Manage Plans in the Site Dashboard

Upgrade a free site to a paid plan or downgrade a site's current plan within the Site Dashboard.


Access Site Plan

  1. Go to the Site Dashboard.
  2. For Sandbox sites, click the Upgrade button: Upgrade plan button shown on Sandbox sites Otherwise, click the current plan: Change current plan for paid sites

Plan changes take immediate effect. The associated card will be charged or credited a prorated amount upon upgrade or downgrade.

Note

Changing your site plan is typically done at launch time. For a comprehensive step-by-step guide to going live, refer to Launch Essentials.

Roles & Permissions

The permission to manage a site's plan is granted only to the roles of Site Owner / User in Charge / Organization Administrator. Other roles do not have access to change the site plan as described on this page. For details, see Role-Based Permissions & Change Management.

Note

If you need to assume site and billing ownership, the current Site Owner must transfer it to you directly.

Considerations

Consider the following changes to feature access before upgrading or downgrading the site's plan. Certain scenarios require code changes in order to safely change the site plan.

Basic Plan

New Relic, Redis, and Solr are not available for Basic plans. These features must be disabled in order to select Basic as the new site plan when upgrading or downgrading plans.

For Redis and Solr, the following code changes are required before the feature can be safely disabled:

Safely Uninstall & Disable Redis

  1. Uninstall the WP Redis plugin.
  2. Delete the wp-content/object-cache.php file.
  3. Commit and deploy code changes to the Live environment.
  4. Go to Settings > Add Ons and click the Remove button for Redis.

Safely Uninstall & Disable Solr

  1. Uninstall the Solr Search for WordPress plugin.
  2. Ensure the default search mechanism is functioning.
  3. Commit and deploy code changes to the Live environment.
  4. Go to Settings > Add Ons and click the Remove button for Solr.

Safely Uninstall & Disable Redis

  1. Disable the Redis module.
  2. Delete Redis configuration from settings.php.
  3. Commit and deploy code changes to the Live environment.
  4. Go to Settings > Add Ons and click the Remove button for Redis.

Safely Uninstall & Disable Solr

  1. Disable the Apache Solr Search, Search API Solr Search, and the Pantheon Apache Solr modules.
  2. Delete all schema configurations from settings.php.
  3. Commit and deploy code changes to the Live environment.
  4. Go to Settings > Add Ons and click the Remove button for Solr.

Sandbox Plan

Custom domains are not available to Sandbox plans. Downgrading to a Sandbox plan will automatically delete existing custom domains across all environments of the site. If you decide to return to a paid plan in the future, you will need to add the domains again.

Downgrading to a Sandbox plan will disable automatic backups. You will be able to create backups manually. For details, see Backups Tool.

Purchase a New Plan

Review the previous section on feature availability before switching plans to Basic.

Select Plan

  1. Go to the Site Dashboard.
  2. For Sandbox sites, click the Upgrade button. Otherwise, select the current plan.
  3. Click Select to switch plans: Select a different plan

Enter Billing Information

Ownership is directly tied to the user account entering billing information.

If this is your first time taking a site live on Pantheon, you'll likely need to add a new card to your account:

  1. Click the Add New Card link.
  2. Enter the email address you would like invoices sent to.
  3. Enter your credit card information and click Add Card.
  4. Make sure the desired card is selected and click Continue.

To associate an existing card from your account as the payment method for this site:

  1. Select the desired card.
  2. Click Continue.

This is the most common way agencies handle billing. The invitation will guide the recipient through adding their payment method to the site for the designated plan.

We recommend communicating with the business owner well in advance of sending an invitation. It's a good idea to have them notify you once they've upgraded so you can continue the going live procedure. Feel free to share the Site Owner FAQ guide with them.

Warning

This process will transfer ownership of the site. The account paying for the site is automatically assigned the Site Owner role. Agencies maintain access by being associated as a Supporting Organization.

  1. Click the Send a Request button.
  2. Enter the intended site owner’s email. The business owner will get an email that directs them to create a Pantheon account or log in to an existing account. Once inside, they need to provide their contact and billing info.
  3. Ask the new site owner to add your agency as a Supporting Organization so you can continue the going live procedure on their behalf.

Confirm Your Purchase

  1. Make sure the Plan details are correct.
  2. Verify the card shown in Billing details.
  3. Click the Submit button.

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.

Invoices and transaction history related to this change can be found in Account > Billing.

Cancel Current Plan

Review the previous section on feature availability before downgrading to Sandbox.

  1. Go to the Site Dashboard.
  2. Select the current plan: Change current plan for paid sites
  3. Click the Downgrade to free link to cancel the current plan: Downgrade to free by cancelling current plan
  4. Check Yes, cancel my plan then click Continue: Confirm plan cancellation
  5. Make sure the change details are correct, then click Submit.
  6. Remove the existing card as a payment method for the site. For details, see Billing in the Site Dashboard.

Optionally, you can remove the Sandbox site after downgrading. For details, see Deleting a Site on Pantheon.

See Also