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Subscription and Billing FAQ

Find quick answers to your common billing, subscription, and payment questions.

Written by Tatum Savage

How much does a membership cost?

Pricing changes depending on which plan you choose and how many Clients you need. For complete information about our pricing tiers and membership levels, check out our pricing page here.

How do subscription cycles work?

When you purchase a plan you're signing up for a subscription to that service that will bill either monthly or annually depending on which you chose. They recur on the same date of the month or year as when you originally purchased the subscription.

Do I have to commit to a contract?

While some plans require a contract, you can choose a monthly subscription which can be cancelled at any time. Our annual plan can also be canceled at any point during the year, and would provide access to the platform until the last paid day of your subscription.

What payment methods are accepted?

Our system accepts PayPal and major Credit Cards, including AmEx, Visa, and Mastercard. Debit card payments are not supported.

Credit card payments often require 3D Secure (3DS) authentication to be active on your card, which authenticates the purchase via a one-time code to your mobile device, passphrase, or biometric verification.

How do I add a coupon to my subscription?

You can head to the Billing page in-app at any time to apply a coupon. Look under the subscription summary on the right for "Have a coupon?" Find more details here!

How do I see the amount that will be due on my next scheduled billing date?

You can find the amount of your next renewal on the Billing page, under subscription summary on the right. Find step-by-step instructions here.

Am I charged in USD or CAD?

We support charges in USD and CAD. The account Admin can view which dollar you're being charged in under the payment details section of the subscription page.

Why didn't my renewal price decrease when I deleted a Client?

Your renewal is based on the Client count of your subscription rather than how many Clients are actively being used. If you've deleted a Client and don't intend to replace it soon, you can update your subscription to reflect that by following the steps here.

Can I have my invoices sent to a different email address?

Yes! By default invoices are sent to the account Admin, you can add additional invoice recipients by following the steps here.

Can I put my subscription on hold or pause my subscription?

Account Admins can choose to pause an active subscription for 1-3 months. Depending on the duration you select, the subscription will automatically renew 1-3 months from the date you paused at your regular subscription rate, unless manually resumed. Learn how to pause your account here.

Do you offer a money-back guarantee?

If you're not satisfied with the software within 30 days of purchase, please reach out to our friendly support team for a full refund. Find more details on our refund policy here!

πŸ’¬ 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 πŸ˜„

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