You can manage all aspects of your Carepatron subscription - from viewing your plan details to upgrading, downgrading, or updating payment details - in the Subscription Settings.
Viewing your subscription
Navigate to the Subscription settings page
Settings → Workspace settings → Subscriptions.
The subscription summary shows:
The number of users in your workspace.
Current plan and billing period.
Current usage and limits.
Any applied discounts or promotions.
The billing detail shows
Your billing contact details
Your saved payment method on file
Notes
Active subscriptions automatically renew at the end of each billing period.
Your saved payment method will be charged, and an invoice will be emailed to your billing email address.
Upgrading your subscription plan
If you're not using the features in your current plan you can downgrade your subscription at any time.
From Subscription Summary, select Upgrade plan.
Choose your desired plan and billing period.
Enter your billing details and payment method.
Review and confirm.
Notes
When upgrading, your new plan starts immediately.
Any unused time from your current plan is credited toward the upgrade cost, and you’re charged only the prorated difference.
Downgrading your subscription plan
If you're not using the features in your current plan you can downgrade your subscription at any time.
From Subscription Summary, select Upgrade plan (also used for downgrades).
Choose the lower-tier plan and billing period.
Check your billing details and payment method.
Review and confirm.
Notes
Downgrading to Essentials is not available if your usage exceeds the lower-tier limits.
Unused time from your plan is prorated and credited to your account. It is automatically applied to future invoices, but is non-refundable.
Cancelling your subscription
If you no longer wish to continue with a paid Carepatron plan, you can cancel your subscription at any time.
Navigate to the Subscription settings page
Settings → Workspace settings → Subscriptions.
In the Subscription Summary section, click Cancel Subscription.
Complete the cancellation form.
Select Yes, cancel my subscription.
Updating billing and payment details
To update Billing details:
Navigate to the Subscription settings page
Click Edit in the Billing details panel
Enter your name and billing email
Click Save
To change Payment method
Navigate to the Subscription settings page
Select Change next to your saved card, or + New payment method if none is exists.
Enter your new payment method
Click save
Adding or removing staff
Changes in team members instantly update your subscription, no seat pre-purchases required.
Adding a member charges your payment method, prorated based on the billing period - only pay for what you use.
Removing a member applies credits for unused time to future invoices.
Our team will be able to answer any other questions you may have. Just reply via messenger through the Help channel in your workspace.