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How do I upgrade or downgrade my plan?

You can change your plan anytime from your account settings. Navigate to Billing, select Change Plan, and choose the tier that fits your current needs. Changes take effect immediately if you're upgrading—you'll get instant access to new features and higher limits. If you're downgrading, the change applies at the start of your next billing cycle, so you keep your current features until then.

We prorate all upgrades, so you only pay the difference for the remainder of your billing period.

What if I need a custom plan?

We're happy to build custom plans for businesses with specific needs. This usually applies to larger teams, companies with unique workflow requirements, or organizations that need dedicated support and custom integrations. Enterprise plans start at 50 users but can scale to hundreds. Custom plans can include things like dedicated account management, custom onboarding and training, SLA guarantees, advanced security features, and white-label options. Pricing depends on your requirements, team size, and support needs.

If you think a custom plan might be right for you, schedule a call with our sales team and we'll put together a proposal tailored to what you actually need—not a one-size-fits-all package.

What payment methods do you accept?

We accept all major credit cards including Visa, Mastercard, American Express, and Discover. You can also pay via ACH bank transfer if you're on an annual plan. All payments are processed securely through our payment provider, and we never store your full card details on our servers.

For larger teams or enterprise accounts, we can arrange custom billing terms including net-30 invoicing and purchase orders. If you need to update your payment method, you can do that anytime in your account settings under Billing. We'll send you a reminder before your card expires, and if a payment fails, we'll notify you immediately so there's no interruption to your service.

Can I get a refund if I cancel?

We offer a 30-day money-back guarantee for all new accounts. If Planar isn't the right fit within your first month, just contact us and we'll issue a full refund—no questions asked. We want you to feel confident trying the platform without risk.

After the first 30 days, we don't offer refunds for unused time on monthly or annual subscriptions, but you can cancel anytime and you'll keep access until the end of your current billing period. We don't believe in holding your data hostage—you can export everything before you go. If there's an issue with the product or our service, reach out to us directly. We'll work with you to make things right.

How does annual billing work?

When you switch to annual billing, we calculate the credit from your current monthly plan and apply it to your annual invoice. You get the discounted rate immediately. If you need to add more users mid-year, we prorate the cost for the remainder of your annual period. Annual customers also get priority support and access to beta features before monthly subscribers.

How does your pricing work?

Pricing is based on the number of users and the modules you need. You pay monthly or annually, with no hidden fees for storage, API calls, or basic support. Every plan includes core functionality—you're not paying extra for features that should be standard. We publish our pricing openly on our website, and we'll give you a clear quote before you commit to anything. If your needs change, you can add or remove users and modules without penalty. Annual plans include a discount.

Do you charge per user?

Our pricing is based on the plan tier you choose, and each tier includes a set number of users. The Starter plan includes up to 5 users, Professional includes up to 15, and Enterprise includes up to 50. If you need more users than your plan includes, you can add them for a small additional fee per user per month.

Does Planar integrate with other tools?

Yes. Planar connects with the tools you already use through native integrations and our API. We integrate directly with popular accounting software like QuickBooks and Xero, calendar apps like Google Calendar and Outlook, communication platforms like Slack, and file storage services like Google Drive and Dropbox. You can see the full list of integrations in our Help Center.

If we don't have a pre-built integration for a tool you need, our API lets you build custom connections or use automation platforms like Zapier to bridge the gap. Many of our customers sync data between Planar and their specialized industry tools this way. We're always adding new integrations based on customer requests, so if there's something specific you need, let us know and we'll consider it for our roadmap.

Can multiple team members use one account?

Absolutely. Planar is built for teams. You can add as many users as your plan allows, and each person gets their own login with customizable permissions. You control who sees what—some team members might need full access to financials and client data, while others only need to view their own projects and tasks.

What happens to my data if I cancel?

