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Enterprise and Coach Subscription Management
Enterprise and Coach Subscription Management

Need to update your payment, want to view billing history, or change plans, this article will show you how.

Adam Tucker avatar
Written by Adam Tucker
Updated over a week ago

Whether you have an individual plan or one of our team options, here is how to manage what you are paying for:

  1. From the ADMIN Dashboard, select the tab for "Organization Settings." A list of different setting options will appear. Choose "Billing Settings"

2. Once here, you can select, Manage Subscription to view all subscription management options.

3. You will be given options to edit Billing & Shipping Addresses, Payment Methods,        and view Billing History (and download invoices).  To view your current plan, click in the white box.  Depending on your plan, it will contain different text.  But for this example, you would click where it says Cloverleaf Team Plan.

4. After clicking on your current subscription, you can view the plan breakup, edit              your payment method, or cancel your subscription.

*We have updated our Navigation on Cloverleaf! Check out this guide for full details*

For more help with Cloverleaf, view related help articles:
Managing Users
Downloading User's Reports
General Organization Settings

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