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πŸŽ₯ How to Upgrade your Plan

How to upgrade or change your Copper plan

Written by Chris Clark
Updated today

You can view your current plan and upgrade at any time from your billing settings.

⚠️ Only the Account Owner can view Billing and upgrade your Copper Plan.

Step 1: Access your Billing Settings

  1. Click Customization in the navigation bar

  2. Select Billing β†’ Billing and Upgrade

Step 2: View your current plan

On the Billing and Upgrade page, you’ll see your current subscription plan (for example, Basic, Professional, or Business).

Step 3: Upgrade your plan

  • Review available upgrade options on the page

  • Select your desired plan

  • Follow the prompts to confirm your upgrade.

Your changes will take effect immediately.

Compare features and limits for each plan by visiting: copper.com/pricing

Need help choosing a plan?

If you have questions or need a custom setup:

  1. Go to Billing and Upgrade

  2. Select:

    • I have general billing questions, or

    • I want to upgrade specific users to a higher plan

  3. Start a conversation with the Copper team

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