Who can change the practice plan
Only the clinic Owner can request a plan change. Doctors, Front Desk and Finance can notify the Owner.
Purpose
Only the clinic Owner can ask to change your practice's plan. Everyone else can tell the Owner what they need. This guide shows what each role sees and what to do.
Before you start
your role is one of Owner, Doctor, Front Desk or Finance.
a plan change is a request. The Airgent team contacts the clinic to activate it.
Steps
Step 1: Check your role
Doopen Settings.
You'll seeif you are the Owner or Finance, Billing & plan is under You manage. Otherwise it is under
Also in this clinic, marked Owner or Finance.
to change someone's role, the Owner opens Team.
Step 2: If you are the Owner, request the change
Doselect Upgrade for more → or Upgrade → on the trial banner, or Request upgrade on a limit notice.
Sothe Owner is the only role that can send an upgrade request.
Step 3: If you aren't the Owner, notify them
Doon the upgrade screen, select Notify owner. On a limit notice, select Request upgrade.
You'll seeOwner notified — they'll take it from here. on the upgrade screen, or Upgrade requested on
the notice.
SoKeel lets your Owner and the Airgent team know. The Owner still chooses the plan.
Step 4: Open Billing & plan (Owner or Finance)
Doin Settings, select Billing & plan.
You'll seeBilling & plan · coming soon.
Soplan, usage and invoices can't be managed here yet. While your clinic is on its trial, there is nothing
to pay.
Result
| Role | Request an upgrade | Notify the Owner | Open Billing & plan |
|---|---|---|---|
| Owner | yes | – | yes (coming soon) |
| Finance | no | yes | yes (coming soon) |
| Doctor | no | yes | no |
| Front Desk | no | yes | no |
If it doesn't work
- If you see: Only your clinic owner can upgrade.You aren't the Owner. Select Notify owner (step 3)
- If you see: Billing & plan is under Also in this clinicYour role can't open it. Ask your Owner
- If you see: Couldn't send that just now — try again.Try again
- Working: Owner notified — they'll take it from here.Done. Your Owner picks the plan.
Limits
Finance can open Billing & plan but can't request an upgrade.
changing to a smaller plan or cancelling is not available in Keel. To ask about it, get help.
your clinic always keeps at least one Owner.
Checked against the Keel product source and in the live product on 2026-10-09. The Settings sections for the Owner and the Doctor and the Billing & plan page were observed. The Finance and Front Desk views, Notify owner and the limit notices were not observed.