Does anyone know how to change a Consultant Plan to a Team Plan?
Best answer by Robert Johnson
View original
Userlevel 7
+11
- Going into the Team profile settings:
- And then Company:
- And the Billing and Change plan:
Then?
There is no option to flip a consultant membership to team.
Thanks for trying
Userlevel 7
+11
I will convert this post into a Miro support ticket and they will take care of your request!
Thanks Robert,
I have been scratching my head for months, I actually thought I did it but still getting charged consultant package. Now I am scared to loosing my boards if I had to flip manually.
There is still no option to change plans.
Userlevel 7
+11
Does anyone know how to change a Consultant Plan to a Team Plan?
i had the same problem, u have to downgrade to free then select the plan u want after
Userlevel 7
+11
Another option is for the support team to manually convert your subscription. The support ticket form can be found from your dashboard or while on a board by following these instructions.
Will we be getting this option anytime soon?
Userlevel 7
+11
With these additional scenarios, it is not a simple as just converting a single team subscription to another type. While surely an end-user workflow could be created to let the user choose what should happen during the conversion process, I suppose this functionality has a low priority on Miro’s backlog.
Possible best-case scenario(?): You only have one team, and any Company Admins will be converted to a Team Admin.
Userlevel 7
+11
Userlevel 7
+11
I asked the support team about this, and they confirmed most of what I said above. As of this reply, here is a canned response regarding how a user can do this on their own:
I’m afraid that the switch from Consultant to Starter plan is not automated yet, but I’m happy to tell you that you’ll be able to perform it from your side.
1. First, please, cancel your Consultant plan subscription by going to the Company settings > Billing > Overview and clicking Cancel subscription at the bottom of the page.
2. The account and all the paid features will be available until the end of the paid period. Please, have no worries - after that, all the boards will stay intact, the account will be simply paused in a view-only mode.
3. Once the subscription expires, please, downgrade it to Free plan. To downgrade, you need to open your dashboard > select Choose your plan:
4. As a result, Consultant organization will be deleted and all the teams under it will turn to expired Starter plan, so, you’ll be able to simply Reactivate it with the desired number of seats (the minimum is your current team size. To choose less, you need to remove some users from the team beforehand):
5. Finally, you’ll be able to move boards created in the other teams to your Starter plan. For a step-by-step guide, please refer to this article: How to move boards between accounts.
Reply
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.