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An upgrade describes the process of a customer switching to a higher-priced option, including:
  1. Switching to a higher tier.
  2. Switching to a longer commitment.
  3. Increasing the unit quantity (e.g. increasing the seat count).
  4. Adding an add-on.
  5. Increasing the quantity of a specific add-on.
When a customer upgrades their subscription in the middle of their billing cycle, they’re immediately charged the prorated amount of the upgraded subscription until the end of the current billing cycle. This means that the customer gets access to their higher-priced option and will be charged the difference for the rest of the billing period immediately.
When updating a subscription manually via the Stigg app, you can override the default proration and billing anchor behavior. See Updating subscriptions for details.

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How plan upgrades are determined

When a customer switches from one plan to another, Stigg determines whether the transition is an upgrade using the following priority order:
  1. Plan inheritance — If the target plan inherits from the customer’s current plan, the transition is an upgrade.
  2. Price comparison — If there’s no inheritance relationship between the plans:
    • Both paid plans: the transition is an upgrade if the target plan has a higher starting price.
    • Both custom-priced plans: the upgrade direction is determined by the order of plans in the pricing table.
    • Both free plans: the transition is considered neither an upgrade nor a downgrade.
This determination is reflected in:
  • The isUpgrade and isDowngrade fields in webhooks such as subscription.created and subscription.updated
  • The SubscribeIntentionType.UPGRADE_PLAN and SubscribeIntentionType.DOWNGRADE_PLAN intent types in the pricing table widget