How do I update my subscription level? Playbook Version_June_2023(Article)

WERCSmart User

Created Sep 21, 2023

How do I update my subscription level? Playbook Version_June_2023(Article)

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1

To upgrade your subscription level, please select your name in the upper right corner of the homepage screen.

To upgrade your subscription level, please select your name in the upper right corner of the homepage screen.
2

Click on My Account below your name

Click on My Account below your name
3

Select Upgrade

Select Upgrade
4

Update your subscription tiers to match your desired number of products.

Update your subscription tiers to match your desired number of products.
5

Select the corresponding dropdowns and select the subscription tier that matches number of products you will need.

Select the corresponding dropdowns and select the subscription tier that matches number of products you will need.
6

Select "Checkout"

Select "Checkout"
7

Please be sure that you have a payment method entered and select "Make Default" for your desired payment method. For example, Wire transfer is marked as "Default".

Please be sure that you have a payment method entered and select "Make Default" for your desired payment method. For example, Wire transfer is marked as "Default".
8

After confirming that you have a valid payment method added and marked as "Default", select the green "Continue" button.

After confirming that you have a valid payment method added and marked as "Default", select the green "Continue" button.
9

You will now see a confirmation the Upgrade was successful.

You will now see a confirmation the Upgrade was successful.
10

Scenario 2: How to downgrade your subscription level. Please select your name in the top right corner of the page.

Scenario 2: How to downgrade your subscription level. Please select your name in the top right corner of the page.
11

Click on the "My Account" option.

Click on the "My Account" option.
12

Select the green "Upgrade" button to downgrade your subscription.

Select the green "Upgrade" button to downgrade your subscription.
13

Update your subscription tiers to match your desired number of products.

Update your subscription tiers to match your desired number of products.
14

Select the corresponding dropdowns and select the subscription tier that matches number of products you will need.

Select the corresponding dropdowns and select the subscription tier that matches number of products you will need.
15

Select "Checkout"

Select "Checkout"
16

The total will show the prorated amount that will be credited following this downgrade. Please select the green "Confirm order" button.

The total will show the prorated amount that will be credited following this downgrade. Please select the green "Confirm order" button.
17

After confirming that you have a valid payment method added and marked as "Default", select the green "Continue" button.

After confirming that you have a valid payment method added and marked as "Default", select the green "Continue" button.
18

You will now see confirmation that the downgrade was successful.

You will now see confirmation that the downgrade was successful.
19

Scenario 3: To request cancellation of your subscription, you will need to first make all of your products Obsolete within your account.

Scenario 3: To request cancellation of your subscription, you will need to first make all of your products Obsolete within your account.
20

Select Bulk actions on the homepage under announcements.

Select Bulk actions on the homepage under announcements.
21

Click on "Delete Products".

Click on "Delete Products".
22

Check the boxes for the products you would like to make Obsolete.

Check the boxes for the products you would like to make Obsolete.
23

Click on "Make Obsolete"

Click on "Make Obsolete"
24

Click on the check box to agree that you would like to make these products Obsolete.

Click on the check box to agree that you would like to make these products Obsolete.
25

If you have registered any packaging types in your account, you will need to select your name in the top right corner of the home page and select "My Account" to delete these packaging types.

If you have registered any packaging types in your account, you will need to select your name in the top right corner of the home page and select "My Account" to delete these packaging types.
26

Select the "My Library" option.

Select the "My Library" option.
27

Select "My Packaging types" and then select the 3 dots followed by "Delete".

Select "My Packaging types" and then select the 3 dots followed by "Delete".
28

Select delete on the pop-up confirming you are deleting your packaging type.

Select delete on the pop-up confirming you are deleting your packaging type.
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