Interactive Tutorial
** Best experienced in Full Screen (click the icon in the top right corner ) **
1. The first step is to login and click Settings.
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2. Click Subscription to open the subscription settings.
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3. This is the number of Active Personnel and Total Personnel. Active Personnel is the current number of Personnel in Resource Pools. Total Personnel is the total number of Personnel inside and outside of Resource Pools.
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4. This is the portal's current Active subscription. Here, find the number of active Personnel, the subscription fee, and the subscription model.
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5. To cancel the subscription, click Cancel my subscription.
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6. Click Cancel my subscription to confirm. Once the subscription is cancelled, the subscription will last until the given date.
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7. To reinstate the subscription, click Renew my subscription.
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8. The confirmation box will show when the subscription is due to end if not renewed. Click Renew my subscription to confirm renewal.
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9. This is the Upcoming Event. Here, find the plan end date, the cancellation date if the plan has been cancelled, and if applicable, the next billing date details.
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10. This is the Scheduled Change. Schedule Change happens when the Active Personnel (current number of Personnel in Resource Pools) is less than the current plan.
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11. To cancel the schedule change, click Cancel plan change.
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12. The confirmation box will show when the subscription switch is due to happen if not cancelled. Click Yes, cancel my plan change to confirm and proceed.
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13. This is the current Billing Details. Here, find the billing email, business name on invoice, billing address, and the payment card details.
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14. Click Edit payment details to update any or all of the billing details.
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15. Click and Enter the new details in the fields which are required to be updated.
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16. Review the new details and click Save.
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17. Click and Enter the new card details to update the payment method.
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18. Review the new card details and click Save card.
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19. This is the Past receipts. Here, find all the receipts of each subscription payments.
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20. Click the Receipt Date to download.
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21. That's it. You've now managed a subscription!
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