Subscription and billing details

Learning outcomes:

• How to complete the subscription process
• View subscription details
• View and update payment details

How to subscribe

If you are on the free trial you will see the Subscribe button at the top of the page. To begin the subscription process, click the Subscribe button.

Fill out all the fields with your organisation's details, and confirm the information is true. This information will be used to create the master service agreement between the organisation and waymaker.

Click next... then wait. The next screen will load and a pop-up will open allowing you to allocate licenses to your team.

In the pop-up you can adjust each team member's license. Each person can have a license or a combination of a license and a leadership license. 

Once you have updated the licenses appropriately, click save. If you need to change the license allocation, click the reallocate licenses button to re-open the pop-up and make the necessary updates.

When you are ready, agree to the master subscription agreement, and click subscribe now.

In the Stripe billing gateway, you can review your plan details and provide your payment details then complete the payment process by clicking subscribe.

Once the payment is complete you will be redirected back to the subscription page, wait...

Stripe will confirm payment was successful, click ok and you will be redirected back to your homepage.

View subscription details

To view your subscription details, in settings navigate to the admin center.

Choose billing.

The billing page displays the number of people subscribed to each license type. You can click on the name of the license to see the people that are subscribed to that license. Click the subscription details button to open the Stripe customer portal where you can view the licenses you are subscribed to and your billing details.

The Stripe portal will always open in a new browser tab. When you are finished in the portal close the browser tab rather than clicking "return to waymaker.

Update payment details

To update your payment details, in the Stripe customer portal, click the edit icon next to the plan, then update or add a new payment method. If you do make changes ensure you click Update to save those changes.

The Stripe portal will always open in a new browser tab. When you are finished in the portal close the browser tab rather than clicking "return to waymaker.