How to Change Your Subscription Plan
Ready to upgrade or adjust your subscription? Here's how:
- Log in as an administrator
- Navigate to Admin > Billing & Subscriptions
- Click "Change Plan"
- Review available options
- Select your desired plan
- Confirm the change
Plan changes take effect immediately. Upgrading mid-billing cycle will result in prorated charges for the remainder of the month. Downgrading will apply at the start of your next billing cycle.
Related Articles
Understanding Your Monthly Invoice
Your monthly invoice contains detailed information about your subscription charges and usage. Key sections include: Subscription plan details Number of active users Add-on services Usage-based charges Applicable taxes Payment history Credits applied ...
Implementing Single Sign-On (SSO)
Simplify access management with SSO implementation: Navigate to Admin > Security > Authentication Enable SSO option Select your identity provider (Okta, Azure AD, Google, etc.) Configure connection parameters: Entity ID ACS URL Certificate details ...
Leveraging AI Features for Business Insights
Harness the power of AI to gain competitive advantages: Smart Prediction Forecasts based on historical data patterns: Sales pipeline prediction Customer churn risk analysis Lead conversion probability Intelligent Automation Smart email categorization ...
Typical Implementation Timeline and Milestones
A successful implementation typically follows these phases: Week 1: Discovery and Planning Initial kickoff meeting Business process review Configuration planning Weeks 2-3: Base Configuration System setup User creation and permissions Data migration ...
How to Update Your Account Information
Need to update your account details? Follow these simple steps: Log in to your account Click on your profile icon in the top right corner Select "Account Settings" from the dropdown menu Update the relevant information in each section Click "Save ...