When should I upgrade?

What this article covers

This guide helps you decide when to upgrade from Free to Standard or Pro.

The goal is simple: upgrade before plan limits affect checkout experience or operations.

Quick decision guide

Upgrade to Standard if any of these are true:

  • You are close to 50 orders/month

  • You need more than 5 time slots

  • You need more than 5 holidays/blackout dates

  • You want advanced rules (product type/vendor/shipping method)

Upgrade to Pro if any of these are true:

  • You are close to 1,000 orders/month

  • You need unlimited slots/rules/holidays

  • You need API access

  • You want priority support

Signs you should upgrade now

You should upgrade immediately if you notice:

  • Customers cannot select dates near month-end due to limits

  • Your team needs more slots but cannot create them

  • You are managing too many exceptions manually

  • Seasonal campaigns are coming (holiday peak, promotions)

  • Operations teams report scheduling bottlenecks

Upgrade timing best practice

Do not wait until you are fully blocked.

A safe rule:

  • Upgrade when you reach around 80 to 90% of your plan limits

This avoids disruption during busy days.

Upgrade scenarios (examples)

Move Free -> Standard

  • You started testing on Free

  • Real demand grows beyond 50 monthly scheduled orders

  • You need advanced rules for different product categories

Move Standard -> Pro

  • Order volume is scaling rapidly

  • You need unlimited flexibility

  • You need API access for internal workflows

Cost vs risk mindset

The cost of a higher plan is usually lower than:

  • Lost conversions from unavailable date/time selection

  • Manual support time for delivery scheduling issues

  • Fulfillment mistakes from missing schedule data

Upgrade is often an operations decision, not just a pricing decision.

How to upgrade

Go to App -> Pricing.

  1. Review your current plan

  2. Select target plan

  3. Confirm subscription

  4. Re-test checkout scheduling flow

Common mistakes

  • Waiting until limits are fully reached

  • Upgrading after peak traffic already started

  • Choosing plan by average month instead of peak month

  • Ignoring advanced feature needs (rules/API/support)

In short

Upgrade when your current plan starts limiting customer experience or operations.

  • Choose Standard for growing stores

  • Choose Pro for high scale and advanced workflows

If you are uncertain, start with Standard and move to Pro when volume or integration needs increase.