Downgrading a plan
IMPORTANT NOTE: This article refers to WP Ultimo version 1.x. If you are using version 2.x, see this article.
Downgrading a plan or subscription is a common action your clients might do if they have a limited budget or they decided that they won't need many resources to run their subsite.
How to downgrade a plan
Your clients can downgrade their plan anytime by logging in to their subsite admin dashboard and clicking Change Plan under their account page.
Upon clicking the Change Plan button, the user/client will be redirected to the plan selection page where they can select the plan they want to change their subscription to.
In this example, we are downgrading the plan from Medium to Basic. To proceed the user just needs to click Select Plan at the bottom of the pricing table. It will then bring the user to the confirmation page.
Upon clicking Yes, I'm sure, it will show a modal window saying that the plan was successfully changed.
What happens when a user downgrades their plan
It is important to note that downgrading the plan does not alter the existing configuration in the user's subsite. It does not automatically change the site template since changing the site template will completely erase and reset the subsite. This is to avoid unnecessary data loss. So disk space, themes, plugins etc will be intact except for the posts.
We understand that your main concern would be the limits and quotas you set under each plan but we have to consider the damage it would do to the user's subsite should we delete or change any of its configurations.
For the posts exceeding the limit set on the plan. You have 3 different options. Keep the posts as it, Move the posts to trash, or Move the posts to draft. You can configure this under WP Ultimo settings.
You also have an option to block the user's subsite when they downgrade their plan. You can block their site's frontend, backend or both. This will somehow place the site on hold and will force the user to contact you and for you to have a chance to discuss with the user the best course of action in making the site changes.
What happens to the payment
Downgrading plans means that the user will be paying less since they subscribed to a lower tier. For PayPal and Stripe, their subscription payment will automatically be adjusted. It will be prorated and any excess amount will be carried over to their next billing cycle. If you are using other payment methods or gateway, you may need to manually adjust the payment and discuss it further with your client.