How a Customer Can Cancel Their Subscription in the Client Portal

How to Cancel Subscriptions in the Client Portal


1. Access the Client Portal

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  • Open the client portal using your test account.
  • Note that the home page may vary based on your community group.

2. Locate the Managed Subscriptions Button

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  • Find the 'Managed Subscriptions' button in the left-hand column.
  • Click this button to access billing information.

3. Alternative Access to Managed Subscriptions

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  • Alternatively, click on your profile icon (the person icon).
  • Select 'Managed Subscriptions' from the dropdown.

4. Verify Your Identity

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  • A new tab will open showing 'Billing and Subscription'.
  • A verification code will be sent to the email address on file.

5. Enter the Verification Code

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  • Check your email for the verification code.
  • Enter the code in the provided field to access billing information.

6. Review Subscription Details

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  • Once verified, you will see your billing information.
  • If you have active subscriptions, they will be displayed here.

7. Cancel or Update Subscription

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  • If applicable, you will have the option to cancel your subscription.
  • You can also add or change your card information in this section.