How do I upgrade or change my InstantDM plan?

  • Works on: Web app, iPhone app, Android app
  • 3 min
  • Last checked

Short answer

Click My Plan, choose One Account or Multi Account, pick Stripe (USD) or Razorpay (INR) under Payment Gateway, then click Buy Yearly or Buy Monthly on the plan you want. To downgrade or switch billing period, buy the new plan the same way. Your old subscription is stopped automatically once the new payment goes through on the same gateway.

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Before you start

Steps

  1. Click My Plan in the sidebar. The “Choose Your Plan” window opens.
  2. Click One Account (Legend Pro, Trendsetter, Trendsetter Pro) or Multi Account (Multi Starter, Multi Pro).
  3. Under Payment Gateway (below the plan cards), choose how to pay:
    • Stripe (USD): credit or debit card, charged in US dollars.
    • Razorpay (INR): UPI, cards or net banking, charged in rupees.
  4. On the plan you want, click Buy Yearly or Buy Monthly. The button shows the price per month.
  5. Finish the payment on the Stripe or Razorpay page. If you have a promotion code, Stripe’s page usually has a box for it.
  6. Come back to InstantDM. The new plan appears once the payment is confirmed. You can check it under Current Subscription in My Plan.

To downgrade, or to switch between monthly and yearly: buy the plan or billing period you want with the same steps. There is no separate “switch” button.

On the phone app

Tap the plan badge at the top, or your profile photo → Upgrade to Premium (or Manage Subscription if you already pay). The app sells Starter (Legend Pro) and Brand (Trendsetter) through the App Store or Google Play. See How do I manage a subscription I bought in the iPhone or Android app?

Good to know

  • When the new payment succeeds, your old subscription is stopped automatically if you paid through the same gateway (Stripe or Razorpay) as before. You don’t need to cancel it first. If you move from one gateway to the other, cancel the old plan in My Plan so it doesn’t renew.
  • On Stripe, there is no credit for unused time on the old plan. On Razorpay, if you already have a Razorpay plan, checkout may include a one-time adjusted amount for the time left on it.
  • Want to move down a plan without losing paid days? Cancel your current plan, keep using it until it ends, then buy the new plan. In between, the account is on Free with 0 credits, so automations stop until you buy.
  • The Currency switch at the top only changes the prices you see. The gateway decides what you are charged.
  • You may see a discount offer on some plans. The Stripe or Razorpay page always shows the final amount before you pay.
  • Your automations and settings stay the same when you change plans. Features above your new plan are locked in the editor.

If it doesn’t work

  • “Having trouble paying?” appears on your second payment attempt: try another card, switch gateway, or click Continue with web payment to close it and carry on. For Legend Pro or Trendsetter you can also buy in the phone app.
  • The plan didn’t change after paying: reload the page and check Current Subscription. If it still shows the old plan, email hey@instantdm.com with your receipt.
  • You were charged for both the old and the new plan: email hey@instantdm.com within 7 days. See Can I get a refund?

Questions people also ask

If I change plans mid-month, do I get money back for the unused days?

No refund is given for unused time. On Stripe there is no credit for the unused part of the old plan. On Razorpay, checkout may show an adjusted first payment if you already have a Razorpay plan.

Can I pay in rupees with UPI?

Yes. Choose Razorpay (INR) under Payment Gateway. Razorpay accepts UPI, cards and net banking. Stripe (USD) accepts credit and debit cards.

Is there a free trial when I buy?

No. Checkout charges right away. New accounts get a first-week trial before buying: paid features are unlocked in the web app for about a week, no card needed.

My payment went through but the plan didn't change. What now?

The plan switches once Stripe or Razorpay confirms the payment. Reload the page. If it still shows the old plan, email hey@instantdm.com with your payment receipt.