📝 Overview
It is important that your account's payment information is up to date, as missed payments can cause your account to be disabled, which prevents your Staff Members or Customers from creating or managing appointments. In this article, we’ll review how to manage your subscription and answer some common questions about billing and payments.
⚠️ Please note: In order to manage billing and payment information for your subscription, you must be a Headquarters Administrator.
🗓️ Subscription Billing Periods
You can choose to pay each month (monthly billing) or once per year (annual billing) for your account's subscription. Below are steps to manage your subscription's billing cycle and how to access your Billing History to download invoices, monitor payment/invoice dates, amounts invoiced/paid and how invoices were paid.
Click here to learn more about how to access your Billing History
Click here to learn more about how to access your Billing History
Click on Settings tab.
Click on Billing History tab on the left.
Click here to learn more about Account Options and Pricing
Click here to learn more about Account Options and Pricing
To change your Billing Cycle, please contact our Sales Team by submitting a support ticket. The day your Billing Cycle has been updated will become your new billing date.
To view if your account is being billed monthly or yearly, please follow the instructions below:
Click on Settings tab.
Click on Account Options and Pricing tab on the left.
💳 Payment Methods
In most cases, a credit card is entered when an account is activated. Below we will cover how to manage your payment methods for your account's subscription. In this section, we'll cover reviewing, updating and adding Billing Contact information and payment methods.
Click here to learn more about accessing your Payment Information
Click here to learn more about accessing your Payment Information
Click on Settings tab.
Click on Payment Information on the left.
Click here to learn more about adding a credit card as Payment Method
Click here to learn more about adding a credit card as Payment Method
Click on Settings tab.
Click on Payment Information on the left.
Click on Add Payment Method. In the pop-up window, enter in the details of your credit card. The address information should match the information on file with the bank or credit card company. When you’ve completed the form, click the Add Payment Method button.
Click here to learn more about updating existing credit cards
Click here to learn more about updating existing credit cards
Click on Settings tab.
Click on Payment Information on the left.
Click on Edit button for the credit card you want to update/edit.
Click here to learn more about Mailing a Check
Click here to learn more about Mailing a Check
To mail in a check for your subscription, please use the following address. You may use this address for overnight or courier-handled payments.
Billing Name and Address:
StormSource, LLC (DaySmart Appointments)
PO Box 845338
Dallas, TX 75284-5338
Click here to learn more about ACH Payment
Click here to learn more about ACH Payment
To receive ACH or wire instructions, please reach out to our support team.
📞 Support Tiers
Multiple support packages aid in optimizing your experience and troubleshoot issues easily. All accounts automatically receive the Basic Support package, and you can upgrade to either Extended Support or Premium Support.
Click here to learn more about Support Tiers
Click here to learn more about Support Tiers
To upgrade your Support Tier, please contact our Sales Team by submitting a support ticket.
Once your upgrade is complete, your account will be billed or invoiced for a prorated amount based on the date of the upgrade. An invoice will be sent immediately to the email address listed in your Billing Contact section and will also appear in your Billing History tab.
To view which Support Tier you're subscribed to, please follow these instructions:
Click on Settings tab.
Click on Account Options and Pricing tab on the left.
🏢 Account Locations
When you add a new Location, it will be billed at your current subscription rate. For example, if you’re on the Gold Tier, each added Location will be charged the fee for Gold Tier. Any Marketplace Plug-ins enabled for those Locations will also add to your fees.
Click here to learn more about Account Locations Billing
Click here to learn more about Account Locations Billing
The Account Options and Pricing tab within your Settings tab shows your total number of Locations and a list of active Plug-ins with the number of Locations they’re enabled on.
❓ Frequently Asked Questions (FAQs)
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Can I change my subscription Tier?
Click below to see the answer
Click below to see the answer
If your business requirements no longer match your subscribed tier, our Sales team can help you select the right Tier. Contact a team member using the Support Chat so we can help guide you on this selection.
Am I able to change my Bill date?
Click below to see the answer
Click below to see the answer
Your bill date is set to your subscription date and can’t be changed manually. It will update automatically if you upgrade your plan or switch from monthly to annual billing.
How can I avoid account disablement?
Click below to see the answer
Click below to see the answer
If a payment fails, your account will be disabled—after 5 days for Gold Tier and 20 days for Platinum. Keep your payment info current to avoid interruptions. Larger, multi-location accounts may qualify for custom billing terms; please contact our support team for details.
💡 Please note: If you still require assistance, please log into your account and submit a ticket to our support team. Click the link below for more information on how to reach our support team.