How to update Subscription / Billing Info
To manage your subscription & billing information, simply click on the Logo in the top bar while logged in:
This will bring you to your Companies information page, where you can update Billing & Contact info, and see your plan details all in one spot. Once you have updated the system, click the Save Changes button.
You can also view recent invoices in the table on the bottom, an open an external link by clicking on the Invoice #. You will be shown a copy of the invoice, and have the option to pay online if the status does not equal 'Paid'.
Important: Only users that have the permission "Can Manage Billing Info" will be able to make these changes.
Any administrator in the system can now view account settings simply by clicking on your name in the upper left hand corner of the screen, which will bring down a menu. In that menu, you can click on Account Settings, which will bring you to your ...
FAQ's & Common Questions
What is 'Concurrent Time Off' and why is my employee not being removed from assignment while he/she is off duty? Concurrent Time Off is a setting that allows an employee to be both off duty and on duty at the same time. If enabled; any time off ...
User Permissions Key
The Scheduling platform has a built-in user permissions module that allows you to set user permissions on a per-employee basis. In this article, we have put together a 'Key' for you to refer to when deciding which permissions you'd like to enable for ...
How to Change Password
Changing your password as an end user is easy to do. Just click on your name at the left-hand top of the screen, where a drop down will appear. Click on Edit Profile to start. From there, your personal profile will appear, where you can edit your ...
How to Set Up Your System
Welcome to Scheduling! You've been looking for a system that's easy to use and maintain. And while it seems overwhelming at first, we've created this guide to help you know where to start. We always recommend that you set up the system yourself, so ...