two key AI-related limits: - AI Visibility accounts: The number of separate businesses or domains you can monitor for AI search visibility. - OTTO AI Suggestions quota: The total number of AI-generated SEO suggestions available to your workspace each month. Once you reach 400,000 suggestions (or your plan's specific limit), no new suggestions will be generated until the quota resets or your plan is upgraded. You can check your current usage at any time inside the platform before deciding whether an upgrade is right for you. ⚙️ How to Upgrade Your Plan 1. Click your avatar in the top-right corner of the platform. 2. Select Billing from the dropdown menu. 3. Open the Plans & Top-ups tab. 4. Click Change Plan to view the available plan options and their included limits. 5. Select the plan that meets your AI Visibility account and OTTO AI Suggestions requirements, then follow the on-screen steps to confirm your upgrade. Your new limits become active immediately after the upgrade is processed. ➕ Adding More AI Visibility Accounts Once you have upgraded to a plan that supports additional AI Visibility accounts, you can begin tracking new businesses right away. Each account corresponds to a unique business or domain you want to monitor across AI search engines such as ChatGPT, Gemini, Perplexity, and others. If you are unsure how many accounts your upgraded plan includes, review the plan details on the Plans & Top-ups tab before confirming your change. 💡 Tips Before You Upgrade - Review your current usage first. Check how many AI Visibility accounts and OTTO AI Suggestions you have consumed this period so you can choose the right plan tier. - Consider future growth. If you manage multiple clients or locations, choose a plan with enough headroom to avoid hitting limits again soon. - Quota resets monthly. If you are close to your OTTO AI Suggestions limit near the end of your billing cycle, it may be worth waiting to see if a reset resolves your needs before upgrading. 🛠️ Frequently Asked Questions What happens when I hit my OTTO AI Suggestions limit? New AI suggestions stop generating for your workspace until the monthly quota resets or you upgrade to a higher plan. Existing suggestions already generated remain accessible. Can I add AI Visibility accounts without changing my plan? No. The number of AI Visibility accounts is determined by your plan tier. To track more businesses, you need to upgrade to a plan that supports a higher account limit. Will upgrading mid-cycle affect my billing? Plan upgrades are typically prorated. The exact billing adjustment will be shown to you during the upgrade confirmation step on the Plans & Top-ups tab. Do unused OTTO AI Suggestions roll over to the next month? No. The quota resets at the start of each billing cycle and unused suggestions do not carry over. 💬 Need More Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

⚙️ Downgrade OTTO Sites Without Changing Your Plan

🔍 Overview OTTO is Search Atlas's OTTO SEO automation engine. Each website you activate OTTO on consumes one OTTO site seat. If you want to reduce the number of active OTTO sites — for example, to cut costs — you may be able to deactivate seats without necessarily changing your subscription plan. The number of OTTO site seats available to you is tied directly to your plan tier. This article explains the general relationship between seats and plan tiers, how deactivating OTTO on a site differs from downgrading your plan, and how to get help making the right change for your account. 📋 OTTO Site Seats and Plan Tiers Each Search Atlas plan includes a set number of OTTO site seats at no extra charge. Adding seats beyond your plan's included amount incurs an additional per-seat fee. The exact seat allocations per plan tier may vary — contact our support team to confirm what is included in your specific subscription. If you are currently on the Growth Plan and added extra OTTO site seats beyond your plan's included amount, you can remove those extra seats without downgrading your plan. This means your Growth Plan subscription remains unchanged — only the additional paid seats are removed. ✅ Staying on Your Current Plan While Reducing Active Sites If you added extra OTTO site seats on top of your plan's included seats and now want to return to just the included seats, you can deactivate OTTO on the additional sites. Your plan subscription will remain unchanged — only the additional paid seats will be removed. To make this change, please reach out to our support team with the following information ready: - Your account name or registered email address - The names of the specific sites you want to deactivate OTTO on - Confirmation that you want to remove only the extra seats and keep your current plan Once the extra seats are deactivated, the additional per-seat charges will be removed from your next billing cycle. Your plan pricing and all other plan features remain intact. ⚠️ Important: Downgrading Your Plan vs. Removing Seats These are two different actions with different outcomes. It is important to understand the distinction before making any changes. - Removing extra OTTO seats: Deactivates OTTO on selected sites. Your current plan stays the same. You lose access to OTTO on those specific sites only. - Downgrading your plan: Moves you to a lower-tier subscription (e.g., Growth → Starter). This reduces your included OTTO seats, keyword limits, user seats, and other plan-level features. This is a more significant change and may affect capabilities beyond just OTTO sites. If you are unsure which option is right for you, our support team can review your account and recommend the best path based on your current usage and goals. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

📅 Annual Subscription Renewals and Mid-Year Plan Changes

📋 Annual Renewal Dates, Upgrades, and Downgrades If you have questions about how your annual renewal date is calculated, how a mid-year plan upgrade or downgrade affects your billing, or how proration is applied to your account, our support team can look into the specifics of your subscription and provide accurate details. Because billing policies — including how renewal dates are set, when plan changes take effect, and whether prorated charges or credits apply — can vary depending on your account and subscription terms, we are not able to confirm the exact rules here. Our team will be able to review your account directly and give you a precise answer. How to Get Help with Your Billing or Plan Change When you reach out, please have the following ready so our team can assist you as quickly as possible: - Your account or project name - Your current plan and the plan you are considering changing to (if applicable) - Your billing start date or renewal date (visible in your account settings or on any invoice you have received) - The specific question or action you need help with — for example, understanding your renewal date, requesting an upgrade, or requesting a downgrade If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

