Upgrading Account
- Wendy Jean
Once you have created your FREE account, you have the ability to upgrade several different ways… Only the Team Owner can upgrade.
Free Account to Basic Account
Free Account to Corp Account
Basic Account to Corp Account
Corp Account to Corp Account (add more users)
All Accounts are upgraded the same way.
Free accounts you will notice there is an Upgrade Now button on your dashboard in two places where you can upgrade. One on the Navigation tool bar on left of screen and one top right corner next to your name.
Basic Accounts you will notice on Navigation toolbar on left that your subscription is Basic yearly. (you can also choose and pay monthly)
Corp Accounts you will notice on Navigation toolbar on left that your subscription is Corp Yearly. (you can also choose and pay monthly)
To Upgrade your account all you need to do is click on the Upgrade button, Basic Yearly or Corp Yearly button in the Navigation toolbar.
1 - FREE Account to Basic or Corp Account
Click on Upgrade Now and you have the ability to choose Basic Monthly or Yearly or Corp Monthly or Yearly. In both pictures you will see that you have the price breakdown and where to enter payment details. Once you have chosen what subscription you want, enter all fields and Click Upgrade.
Corp accounts you can select how many users (depending on the number you select, the charges will change onscreen so you will be aware of what your billing will be) and you can add your company name.
2 - BASIC Account to Corp Account
Click on Basic Yearly on the Left navigation toolbar and this will take you to your Billing Subscription Plan page where you will see details on your current subscription. You can VIEW payment method tab, which will show you the credit card you used to pay for your subscription and you can VIEW Invoice tab where you will be able to see all your paid invoices.
Click Upgrade to change your subscription to Corp Account where you can select users and add company name. If your subscription is already set at yearly, you will only be able to select yearly for the upgrade. You will have the option to use the Current Payment Method or Update Payment Method with a new credit card then select Upgrade
3 - CORP Account to Corp Account (add more users)
Click on Corp Yearly on the Left navigation toolbar and this will take you to your Billing Subscription Plan page where you will see details on your current subscription. You can VIEW payment method tab, which will show you the credit card you used to pay for your subscription and you can VIEW Invoice tab where you will be able to see all your paid invoices.
Click Upgrade to change your subscription to Add users.
You will see your current number of users and then you can ADD more users by entering the TOTAL user count in the box titled “new number of total users”.
Once you enter new number of total users your will see your pro-rated costs for today and then you will see your total yearly charges along with when the next subscription's bill will be due i.e. (359 days (05/30/2021)
If your subscription is already set at yearly, you will only be able to select yearly for the upgrade. You will have the option to use the Current Payment Method or Update Payment Method with a new credit card then select Upgrade