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Changing your subscription plan

Upgrading or downgrading your Fathom subscription level

Updated over 2 months ago

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Upgrading and downgrading

Fathom billing occurs once a month, and you can change your subscription plan any time before the next billing date.

Upgrades will occur automatically to ensure you remain on the optimal plan as you add companies to your Fathom account.

Downgrades do not occur automatically, as users often wish to retain available company slots even when they delete or remove a company from their Fathom account.

Therefore, if you delete or remove a company to decrease the amount of billable companies on your Fathom account, you will want to change your subscription plan as well.


Changing your subscription plan

Only the 'Account Owner' has the necessary permissions to access the 'Account/Billing' page and change the Fathom subscription.

πŸ’‘ Pro Tip: Account ownership can be easily transferred from the Account Owner to any other Admin on a Fathom account.

To change your Fathom subscription:

❗Notice: If your Account/Billing page does not look like this, please see this article. We are slowly releasing a new version of our Account/Billing page, and you're likely on the other version. Both versions are secure and enable you to change your plan.

  1. From the 'My Companies' page, select the Cog/Gear icon in the upper right corner on the top black bar
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  2. From the drop-down, select Account/Billing
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  3. Under the Account tab, select Change my plan


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  4. Choose a new plan

    1. You can view a cost breakdown of your plan before and while you're changing it
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  5. Select the green Next button
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  6. Review your changes and select Change plan

❗Notice: If you are downgrading your Fathom plan, you will first need to delete any companies that you do not wish to include in your Fathom subscription.


Custom Plans

If you've been given a custom plan code, then you will have the opportunity to enter that code once you've selected Change my plan:

  1. Select the Use custom plan code option
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  2. Enter the code provided to you
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  3. Select Apply code
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  4. Select the green Next button
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  5. Review the changes and select Change plan


Additional knowledge & common questions

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