Step-by-Step Guide to Updating Payment Details, Restoring Subscription, and Reactivating Services for Pros
If a Pro needs assistance with reinstating an account due to a declined credit card and needs help reestablishing their subscription, follow these steps:
Note: if the Pro has already subscribed and paid, skip to section 2.
Step 1: Update Payment Details (For 3.0 Portal clients)
- Advise them to update their credit card or payment details by logging into their website admin at app.countingworkspro.com.
- Click on their initials at the top right corner.
- Select their subscription and click Confirm.
- Select Billing from the dropdown menu.
- Under the PAYMENT section on the right side, click on Edit Payment Method.
- Update the necessary information.
- Click Set as Default to save the new card for billing.
- Click Save to confirm the changes.
- Finally, click Subscribe to process the payment.
Step 2: Republish the Website and Reactivate the Automated Newsletter
Step-by-Step Instructions:
1. Login to the Admin Profile
- Go to app.countingworkspro.com.
- Click the settings icon in the top right corner and select Admin Profile.
2. Impersonate the Pro Account
- Navigate to Users.
- Locate the Pro’s account and select Impersonate.
3. Republish the Website
- Click on Websites.
- If the site isn’t published, go to the Unpublished tab.
- In the top right corner, click Website Editor.
- On the next page, click Save and Publish.
- Verify that the website is live.
4. Reactivate the Newsletter
- Go to Newsletter.
- Click on the Automated tab.
- In the Active dropdown, select Inactive.
- If the Pro has an automated newsletter, toggle the button to Active.
- In the Active dropdown, select Active again to confirm. The newsletter and its history should now be visible.
5. Stop Impersonating
- Once the above steps are complete, exit impersonation mode.