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Plan management belongs in the account portal. A customer should be able to understand what changes now, what changes at renewal, and where to go for invoices, refunds, cancellation, or deletion.

A customer starts with the Personal trial, grows to Builder, later removes old devices, then decides whether to keep scaling, cancel, or delete the account.
Plan

Move between trial, Personal, Builder, or larger runtime/device ranges.

Billing

Use the account portal for billing status, cadence, and invoice questions.

Exit

Cancel plan access or request account deletion through the account lifecycle surfaces.

Normal plan management should not require a support email. Support and legal links still need to be easy to find when money, refunds, or deletion are involved.

Lifecycle jobs

Common failures

Verify

The lifecycle docs are ready when a customer can answer:
  • How do I change my plan?
  • Where do I cancel?
  • Where do I ask about invoices?
  • Where is the refund policy?
  • How is account deletion different from cancellation?

Next

Use Account and key flow to return to the start of the account lifecycle, or Trials and billing for pricing language.
Last modified on May 11, 2026