Upgrade Your ClickUp Plan
Upgrading your ClickUp plan lets your team unlock advanced features, increase usage limits, and tailor billing to match your growth. This guide explains how to compare plans, start a trial, and upgrade step by step so you can choose the right option for your Workspace.
Before You Upgrade ClickUp Plans
Workspaces can be upgraded or downgraded at any time, but it is important to understand how updates affect your subscription and billing cycle.
- Only Workspace owners and admins with billing access can change plans.
- Plan changes adjust your available features and usage limits immediately.
- Billing is handled at the Workspace level, not per Space or per user group.
Make sure you have the correct permissions and payment information available before you begin the process.
Compare ClickUp Pricing Plans
Choosing the right upgrade starts with a clear comparison of available plans in ClickUp. From the plan comparison view, you can see features and limits side by side.
How to open the ClickUp plan comparison
- Open your Workspace and click your avatar in the lower-left corner.
- Select Billing or Upgrade, depending on your current interface.
- In the billing screen, locate the Plans or Upgrade section.
- View the plan comparison table to see features for each option.
The comparison shows typical details such as:
- Available features for each plan level
- Usage limits and member counts
- Differences between monthly and yearly billing
Use this overview to decide which ClickUp plan best matches your team size, security needs, and feature requirements.
Understand billing cycles in ClickUp
Upgrading affects how and when you are charged. During the upgrade flow, you can typically choose between:
- Monthly billing for flexibility.
- Annual billing for long-term cost savings.
The billing summary shows the new price and any prorated amounts before you confirm the upgrade.
Start a ClickUp Trial Before Upgrading
Many Workspaces can use a trial period to test premium functionality before committing to a higher plan in ClickUp. Starting a trial is helpful if you want to explore features for a short time without changing your existing subscription immediately.
How to start a trial in ClickUp
- From your Workspace, click your avatar or profile image.
- Open the Billing or Upgrade area.
- If a trial is available, click the option to start a trial of the higher plan.
- Review the trial details, including duration and included features.
- Confirm to activate the trial.
After the trial ends, you can upgrade to keep the advanced functionality or stay on your existing plan if it better fits your needs.
Step-by-Step: Upgrade Your ClickUp Plan
When you are ready to move to a new plan, follow these steps to complete the upgrade inside ClickUp.
Open the ClickUp billing settings
- Log into your account and open the Workspace you want to upgrade.
- Click your avatar in the lower-left corner of the interface.
- Select Billing from the menu.
This opens the billing dashboard where you manage your subscription, payment methods, and invoices.
Choose your new ClickUp plan
- On the billing page, find the current plan section.
- Click Upgrade or Change plan.
- Review the list of available plans and select the one you want.
- Pick a billing cycle, such as monthly or yearly.
The system will calculate any immediate charges or credits based on your existing subscription and your selected plan.
Confirm payment details for ClickUp
- Enter or update your payment method if needed.
- Review the summary of charges, including taxes and prorated amounts.
- Confirm the Workspace name and number of paid members.
- Click Confirm or Upgrade to finalize the change.
Once confirmed, your Workspace is upgraded right away. New features become available instantly, and limits update according to your new plan.
Manage Members After a ClickUp Upgrade
Upgrading often changes how many members or guests you can include in your Workspace. Managing seats correctly helps you stay aligned with your new ClickUp plan.
Adjust paid seats in ClickUp
- Go to Billing from your avatar menu.
- Find the Members or Seats section.
- Review how many paid members are assigned.
- Add or remove members according to your needs.
If you add members above your included seats, your subscription cost will adjust. Removing members can reduce future charges, depending on your billing terms.
Review features unlocked by your ClickUp plan
After an upgrade, explore the new tools and options that are now active. For example, you may see additional views, automation capacity, or security settings. Encourage Workspace admins and members to:
- Update Spaces and folders to use advanced features.
- Configure new permissions or security options.
- Adjust workflows to take advantage of any expanded limits.
View and Update Your ClickUp Billing Info
Keeping your billing information accurate prevents interruptions in your upgraded ClickUp Workspace.
How to check billing details
- Open Billing from your profile menu.
- Review your current plan, price, and billing cycle.
- Open the payment method section to confirm your card or payment details.
- Download invoices or receipts if needed.
Use this section to change your payment method, update company data for invoices, or verify renewal dates for your upgraded subscription.
Where to Get More Help with ClickUp Upgrades
If you need more detailed instructions or want to verify plan-specific information for ClickUp, you can consult the official support article used as the basis for this guide. Visit the original help page here: Upgrade your plan in ClickUp.
For broader consulting, optimization, and implementation best practices across your workflow, you can also explore resources from Consultevo, which provides strategic guidance on productivity and SaaS setup.
By following the steps in this article, your team can confidently upgrade a ClickUp plan, manage members and billing, and ensure your Workspace has the right capabilities to support ongoing growth.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.
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