How to change an entities subscription plan

When loading companies or trusts in Connectworks you can select the plan that’s right for each client you manage - there's no requirement to use a single subscription plan for your firm. You can transfer between plans yourself at any time without penalties.

To update a subscription: 

1. Locate the entity to be updates in the firms Clients tab.

2. Select the tick box, and then the Cogs menu.

3. Select change subscription.Screen_Shot_2019-05-21_at_12.05.17_PM.png

4. Before confirming the change you will see any additional charges which may be accrued by the change.

Screen_Shot_2019-05-21_at_12.06.19_PM.png