Managing Your Subscriptions
Zach N. avatar
Written by Zach N.
Updated over a week ago

Step-By-Step Guide to Accessing Your Subscription Settings

1. Access Dashboard Settings:

Hover over the navigation bar on the left side of the dashboard. At the very bottom, you'll find a section displaying your name, email, and photo. Click on this section. A menu will pop up; select 'Settings'.

2. Navigate to the Subscriptions Tab:

On the left-hand side, select 'Subscriptions' under Billing Preferences.

Managing Your Platform Subscription

The subscription section to the left displays your current platform subscription details. This is the location where you can view and manage your platform subscription.

Managing Payment Information

Payment methods are important for seamless transactions. One must be set as the default for subscription renewals and purchases from the store. You have the ability to add multiple payment methods.

1. Changing Preferred Payment Method:

If you need to change your current payment method, select your new card from the dropdown menu.

2. Adding a New Payment Method:

Click the '+' icon on the right to add a new payment method. A new menu will appear requesting card details. After filling in the details, review the Terms and Conditions before ticking the box at the bottom. Click 'Add Card' to finalize the process.

Note: The newly added card can be chosen from the dropdown menu as your preferred payment method. If it's the only card on record, it will automatically be your default payment method.

Managing Other Subscriptions

All service and add-on subscriptions for your main and sub-accounts are detailed in the bottom section.

1. Browsing Subscriptions:

You can view all your accounts' subscriptions using the leftmost dropdown. There is a search bar at the top of the dropdown which you can use to search for specific accounts by typing into the field.

2. Filtering Subscriptions:

The middle dropdown lets you filter the subscriptions to be displayed. It includes filter options like 'All', 'Active', and 'Incomplete'. These filters can be used with or without selecting a business contact.

Each subscription row displays details including the subscription type and next renewal date. The rightmost icon indicates the subscription status.

How to View Invoices

You can view past invoices for any subscription by clicking the icon located to the immediate right of the status indicator.

1. View Invoices:

Click 'View Invoices'. A table with invoice details will appear just below the subscription.

2. Download Invoice:

You can download the invoice directly by clicking 'Download Invoice' on the far right column.

Upgrading/Downgrading Subscriptions

You can change any subscription tier from this location. Find the subscription you wish to modify and click on 'Upgrade/Downgrade'. A pop-up menu will appear detailing each available subscription tier.

Change Subscription Tier:

Your current plan is indicated as 'Active Plan' below the tier name. Select 'Add to Cart' on a higher or lower tier to upgrade or downgrade. Proceed with the checkout process to finalize your subscription changes.

Note: Purchasing a new subscription tier will update your monthly subscription payment to reflect the new purchase date.

Deactivating a Subscription

Navigate to the same menu for the subscription you wish to deactivate. Click on 'Deactivate'. You will receive then go through some prompts to verify the deactivation.

There are no additional fees or penalties for cancellation. You can reactivate the subscription anytime by navigating back to this menu and selecting the appropriate option.

Note: Once a subscription is canceled, the text under the subscription changes from "Next Renewal Date" to the exact date the current subscription will expire.

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