How do I upgrade from the $97 plan to the $297 plan, and will I lose anything?

1. In the left menu, click Settings.
2. Click Billing (you may need to scroll down to find it).
3. Click Upgrade on the $297 a month plan.
4. Add a payment method (card and address) and check the amount shown at checkout.
5. Confirm. You then see the order confirmation.

Upgrading is just a plan switch on the same account. You do not start over, you lose nothing, nothing has to be transferred, and your existing sub-accounts stay. The upgrade turns on the extra features, and your clients start seeing your logo instead of ours.

You are not penalized for starting on a lower plan. If you have already paid toward a plan, you only pay the difference when you upgrade, and a change in the middle of a billing cycle is prorated.

After you upgrade, set up your white label under Settings, then SaaS Configurator.