Where to find it
From the left sidebar, open Settings, then click the Plans & Billing tile (it's described there as "Subscription tier, payment method, invoices"). That takes you to the Plans & Billing page, which always shows your current plan as a label at the top before you touch anything else.
One permission note up front: switching tiers, opening the billing portal, and canceling all require the OWNER or ADMIN role for the shop — this is not restricted to the account owner alone; any Admin-level teammate can do it too. Also note that the page itself doesn't hide or gray out these buttons for other roles — everyone with access to the shop can see the Plans & Billing page and its buttons. If you're logged in with a lower-level role (Manager, Technician, Front Desk, Service Writer, etc.) and click Switch/Upgrade, Manage billing, or Cancel subscription, the click will go through and then come back with a "Requires OWNER or ADMIN role for this shop" error message rather than the button being disabled up front. That's by design, not a bug — it just shows up as an after-the-click error instead of a missing control.
Upgrading or downgrading your base tier
There are four self-serve base tiers, each billed flat with no annual option: Basic ($99/mo), Starter ($199/mo), Growth ($399/mo, flagged with a "MOST POPULAR" ribbon), and Pro ($599/mo). Every price card also notes "+ sales tax where applicable" — Stripe only collects that where SalesThumb has tax nexus, and right now that's nowhere, so it comes out to $0 for every shop today (that will change automatically, state by state, if and when nexus is triggered somewhere). Basic currently carries a "Placeholder" badge in the UI because its feature list is still being finalized, so treat it as a bare-bones starting tier for now rather than a fully locked-in offering.
Your active tier is marked "Active" and its button reads "Current plan" (disabled, so you can't re-select it). Every other card's button reads "Switch to [tier]" or "Upgrade to [tier]." In practice: Basic's and Starter's buttons always say "Switch to Basic" / "Switch to Starter," no matter what tier you're currently on. Growth's and Pro's buttons say "Upgrade to Growth" / "Upgrade to Pro" only when you're moving up from an existing *paid* Basic or Starter subscription (or Growth, in Pro's case) — but if you're still on the free trial, both instead read "Switch to Growth" / "Switch to Pro," even though it's technically your first paid tier.
Here's the part that trips people up: if you don't have an active subscription yet, clicking a tier sends you to Stripe Checkout to enter payment details. But if you already have a subscription and pick a different tier, SalesThumb switches your plan in place — no second checkout page, just a "Plan updated — no need to check out again" confirmation. That in-place switch syncs through a background process, so give it a few seconds; the page automatically re-checks and updates the displayed tier shortly after. While any switch is processing, all the tier buttons are disabled so you can't stack multiple changes at once.
One more small gotcha: if you start checkout and back out of the Stripe page without finishing, you'll land back on this page with a "Checkout canceled — you can pick a plan whenever you're ready" notice. That message is only about the checkout attempt — it has nothing to do with canceling an existing subscription.
Add-ons: + HQ and + CRM/Franchise Sales
Below the base tiers sit two org-level add-ons that stack on top of whatever base tier you're on. + HQ ($599/mo) covers multi-location tools — an aggregate dashboard, royalty and ACH payouts, a centralized catalog, and cross-shop reporting — with the first 5 shops included and $35/shop after that (custom pricing for larger chains). + CRM/Franchise Sales ($799/mo) covers pipeline, sequences, validation calls, an AI assistant, and a document library for franchisors selling new units, and can stand alone rather than requiring the base-tier ladder to matter.
Neither add-on has a self-serve "buy" button. If your org already has one active, its card shows an "Active" badge; if not, you'll see a "Talk to sales" button that takes you to the contact form instead of a checkout flow. That's intentional — these two are sold the same sales-assisted way marketing lists them on the public pricing page, not as instant self-checkout items.
Managing payment method, invoices, and renewal
Once you have an active subscription, a Billing card shows your subscription status and renewal date. Its "Manage billing" button opens Stripe's own billing portal — that's where you actually update your card on file and download invoices; SalesThumb doesn't build its own UI for either of those. There's also a "Compare public pricing" link on that card if you want to sanity-check what's currently advertised.
Canceling — and the pause option
The "Cancel subscription" button sits at the bottom of the Billing card, below the upgrade options on purpose. It disappears once your subscription is already scheduled to cancel — at that point you'll instead see a "Cancels at period end" badge next to your status, and canceling further isn't offered from this page (the Stripe portal handles resuming).
Clicking cancel opens a short flow rather than canceling instantly. First you pick a reason (too expensive, missing a feature, too complex/hard to use, switched to another tool, closed or sold the business, or just need a seasonal break). Depending on what you pick, you may get a follow-up field — which competitor, what feature was missing, or free-form feedback (required only if you picked "something else"). Unless you picked "closed or sold the business," you're then offered a 60-day pause instead of canceling: your customers, quotes, invoices, and automations all stay exactly as they are, you aren't charged while paused, and billing automatically restarts on a date you choose, anywhere from 7 to 180 days out. You can decline the pause and cancel anyway.
The final confirmation screen spells out the timing so there's no surprise: cancellation takes effect at the end of your current billing period, not the moment you click confirm — you keep full access until then — and your data stays available for 30 days after that so you can re-activate without losing anything.