📝 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.
🔒 Note: Subscription management is tied to each individual location, so these steps must be completed from your live location.
🛠️ Steps to Manage Subscription
1. 🔐 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. ⚙️ 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. 💳 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. 🔁 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. 📄 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)
✅ 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
📌 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