Managing Your Subscription: Upgrading and Add-Ons

Owned by Lisa Barnett
Oct 30, 2024
4 min read

Overview

In the Subscription area on your site, you can:

  • Cancel: If you cancel the suscription, your subscription will end on your renewal date. As your subscription is an annual commitment, all monthly payments will continue until the renewal date.

  • Manage Payment: Allows you to access and modify the billing and payment details in your Stripe account. Stripe is the system that automatically invoices and collects the monthly payments for your subscription.

 

Requirements/Dependencies

  • Login with Site Administrator permissions.

  • Navigated to the Subscription page in Site Administration. Review the Subscription knowledge base article for more information.

 

 Instructions

Upgrades and Add-Ons

Access the information that relates to your subscription by navigating to Subscription via Site Administration

  1. Click on your name in the upper right hand corner of your ShareVision site.

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  2. On the menu that appears, select Site Administration.

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  1. The Site Administration Home page will be displayed. Select Upgrades and Add-Ons under the Services section.

  2. Review the available Editions and Add-Ons of interest.

Upgrading your ShareVision Site (Edition or Add-Ons)

On the Upgrades or Add-Ons page, you will see the edition of ShareVision to which your organization is currently subscribed. Below, you will see a variety of options for licensing, and a collection of options for specific add-on features that you can use to enhance your current edition of ShareVision.

Upgrading ShareVision Edition

  1. Click the Upgrade button next to the desired upgrade

     

  2. You will be redirected to an overview page, outlining the pricing changes you are about to make. If you wish to proceed, click Continue.

  3. You will then be brought to a confirmation page, outlining the Upgrade being purchased, as well balance required (including information regarding prorated prices). If you wish to proceed, click Upgrade.

  1. When the payment has been successfully processed, you will receive a confirmation.

  1. You can view your new edition, as well as the updated Subscription start date and renewal date in the Subscription page.

Purchasing ShareVision Add-Ons

To enhance your current ShareVision edition by purchasing an add-on:

  1. Click the Upgrade button next to the desired add-on

     

  2. You will be redirected to an overview page, outlining the pricing changes you are about to make.
    If you wish to proceed, click Continue.

A) Current price per month

This is the current price you pay and reflects the sum of your ShareVision edition as well as any existing add-ons you have purchased.

B) Additional price per month

This is the price of the add-on that you are in the process of purchasing.

C) New price per month

This is the sum of the following costs:

  • Your current ShareVision edition

  • Any existing add-ons you have purchased

  • The new add-on you are in the process of purchasing

  1. You will then be brought to a confirmation page, outlining the Upgrade being purchased, as well balance required (including information regarding prorated prices). If you wish to proceed, click Upgrade.

 

  1. When the payment has been successfully processed, you will receive a confirmation.

  1. Your new add-on will be listed in the Add-Ons tab of the Subscription page.

 

Cancelling ShareVision Add-Ons

You can choose to cancel your add-ons at any time through this the Add-Ons tab of the Subscription page.

  1. Click the Cancel button next to the add-on.

     

  2. A pop-up will appear asking you to confirm the cancellation. If you would like to proceed, click Confirm, otherwise, click Cancel to end the process. Please read the message that appears before cancelling.