Add or update your payment method
Add a card or bank account before your trial ends, or replace the one on file, so your hub keeps running.
In this article5 sections
Add a card or a US bank account before your 14-day trialTrial The first 14 days of a new hub, before the first payment is taken. ends so your hub keeps running, or replace the one on file. Adding one during the trial charges nothing until it ends.
Open billing
In Settings › Billing & Subscription, find Payment Method.
Open the payment form
Choose Add a card. To change what's on file, choose Replace card, or Replace for a bank account.
Enter and save
Enter a card, or switch to a US bank account and enter its details. During the trial, the form says the date billing starts. Choose Save card.
What happens next
The new card or account is used from now on, and the old one is removed once anything owed is paid. During the trial nothing is charged; billing starts when the trial ends.
If the Admin PanelAdmin Panel The staff-only side of a hub, opened with the Admin button, where the firm manages cases, users, templates, automations and settings. was locked after a failed payment, saving pays what's owed and unlocks it at once, and the LobbyLobby The home screen of the portal, showing your cases, announcements, inquiries and the firm's office locations. too if it had become read-only. A bank debit takes a few days to clear, and until it does the page says "Your bank debit is processing and may take a few days to clear. Your subscription stays past due until it clears." The hub stays unlocked while it clears.
If something goes wrong
- "Only an Admin can add or replace the payment card. Ask an Admin of this hub to update it." Managers see this in place of the buttons.
- "Payment method is invalid or cannot be processed." Use another card or account.
- The card is declined. The form shows your bank's reason. Use another card, or ask your bank.