How a monthly user upgrades to annual with a discount code:
Monthly subscribers can only upgrade one of two ways.
In the app in their Profile tab
Through their web Profile (my.playbookapp.io/login)
Steps to Upgrade in app
Open the Playbook app and go to the Profile tab:
Tap Manage next to "My Subscriptions":
Tap "Manage subscription" on the next page:
Select the "Upgrade to Annual" option:
If applicable, enter a discount code:
Confirm the upgrade.
Once confirmed, the user is immediately charged for the annual price (with any applied discount), and their new 12-month billing cycle begins right away.
Steps to Upgrade through web profile
Open my.playbookapp.io/login and log in.
Click 'My Subscriptions'.
Click 'Upgrade to Annual'.
Enter discount code.
Click OK
How Billing Works When Upgrading Mid-Month
When a monthly subscriber upgrades to an annual plan:
Their stored payment method is charged immediately.
The annual payment is prorated based on the user's remaining unused subscription time from their previous monthly billing cycle.
Their billing cycle renews 12 months later at full price.
The upgrade replaces the monthly plan on the day the user confirms the annual purchase.
Can Monthly Users Upgrade Using a Checkout Page?
No. Monthly users cannot upgrade using a checkout page. They must upgrade in the app or through their web profile link.
Checkout pages and promo links can be used for new subscribers or cancelled users who are resubscribing using a promo code, but this is not the path for existing monthly users upgrading to annual.
If a user is on a free trial with the monthly option, how do they redeem the annual discount?
Open the Playbook app and go to the Profile tab.
Tap Manage next to "My Subscriptions."
Select Upgrade to Annual.
If applicable, enter a discount code.
Confirm the upgrade.
Please note, as soon as they redeem the annual discount, their trial ends.
Active Annual Subscribers and Discounted Annual Offers
An existing annual subscriber cannot apply an annual discount to their active term. They must wait until their current annual term ends and ensure the discount code is active.
If an annual subscriber wants to take advantage of an annual discount, they must:
Cancel their annual plan so it does not renew
Wait for their current annual billing cycle to fully expire
Resubscribe using the new annual discount
Annual subscriptions are not prorated or refunded mid-term.
Users Who Used an Annual Discount Last Year
If a user received a discounted annual plan last year and wants to take advantage of a new promotion this year, they must:
Cancel their existing annual subscription and allow the current annual billing cycle to end
Subscribe again using the new annual promo link or code
If a user chooses to renew next year for another billing cycle, the discount code will not be reapplied and they will be charged the full annual price.
If a user is on a free trial and chose the annual option, how do they redeem the annual discount?
Cancel their trial so it does not renew.
Wait for their current annual trial billing cycle to fully expire.
Resubscribe using the new annual discount.
Refund Policy for Promotion-Related Requests
Support will only honor a refund request tied to a promotion if the user contacts us within 7 days of that promotion's start date or end date.
This policy applies to situations such as:
A user paid full price for a subscription while a promo code was live, and is now asking for a partial refund to match the discounted rate.
A user is asking for a promotion to be applied retroactively to a purchase made before the promotion started (for example, because a creator mentioned on social media that a discount applies to existing subscribers).
If the request comes in more than 7 days after the promotion's start date or end date, Support will not issue a refund — regardless of what a creator may have communicated about the promotion elsewhere (Instagram, email, etc). Unless a creator confirms otherwise in writing, promotions are limited to new purchases made with the code applied at checkout, and are not automatically extended to existing subscribers.
More FAQs
Can an annual subscriber cancel and sign up again with a discount?
Yes, but only after their current annual term fully expires. Annual plans are not prorated, and the user cannot apply an annual discount to an active term.
If a user had an annual discount last year, does their next billing cycle renew with the discount?
No, once their current discounted annual billing cycle ends, their subscription will renew at full price.
If a user is on a free trial, can they use an annual discount?
Yes, monthly trial users can upgrade to an annual and apply a discount code. When they redeem their annual discount, their trial ends and they are charged for the annual plan immediately. Annual trial users cannot utilize an annual discount code.
What if the user forgets to add a discount code during the upgrade process?
If a user forgets to add a discount code during the upgrade process, please have the user reach out to [email protected] for further assistance. We will only honor this within a 7-day timeframe as mentioned above.
If a user redeems the annual discount, do they get a 7-day free trial?
No, if a user redeems the annual discount, they do not receive a 7-day free trial.
If a monthly subscriber upgrades to annual without a discount code, do they get a new 7-day free trial?
No. Upgrading alone doesn't grant a new trial. Whether a trial applies depends on whether the creator has enabled a free trial for their Annual plan specifically — monthly and annual trial settings are independent.