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Move to a higher plan, or to a team plan, from Billing & Plans. Who this is for: Solo users · Plans: Basic, Pro, Max · Where: Web (app.chartnote.com)

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Upgrade an individual plan

On Basic, Billing & Plans shows Choose your plan: click Checkout with Card! on Pro or Max. See Start a paid Chartnote subscription. If you already pay for a plan, follow these steps.
1

Click your avatar in the bottom-left corner to open the account menu.

2

Open Settings → Billing & Plans.

3

Under Compare Plans, choose Monthly or Yearly to see prices.

4

If you already pay for a plan: click Update plan on the plan card you want.

5

On Update your subscription, check that the new plan is selected (click Select if it isn't), then click Continue.

6

On Confirm your updates, check the plan, the recurring price and start date, the amount due today (any positive balance is applied), and the payment method. Prices and dates depend on your account.

7

Click Confirm. To change something first, click Go back.

8

Click Return to Chartnote.

You can also change plans from Manage subscription → Update subscription.
Upgrades typically charge the difference and apply any available credit. Your next invoice reflects the new plan.

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Move to a team plan

If you choose a Team plan from your personal account, Chartnote opens Create team. See Create a Chartnote team and invite members.
The 14-day free trial is for first-time subscribers only, so you can’t start a second one.

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Troubleshooting

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I upgraded from Basic and my credits look lower than expected.

Please contact Chartnote Support through the in-app support chat or by submitting a ticket and we’ll take a look. Last reviewed: October 2026 · Applies to Chartnote 3.0