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How to Upgrade to RB2B Pro While on RB2B Free

Updated over 6 months ago

For information on how to upgrade to RB2B Pro while on the 7 day trial, please read this article.

To upgrade your plan while on the free version of RB2B, follow these steps:

Access Upgrade Options

  • Click the Plan Details & Usage link in your sidebar menu by clicking the Account Details button.

  • Alternatively, visit the subscription page at https://app.rb2b.com/subscription.

Choose Your Plan

  • Paid Plan: Get access to your favorite integrations and features and benefit from a higher monthly usage cap.

    • Payment Options: Choose a monthly rate with credits reallocated at the beginning of each billing cycle or an annual discounted rate with all credits for the year provided upfront.

Estimate Your Usage

  • A notice above the plan options will provide an estimate of your monthly credit usage to help you select the appropriate plan.

Select Plan

  • Choose your desired plan and click the Next button.

Review and Confirm

  • On the confirmation page, review your current plan and the new plan.

  • Set overages for credit usage:

    • Disable Collection: Stop collecting profiles when you reach your monthly cap until the next billing cycle.

    • Enable Overages: Continue collecting profiles and be billed for additional profiles collected. Set an upper limit on overages spending if you choose this option.

Billing Information

  • If you already have a card on file, it will appear in the Billing Details section.

  • To add or change the card, click Edit Billing Details.

    • Enter your credit card information, country, and postal/zip code.

    • Agree to the Terms and Conditions and acknowledge the Privacy Policy before saving the card.

    • Note: RB2B does not store your credit card information in-house; it is securely stored with our payment processor, Stripe.

Finalize Your Change

  • Click Confirm Plan Change at the bottom of the screen to finalize your upgrade.

Enjoy your upgraded plan and enhanced features with RB2B!

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