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Account

Managing your membership.

6 articles
Updating your profile or business informationHow to change your email, business name, or logo.
Cancelling your subscriptionHow to cancel and what happens to your clients.
Upgrading from Starter to ProHow to upgrade.
Managing notificationsEmail notifications.
How do I change my admin email address after activating my portal?How to update the admin email on your partner account, and what the sign-in process looks like afterward.
How do clients edit their account information? (phone number, address, birthdate)What account details clients can update themselves, and how the rest get changed.