Client Payment - Can't apply to existing site with a plan

It’s my understanding that the new “Client Payments” feature cannot be applied to a site with an existing paid site plan (ie. Basic / CMS / Biz), and that it needs to be downgraded to “Starter Site” to be able to THEN have the option available to “Charge to Client” when you click the blue “Upgrade” button. This is both disappointing and frustrating (I’ve been at this for hours, I wish you made that more obvious from the start). My questions are…

  1. If I downgrade to “Starter” and then re-upgrade to CMS (in order to allow the client-billing option dropdown to appear), will the CMS blog items be deleted and lost forever, or will they be reinstated once the CMS site plan is paid by the client and we can re-publish?

  2. The downgrade to “Starter” warning modal says the site will be unpublished effective immediately - I assume this remains unpublished until the client gets the bill and pays it, at which point I can republish I’m assuming. Is there any more seamless way to keep it active while I wait for them to pay?


Here is my site Read-Only: LINK
(how to share your site Read-Only link)

You won’t lose any CMS data or pages.

Correct.

If the site is self-contained, i.e. no major integrations, AirTable syncs, complex apps installed, etc. you could-

  • Clone it
  • Setup client billing on the clone
  • Let the client complete the payment setup
  • Then migrate the domains over

You’d want to double-check redirects, apps, SEO settings etc. but this is probably the cleanest way. Since it’s in the same workspace, I -think- the TXT verification record remains unchanged which should make the domain swap over to the new site seamless.

Don’t forget to cancel the old plan once the migration is complete.

Ok great :+1:t2: Thanks so much for the quick, detailed response!