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.
Lifecycle jobs
| Job | Where it belongs | Customer wording |
|---|---|---|
| Change plan | Account portal | Change, pause, resume, or cancel |
| Cancel plan | Account portal | Stop future plan access according to displayed terms |
| Refund question | Refund Policy and support | Check the refund policy, then contact support if needed |
| Invoice question | Account portal or support | Find billing records or ask support |
| Account deletion | Account portal | Request or cancel account deletion |
| Recovery | Account portal | Recover account access before changing plan or deleting |
Legal and support links
Common failures
| Symptom | Cause | Fix |
|---|---|---|
| Customer cannot tell whether cancellation is immediate | The page hides timing and renewal language | Show current plan state and the effective date |
| Customer asks for refunds in a random support thread | Refund route is not visible | Link the Refund Policy from billing and cancellation pages |
| Deletion is confused with cancellation | Product does not separate plan access from account deletion | Keep cancellation and deletion as separate actions |
| User tries to recover access after deleting account | Recovery and deletion were not explained as different jobs | Put recovery before destructive account actions |
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?