Help Center
Your firm
28 step-by-step guides for your firm.
Approve or dismiss a client's plan-change request
When a client asks to switch plans from their own subscription page, an amber Change requested banner appears on their subscription. Here is how to activate the new plan in one click, or dismiss the request and follow up your own way.
Cancel or reactivate a client's subscription
Cancel a client's subscription at the end of their paid period or straight away, understand what cancels at period end means, and bring a cancelled subscription back to life with Reactivate.
Why a client's account is locked or read-only
A client says buttons are greyed out or they cannot create anything new. This explains the difference between locked and read-only, why it happens (no active plan, or a lapsed one), and how to unlock them again.
Update your own name and password
Change the name your team and clients see, and set or change your own password from your profile. Also explains the amber 'set a new password' prompt you get the first time you sign in with a login your admin created.