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How do I upgrade or downgrade my plan?

Updated by Carolina Martin

You can change your Coursebox plan at any time, to upgrade for more features or to move to a lower plan. Both use the same steps.

If you are on an earlier Coursebox plan, such as Plus or Business, you keep the features included in that plan.

Method 1: Upgrade from your portal

  1. Click Upgrade on the right side of the top bar.

Coursebox top bar with the Upgrade button highlighted
  1. In the Choose your plan window, choose Monthly or Yearly. The window opens on Monthly.

  2. Choose the Pro or Pro + LMS tab. The window opens on Pro.

  3. Click the button under the plan you want and follow the steps.

Choose your plan window with the Monthly and Yearly switch, the Pro and Pro + LMS tabs, and the Choose Creator, Choose Pro and Talk to us buttons outlined

Your new portal

When you upgrade to a plan with a branded portal, your portal is created straight away and is ready to use as soon as your plan is active.

Method 2: Upgrade from the pricing page

  1. Go to coursebox.ai/pricing.

  2. Click the button under the plan you want, for example Get Creator or Get Pro + LMS.

Coursebox pricing page with the button under each plan highlighted
  1. In Your Email, enter the email address you use to log in to Coursebox.

  2. Click Next.

Your Email prompt on the pricing page with the email field highlighted

Downgrade your plan

You can move to a lower plan at any time. Downgrading keeps your account, courses and learners on a smaller plan. Cancelling stops your paid subscription and its billing. If budget is the concern but you still want Coursebox, downgrading is usually the better choice.

  1. Click Upgrade in the top bar, or go to the pricing page.

  2. Choose the lower plan.

  3. Confirm the change. On the pricing page, use the same email address as your account.

  • What changes: you keep your account, but you lose access to features and credit allowances above your new plan's limits. If you upgrade or downgrade mid-billing cycle, charges are prorated. You're billed only for the remaining time at the new plan rate.

  • Watch out: downgrading from a plan that includes a branded portal (Pro and above, or a legacy LMS or Business plan) down to Creator or Free may permanently remove published courses and drafts. This data can't be recovered. If this applies to you, talk to us first.

  • Not sure? If cost is the concern, pausing or a quick call may suit you better than downgrading. Book a support call.

Downgrading from Pro + LMS to Pro

Moving from Pro + LMS down to Pro keeps your courses. This downgrade doesn't unpublish or delete your courses or drafts.

Your portal stays branded. Portal branding is included on Pro and above, so this is not a move back to an unbranded, standard Coursebox platform. What you give up is the LMS layer on top of that portal, most visibly your own domain and the learner and group management tools.

What you keep on Pro

  • Your courses and drafts.

  • Your branded portal: your logo, your brand colours, your login screen and your portal settings.

  • Your AI credit allowance. Pro and Pro + LMS include exactly the same allowance, so nothing changes here.

  • Self-hosted SCORM, LTI 1.3 and SCORM import.

  • Certificates, course export (PDF, HTML and dynamic SCORM) and basic reports.

What you lose on Pro

  • Your own domain. A custom URL such as courses.yourcompany.com is a Pro + LMS feature. Your portal stays branded, and learners reach it at your Portal Name address (shown in Theme Settings → General) instead of your own domain.

  • Learner and group management. The Users and Groups sections are Pro + LMS features, so on Pro you can't add, edit, organise or bulk-enrol learners yourself.

  • Learning pathways and gamification: points, badges and the leaderboard. Achievements shows Certificates only.

  • The resource library and calendar.

  • Announcements and the Q&A forum.

  • Advanced reports: the Reports dashboard, CSV exports and scheduled reports, plus Group, Resources and Newsfeed reports.

  • Open API access: the Open API is an add-on on Pro + LMS. Zapier and the WooCommerce integration stay, because they're available on Creator and above.

If you already have learners enrolled, talk to us before you downgrade. Because learner and group management isn't available on Pro, email support@coursebox.ai first. We will confirm exactly what happens to your existing learner accounts, groups and certificate records on your account, and help you export anything you want to keep before the change takes effect.

The permanent-removal warning does not apply here. That warning covers downgrades to Creator or Free. It doesn't apply to Pro + LMS down to Pro. For a side-by-side view of what each plan includes, see Coursebox Plans Compared.

Moving to the Free plan

Moving all the way down to Free works differently from moving between paid tiers. You don't choose Free in the Upgrade window. On my.coursebox.ai, you end the paid plan and your account returns to Free:

  1. Go to Settings → Account.

Settings page with Account selected in the left-hand menu
  1. Under Subscription, click the grey Cancel Plan button and confirm when prompted.

Subscription section of the Account page showing the current plan, with the Cancel Plan button highlighted

This stops the paid billing and returns your account to the Free plan. Your account stays active and isn't deleted. You keep your login and your account remains yours, but features and AI credit allowances above the Free plan's limits don't apply. You can move back to a paid plan any time using the Upgrade button.

This applies to my.coursebox.ai only. If you have a branded learner portal (Pro, Pro + LMS or Enterprise, or a legacy LMS or Business plan) there is no Free plan to move down to. Read Thinking of cancelling? Your options before you go first, and talk to us before you start.

Only need a break? Pausing stops billing for up to three months and keeps your courses for that time, so there is nothing to rebuild when you come back. See Pausing your subscription (instead of cancelling).

For the latest pricing in your local currency, visit coursebox.ai/pricing. For billing questions, email support@coursebox.ai.