April 29th, 2024

Upgrade / Downgrade capability for clients

If your client purchased a subscription plan, they can now choose to upgrade or down grade their plan on their own. We'll handle showing proration if they upgrade or crediting if they downgrade. You can disable Services from appearing on the client portal by going to Customizations.

Here's a video guide below on how it works. Longer video guide. πŸ‘‡