Advisors with Administrator or Super Administrator permissions can upgrade a client's Relay account to the Grow Plan or Scale Plan from the Partner Portal in about two minutes.
What you need before you start
Administrator or Super Administrator permissions on the client's Relay account
Access to the Relay Partner Portal on a desktop browser (the client upgrade flow is not available in the mobile app)
The client's business visible in your Partner Portal dashboard
A decision on who covers the subscription: your firm (paid from a Relay checking account) or the client (invited to pay by email)
How do I upgrade a client's plan from the Partner Portal?
Open the Partner Portal on desktop, find the client, open Manage Subscription, and choose the Grow Plan or the Scale Plan.
Log in to the Relay Partner Portal on a desktop browser. Do not start from inside a business or client account view.
Locate the client's business in your dashboard and click the three vertical dots beside the business name.
Click Manage Subscription to open the Billing and plans page for that client.
In the Current Plan window, click Change Subscription.
Click Upgrade next to either the Grow Plan or the Scale Plan.
Choose who pays the subscription, then click Done.
Who pays for the upgraded plan?
Either your firm or the client, and you choose in the final step of the upgrade flow.
If your firm pays: select the Relay checking account you want the subscription charged to. Future subscription charges will draw from that account.
If the client pays: the client receives an email invitation with instructions to accept the plan upgrade and enter their own billing details.
What if I do not see the three dots next to the client's name?
The three-dot menu only appears for advisors with Administrator or Super Administrator permissions on that client's account.
If the menu is missing, ask the client to update your permission level on their account. See Advisor permissions in client accounts for the roles that can and cannot upgrade a plan.
Do accountants and bookkeepers get a trial period for Grow or Scale?
No. Trial periods on the Grow Plan and Scale Plan are not available when an advisor upgrades a client's account on their behalf.
Is there discounted pricing for Partner Program firms?
Discounted subscription pricing depends on your firm's tier in the Relay Partner Program.
Firms that qualify for a Partner Program tier see the applicable pricing in the Billing and plans page for each client. See Partner Program tiering for how tiers are determined.
Common issues
The three vertical dots do not appear. You do not have Administrator or Super Administrator permissions on that client. Ask the client to update your role.
You are looking at the wrong view. The upgrade flow is in the Partner Portal, not inside a business or client account. Log out of the client view and open the Partner Portal.
The client did not receive the invitation email. If the client is paying, ask them to check spam and confirm the email on file matches their inbox. Resend the invite from the Billing and plans page.
Nothing happens after clicking Upgrade. Refresh the page and try again on a supported desktop browser. The upgrade flow is desktop-only.
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