Upgrade Your Chartnote Subscription: A Step-by-Step Guide to Enhanced Features

How to Upgrade Your Chartnote Subscription

This guide provides step-by-step instructions on how to upgrade your subscription plan on Chartnote. It includes clear and concise steps, ensuring a smooth and hassle-free process. By following these instructions, users can easily upgrade their plan, choose between monthly or yearly subscriptions, and even apply any positive balance from their current plan towards the upgrade. This guide is essential for anyone looking to change their subscription plan on Chartnote.


Step-by-step

  1. Open Billing

    • Click Billing & Plans.

  2. Start the change

    • Click Update Plan.

  3. Open the subscription editor

    • Click Update subscription.

  4. Choose billing cadence

    • Select Monthly or Yearly.

  5. Pick your new plan

    • Select the plan you want to upgrade to.

  6. Continue

    • Click Continue.

  7. Confirm

    • Review the summary (any positive balance will be applied) and click Confirm.

  8. Return to Chartnote

    • Click Return to Chartnote.

Notes & tips

  • Billing changes: Upgrades typically charge the difference and apply any available credit. Your next invoice will reflect the new plan and any adjustments.


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