We’re stoked that you want to become a member of the Dash-Family! Awesome!
How about we do the last steps to complete your subscription together? I’ll show you how to subscribe to a plan from a trial account! Ready to bring your reporting habits to the next level? Set… go!
1- Go in the Admin menu, located in the top-right corner of the screen, and select the option “Plan & Billing”
2- On the panel that appears, click “Subscribe”.
3- Choose the plan that suits your needs and click “Select Plan”
4- You then have to fill the form with the billing information. Done? Cool! Click “Save”.
5- You then land on the Invoices Details page.
The first section displays the transition from your free trial (which is actually a professional plan) to your new plan.
The second section shows the payment information, which is the payment amount and frequency. Please note that the system only accepts credit cards. If you face a specific problem with this payment method, just contact us: we’ll figure something out!
6- The third section is where you enter your credit card information. Once everything is completed, click “View Summary”.
Is everything correct? If the answer is “yes”, you’re just one click away from entering the Dash-Family! Click “Process payment”!
Welcome to your new reporting home! We’re gonna have a great time together!