ADVISOR Client Subscription (by Client)
As an advisor and client, you can subscribe to a plan on our platform in two ways: Client Subscription (by Advisor) and Subscription (by Client).
If you are a client looking to subscribe to a plan on your Diligentsia account, please follow the steps outlined below."
Step 1: On your company index, click subscribe, select plan of your choice, enter card details and make payment
Step 1: On your company index, click subscribe, select plan of your choice, enter card details and make payment
Click "Subscribe" from Company Index.
Select plan.
There are two payment options available. You can pay using your debit or credit card and if you have a discount code, you can add insert it to get a discount. If you want to get a discount code, you can click here to book a call with the CEO
Plan is active on Company Index and dashboard
Plan is active on Company Index and dashboard
FAQs
Q: Can I cancel my subscription at any time?
Email cancel@diligentsia.co.uk
Q: Can i get a free trial? I've not really understood what your company does.
There is a free plan with basic features for you to see the potential of how Diligentsia can help your firm or company
Q: What happens to my data after canceling a subscription?
Your data is deleted from our server and no one has access to it. you can check out more info on that here
Q: Can I downgrade my subscription?
No, you can't downgrade your subscription.
Q: Will I be refunded for unused portions if I cancel?
Cancelling of a plan won't be effective until after the subscription period ends, so you won't get a refund if you cancel.
Q: Do I need to reauthorize my advisors after upgrading a plan?
No, you don't need to reauthorize your advisors after upgrading a plan.
Q: Are there discounts for long-term subscriptions?
Contact support@diligentsia.co.uk
Q: Can I get a receipt for my subscription?
Yes you can get a receipt for your subscription. Our payments services are provided by Stripe (www.stripe.com).
Q: Can a subscription be paused temporarily?
No. Contact support@diligentsia.co.uk
Q: Is there support for clients having issues with subscription?
Yes, clients can contact customer support for any subscription-related queries.
Q: Can I switch between monthly and yearly plans?
As long as the monthly plan has ended, you can switch to the yearly plan
Q: I want to upgrade from Free to an higher plan, how do i?
To upgrade from the Free plan to a higher plan, follow the below steps.
Step 1: Click on upgrade from your Company Index, select plan you wish to upgrade to and make payment.
Step 1: Click on upgrade from your Company Index, select plan you wish to upgrade to and make payment.
Select plan and make payment.
Step 2: You are then taken to your new plan's dashboard. The plan you subscribed to reflects on your Company Index and your Advisor's Client Index.
Step 2: You are then taken to your new plan's dashboard. The plan you subscribed to reflects on your Company Index and your Advisor's Client Index.
Advisor's Client Index.
Your Company Index.
Troubleshooting FAQs: Advisor Client Subscription (by Client)
Q: Why can’t I find the “Subscribe” button on my Company Index?
A: Ensure you are logged in with a Client account. If the “Subscribe” button is still missing, contact support for assistance.
Q: What should I do if my payment fails during subscription?
A: Verify your card details and ensure sufficient funds are available. If the issue persists, contact your card provider or support@diligentsia.co.uk.
Q: Can I use a promo code for my subscription?
A: Yes, enter your promo code during checkout to receive a discount. Ensure the code is valid and not expired.
Q: What should I do if my discount code isn’t working?
A: Verify that the discount code is entered correctly and still valid. Contact support if the issue persists.
Q: How do I access complimentary access as a development partner?
A: Enter your access code during the subscription process. If you do not have a code, click the link to schedule a call with the CEO.
Q: Can I switch from a monthly to a yearly plan?
A: Yes, you can switch to a yearly plan once your current monthly plan ends.
Q: What happens if I cancel my subscription before it ends?
A: Cancelling a plan will prevent renewal but remains active until the end of the current subscription period. No refunds are issued for unused portions.
Q: Can I downgrade my subscription to a lower plan?
A: No, downgrading a subscription is not allowed. You can cancel your current plan and select a new one after it ends.
Q: How can I upgrade from the Free plan to a higher plan?
A: Click "Upgrade" from your Company Index, select the desired plan, and complete the payment process.
Q: Can I temporarily pause my subscription?
A: No, subscriptions cannot be paused. Contact support@diligentsia.co.uk for further assistance.
Q: What happens to my data if I cancel my subscription?
A: Your data will be deleted from our servers after the cancellation period. Learn more about data policies here.
Q: Will I receive a receipt for my payment?
A: Yes, a receipt is automatically generated and sent via email after a successful payment. Stripe provides our payment processing.
Q: How do I request a discount for long-term subscriptions?
A: Contact support@diligentsia.co.uk for information on discounts for long-term plans.
Q: Can I cancel my subscription through the platform?
A: No, you need to email cancel@diligentsia.co.uk to cancel your subscription.
Q: What should I do if my subscription doesn’t activate after payment?
A: Refresh your dashboard. If the issue persists, contact support for immediate resolution.
Q: Will my advisors lose access if I upgrade my plan?
A: No, advisors will retain their existing access permissions after a plan upgrade.
Q: Can I add multiple promo codes during checkout?
A: No, only one promo code can be used per transaction.
Q: Is there support for subscription-related issues?
A: Yes, contact customer support via the website or email support@diligentsia.co.uk for help.
Q: How can I confirm that my subscription is active?
A: Check your Company Index and Advisor’s Client Index for the updated subscription status.