Summary
In the fast-paced world of subscription services, flexibility is key. Whether it's upgrading to access more features or downsizing to better fit your needs, the ability to change plans seamlessly is crucial. In this article, we'll explore how requesting plan changes can be made easy and efficient through a user-friendly process.
The Process Overview
With a straightforward process in place, you can navigate through it effortlessly. Here's a breakdown of how it works:
Initiation:
Begin the process by clicking on the "Change Plan" option, which will direct you to a form specifically designed for this purpose.
- In your ServiceBox account navigate to "Settings"
- Locate and click on "Plan" tab
- Click on the link 'Plan Info
- Select "Change Plan" option
Form Completion:
Upon reaching the form, customers find certain fields conveniently pre-populated. These include essential details such as the company name, subdomain, and their personal contact information. This pre-filled data not only saves time but also ensures accuracy.
Customer Selects the Change Type, Subscription Plan Level and can provide any additional details in this form.
Submission:
Once you have filled out the form and reviewed their selections, simply click on the "Submit Now" button to finalize your request.
Behind the Scenes: Processing Plan Change Requests and Purchase Completion
Upon submission, the request will be processed by the company's help desk. Once the request has been processed, you will receive an email containing a link to finalize your purchase. Simply click on the link provided in the email to proceed.
- Add credit card information
- Click on "Complete Purchase"
If you have any questions do not hesitate to contact support team [email protected]