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Managing your subscription

Everything you need to know about managing your subscriptions

Written by Riley - Support Lead

The Manage Subscription self-serve portal lets you manage your recurring credit/debit card subscription in one place: change plans, cancel, update payment methods, apply coupons, and view your invoices. This guide walks you through the key actions you can perform in the portal.

Subscriptions paid manually (bank transfer or Beem) are not managed through the portal. They are managed through your invoices, where you upload a payment receipt for each term. See the Add a new subscription article for the manual payment flow.

Animated walkthrough of the Manage Subscription self-serve portal showing the change plan flow

Changing plans

Step 1. Log in to the portal with the Upgrade or manage plan button.

Step 2. Select the subscription you would like to change.

Step 3. Select Edit Subscription.

Step 4. Select Change on the subscription plan.

Step 5. Select the new plan you wish to switch to.

Step 6. Review the changes and confirm.

Good to know: when you change plans, the difference in price is refunded or charged pro rata, calculated from the number of days left in the current term.

For example: if you subscribe to Plan A at $100 per month and upgrade 15 days later to Plan B at $200 per month, you are only invoiced $100 for the upgrade for the rest of the monthly term. Likewise, you are credited $100 if you downgrade from Plan B to Plan A 15 days into the term.

Credits on your account are automatically applied to future renewals.

Canceling a subscription

Step 1. Log in to the portal with the Upgrade or manage plan button.

Step 2. Select the subscription you would like to cancel.

Step 3. Select Cancel Subscription and follow the prompts to confirm the cancellation.

Good to know: canceling a subscription ends it at the end of the current term period, so you keep your plan features until the term runs out.

Changing payment methods

Step 1. Log in to the portal with the Upgrade or manage plan button.

Step 2. Select Payment Methods.

Step 3. Select the payment method you would like to update, or add a new payment method.

Step 4. Set the new method as the primary payment method if desired.

Using coupons

Step 1. During checkout, or when modifying your subscription, look for the field to enter coupon codes.

Step 2. Enter your coupon code in the designated area.

Step 3. Apply the coupon to see the adjusted price.

Changing billing frequency

Step 1. When modifying your subscription, look for the "Billing frequency" section.

Step 2. Select your desired new billing frequency. You will be prorated the difference in credits or charged the difference to your saved payment method.

Credits

Any credits attached to your account are automatically used for charges, including new subscriptions, one-time charges, and renewals. Credits are not refunded except in special circumstances.

Additional features

You can also use the portal to:

  • View and download past invoices

  • Update your personal and billing information

  • Manage multiple subscriptions under one account

Important notes

The self-serve portal is designed to give you control over your subscription. If you cannot find a specific option or need further assistance, send us a message and we will be happy to help.

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