Jump to Section: Changing Subscription Type 

Accessing the Edit Plan Menu

Step 1

To make changes to your subscription or plan type, navigate to the Plan & Billing page of your Account Settings and select the "Edit Plan" button.

Step 2

NOTE: Your Edit Plan options may look different from the image below depending on your current plan type.

From the Edit Plan menu, select the option that best fits your needs, either "Upgrade to a Monthly Plan", or "Upgrade to an Annual Plan".

IMPORTANT: 
You'll have an opportunity to review and confirm the edits to your plan and billing before they take affect. 
No changes will be made to your plan until you click the confirm & submit button in the next step.

Active Monthly & Annual Plans cannot be converted to Daily Plans. Only after the plan term has ended or a plan has been cancelled can a Monthly or Annual plan be changed to/renewed as a Daily Plan. If an active Annual Plan is converted to a Monthly plan, the change will take affect after the end of the Annual Plan's term

Changing Subscription Type

Step 1: Adding or Removing States

When upgrading your plan to a Monthly or Annual Plan, you'll have an opportunity to make edits to your state selections. After selecting your plan type, the Add or Remove a State window will open with your current plan's state(s) pre-selected.
 

If you are NOT making changes to your subscribed states

After confirming your desired states are selected in the right-side Selected States list, click the Review Changes button to continue. 

If you ARE making changes to your subscribed states:

To Add States, use the left-side state list to select any states you would like to add to your subscription for a maximum of 3 states. Don't forget to click the ADD button in the Selected States list after reviewing the state's county currency table. If you'd like to subscribe to more than 3 states, please reach out to us at gethelp@crsdata.com and we'll be happy to provide you with customized plan pricing. 

To Remove States, use the right-side Selected States list to remove states by clicking the "X" to the right of the state's name. 

After making your changes and reviewing your Selected State list, click the Review Changes button to continue. 

IMPORTANT NOTE: 
You'll have an opportunity to review and confirm the edits to your plan and billing before they take affect. 
No changes will be made to your plan until you click the confirm & submit button in the next step.

Step 2: Confirming & Submitting Plan Changes

After clicking the Review Changes button, you'll be presented with a Summary of Changes window listing the edits made to your plan for review.  

You'll find important information that displays your new plan type and subscribed states, the next billing date and billing amount, the dates of your subscription term, and any charges due today upon confirmation.

If all of the information is correct, click the Confirm & Submit button. 

After confirming & submitting your plan edits:
All changes to your plan will take affect immediately - including access to newly added states and billing of any charges due today.

REMINDER: No changes will be made to your plan or billing until you click the Confirm & Submit.