# Upgrade to Pro or Team

> Upgrade to Pro from inside PlexiDesk, monthly or yearly, or start a new Team workspace on our website, and see your new plan arrive.

Source: https://plexiidesk.com/help/billing-upgrade
Section: Account, plans and support > Plans and billing
Plans: All plans
Updated: 2026-10-15

Upgrading adds the features of a paid plan to your account. You can upgrade to Pro from inside PlexiDesk at any time, including during your trial. A Team workspace is set up from our website.

## Before you start

- **Sign in.** Your plan belongs to your account. See [Create an account and sign in](https://plexiidesk.com/help/account-sign-in).
- **Compare the plans** to choose the one you need. See [Plans and pricing: Free, Pro and Team](https://plexiidesk.com/help/plans-and-pricing) and [What each plan includes](https://plexiidesk.com/help/plan-features).
- **Have a payment card ready.** You pay on a secure checkout page in your web browser.

## Upgrade to Pro from PlexiDesk

1. Start the upgrade in any of these ways:
   - On the Free plan, click **Upgrade Now** on the card at the bottom of the menu on the left.
   - Try to make a fourth room on the Free plan, or add a widget that is not on your plan. PlexiDesk explains what needs an upgrade.
2. The window that opens says **A Pro feature**. Choose **Monthly** or **Yearly — 2 months free**.
3. Click **Upgrade to Pro**.
4. The checkout page opens in your web browser. Enter your payment details and confirm.
5. When the payment has gone through, the page says **Pro is active**.
6. Go back to PlexiDesk. Your new plan arrives when you click back into the window. You do not need to sign out.

Click **Maybe later** to close the window without upgrading. To hide the **Upgrade Now** card, click its **×**. It comes back the next time you open PlexiDesk.

> **Note:**
> If you are not signed in, **Upgrade to Pro** opens our pricing page instead, so you can sign up there.

## Start a Team workspace

Team is for a whole organisation, billed per active seat.

1. Go to our [pricing page](https://plexiidesk.com/pricing).
2. Under Team, click **Start a team workspace**.
3. The page says **Start your team workspace.** Create your owner account with your email address and a password.
4. The checkout page opens. Enter your payment details and confirm.
5. Open PlexiDesk and sign in with the same email address.
6. Create your organisation and invite your team. See [Set up and manage your organisation](https://plexiidesk.com/help/org-manage).

Your organisation's seats are counted for you as people join or leave. See [Plans and pricing: Free, Pro and Team](https://plexiidesk.com/help/plans-and-pricing#what-per-seat-means-on-team).

To move an existing PlexiDesk account to Team, [contact us](https://plexiidesk.com/help/help-getting-help).

## Sign up for Pro on the website

If you do not have an account yet, you can sign up and pay in one go:

1. On our [pricing page](https://plexiidesk.com/pricing), under Pro, click **Upgrade to Pro**.
2. The page says **Sign up for Pro.** Create your account. Checkout opens as soon as you click to sign up.
3. Pay, then open PlexiDesk and sign in with the same email address.

## After you pay

- **Settings shows your plan.** Open **Settings** > **Account**, and under your name it says **Pro plan** or **Team plan**. See [Account settings](https://plexiidesk.com/help/settings-account).
- **The Upgrade Now card goes away.** So does the **Free · Upgrade** badge in the footer. During your trial, the **Trial** badge stays until the trial ends.
- **If you upgraded during your trial,** you keep the Team plan's features until the trial ends, then have your plan's features. See [Your 14-day trial](https://plexiidesk.com/help/billing-trial).

## Common questions

**I paid, but PlexiDesk still shows Free.**
Click into the PlexiDesk window so it checks your plan again, and check that you are signed in with the email address you paid with. If the checkout page said **Payment received** rather than **Pro is active**, give it a few minutes. If it still shows Free, [contact us](https://plexiidesk.com/help/help-getting-help).

**Can I choose yearly billing?**
Yes, when you upgrade from PlexiDesk: choose **Yearly — 2 months free** before you click **Upgrade to Pro**.

**Do AI credits come with Pro?**
AI credits are separate from your plan. See [AI credits and where your AI runs](https://plexiidesk.com/help/ai-credits).

**How do I change or cancel later?**
See [Change or cancel your plan](https://plexiidesk.com/help/billing-change-or-cancel).

## Related tasks

- [Plans and pricing: Free, Pro and Team](https://plexiidesk.com/help/plans-and-pricing)
- [What each plan includes](https://plexiidesk.com/help/plan-features)
- [Your 14-day trial](https://plexiidesk.com/help/billing-trial)
- [Change or cancel your plan](https://plexiidesk.com/help/billing-change-or-cancel)
- [Account settings](https://plexiidesk.com/help/settings-account)