Integrations
Mobile App
How to change who is paying for the subscription as an agent (client pays or agent pays)
Here we will go over how to change who is paying for the subscription as an agent (client pays or agent pays)
If you have accidentally subscribed under client pays instead of agent pays or vice versa, please follow these instructions to change this back to the correct payer

Changing from client pays to agent pays

To change from client pays to agent pays you will need to first cancel your subscription.
Select the three dots on your client's card
Select ‘Billing’
Select the ellipses on the right
Select ‘delete’
Enter your reason for deletion and select ‘Delete Subscription’
Once you have canceled the subscription select ‘Resubscribe’
Select ‘Update card details’
Select ‘Agent pays’
Enter your agent card details if it has not been already inputted and review the subscription type and amount and confirm.
Note that today's payment amount shows $0, as you have already paid for the subscription under the client. You should also see how much you will be billed and when.
Your subscription should now be under ‘Agent pays’

Changing from agent pays to client pays

Please note: that if you have accidentally added your client's card details under ‘agent pays’ then the card details that will be charged for all clients that are under ‘agent pays’ will be under the card details entered. If this was done by mistake you can go into settings and edit the card details to your agent card details to update all the cards under agent pays.
To change from agent pays to client pays you will need to first cancel your subscription.
Select the three dots on the client card
Select ‘Billing’
Select the ellipses on the right
Select ‘delete’
Enter your reason for deletion and select ‘Delete Subscription’
Once you have canceled the subscription select ‘Resubscribe’
Select ‘Update card details’
Make sure ‘Client pays’ is selected.
Enter the client's card details on behalf of the client by clicking on ‘Enter card details on behalf of the client’ (You can also choose to invite your client to enter their card details by selecting ‘Send email’ instead)
Enter your client card details and review the subscription type and amount and confirm.
Note that today's payment amount shows $0, as the subscription has already been paid.
You should also see how much you will be billed and when.
Your subscription will now show under ‘Client pays’