The following questions and answers can explain concepts around Actionstep Practice Management subscriptions:
- What is my service period?
- What benefits does annual billing have over monthly billing?
- How can I change to annual billing?
- What happens if I want to add more users throughout the year and I am on annual billing?
- What happens if users leave throughout the year on annual billing?
- What happens if I want to add more users throughout the year and I am on monthly billing?
- What if we need to reassign or remove users with monthly billing?
- Why has my invoice not changed after removing all but 1 license?
- How do I cancel my Actionstep Subscription and will I have access for the remainder of my service period if I do?
What is my service period?
Actionstep subscriptions are paid upfront for the next service period. Your renewal date can be found in the top-right corner of your service invoice. The service period covers from your renewal date to the next renewal date, depending on your billing term (monthly or annual).
What benefits does annual billing have over monthly billing?
Annual billing is charged a reduced priced over the year term when compared with monthly billing.
How can I change to annual billing?
Enquire about changing to annual billing by emailing our team at accounts@actionstep.com.
What happens if I want to add more users throughout the year and I am on annual billing?
Users added throughout the year are charged a prorated lump sum, based on which point of the year they are being added into the system. For example, if you add a user to your current plan six months into the year, you will be charged half of the annual subscription rate for that new seat.
What happens if users leave throughout the year on annual billing?
The annual billing option works off a 'seats' model, which means you can add or remove users freely within the number of seats you originally purchased for those 12 months. For example, if you need to replace one of your users because one of your staff left, you would simply need to remove the original user first before adding the new user and there would be no additional charge.
What happens if I want to add more users throughout the year and I am on monthly billing?
Users on a monthly subscription are charged at the beginning of the month for the number of users in their system on that date. If you wish to add a new user to your system above your current license count, you can do this at any time by following the instructions in Adding and Removing System Users (Admin). A pro-rated charge will be issued on your next invoice for this user, in addition to the new number of licenses. This may look like you are being charged for an extra license, however this charge is for the pro-rated license fee for the previous month.
What if we need to reassign or remove users with monthly billing?
If you are reassigning or replacing a user, please ensure you remove the inactive user before adding the new user, to prevent an additional charge. There is no refund issued if you remove a user during your service period; however, you can reassign the vacated seat to a different user before the end of the month for no additional charge. If the seat isn't reassigned, it will be removed from your subscription starting the next month.
Why has my invoice not changed after removing all but one license?
Actionstep has a base access fee applied to customers. This access fee is inclusive of up to three licenses before any additional per user charges are applied. If you wish to remove all but one license, your invoice will reflect this base access fee.
How do I cancel my Actionstep Subscription and will I have access for the remainder of my service period if I do?
To cancel your Actionstep Subscription, please follow the instructions in Canceling Your Actionstep Subscription. Please note, as per the Actionstep Terms of Use, we are unable to cancel your system for you and notice by email of intention to cancel is not an accepted means of cancellation. Once you have canceled your system, you will no longer have access to it. We recommend you request a backup of your data from Support by following the instructions in Requesting Backups of Your Actionstep Data prior to cancellation.
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