Why does the app say This is an Agency Pro feature?

The message reads in full:

This is an Agency Pro feature. Upgrade in Settings for Client Command, Outreach Autopilot, White Label, and team seats.

What brings up the message

• Switching on Auto-Send or Reply Autopilot in Settings.
• Inviting someone under Team Seats.
• Switching the credit off for the first time, by ticking Remove "Powered by Legiit Leads" from my public pages and clicking Save Branding.
• Clicking Save Branding under White Label on an account that has never had an Agency logo or an Accent color saved.
• Using Claim Domain under White Label to put your public pages on your own domain.
• Clicking Promote To Client on a won deal, which is the door into Client Command, portals and monthly reports.
• Clicking Get Tracking Number on a client to get a Ring Proof number.

Which plans count as Agency Pro

Agency Pro and Agency Empire both unlock everything in that message. Your plan counts while you are on the 7 day free trial, while it is active, and while a payment is past due, so a card problem does not lock you out on its own. A plan that has been canceled does not count, and a Lifetime account is at Agency level rather than Pro, so Lifetime holders see this message too.

SaaS Mode asks for Agency Empire

SaaS Mode is the one feature that Agency Pro does not include. Its card in Settings reads Available on the Agency Empire plan ($497/mo). Upgrade above to unlock. Until you move to Agency Empire the card shows that one line and no plan form, so there is nothing to fill in yet.

A logo or colour you already saved stays yours

The Agency logo and the Accent color under White Label are part of Agency Pro. On an account that has never saved either of them, Save Branding answers with the Agency Pro message and nothing is stored. The colour picker always holds a colour, so on an account like that every Save Branding click asks for the plan, whether or not you picked a logo.

If your account already has a logo or an accent colour saved, it stays on your public pages and you can still change it and save it on the plan you are on now. So you may well be looking at your own logo in the White Label card while reading this, and that is not a mistake.

Claim Domain is different: it asks for Agency Pro every time, whatever is already saved on the card. The Remove "Powered by Legiit Leads" from my public pages box is checked only at the moment you switch the credit off. Ticking it for the first time on a smaller plan is refused and the box goes back to unticked. If the credit is already off on your account, it stays off and saving the card does not ask for the plan over that box.

What is not blocked on other plans

Connecting things is never gated, only using them. You can connect a mailbox and your Twilio account on any plan. Agency Pro is what lets Autopilot send from that mailbox and what lets you get a tracking number.

Create Retainer Payment Link (Copies To Clipboard) under Retainer Billing is not checked against your plan at all. The button sits on a client's page, and only Agency Pro can turn a won deal into a client, so the plan stops you one step earlier. If you already have clients, the button works on the plan you are on, and what it asks for instead is your own payment account: until you connect one it answers Connect your Stripe account in Settings (Get Paid) first.

How to upgrade

1. Open Settings and scroll to Your Plan.
2. If you already have a plan, click Agency Pro or Agency Empire under Switch Plan (Prorated Instantly).
3. If you do not have a plan yet, pick Monthly and click Choose Agency Pro or Choose Agency Empire. On Annual (2 Months Free) the same buttons read Choose Agency Pro Annual and Choose Agency Empire Annual.
4. Go back to the action that was refused and try it again.

Two kinds of account cannot do this themselves. If Your Plan shows the single line Your plan is managed by the account owner., you are signed in as a team seat, and if it shows Your plan is billed by your provider. Contact them to change or cancel., your account is a sub-account sold to you by a provider. Neither one gets plan buttons or a checkout, so ask the account owner or your provider to move the plan up for you.

If your plan shows lifetime, there is no Switch Plan (Prorated Instantly) row, because a Lifetime account has no subscription behind it. Email help@legiit.com to move onto Agency Pro or Agency Empire.