1. Start at the initial screen after login and navigate to the vertical tool bar on the left of the screen. Click on the first option, “Admin.” The window will change with more option in the main content section. A horizontal tool bar should appear. Choose “Plans & billing.”
2. You will see a window similar to the one above with your respective plan you are currently on. Click on “Change Plan” to continue the changing process.

3. The next window will display the available subscriptions, both monthly and yearly. Choose the plan that most interest you and in that respective option, click the “Select Plan” button.
4. The next window will display the available subscriptions, both monthly and yearly. Choose the plan that most interest you and in that respective option, click the “Select Plan” button.

If everything was done correctly, you should now see a change in your current plan under Admin > Plans and Billing. Now you’re ready to take advantage of the new tools and items available to you!

Already an Optix user? Go back to your Optix account here!