Subscription & Billing
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      1. Training Academy
      2. Administration
      3. Subscription & Billing

      Update Personal Information under Subscription and Billing

      Update the billing address, payment method and resident count

      FAQ: I need to change my card to a bank account and add more resident profiles to my subscription.

      1. Navigate to Subscription and Billing

        • Go to the left-hand side under Administration and click on Subscription and Billing.
        • This is where you can update your billing address, payment method, or subscription plan.

      2. Update Your Billing Address

        • Click on Edit Address.
        • Ensure all fields, especially the state, are filled in accurately. The address should match the one on your payment method (e.g., card or bank account).
        • Click Update to save changes.

      3. Add or Update a Payment Method

        • If no payment method is listed, click Add to add a bank account or card.
          • Bank Account: Log in to your bank’s website (ensure you know your credentials beforehand).
          • Card: Add a debit or credit card.
        • Set a default payment method if needed.

      4. Switch Between Subscription Plans

        • Easily switch between Basic and Plus plans.
        • After selecting your desired plan, click on Update Subscription at the bottom of the page.
          • If downgrading from Plus to Basic, you’ll receive a credit.
          • If upgrading from Basic to Plus, the charge will be prorated.

      5. Resident Facility Section

        • If you’re unable to downgrade your subscription, contact support for assistance.
        • You can also add a Resident Profile here, but ensure you click Update Subscription to save the changes.

      6. Get Additional Help

        • If you need further assistance, click on the Help button, and support will get back to you.


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