The below applies only to Consultant’s profiles that are paid by Company accounts.
These Consultant’s profiles are created by a Company account when that Company registers one or more Consultants via its Company account.
Summarized
Basically, all Membership activities of that Consultant’s profile should be managed through the Company account, like upgrading & downgrading of the Consultant’s Membership plan. In that way the Company will pay for Consultant’s Membership plan.
If any Membership changes, like upgrading or downgrading, are made though the Consultant’s profile then that Consultant becomes responsible for paying for those Membership changes via its own account. In that case it is NOT possible to switch back to the situation where the Company is managing and paying for Membership changes made to the Consultant’s profile.
The reason for this is to prevent potential misusage and unexpected charges made. So the account (Consultant or Company) that makes Membership changes is the one who is paying for it.
Creation of such account
These Consultant profiles are created by a Company account when that Company registers one or more Consultants via its Company account.
Currently, there is no other route to establish such accounts.
Manage through Company account only
All Membership activities of that Consultant’s profile should be managed through the Company account, like upgrading & downgrading of the Consultant’s Membership plan. In that way the Company will pay for Consultant’s Membership plan.
Membership plans of a Consultant are managed at the Consultants section of a signed in Company account. Thus not at the Membership page, which deals with the Membership of the Company.
If any Membership changes, like upgrading or downgrading, are made though the Consultant’s profile then that Consultant becomes responsible for paying for those Membership changes via its own account. In that case it is NOT possible to switch back to the situation where the Company is managing and paying for Membership changes made to the Consultant’s profile.
The reason for this is to prevent potential misusage and unexpected charges made. So the account (Consultant or Company) that makes Membership changes is the one who is paying for it.
Upgrade & Trial Period
Trial activated upon registration
When the Consultant is entitled to a trial period and this is activated upon registration of this Consultant via a Company account:
- A charge is made to the Company’s Credit Card at the end of the trial period in line with the chosen Membership plan.
- If you downgrade the chosen Membership plan during the trial period this will be activated after the end of the trial period.
Trial activated after registering
When the Consultant is entitled to a trial period and this is activated after registration of this Consultant via a Company account:
- Select the desired Membership plan for your Consultant at the Consultants Section of your Company account.
- A charge is made to the Company’s Credit Card at the end of the trial period in line with the chosen Membership plan.
- If you downgrade the chosen Membership plan during the trial period this will be activated after the end of the trial period.
Upgrade after Trial Period
When a Consultant is NOT entitled anymore to a trial period:
- Make sure you have provided your credit card details at your Company account, see also at Activate Payment method below.
- Just select the desired Membership for your respective Consultant at the Consultants section of your Company account.
- Confirm “Do you really want to change your plan?” and your new Membership will be activated, provided your payment has been accepted.
Upgrade from Plus to Premium after Trial Period
If your Consultant is already on a Plus Membership and you want to upgrade to Premium, an upgrade to Premium will be DIRECTLY effectuated and charged.
Please note, that no refund or settlement will be provided in relation to the remaining period of the Plus Membership if you upgrade to Premium during the Plus period.
Downgrade
Any downgrade of your Consultant via a Company account will be effectuated and charged, if applicable, after the current Membership plan has ended.
Consultant and Company become disconnected
If a Consultant and Company become disconnected, for whatever reason, then the Consultant becomes responsible for managing and paying for its own Membership plans.
Activate Payment Method
- Go to your Billing Information page and enable your Payment Method by entering your Credit Card details at either PayPal or Stripe.
- Click the Save button once and WAIT for a few seconds.
- When the PayPal or Stripe box turned orange select your method by clicking the white dot in the orange box.
- Refresh the page and now Payment Method should either state PayPal or Stripe and then your Payment Method is activated (see also picture below).
Payment Method Activated:
Links to related information
- What Memberships exist?
- What are Company / Consultant connections?
- How to create and manage Company / Consultant connections?