How do I select a subscription plan or update my credit card information?

Please note that you must be logged in as a Global admin on the web portal in order to have access to the billing information.

Your co-workers and guests alike love Greetly's visitor management system - obviously. Now your trial is coming to an end. Or perhaps your credit card information has changed. This article walks you through the steps for adding or updating your billing details

1). How to select a subscription plan and add a credit card for a new subscription

Please note that you must be logged in as a global admin on the account in order to have access to billing information.

Smart! Like checking in with Greetly, launch your subscription is quick and easy:

  • In the top-right corner of the app, click on where it says "Hi [your name/email address]"
  • Click "Subscription/Billing" (or click here to go straight to this page)
  • Select a) whether you wish to pay monthly or annual, b) your plan type (ie: Essential, Pro or Enterprise)
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  • On the right side of the screen, enter your billing information and click "Subscribe to a plan"

Annual Plans:

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Monthly Plans:

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Your subscription will be live immediately. 


2). How to update your credit card information for your current subscription plan

Want to change your credit card without changing your plan? No problem:

  • In the top-right corner of the app, click on where it says "Hi [your name/email address]"
  • Click "Subscription/Billing" (here is the easy button, just click this link) > "Billing Settings" > "Choose another way to pay" > enter your new credit card > "Update payment information">

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Now let the amazing visitor reception begin, err, continue.  

 

Still need help? Email us at success@greetly.com