Updating Credit Card Details

1. Access Billing Settings

Managing your subscription and payments is centralized within your account settings.

• Permissions Check: Only users with Account Admin access can view or modify billing information.

• Click your Profile Photo in the top right-hand corner.

• Select Settings.

• From the left-hand sidebar, navigate to Billing > Subscription.

2. Review Your Current Plan

The Subscription page provides a clear overview of your account status:

• Plan Type: View your current tier (e.g., "10 Users Monthly").

• Renewal Date: See when your next payment is due.

• Outstanding Balance: Check if there are any pending payments required to keep your account active.

3. Upgrade Your Subscription

If your team is growing and you need more user seats:

• Click the Subscribe (or Upgrade) button.

• Select your new desired plan or user count.

• Double-check the plan details and renewal frequency.

• Review and Agree to the Terms of Service.

• Click Subscribe to finalize the upgrade.

4. Update Your Payment Method

To change the credit card on file for future renewals:

• Click Update Payment Method (or Add Payment Method).

• Enter your new credit card details, ensuring the billing address is correct.

• Click Add to save the card as your primary payment source.