How do I change plans or cancel?
Manage your subscription in Billing and check the active-client capacity before choosing a different plan.
Open in CoachSheetsSign in to the correct coaching workspace. You need permission to manage this area.
Step by step
Open Settings → Billing and review your current plan and usage.
Compare the available plans with the number of active clients you need.
Use the plan change or cancellation controls and review the confirmation, price, and effective date.
Return to Billing to verify the resulting subscription status.
How you know it worked
Billing reflects the confirmed subscription change and its effective timing.
If something looks different
Archiving a client preserves history and frees an active slot. Do not assume cancellation immediately deletes data or that every change takes effect immediately.
Where do I update payment details and download invoices?
Payment management and invoice downloads are in separate settings areas.