Choose and change your plan on the Plans page

The Plans page gives you an overview of your current subscription, including your plan, monthly charges, and payment details. This guide explains each section and field you'll find on the page, making it easy to understand what you're paying for at a glance.

Only account admins can perform this task.

Where to find your plan details

You'll find your plan details on the Plans page, under Settings > Account > Plans. Only account admins can access this page, if you don't see Plans in your Settings menu, you don't have admin permissions for this account.

Plan tier and active solutions

The Plans page shows your account's plan tier and active solutions. The plan tier, Starter, Premium, or Pro, sets the features and pricing available to your account. Active solutions are the Perk products your account uses, such as Travel or Expense.

Each active solution appears as a link. Click a solution to open a modal listing the features included at your account's current plan tier — for example, clicking Expense shows which expense features come with the Pro tier.

For the full feature-by-feature breakdown, see Perk plans and pricing.

Monthly fees

Monthly fees are the recurring charges tied to your account's usage, billed each month. These typically include a monthly platform fee, which is free on some tiers, and a per-user rate for spend.

Note: Rates and whether the platform fee is free depend on your plan tier and the number of active users on each solution.

Other fees

Other fees cover usage-based charges that aren't part of your fixed monthly fee — the cost of going over your included user allowance and the cost of each booking made through Perk. The Plans page currently labels this section Additional fees.

Note: Since spend applies a per-user rate for accounts, you may also see a total excess charge — your excess user cost multiplied by the number of excess users — alongside the per-unit rate.

Payment details

The Payment details section shows which company and payment profile Perk will charge for your next monthly fee. This section is expandable, select it to expand or collapse the details. If you haven't set a payment profile yet, it shows Not set.

Comparing or changing your plan

The Compare plans link takes you to the Perk pricing page, where you can compare plan tiers and their features side by side. If your account is eligible, you may also see upgrade options directly on the Plans page.

Upgrading your plan

If your account is eligible, the Plans page shows every tier upgrade available to you, listed from lowest to highest.

To upgrade your plan:

Go to Settings > Account > Plans.
In the upgrade options list, select the tier you want.
Review the cost and the features you'll gain at that tier.
Select Upgrade to confirm.

Perk registers your upgrade right away, but it takes effect from your next billing month or within 30 days.

Note: If your account has a subscription with an expiry date or a future subscription lined up, you'll need to confirm that upgrading removes the expiry and any future subscription before it goes ahead.

Caution: Accounts on legacy pricing or with an active FlexiTravel package deal can't upgrade automatically from the Plans page. Contact your account manager instead.

Downgrading your plan

You can downgrade from Pro or Premium to Starter, but not directly from the Plans page.

To downgrade your plan, contact your account manager or email sales@perk.com.

Note: Like upgrades, downgrade requests are registered right away but take effect from your next billing month or within 30 days.

Requesting a demo for a new solution

If there are Perk solutions your account doesn't have yet, the Plans page shows them as available to add.

To request a demo:

Go to Settings > Account > Plans.
In the available solutions list, select the solution you're interested in.
Review the features you'd get with that solution.
Select Book demo.

Your account manager gets notified and reaches out to schedule the demo.