This is a how-to guide on how clients can change their plan within the Self-Service Billing Portal. For all specific questions related to billing, please reach out to your account manager directly.
Instructions
1. Navigate to the Billing Portal. This can also be found in Portal from your initials under 'Billing'. Log-in using the email address and password created during the subscription sign-up process. (Note: This password may be different than your i360 Portal Password.)
2. Navigate to the 'Subscriptions' tab in the top header.
3. Select 'Update' in the top right.
4. Available plans will display for you to upgrade or downgrade.
In line with our business rules, a client can not downgrade from their current plan until 30 days have passed from their last plan change. This is executed within the UI as an error message indicating that rule and displaying the number of days remaining. We are exploring the feasibility of changing that experience so that the downgrade is scheduled at that point.