How do I change my card or billing details?
This is part of the Clinic Growth Hub subscription.
Sound familiar?
"My card's expiring. How do I change it?" "We've changed banks." "Can you update our billing address?" "I need our invoices to show a different name." You can do all of this yourself, in a couple of minutes.
What's happening
Your subscription is billed through Stripe, a secure payment company. You manage it from the Billing & Payments section of your account settings, where each subscription has its own Billing portal button. The billing portal lets you change your card, update your billing details and see or download your invoices.
Why it works this way
Your card details are held by the payment company, never by Co-Kinetic, so changes are made on its secure page. That's also why each subscription has its own button: it opens the billing account that subscription is paid from.
What to do now
- Click your name in the top right, then Settings, and find Billing & Payments ("Manage payment methods and subscriptions").
- In the Subscriptions list, find the subscription you want to change and press Billing portal next to it. Your secure Stripe billing portal opens.
- To change your card, add the new card and make it your default. To change your billing details, edit them there. Your next invoice uses the new details.
These steps are for subscriptions billed through Stripe. If your subscription shows "To make changes, contact us", or it's an older subscription set up before we moved to Stripe, ask us in the chat and we'll update it for you.
The question behind the question
"Will changing my card interrupt my campaigns?" No. Your subscription, campaigns, contacts and credits carry on exactly as before. The new card is simply used for your next payment. It's worth keeping a backup card on file, so a renewal never fails on an expired card.
The next question is usually...
- How do I manage my subscription, payment details and receipts?
- How do credits and email verification work?
Still stuck? This usually means...
- You see "To make changes, contact us" instead of a button. Your subscription is billed another way. Ask us in the chat and we'll make the change for you.
- A payment has failed. Usually an expired card. Update it as above, or press Update payment on the "Payment failed" notice, and the payment is tried again.