Managing Subscriptions

MyPass offers automated subscription billing as a simple way to self-manage onboarding and payments.

Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/1983783/Managing-Subscriptions

25 STEPS

1. To begin, log into your portal and click Settings.

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2. Click Subscription to open your current Subscription settings.

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3. This shows the number of Active Personnel and Total Personnel.

Active Personnel is the current number of Personnel assigned to a Resource Pool/s.

Total Personnel is the total number of Personnel inside and outside of Resource Pools.

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4. This screen will show the details of your current Active subscription.

It includes- Active Personnel, Total Personnel, the Subscription model, the next Billing Date and the Amount.

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5. If you wish to make changes to your current Subscription by reducing the number of your Personnel, click Change Subscription.

Note: You can not reduce the number of Personnel on your Subscription to less than your Active Personnel.

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6. If you wish to reduce the number of Personnel on your Subscription to less than your Active Personnel, you will need to remove Personnel from your Resource Pool/s.

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7. Once you have updated the number of Personnel, click Select next to your preferred Subscription model.

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8. Click Next.

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9. The updated details of your Subscription will be shown .

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10. A decrease in Subscription will prompt you to schedule the payment. This will take effect when your current subscription ends. Click Schedule $ AUD to confirm your Subscription update.

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11. That's it. You've now successfully downgraded your Subscription!

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12. If you wish to cancel the Subscription plan change, click Cancel plan change.

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13. The confirmation box will show when your Subscription switch is due to happen if not cancelled. Click Yes, cancel my plan change to confirm.

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14. If you have reached your Personnel limit and wish to add more, click Change Subscription.

Note: An increase in your Subscription will take effect immediately, and not at the end of the Subscription billing period.

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15. Input your desired number of Personnel.

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16. Click Select next to your preferred Subscription model.

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17. Click Next.

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18. The updated breakdown of your Subscription will be shown. Click Pay $ AUD to update your subscription.

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19. That's it. You've now successfully upgraded your Subscription!

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20. To cancel your Subscription, click Cancel my subscription.

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21. Click Cancel my subscription to confirm. This will take effect at the end of the current Subscription period.

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22. To reinstate your Subscription, click Renew my subscription.

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23. 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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24. This is Upcoming Event. It will show the Next Billing Date for ongoing Subscriptions or the Cancellation Date if the Subscription has been cancelled.

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25. That's it. You've now managed a Subscription!

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