How to Upgrade Your Bonusly Plan
Upgrading from the Free plan unlocks additional features and removes the 8-user limit. Here's how to upgrade:
Step-by-Step Upgrade Process
Navigate to Billing Page
Click Admin → Billing in the left navigation
Or go directly to
bonus.ly/company/billing
Explore Available Plans
Click the "Explore Plans" button
Review Team and Organization plan features
Choose between monthly or annual billing
Select Your Plan
Click "Upgrade to Team" or "Upgrade to Organization"
Choose your billing cadence (monthly or annual)
Note: Annual billing often provides cost savings
Add Payment Method
If upgrading from Free, you'll need to add a payment method
Enter credit card information securely
Payment is processed through Chargebee
Confirm Upgrade
Review the plan details and pricing
Confirm the upgrade
Your new features activate immediately
What Happens When You Upgrade
Immediate Access:
New features become available instantly
User limit removed (for Team and Organization)
No data loss or downtime
All existing recognition and rewards preserved
Billing:
First charge is prorated based on your upgrade date
Future billing occurs on your chosen cadence (monthly or annual)
You can view invoices in the Billing section
No Interruption:
Your team can continue using Bonusly during the upgrade
No reconfiguration required
Settings and customizations remain intact
Feature Unlocks by Tier
Upgrading to Team
What You Gain:
✅ Unlimited users (remove 8-user cap)
✅ Bulk user upload via CSV
✅ HRIS integrations (BambooHR, Workday, SCIM, etc.)
✅ Performance recaps for managers
✅ Smart manager notifications
✅ Advanced team pulse insights
✅ Automated milestone celebrations
✅ Digital Signage / Kiosk mode
✅ Additional integrations (Google Chat, Zapier, etc.)
✅ API access for custom development
✅ 24/7 chat support
What You Keep from Free:
✓ All team collaboration features (recognition, pulse checks, 1:1s, guidance)
✓ Slack & Teams integrations
✓ Mobile apps
✓ Custom rewards
Upgrading to Organization
Everything in Team, plus:
✅ Awards and Incentives programs
✅ Nominations workflows
✅ Company Initiatives tracking
✅ Flash Points gamification
✅ Company announcements
✅ Programmatic recognition
✅ Company-wide analytics and insights
✅ Recognition quality reporting
✅ Performance recap template customization
✅ SAML SSO (Okta, OneLogin, etc.)
✅ Dedicated Customer Success Manager
✅ Training library
✅ White-glove onboarding assistance
Common Questions
Q: Can I try Team or Organization before committing?
A: New signups receive a 14-day trial of Team plan. Contact our sales team for Organization plan trials.
Q: What if I need to downgrade later?
A: You can downgrade from Team/Organization to Free if you have 8 or fewer users and no HRIS integrations. Downgrades take effect at the end of your current billing period.
Q: Can I switch from monthly to annual billing?
A: Yes! You can change your billing cadence from the billing page at any time.
Q: Do I lose any data when upgrading?
A: No, all your recognition history, rewards, and settings are preserved during upgrades.
Q: Can I upgrade just some users?
A: No, the plan applies to your entire company account. All users receive the features of your selected plan.
Q: What if I have a custom contract or special pricing?
A: Customers with custom contracts should contact [email protected] for upgrade assistance.
Need Help?
Contact our team for assistance:
Email: [email protected]
In-app chat: Click the chat icon in the bottom right of the screen
Sales inquiries: [email protected]
We're here to help you choose the right plan and ensure a smooth upgrade!