Account (upgrade, plan, downgrade..)

In this article, we'll take you through managing your account. Here's the Pricing list and the features of the Essential, Professional, Enterprise, and ReportR plan.

Click on the three dots shown at the top left corner of the screen. Choose My Account

Account - go to My Account

1 Edit your billing info

Scroll down to the section called Billing info. Click Edit billing info to edit your billing address and credit card number and also look at and download your invoices.

Account - edit billing info

2 Make Changes to your Plan

Continue scrolling down the My Account screen and you'll come to Your Plan. Here's where you can change your plan - upgrade (get loads more great features!), downgrade, or cancel your subscription to change to the Free Plan.

Your Current plan is shown at the top of the box. Click Upgrade my account to view all the plans and Upgrade or Downgrade the plan you're on currently.

Account - change current plan

2.1 Upgrade

Upgrade and choose an account that will offer you more great features! The features included in each plan are listed below the price so you can choose the plan to suit your needs. Your current plan is indicated by a tick. Click Sign up or Contact us to upgrade to an Enterprise or ReportR plan so we can set up the perfect plan for you!

four types of plans

2.2 Downgrade

Your current plan is highlighted (Professional in the image below). Click Downgrade to move to a lower level account. Don't forget you'll have fewer features available on a lower plan, so think before you click!

downgrading your plan

2.3 Cancel subscription

If you think you won't be needing your account for a while, you can cancel your subscription and move to a free account keeping all your work intact.

Scroll down the My Account page to the bottom section Saying goodbye. Click Cancel subscription to downgrade to the free plan.

Account - cancel subscription

3 Cancel account

We're sorry to see you go. If you're really sure you want to leave us, scroll down the My Account page to Say goodbye and click Cancel account. This action is irreversible and all of your surveys and quizzes including results will be deleted.

Account - cancel account

What's next?

Here are some other account management features you may be interested in:

  • View your invoices – read the how-to guide to find out how you can view your invoices.
  • Simultaneous logins - This occurs when different people are logged in on different devices and can cause problems such as work being lost. If you want to have the capability for more than one team member to work in the application, sign up for the Enterprise plan or ReportR plan. These plans have a team management feature that allows you to create accounts for all of your team members (or create multiple administrators) at a small additional cost.
  • Team management - With this feature, you can manage what the different team members have access to. You can set up who is allowed to edit the questionnaire or who you only want to give viewing rights to. You could also allow team members to view the reporting dashboard.
  • White labeling - did you know that we offer the option to have a fully branded survey with your own link? There are two white labeling options, either on our domain or your domain. Read the white labeling guide for more details. If you choose to go for white labeling on your domain, the software is completely white-labeled and displays your own company's branding.
Vincent is the author of this solution article.

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