Your data belongs to you, period. If you cancel, you'll have full access to export everything before your account closes. We provide straightforward export options for all your information—clients, projects, invoices, files, everything. You can download it in standard formats like CSV and PDF that work with other tools.

After cancellation, we keep your data for 60 days in case you change your mind or need to retrieve something you forgot to export. After that grace period, we permanently delete all your information from our servers. If you need your data after the 60 days, we can't recover it—so make sure you export what you need. We'll send you reminders before your account closes and before the final deletion happens.

Can I customize Planar to match my workflow?

Yes. Planar adapts to how you work, not the other way around. You can customize fields, create custom statuses for projects and tasks, build your own pipeline stages, and design forms that collect exactly the information you need from clients.

Your dashboard is fully customizable—pin the widgets that matter to you and hide what you don't use.

Is there a mobile app?

Yes. We have native mobile apps for iOS and Android. The mobile app gives you access to everything you need when you're away from your desk—check schedules, update project status, log time, send invoices, communicate with clients, and review documents. You get push notifications for important updates so you stay in the loop.

The mobile experience is designed for what you actually do on the go, not just a cramped version of the desktop interface. You can take photos on job sites and attach them directly to projects, capture expenses in real-time, and approve time-off requests from anywhere. Everything syncs instantly with the web app, so your team always sees the latest information no matter what device they're using.

How does client portal access work?

The client portal eliminates the endless email chains. Instead of sending invoice PDFs back and forth, clients log in and pay directly through their portal. They can see project progress, review timelines, download deliverables, and message your team all in one place. It's branded to your business, so clients see your logo and colors—not ours. This makes you look more professional and organized, and it keeps all client interactions tracked and searchable in one system.

How quickly do you respond to support requests?

Our support team typically responds within 2-4 hours during business hours (Monday-Friday, 9am-6pm EST). For urgent issues that affect your ability to use Planar—like login problems or system errors—we prioritize those and usually respond within an hour. After hours and on weekends, responses take a bit longer, but we monitor for critical issues that need immediate attention.

Do you offer onboarding help?

Yes. Every new account gets access to our onboarding resources including video tutorials, setup guides, and email walkthroughs. These cover everything from adding your first client to setting up invoicing and project workflows. Most customers are up and running within a day or two following these materials.

Professional and Enterprise customers get personalized onboarding calls with our team. We'll walk through your specific business needs, help configure your account, import your data, train your team, and answer questions in real-time. We've onboarded everyone from solo consultants to 50-person agencies, so we know where people get stuck and how to get you past those points quickly. The goal is to make you productive immediately, not in three months after you've figured everything out the hard way.

What if I find a bug?

Report it and we'll investigate immediately. Bugs get priority attention because they affect your ability to work. You can report issues through email, live chat, or our in-app feedback tool. Include as much detail as you can—what you were doing, what happened, any error messages—and screenshots help tremendously.

Can you help train my team?

Yes. We provide training resources and can arrange live training sessions for your team. All customers get access to our knowledge base, video library, and interactive tutorials. These cover both basic features and advanced workflows, so new team members can get up to speed and experienced users can level up their skills.

Do you provide phone support?

Phone support is available for Enterprise customers who need it. Most support happens via email and live chat because it's faster and gives you a written record of the solution. When you email or chat, we can see your account details, share screenshots and links, and you have the conversation saved for reference later.

That said, some situations are easier to handle with a real-time conversation—complex technical issues, workflow consulting, or when you just need to talk through a problem with someone. Enterprise customers get a dedicated support line with priority response. If you're on a different plan and have an urgent issue that really needs a phone conversation, reach out and we'll make it happen. We're not rigid about this—we just want to help you in whatever way actually works.

What's your uptime guarantee?

We maintain 99.9% uptime, which is our target and what we consistently deliver. Our infrastructure runs on redundant systems across multiple data centers, so if one fails, traffic automatically routes to another. We monitor the platform 24/7 and have automated alerts for any performance issues.

Frequently Asked Questions