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I run a practice. Can I manage subscriptions on behalf of my clients?
I run a practice. Can I manage subscriptions on behalf of my clients?
Marek Liszka avatar
Written by Marek Liszka
Updated over 2 months ago

Absolutely. As a practice owner, you can purchase subscriptions on behalf of your clients.

Remember that when you purchase subscriptions for your clients, each subscription covers only one client.

Managing subscriptions:

You can manage subscriptions for all of your clients from the Hub page. Once you are here, go to the 'Billing' section.

Here, you'll see 3 tabs:

  • Plans - A list of your clients together with details of their subscription plans. Click on a client's company name to see their usage in the current month.

  • Practice billing details - These details can be used to pay for any new subscriptions later.

  • Billing history - Access historical invoices for subscription plans when you need them.

Changing payer from client to practice / Changing subscription plan:

  1. Go to the 'Billing' section from your practice view.

  2. Make sure you are in the 'Plans' tab.

  3. Select the companies for which you would like to pay for subscriptions from now on.

  4. Once selected, click on 'Move to practice account'.

  5. Confirm the change by clicking 'Confirm'.

Buying subscriptions for new clients who do not yet have any subscriptions:

  1. Once your client is onboarded, go to Practice Hub.

  2. Select 'Billing'.

  3. Find the client on the list of companies and tick the box next to their name.

  4. Click 'Move to practice account'. You'll need to first move this company to your billing account, and then select 'Subscription plan'.

  5. After moving a client, make sure the company is still marked and press 'Change plan'.

  6. Select the plan you would like to subscribe them to and click 'Choose'.

  7. To confirm the subscription, click 'Confirm'.
    โ€‹
    If you want to automatically purchase subscriptions for clients you will onboard in the future, go to 'Billing' > 'Practice billing details' and check 'Automatically use Practice billing account for all new companies'.

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