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Changing your Concierge Plan

You can change your plan at any time. 


Upgrading from a lower plan to a higher plan, or changing from monthly to annual payment.


Option 1: Ask us to do it

At any time you can reach out to our friendly Customer Service team to have us process the plan change for you.


Option 2: Do it yourself from web portal


Even faster and easier, you can make the plan change immediately yourself from your web portal login.


Here's how...


1. Log in to the Portal


2. Click the " Settings"  menu


image



3. If you are logged in as a user with permission to edit account settings you'll see a button "Update Membership" BOTH from the Company and Billing tabs


From the Company tab


From the Billing tab



4. Once you click on the "Update Membership" the screen updates allowing you to select a new plan from the list, go from Monthly to Yearly billing and showing you what the your "Chosen Plan" includes.



5. At the bottom of the page, you will be seeing the billing adjustment that would take place from when you Upgrade and the monthly fee moving forward.



Note:

Plan upgrades are processed immediately and charged a prorated upgrade amount based on where you are in your current billing period.


Plan downgrades are applied at the start of your next billing period once your current prepaid billing period on the old plan has finished.



Once you are all set, it's now time to hit "Confirm changes".




P.S Should you encounter any errors while going through the process, kindly report to the Customer Service team.


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