---
title: Managing Your Subscription
description: "Table of contents - [Where to Manage Your Subscription](#0-toc-title) - [Upgrading Your Plan](#1-toc-title) - [Downgrading Your Plan](#2-toc-title) - [Cancelling Your Subscription](#3-toc-title) - [If a Payment Fails](#4-toc-title) - [Data Retention After Cancellation](#5-toc-title) All Plans Subscription changes happen on the **Plan** tab…"
url: "https://dotleadscout.com/docs/managing-your-subscription/"
updated: "2026-04-29"
category: "Account & Billing"
---

# Managing Your Subscription

Table of contents

- [Where to Manage Your Subscription](#0-toc-title)
- [Upgrading Your Plan](#1-toc-title)
- [Downgrading Your Plan](#2-toc-title)
- [Cancelling Your Subscription](#3-toc-title)
- [If a Payment Fails](#4-toc-title)
- [Data Retention After Cancellation](#5-toc-title)

All Plans

Subscription changes happen on the **Plan** tab in your portal. From there you can switch tiers, cancel, or update your card. The rules are designed to be predictable: upgrades take effect right away, downgrades wait for your next billing date, and cancellations let you keep access through the end of the period you already paid for.

## Where to Manage Your Subscription

##### Open the portal

Log in at **dotleadscout.com/portal**.

##### Click the Plan tab

The Plan tab shows your current plan, upcoming renewal date, and Upgrade/Downgrade/Cancel buttons.

## Upgrading Your Plan

   Upgrades apply **immediately**. The moment you confirm, your plan level changes, your new features unlock, and a prorated invoice covers the difference between what you already paid and the higher tier.

### What happens when you upgrade

- Your plan level updates instantly — new features unlock right away
- Stripe issues a **prorated invoice** for the rest of your current billing cycle at the new rate
- Your renewal date stays the same
- We send you an upgrade confirmation email with a list of the new features you just unlocked

##### Switching from a scheduled downgrade

If you previously scheduled a downgrade for the next cycle and change your mind, just upgrade (or re-select your current plan) and the pending downgrade is cancelled automatically.

## Downgrading Your Plan

   Downgrades are **scheduled for your next billing date**. You keep your current features — everything you paid for — until the cycle ends, and the new plan kicks in on renewal. No prorated refunds; no immediate change.

### What happens when you downgrade

- Status changes to `downgrading` but your plan level stays the same until the cycle ends
- An **effective date** is shown in the confirmation — that's when the new plan takes over
- We email you a downgrade-scheduled confirmation listing the features you'll lose access to
- On the renewal date, Stripe charges the new plan's rate and your features adjust automatically

##### Changed your mind?

You can cancel a scheduled downgrade any time before the effective date by upgrading or by selecting your current plan again. No call, no email needed.

## Cancelling Your Subscription

   Cancellation works the same way as a downgrade: you keep access until the end of the period you've already paid for. On that date, your account becomes inactive and access is revoked.

##### Click Cancel on the Plan tab

A confirmation modal opens with the date your access will end.

##### Confirm

Status changes to `cancelling` and you receive a cancellation-scheduled email.

##### Keep using until period end

All your features stay active. You can export your data, save your lists, or change your mind.

##### Period ends, account deactivates

Status changes to `cancelled`. We send a final cancellation confirmation email.

##### Reactivating after cancellation

Cancellation isn't deletion. Your account, lists, notes, and reminders are kept on file. If you re-subscribe later, everything comes back exactly as you left it — you're not starting over.

## If a Payment Fails

   Payment failures happen — usually an expired card or a bank-side decline. Here's what we do:

- Status changes to `past_due` and a banner appears in your portal
- Stripe automatically retries the payment several times over the next few days
- You receive an email asking you to update your card
- Your features stay active during the retry window so you don't lose access while resolving it

##### If retries fail, your account is cancelled

If Stripe's retries all fail and you don't update your card, the subscription eventually moves to `cancelled`. Update your card as soon as you see the past-due banner to avoid this.

## Data Retention After Cancellation

- **Your account is preserved**. Email, password, profile settings stay on file.
- **Your lists and leads** are kept indefinitely. Re-subscribing restores access to all of them.
- **Your notes, reminders, and rate sheets** are preserved. Nothing is deleted on cancellation.
- **Re-subscribing** reactivates everything — you don't start over.

##### Need full data deletion?

If you want a permanent account deletion (not just cancellation), email **info@dotleadscout.com** and we'll process a full erasure under our privacy policy.