What cancelling does
There is no separate “downgrade” action. Free is what a workspace falls back to, so cancelling is the downgrade.
How to cancel
1
Open Plan & billing
In the workspace, go to Settings, then Plan & billing.
2
Click Cancel subscription
It sits in the footer of the plan card.
3
Read the confirmation
The dialog names the exact date Pro stays active until, and confirms that nothing is deleted and every report stays readable on screen.
4
Confirm
Click Cancel subscription in the dialog. The page then shows Access ends with that date in place of Renews.
How to undo it
While a cancellation is scheduled, the plan card shows a single Resume subscription button. Click it and the subscription renews as normal. The Cancel and Switch buttons come back.What changes when the workspace reaches Free
Nothing is deleted. Everything you have ever tracked stays readable on screen.
Your team also stops being able to add people once the workspace is at or over 3. Everyone already there stays. See Seats.
Example
Northwind Studio pays monthly, renewing on the 18th. On 3 May Maya cancels.Options and settings
Permissions
If you do not hold
billing.manage, the buttons are not shown and the page says only owners and admins can change billing.
What happens next
- You are not charged again once the cancellation takes effect.
- On the day it takes effect, paid features stop accepting new writes.
- Submitted timesheets, timecards, expenses and leave requests build up in their queues, safe, until you pay again.
- The billing page shows the Free plan card with an Upgrade to Pro card under it.
Common questions
Do I get a refund for the rest of the period?
Do I get a refund for the rest of the period?
Cancellation takes effect at the end of the period you have already paid for, so you keep what you bought rather than being refunded for it.
Will my data be deleted?
Will my data be deleted?
No. A lapse never destroys data. If you want your workspace gone as well, that is a separate, deliberate action – see Delete a workspace.
Can I get my data out before cancelling?
Can I get my data out before cancelling?
Yes, and do it before the plan ends. Exports is a Pro feature, so export while you are still on Pro. See Export your data.
Will anyone be removed from the workspace?
Will anyone be removed from the workspace?
No. A workspace over the 3-seat Free limit keeps every person it has.
Can I cancel and keep the client portal open?
Can I cancel and keep the client portal open?
No. Client portal is a Pro feature. Portal contacts stay in the workspace but the portal locks until you upgrade.
What if I change my mind after it takes effect?
What if I change my mind after it takes effect?
Upgrade again from the same page. Everything turns back on, including the whole backlog waiting in approval queues.
Troubleshooting
Related guides
When a plan lapses
Exactly what locks, and what does not.
Export your data
Take a full copy before you go.
Manage your subscription
Cadence, renewal and resume.
Seats
Lower the bill by freeing seats.
Delete a workspace
If you want it gone entirely.
Free vs Pro
What you keep on Free.