How to edit your AgencyAnalytics subscription
As the Admin, you have access to the Billing page, where you can make any necessary changes to your subscription.
By default, Admin users are the only team members who can edit your subscription or account information. On some plans, the Admin can update Staff user permissions to allow them access to Billing.
Change to a different subscription level
On the Subscription tab of the Billing page, look for the Plan section. In the upper right, click Upgrade to edit your subscription.
The Plan section will expand to display all currently available plans, their features, and their cost based on your current Client usage.
Upgrading or downgrading is easy; simply click the plan tile you'd like to switch to. The subscription summary on the right will update to show the new plan, as well as any credits or coupons.
When you're ready, click Update Subscription to finalize the purchase and your plan change.
Change to a different billing interval
On the Subscription tab of the Billing page, locate the Subscription Summary to the right. The highlighted interval at the top shows your current subscription type.
In this example, we're on Agency Monthly. To switch to Yearly, click Yearly to select the new interval. The renewal summary will reload to display your updated total and any coupons or credits.
Click Update Subscription to charge the card on file with the updated amount, minus any prorated credits, depending on how close to your monthly renewal you made the switch.
Add or remove Clients
Click Billing on the Home left sidebar to go to the Billing page. Then, locate the Plan section at the top. To the far right of the Client tracker, click Update.
Next, click the plus icon or minus icon to increase or decrease your current Client count. All of our plans include a minimum number of Clients; if you're already at the minimum, you won't be able to decrease it below that.
Once you've added or removed the appropriate number of Clients, look to the Subscription Summary on the far right to verify the changes and finalize your checkout.
Any new charges or prorated credits will be displayed here, as well as the amount of your next renewal. When you're ready, click Update Subscription to finalize the transaction and charge the card on file.
In this example, we added 5 new Clients to our account the day after our renewal. As a result, we're charged the prorated amount for the remainder of this billing interval, and our next renewal will be for 15 Clients in total.
Purchase add-ons
Click Billing on the Home left sidebar to go to the billing page, then scroll down to the add-ons section.
Click the Add-ons tab at the top of the page or click the link in the add-ons section to open the add-ons marketplace.
Click Try For Free to initiate a 14-day free trial of Rank Tracker. After 14 days, the add-on will be charged to your subscription unless canceled.
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Increase or decrease the add-on amount
Some of our add-ons, like Rank Tracker, have quantities that can be increased or decreased depending on your clients' ongoing needs.
From the Billing page, scroll to the Addons section and click Update in the upper right.
Remove an add-on from your subscription
To remove an add-on entirely from your subscription, click the Remove button next to the add-on's name on the Billing page, then confirm your decision in the confirmation popup.
The add-on will be removed from your subscription summary, and the applicable credit will be listed instead. The total amount due will read "$0.00".
Change or update the payment method on file
Head to the Billing page by clicking Billing on the Home left sidebar, then scroll down to Payment Details. In the upper right, click Update to enter edit mode.
The Payment Details section will expand to reveal the required fields for your selected payment method.
If changing from Paypal to Credit Card or vice versa, simply click the circle beside the payment opposite payment method, and the form will update appropriately.
Fill out all the billing fields with your updated credit card or billing information, then click Save in the bottom left to lock in these changes for your next charge or renewal.
If you've switched to PayPal or have updated the company information, clicking Save will redirect you to the PayPal website to log in and enter or confirm payment details. Once finished, you'll be directed back to the updated billing page.
Review your next renewal
To review the amount due on your next billing date, click Billing on the left-side menu to open the Billing page.
The Subscription Summary shows your next renewal total and date on the right-hand side. It also breaks down the upcoming charge and displays any credits or coupons applied.
Ensure your finance team has everything they need by adding them as an additional recipient to your subscription invoices! The additional recipients do not require a User account in AgencyAnalytics.
💬 Need additional help?
If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