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Update to Site Plan Upgrade Page
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carly-armstrong authored Aug 6, 2024
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28 changes: 20 additions & 8 deletions source/content/guides/account-mgmt/plans/07-site-plans.md
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Expand Up @@ -89,23 +89,35 @@ To purchase a plan for a site:

<Alert title="Note" type="info">

Pantheon offers savings for sites purchased with annual billing. Refer to [Pantheon Annual Billing](/guides/account-mgmt/plans/pricing) for more information.
Pantheon offers savings for sites purchased with annual billing. Refer to [Pantheon Annual Billing](/guides/account-mgmt/plans/pricing) for more information.

</Alert>

1. [Go to the Site Dashboard](/guides/account-mgmt/workspace-sites-teams/sites#site-dashboard).
Please note that only Site owners can update plans. There are several places within the Pantheon Dashboard you can upgrade your site plan:

1. For Sandbox sites, click **Upgrade** next to the site's name. Otherwise, click the current plan tag next to the site's name.
1. Go to the Site Dashboard, and click Upgrade next to the sandbox's name.

2. Navigate to your site plan list. Click the hyperlink in the plan column for the site or sandbox you would like to update.

3. If you are in a workspace, you can navigate to Settings>Billing. Scroll to see Supported Sites table. Within that table, if you are the site owner, you'll be able to click the Site Plan column to upgrade or downgrade your site.


From the site upgrade and downgrade page, complete the following steps:

1. Click the Select button under the plan you choose. Select the billing frequency: Pay Annually or Pay Monthly at the top of the page.

If you've chosen a Performance Plan, choose the size and click Choose Performance.

1. Click **Select** for the plan you wish to purchase.
If you've chosen a Basic Plan, click Continue.

1. Enter your billing information. Site ownership is designated to the user account entering billing information.
If you've chosen Custom, please fill out the contact field to be contacted by a customer support agent.

1. Make sure the **Plan** details are correct.
2. Click + Add New Card and enter the credit card information, then click Add Card to save the card information. If you already have a card saved, it should be available in this section.

1. Verify the card shown in **Billing** details.
3. Click Continue and review your information carefully, then click Place Your Order to confirm your purchase.

1. Click the **Submit** button.
Contact Support if you need any help.
As the site owner, you’ll receive an email confirming the change to the site. You’ll receive an updated invoice after the site billing is processed.

The Site Owner will receive an email confirmation of this change, a new invoice will be issued, and a prorated amount for the current billing cycle will be credited or charged to the associated card automatically.

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