How to Manage Your Client Hub Subscription and Billing

You can manage your Client Hub subscription and billing details through our secure Billing Portal. This includes updating payment methods, reviewing invoices, and making subscription changes.

👥 Who Can Access the Billing Portal

Only users with the Subscriber role have access to the Billing Portal.

🔗 How to Access the Billing Portal

1. Log in to your Client Hub account.

2. From the left navigation, click Manage Practice.

   🖼️ Screenshot: Manage Practice page selected from the left navigation

3. Under Subscription, find the Billing Portal section.

   🖼️ Screenshot: Billing Portal section with Billing portal button visible

4. Click the Billing portal button.
5. The Billing Portal will open in a new browser tab.

🧾 What You Can Do in the Billing Portal

From here, you can:

• View and download past invoices
• Update your payment method
• Review your current subscription plan and pricing
• Change your subscription (e.g., from monthly to annual)