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Last updated: May 21, 2026
Plan changes and cancellations are managed by the CEO Seat from the Hub's billing section. Upgrades take effect immediately; downgrades and cancellations take effect at the next renewal date.
Upgrades are prorated. If you upgrade mid-year, you are charged for the remaining portion of the year at the new plan's rate, minus a credit for the unused portion of your current plan.
Go to {your-hub}.helmxp.com/manage/billing. You must be signed in as the CEO Seat.
Click Change plan next to your current plan.
Select your new plan from the list. The prorated amount due today is shown before you confirm.
Click Confirm upgrade. Your card is charged immediately for the prorated amount. New plan features are activated within seconds.
Downgrades take effect at the end of your current billing period. Your current plan's features remain active until then.
Go to {your-hub}.helmxp.com/manage/billing.
Click Change plan next to your current plan.
Select the plan you are downgrading to. A notice shows the effective date (your next renewal date) and any features that will be removed.
Click Confirm downgrade. The change is scheduled. You can cancel the scheduled downgrade before the renewal date by returning to the billing page and clicking Cancel scheduled change.
If you downgrade from Growth to Core or Starter, the following features are deactivated on the effective date:
Your data is not deleted on downgrade. All briefings, sections, and Logbook entries remain intact.
Cancellation takes effect at the end of your current billing period. You retain full access until then.
Go to {your-hub}.helmxp.com/manage/billing.
Click Cancel subscription at the bottom of the billing page.
Enter a reason for cancelling (optional) and click Confirm cancellation. A confirmation email is sent to the billing contact address.
After the billing period ends, your Hub enters a 90-day data retention grace period. During this period, you can reactivate your subscription and all data is restored. After 90 days, your Hub's data is permanently deleted. See [[data-residency-and-storage]] for the full deletion timeline.
Export your data before cancellation if you need a copy for your records. Go to {your-hub}.helmxp.com/manage/export to download a full archive of all briefings, Logbook entries, and uploaded files.
If your subscription has ended but the 90-day grace period has not expired:
If the 90-day grace period has expired, your data cannot be recovered. You would start a new Hub from scratch.