Upgrading or Downgrading Your Plan

You can change your plan at any time to adjust limits or storage.

[!NOTE] If your current paid subscription came from ClickBank or JVZoo, TrekMail does not mutate that marketplace subscription in place. The system first cancels the marketplace rebill, then moves future recurring billing onto TrekMail-managed Stripe.

How to change plans

1. Go to Plans in the dashboard.
2. Review the cards. Use the Monthly/Yearly toggle to see pricing options.
3. Click Upgrade or Downgrade on the card you want.
4. Confirm the payment (for upgrades) or the warning (for downgrades).

If you are currently billed through ClickBank or JVZoo, the checkout flow will switch you onto TrekMail card billing as part of the change.

Upgrading

When upgrading to a higher plan (e.g., Starter to Pro), you can now choose when the change happens:

• Switch now: The upgrade happens immediately. Your unused days on the current plan are credited, and you pay only the difference for the remainder of the cycle — the upgrade popup shows you the exact amount before you confirm. Your new limits activate instantly.
• Switch at renewal: The upgrade is scheduled for the start of the next billing cycle. You continue on your current plan until then, and will be charged the new rate on your next renewal date.

[!NOTE] Saved Card Reuse: If you already have a card saved, you won't need to re-enter details when switching plans. We'll show your saved card for easy confirmation.

[!TIP] Promo Codes: You can apply a promo code when upgrading to receive a discount. Look for the "Promo Code" field in the payment popup. Each code can only be used once per account.

Downgrading (Scheduled)

Downgrades (e.g., Agency to Pro) are always scheduled for the end of your current billing period.

• Timing: You keep your current higher plan features and limits until the billing period ends.
• No Refunds: Since the plan remains active until the end of the cycle, there are no refunds for unused time.
• At Period End: On your renewal date, the plan changes to the lower tier, and you are charged the new lower rate (or nothing, if downgrading to Nano).

Restoring a Canceled Subscription

If you have canceled your subscription (set to cancel at period end) but change your mind before the paid period runs out, you can restore it:

1. Go to the Billing tab.
2. Look for the "Resume subscription" or "Keep subscription" option.
3. Confirm the action.
4. Your subscription will resume normal renewal—no interruption in service.

[!NOTE] You must resume before changing plans. If your subscription is canceled but still active (grace period), you must resume it first before upgrading or downgrading. The dashboard will prompt you to do this.

Downgrading to Nano

• Storage: If your stored email plus any Drive files exceeds the Nano plan limit (5 GB), new incoming mail will bounce and Drive uploads will be rejected until you delete enough data to fit within the limit. Existing emails and Drive files are preserved and accessible — you can log in and clean up.
• TrekMail Drive: Drive remains accessible on Nano. Existing files are preserved and you can continue to use Drive normally. If you have an active Drive Add-on subscription, see the next section.
• SMTP: On the Nano plan, Managed SMTP is disabled. You must configure BYO SMTP to send email.
• Feature Gating: External Catch-all Routing is disabled on the Nano plan. Mailbox Forwarding is disabled on the Nano plan but available on Starter+. Existing forwarding configurations are preserved in the database (shown as "inactive" in the dashboard) so they auto-activate if you upgrade again.
• Over-Limit Mailboxes: If you have more mailboxes than the Nano plan allows (10 per domain), the oldest mailboxes within the limit remain active. Excess mailboxes are soft-disabled (no sending) but continue to receive email via IMAP.
• Over-Limit Domains: Same logic — domains beyond the limit have sending disabled, but IMAP access continues.
• Trial Safety Limits: Accounts that have never completed a payment are limited to 15 mailboxes per domain, regardless of plan. This prevents abuse during free trials.

The Drive Add-on is a separate subscription

The Drive Add-on (250 GB to 100 TB of pooled storage) is its own subscription, billed independently of your mail plan. Upgrading or downgrading your mail plan does not automatically affect your Drive Add-on, and vice versa.

A few practical implications:

• Upgrading mail Starter → Pro does not change your Drive Add-on. If you have a 5 TB Drive Add-on, you keep it. The total pool grows by the difference in plan storage (Pro's 50 GB minus Starter's 15 GB) on top of your existing Add-on capacity.
• Downgrading mail Pro → Starter does not cancel your Drive Add-on. You keep all the same Drive capacity; only the base plan storage changes.
• Downgrading to Nano while you have a Drive Add-on is possible — the Add-on subscription stays active and the storage stays in your pool. If you no longer need the extra storage, cancel the Drive Add-on separately.

To resize, cancel, or reactivate the Drive Add-on independently, see Upgrading or Downgrading Storage and Canceling Drive Add-on.

What Gets Preserved on Downgrade

When you downgrade, TrekMail preserves your configuration so you don't lose setup work:

Switching Between Payment Providers (Stripe and Crypto)

TrekMail supports two payment methods: card payments (Stripe) and cryptocurrency (NOWPayments). These cannot overlap — you can only have one active subscription at a time.

From Card to Crypto

1. Cancel your current Stripe (card) subscription from the Billing page.
2. Wait for the current billing period to end (your plan remains active until then).
3. Once the period expires and your account reverts to Nano, purchase a yearly crypto plan.

From Crypto to Card

1. Your crypto subscription is one-time with no auto-renewal.
2. Once the yearly period expires, your account reverts to Nano.
3. Subscribe to any plan via card payment as usual.

[!IMPORTANT] You cannot purchase a crypto plan while an active Stripe subscription exists (or vice versa). The system will block the attempt to prevent double billing. Always wait for your current subscription to expire or cancel it first.

Switching From Marketplace Billing (ClickBank or JVZoo) To TrekMail Stripe Billing

Marketplace subscriptions do not support in-place TrekMail plan mutations.

When you choose a new TrekMail plan:

1. TrekMail starts the new Stripe subscription flow.
2. TrekMail cancels the existing ClickBank or JVZoo rebill.
3. If your bank requires card authentication (a verification popup or redirect), the marketplace rebill is not canceled until that step is complete.
4. Once Stripe confirms the payment, TrekMail finishes the marketplace rebill cancellation and keeps the new recurring billing in Stripe.

This avoids double billing and avoids canceling the old provider before the new card payment is actually confirmed.