💳 Managing Plan Upgrades, Downgrades, and Renewal Dates

🗺️ Overview This article explains how to change your Search Atlas plan at any point during your billing cycle, what happens to your credits and charges when you do, and how to find your exact renewal date for annual subscriptions. ⬆️ How to Upgrade Your Plan You can upgrade your plan at any time — even mid-cycle on an annual subscription. Here is how: 1. Click your avatar in the top-right corner of the platform. 2. Select Billing from the dropdown menu. 3. Open the Plans & Top-ups tab. 4. Click Change Plan and select the higher-tier plan you want. 5. Confirm your selection to apply the upgrade immediately. When you upgrade mid-cycle, you are charged a prorated amount for the remainder of your current billing period. Your new plan limits and features become available right away. ⬇️ How to Downgrade Your Plan You can also downgrade to a lower-tier plan mid-cycle. Follow the same steps above and select a lower-tier plan from the Change Plan screen. Keep the following in mind before downgrading: - Your current plan remains active until the end of the billing period you have already paid for. - The lower-tier plan takes effect at the start of your next renewal date. - Any features or limits that exceed the lower tier's allowance will no longer be accessible once the downgrade takes effect. - If you upgraded earlier in the same annual cycle, you can still downgrade — the downgrade will apply at your next renewal date. 📅 How to Find Your Renewal Date Your renewal date is set on the day your subscription originally started. For example, if your annual billing began on September 9, 2026, your plan renews on September 9, 2027, and every September 9th after that. To confirm your exact renewal date: 1. Click your avatar in the top-right corner. 2. Select Billing. 3. Open the Plans & Top-ups tab. 4. Click Manage Subscription — your next renewal date is displayed here. You can also check the Invoices tab for a record of past billing dates, which can help you confirm the annual cycle pattern. 📋 Understanding Monthly Top-Ups on Annual Plans If you add any monthly top-ups or add-ons to your annual plan, those add-ons renew on their own monthly cycle — separate from your annual plan renewal date. This means you may see two different renewal dates in your billing dashboard: one for your base annual plan and one for any active monthly add-ons. This is expected behavior. 💡 Common Scenarios - Upgrading from Starter to Growth mid-year, then downgrading back: You can do both. The upgrade applies immediately with prorated charges. When you request the downgrade, it schedules for your next annual renewal date, so you keep the Growth plan features until that date. - Annual plan started September 9, 2026: Your renewal date is September 9, 2027. All annual plan features and limits reset on that date. - Renewal date looks incorrect: A small number of annual accounts previously displayed an incorrect monthly renewal date due to a billing system issue. This has been resolved. If your renewal date still appears wrong, contact support using the instructions below. 🛠️ Need More Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

⚠️ Custom Base Trial-to-Paid Upgrade Showing Trial Restrictions

If your Custom Base account still shows trial warnings or feature restrictions after being upgraded to a paid plan, contact Search Atlas support — a representative will clear the trial flag on your account directly. 🔍 What's Happening With Your Custom Base Account A known issue affects customers who were transitioned from a trial to a paid Custom Base subscription through Search Atlas's internal admin process. Even though your paid plan is active, your account may still behave as if the trial is running. You may notice: - Trial expiration warnings that continue to appear in your dashboard. - Trial-gated feature restrictions that remain active on your account. - Account status indicators showing the trial as still running, despite your paid plan being live. Who is affected: Only customers upgraded from a Search Atlas trial to a paid Custom Base subscription by a Search Atlas admin. Customers who subscribed directly to a paid plan are not affected. 🛠️ How to Resolve Trial Restrictions on Your Custom Base Account There is currently no self-service fix for this issue — the trial flag on your account must be cleared manually by a Search Atlas support representative. Contact support using the steps in the 📞 When to Contact Support section below. Once your account is updated, all trial warnings and restrictions will be removed and your paid plan features will work as expected. 📡 Engineering Status of the Custom Base Trial Fix The Search Atlas engineering team is aware of this issue and is actively working on a permanent fix so that trial flags are automatically cleared when a Custom Base subscription becomes paid. Until that fix is released, support can resolve affected accounts individually on request. Once your account is corrected, the issue will not return — you don't need to monitor this article for updates. 📞 When to Contact Support About This Issue Contact Search Atlas support if any of the following apply to your account: - You were upgraded from a trial to a paid Custom Base plan and still see trial expiration warnings. - Features included in your paid plan appear locked or restricted. - Your account status displays as trialing even though billing is active. How to contact support: 1. Open the in-app chat from any page in your Search Atlas dashboard. 2. Send a message with your account email address and the note: "My Custom Base account was upgraded from a trial but still shows trial restrictions." 3. A support team member will manually clear the trial flag on your account. Your paid plan features will become fully available as soon as the correction is applied. 🌀 One message to the Search Atlas in-app chat is all it takes to restore your Custom Base account to full paid status — once the trial flag is cleared, all paid plan features are immediately available.