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How to Upgrade to Basic Plan

Overview​

Upgrade from Trial to Basic plan for advanced features and more accounts.

Steps​

1. Go to Subscription Settings​

Navigate to Settings > Subscription

Screenshot: Subscription page

2. Click Upgrade Button​

Find "Upgrade to Basic" or "Upgrade Now" button

Screenshot: Upgrade button

3. Choose Billing Cycle​

Select:

  • Monthly: ₹999/month
  • Annual: ₹9,999/year (Save 17% - 2 months free)

Screenshot: Billing cycle

4. Review Plan Details​

Confirm you're getting: ✅ All Trial features
✅ Notebook access
✅ Advanced reports
✅ Up to 5 accounts
✅ 1 GB storage
✅ Priority support

Screenshot: Plan details

5. Enter Payment Information​

Payment methods:

  • Credit/Debit card
  • UPI
  • Net banking
  • Wallet

Enter card details:

  • Card number
  • Expiry date
  • CVV
  • Cardholder name

Screenshot: Payment form

6. Apply Coupon (Optional)​

If you have coupon code:

  1. Click "Have a coupon?"
  2. Enter code
  3. Click "Apply"
  4. Discount applied

Screenshot: Coupon code

7. Complete Purchase​

  1. Review total amount
  2. Check billing details
  3. Click "Subscribe" or "Pay Now"
  4. Process payment

Screenshot: Payment processing

8. Confirmation​

  • Success message appears
  • Receipt sent to email
  • Plan activated immediately
  • Access new features

Screenshot: Success confirmation

Success!​

You're now on Basic plan with full access!

What You Get​

Immediate Access​

✅ Notebook: Create unlimited notes
✅ Advanced Reports: Detailed analytics
✅ 5 Accounts: Connect more brokers
✅ Tag Management: Advanced organization
✅ Note Templates: Reusable templates
✅ Export Unlimited: No restrictions
✅ Priority Support: Faster responses

Increased Limits​

  • Accounts: 3 → 5
  • Storage: 100 MB → 1 GB
  • Tags: 50 → 100
  • Templates: 10 → 50

Screenshot: New features unlocked

Pricing Details​

Monthly Plan​

₹999/month:

  • Billed monthly
  • Cancel anytime
  • Flexibility
  • Full refund in 7 days

Annual Plan​

₹9,999/year:

  • ₹833/month effectively
  • 2 months free
  • Save ₹2,389
  • Better value

After Upgrade​

What Happens​

  1. Trial ends immediately
  2. Basic plan starts
  3. All features unlocked
  4. Card saved for renewal
  5. Invoice emailed

Your Data​

  • All trial data preserved
  • Nothing lost
  • Immediately accessible
  • Enhanced with new features

Auto-Renewal​

Automatic Billing​

  • Renews automatically
  • Charged to saved card
  • Email reminder 3 days before
  • Can cancel anytime before renewal

Screenshot: Auto-renewal

Payment Security​

Safe & Secure​

🔒 SSL Encrypted
🔒 PCI Compliant
🔒 No card storage (tokenized)
🔒 Secure payment gateway

Invoice & Receipt​

After Payment​

  • Invoice emailed immediately
  • Download from subscription page
  • For expense claims
  • Tax deduction

Screenshot: Invoice

Switching from Annual to Monthly​

Change Billing​

Not automatic:

  1. Cancel annual
  2. Wait for period end
  3. Subscribe to monthly
  4. Or contact support for switch

Trial Credit​

Unused Trial Days​

If upgrade during trial:

  • No credit for unused days
  • Trial ends immediately
  • Basic plan starts
  • Full access immediately

Money-Back Guarantee​

7-Day Full Refund​

If not satisfied:

  1. Request refund within 7 days
  2. Full amount returned
  3. Account continues as Trial
  4. No questions asked

Quick Tips​

  • Annual plan saves money
  • Features unlock immediately
  • Download invoice for records
  • Set calendar reminder for renewal
  • Can downgrade later if needed

Next Steps​

Troubleshooting​

Payment failed? Check card details and limit
Upgrade not reflecting? Logout and login
Wrong amount charged? Check billing cycle selected
Want refund? Request within 7 days
Need help? Contact support@tradelyser.com