Client Subscription(by ADVISOR)
As an advisor or client, you can subscribe to a plan on our platform through two methods: Client Subscription (by Advisor) and Client Subscription (by Client).
When you add a client to your index, they are automatically subscribed to the free plan and they have access to it's features and modules. If you are an advisor looking to subscribe to a plan on behalf of a portfolio client, please follow the steps outlined below.
Step 1: On your Client Index, go to the dashboard of the company you wish to upgrade their plan, select plan and make payment.
Step 1: On your Client Index, go to the dashboard of the company you wish to upgrade their plan, select plan and make payment.
Go to Dashboard.
On the dashboard, select Lite or Pro. Click Upgrade on the plan you want.
Then click "Buy Now"
Then confirm purchase by clicking "Purchase Subscription".
Note: You're billed annually in advance.
If you have a discount code, you can provide it and click "Continue to Purchase". Otherwise, click "Continue to Purchase" and you'll be taken to Stripe where you'll make payment.
Step 2: Plan is already active and you can now access the Pro dashboard.
Step 2: Plan is already active and you can now access the Pro dashboard.
FAQs
Q: I want to upgrade from Pro to Pro Plus or Portfolio Pro, what should i do?
Both plans are customized plans and you can get them by booking a call with the CEO. Click here to do that.
Q: Can I or the client(s) cancel subscription at any time?
Email cancel@diligentsia.co.uk
Q: What happens to client data after canceling a subscription?
You are taken back to the free plan.
Q: Is there a free trial?
There is a free plan with basic features for you to explore and you can choose to upgrade after.
Q: Can a subscription plan be downgraded?
No, your plan can't be downgraded.
Q: If subscription is cancelled, is there a refund for unused portions?
Cancellations are just effective after the subscription period end, so there are no refunds
Q: Do i need to be reauthorized after a plan upgrade?
No, you don't need to be reauthorized after a plan upgrade.
Q: Are there discounts for long-term subscriptions?
You can discuss with our sales team on that. Click here to schedule a meeting.
Q: Is there an audit log of subscription history?
No, there is no audit log of subscription history
Q: Can a subscription be paused temporarily?
NO, subscriptions can't be paused temporarily.
Q: Is there support for clients having issues with subscription?
Yes, there is dedicated 24/7 customer support. You can reach out through the button at the bottom right of our website.
Q: Do you store my credit card information?
No – our payments services are provided by Stripe (www.stripe.com). We do not store your credit card information on our platform.
Troubleshooting
Q: Why can’t I find the “Subscribe” button on my Client Index?
A: Ensure you have the appropriate permissions as an Advisor to manage subscriptions. If it’s missing, contact support.
Q: What should I do if my payment fails during subscription?
A: Verify your card details and ensure sufficient funds are available. If the problem persists, contact your card provider or support.
Q: How do I apply a promo code for a subscription?
A: Enter your promo code in the designated field during the payment process to apply a discount.
Q: Can I use an access code for complimentary access?
A: Yes, if you have an access code, enter it during payment. If you’re a development partner, contact the CEO to obtain a code.
Q: What happens after I successfully subscribe on behalf of a client?
A: The plan is activated immediately, and you can access the Pro Dashboard.
Q: How do I upgrade a client’s plan from Pro to Pro Plus or Portfolio Pro?
A: Click the “Upgrade” button on the Company Dashboard or Company Index. Contact sales@diligentsia.co.uk for additional guidance.
Q: Can I cancel a subscription at any time?
A: Yes, email cancel@diligentsia.co.uk to initiate the cancellation process.
Q: What happens to client data if a subscription is canceled?
A: The account reverts to the Free plan, retaining basic features while data access is limited.
Q: Can a subscription plan be downgraded to a lower tier?
A: No, plans cannot be downgraded. You can cancel the current plan and choose a different one after the subscription period ends.
Q: Will I receive a refund for unused portions of a canceled subscription?
A: No, cancellations take effect at the end of the current subscription period, and refunds are not issued.
Q: Do I need to reauthorize my access after upgrading a client’s plan?
A: No, reauthorization is not required after upgrading a plan.
Q: Are there discounts for long-term subscriptions?
A: Contact sales@diligentsia.co.uk for information about discounts on long-term subscriptions.
Q: Can I pause a subscription temporarily?
A: No, subscriptions cannot be paused. You must cancel and resubscribe if necessary.
Q: Is there an audit log for subscription history?
A: No, subscription history is not recorded in an audit log.
Q: How do I switch between monthly and yearly plans?
A: You can switch plans, but the current subscription must complete its cycle before the switch takes effect.
Q: How do I access support for subscription-related issues?
A: Use the support button on the website or email support@diligentsia.co.uk for 24/7 assistance.
Q: Can I manage multiple client subscriptions simultaneously?
A: Yes, you can manage subscriptions for multiple clients through your Client Index.
Q: What happens if I accidentally select the wrong subscription plan?
A: Contact support immediately to rectify the issue or adjust the subscription.
Q: Is there a free trial to explore platform features?
A: Yes, the Free plan offers basic features for exploration before upgrading.
Q: Does Diligentsia store my credit card information?
A: No, all payment processing is handled securely by Stripe, and Diligentsia does not store credit card information.