π Overview
This article will guide you through the steps to manage your ChiroHD monthly subscription, including updating your payment method, setting up automatic billing, and viewing invoices.
π Note: Subscription management is tied to each individual location, so these steps must be completed from your live location.
π οΈ Steps to Manage Subscription
1. π Log In to Your Live Location
To manage your subscription:
Ensure you are logged into your live location
Subscription settings are not accessible from the system level
2. βοΈ Access the Subscription Settings
Navigate to any screen within ChiroHD (e.g., Calendar screen)
Click your name in the top right corner
Select Subscription from the dropdown menu
3. π³ Update Your Payment Method
To add or update the card on file:
Click the button to manage your payment method
This connects directly to Stripe for secure payment updates
Follow the prompts to add a new card or update an existing one
4. π Set Up or Verify Automatic Billing
If automatic billing is active, a green bar will appear
If not set up, you will see a red bar and a button to activate automatic billing
View your next billing date and billing messages
Billing messages may include number of texts sent
5. π View and Pay Invoices
To manage open invoices:
Access the View/Pay Invoice section on the right side of the Subscription screen
Click View/Pay Invoice to see available invoices
Download invoices and receipts for paid invoices
Click View Invoice and Payment Details to see itemized charges, including:
Quantity of text messages sent
Texting campaigns
Subscription fee
Patient app charges (if applicable)
β Key Takeaways
Subscription settings are location-specific, not system-wide
Securely manage payment details through Stripe
Confirm auto-billing status by color indicators (green = active, red = inactive)
View, pay, and download detailed invoices directly from the Subscription screen
Stay informed with billing messages and upcoming charge dates
π Conclusion
To manage your ChiroHD subscription, payment method, or view past invoices:
Log in to your live location
Click on your name at the top right corner
Select Subscription to access all subscription management options