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Subscription Management Overview

Managing your Tented subscription allows you to control billing, update payment methods, change plans, and monitor usage. This guide covers all aspects of subscription management.

Subscription Dashboard

Overview Information

Current Plan Details:
  • Plan name and tier
  • Billing cycle (monthly/annual)
  • Next billing date
  • Current usage vs. limits
Account Status:
  • Subscription status (active, suspended, cancelled)
  • Payment status
  • Account health
  • Service status
Quick Actions:
  • Update payment method
  • Change billing cycle
  • Download invoices
  • Contact support

Usage Monitoring

Current Usage:
  • Tents created vs. plan limit
  • Form submissions this month
  • Storage used vs. available
  • Team members vs. limit
Usage Trends:
  • Monthly usage patterns
  • Growth trends
  • Peak usage periods
  • Projected overages
Usage Alerts:
  • Approaching limit warnings
  • Overage notifications
  • Unusual usage patterns
  • Performance alerts

Billing Management

Payment Methods

Adding Payment Methods:
  1. Navigate to billing settings
  2. Click “Add Payment Method”
  3. Enter card details or connect PayPal
  4. Verify payment method
  5. Set as primary if desired
Managing Payment Methods:
  • Update expired cards
  • Change primary payment method
  • Remove unused payment methods
  • Set up backup payment methods
Payment Method Security:
  • PCI-compliant payment processing
  • Encrypted payment data storage
  • Secure payment method updates
  • Fraud protection

Billing Information

Billing Address:
  • Update billing address
  • Add tax information
  • Set up multiple billing addresses
  • Configure billing preferences
Tax Settings:
  • Configure tax rates
  • Set up tax exemptions
  • Manage VAT settings
  • Generate tax reports
Invoice Preferences:
  • Email delivery settings
  • Invoice format preferences
  • Billing contact information
  • Custom invoice requirements

Plan Changes

Upgrading Plans

Immediate Upgrade:
  • Upgrade takes effect immediately
  • Prorated billing for current cycle
  • Access to new features instantly
  • Increased limits available right away
Scheduled Upgrade:
  • Schedule upgrade for next billing cycle
  • No immediate charges
  • Plan change takes effect on renewal
  • Maintains current billing cycle

Downgrading Plans

Downgrade Process:
  1. Review current usage
  2. Select new plan
  3. Confirm downgrade
  4. Plan change takes effect next cycle
Downgrade Considerations:
  • May lose access to some features
  • Usage limits will decrease
  • Data may need to be archived
  • Billing adjustment on next cycle
Downgrade Restrictions:
  • Cannot downgrade if over new limits
  • Some features may be lost
  • Data retention policies apply
  • May require data cleanup

Billing Cycle Changes

Monthly to Annual:
  • Save 20% with annual billing
  • Immediate discount application
  • Annual billing starts next cycle
  • Prorated refund for unused months
Annual to Monthly:
  • Switch to monthly billing
  • No immediate changes
  • Monthly billing starts next cycle
  • No refund for unused annual period

Invoice Management

Invoice Access

Downloading Invoices:
  • Access all past invoices
  • Download PDF invoices
  • Email invoices to accounting
  • Bulk download multiple invoices
Invoice Details:
  • Itemized charges
  • Usage breakdowns
  • Tax information
  • Payment status
Invoice History:
  • Complete invoice archive
  • Search by date range
  • Filter by amount
  • Export invoice data

Payment Tracking

Payment Status:
  • Track payment processing
  • Monitor failed payments
  • View payment confirmations
  • Set up payment notifications
Payment Methods:
  • Track which payment method was used
  • View payment method history
  • Monitor payment method changes
  • Set up payment method alerts

Usage Management

Monitoring Usage

Real-Time Usage:
  • Current month usage
  • Daily usage tracking
  • Projected month-end usage
  • Usage trend analysis
Usage Alerts:
  • Set usage threshold alerts
  • Email notifications for high usage
  • Dashboard warnings
  • Proactive usage management
Usage Optimization:
  • Identify high-usage areas
  • Optimize tent performance
  • Reduce unnecessary usage
  • Implement usage best practices

Overage Management

Overage Charges:
  • Automatic overage billing
  • Transparent overage pricing
  • Usage-based overage rates
  • Overage notifications
Overage Prevention:
  • Usage monitoring tools
  • Proactive alerts
  • Usage optimization suggestions
  • Plan upgrade recommendations

Account Settings

Account Information

Profile Updates:
  • Update account holder information
  • Change contact information
  • Update company details
  • Modify account preferences
Account Security:
  • Change account password
  • Enable two-factor authentication
  • Manage account access
  • Review security settings
Account Preferences:
  • Notification preferences
  • Communication settings
  • Privacy settings
  • Data retention preferences

Team Management

Team Members:
  • Add/remove team members
  • Manage team permissions
  • Set team member roles
  • Monitor team activity
Team Billing:
  • Team billing settings
  • Individual vs. team billing
  • Team usage tracking
  • Team cost allocation

Subscription Troubleshooting

Common Issues

Payment Failures:
  • Update expired payment methods
  • Check payment method limits
  • Verify billing information
  • Contact payment provider
Billing Discrepancies:
  • Review usage calculations
  • Check plan changes
  • Verify billing cycles
  • Contact billing support
Access Issues:
  • Verify subscription status
  • Check account permissions
  • Review service status
  • Contact technical support

Getting Help

Billing Support:
  • Direct billing support
  • Invoice assistance
  • Payment method help
  • Billing dispute resolution
Account Support:
  • Account management help
  • Subscription changes
  • Usage optimization
  • Plan recommendations

Data and Privacy

Data Management

Data Retention:
  • Data retention policies
  • Data deletion options
  • Data export capabilities
  • Data backup options
Privacy Controls:
  • Privacy settings management
  • Data sharing preferences
  • Consent management
  • GDPR compliance

Account Closure

Cancellation Process:
  • Cancel subscription
  • Data export options
  • Account closure timeline
  • Final billing
Data Handling:
  • Data retention after closure
  • Data deletion options
  • Data export before closure
  • Privacy compliance

Best Practices

Subscription Management

Regular Monitoring:
  • Check usage regularly
  • Monitor billing cycles
  • Review plan appropriateness
  • Optimize usage patterns
Proactive Management:
  • Set up usage alerts
  • Plan for growth
  • Monitor billing changes
  • Stay informed about features
Cost Optimization:
  • Choose appropriate plan
  • Optimize usage patterns
  • Take advantage of discounts
  • Monitor for overages

Next: Viewing Current Usage

Learn how to monitor and track your current usage and limits.