Choose or change your plan

Cobbtree has three monthly plans. They share the same tools. The differences are the price, how many locations you can have, how many people can take bookings on the diary, and the fees on new clients, gift cards and memberships.

The Change plan page is the live comparison for your account. Use it if a price or allowance on your business is different from the UK figures below.

See your plan

1. 1

   Go to Settings → Subscriptions.
2. 2

   On your plan, open Actions and select View plan details.
3. 3

   The plan shows On free trial or Active, the price, and when the trial ends or the subscription renews.

To compare plans, open Options on that page and select Change plan.

Compare the plans

The comparison also shows booking and client allowances, and any fee on new clients, gift cards and memberships. Cobbtree Max has none of those fees. Your plan page shows how many text messages are included each month.

You can add as many people as you need for login. The plan only limits how many of them clients can book on the diary.

Switch plan

Only the business owner, or someone allowed to manage the payment method, can change the plan. Everyone else is asked to get the owner to do it.

1. 1

   On Change plan, select Upgrade to… or Move to… on the plan you want.
2. 2

   Read the confirmation. It shows the price, any unused time on your current plan, VAT and the total. Select Keep current plan if you want to stop.
3. 3

   Confirm. If there is no card yet, the button is Add a payment card. You stay on the current plan until payment is received.

When the new plan starts

During a free trial, choosing another plan ends the trial that day. The new plan starts once payment is received, at that plan's full price, and renews one month later.

On a paying plan:

• A higher price starts straight away. You are charged the new plan price, minus unused time you have already paid for. The next renewal moves to one month from today.
• A lower price starts at your next renewal. Nothing is charged today, and you stay on the current plan until then.

If the card payment does not go through, the business stays on its current plan.

Locations and the diary

Existing locations are never removed. If the new plan includes fewer locations than you already have, you keep them and you cannot add another.

When a smaller plan actually starts, the diary is brought down to that plan's limit. The owner keeps a seat, then people who are already on the diary. Anyone taken off the diary can still sign in. You can put more people on the diary by moving back to a plan that allows it.

Related: How the free trial works · Billing and your payment card