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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