Changing plans is quick and easy. There are two ways you can change your case plan. One way is from the Settings view of your case and the other is directly from the Overview screen.
Note: In order to change a case plan a payment method should have been setup.
Method 1: Changing your case plan from the Settings view of the case
Step 1: Open GoldFynch and select the case for which you want to upgrade or downgrade the plan
Step 2: Click the ‘Settings’ view button in the left navigation panel
Step 3: Click the ‘Change Case Plan’ tab
Step 4. Select a case plan that you want to change to from the drop-down list
Step 5: Click the "Change Plan" button at the bottom of the page
Note: You'll be given a confirmation message that the plan has been successfully changed:
Method 2: Changing your case plan from the Overview screen
You can also easily change the plan directly from the Overview screen that is displayed as soon as you open your case. Here's how you can do it:
Step 1: Open the case whose plan you wish to change
Step 2: Click on the Change button against the Plan option found on the overview screen
Once you click on the 'Change' button the 'Change Case Plan' page will be displayed
Step 3: Select a case plan that you want to change to from the drop-down list
Step 4: Click the Change Plan button at the bottom of the page
Note: Similar to Method 1 once the change has been applied a confirmation message stating that the plan has been successfully changed will be displayed.