Manage Your Subscription and Payment Details

View your plan, update payment details, review payment history, and cancel or resume your subscription from one page.

Prerequisites

  • You must be a Manager on the team.

Steps

  1. Click Subscription in the top navigation (Manage view).
  2. Review the Current Plan card. It shows your plan name, Administrator and Staff seat counts, status, and your next invoice date.
  3. To update your card or view invoices, click View Details under Payment Details. This opens our secure payment processor's billing portal, where your payment history lives.
  4. To cancel, click Cancel Subscription and confirm.

Next Steps / Troubleshooting

  • If your plan has a 12-month commitment, cancellation is scheduled for the end of the commitment and billing continues at standard rates until that date. Otherwise access continues through the end of your current billing cycle.
  • Changed your mind after canceling? While your subscription is in its grace period, a Resume Subscription button appears. Click it and automatic billing resumes on your default payment method.
  • On a Legacy Single Admin plan, this page also offers Upgrade to Team plan so you can invite staff and additional administrators.

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