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Subscription Management

How to manage your subscription, enable add-ons, purchase storage and more!

Updated over a month ago

Edition: Business, Enterprise

User-level: System Administrator

Previous steps: Account Owner


As a System Administrator you can:

  • View your Synergy edition (Business, Enterprise)

  • View add-ons

  • Increase and decrease staff licenses

  • View how many licenses are in use

  • Purchase additional storage

  • Add or update credit card information


To manage your subscription, go to the Organisation drop down > Subscription

On this page, you can:


*New users* Starting paid subscription

Every account owner in Synergy will be required to add credit card details, whether on a monthly or annual billing cycle. To activate Synergy past a trial, you will need to add credit card details. If you are on anything other than monthly, you will not be charged until your account credit has depleted.

  • Click the "Start paid subscription button"

    or Edit > Start paid subscription

  • Confirm the product edition (Business, Enterprise) is correct

  • Check staff licenses are correct for your organisation

  • Add any additional storage if required, and view if any add-ons are on or off, depending on whether you chose to have them enabled during your trial.

  • Click Calculate at the bottom right

  • Click Next at the top right

  • This is your chance to check everything is correct such as

    • License count

    • Add-ons

    • Storage

  • Add your credit card number, expiry and CVC

  • Click the Pay now button


Updating credit card details

  • Click either the "Update credit card details" button

    Or you can click Edit > Update credit card details

  • Add your credit card number, expiry and CVC

  • Click Save


Change users or storage

  • Click the "Change users or storage" button

    Or click Edit > Change users or storage

  • Increase or decrease Staff licenses

    • Free-type the total you'd like to have, or use the up/down arrow beside the number to go up/down in increments of 1

  • Add, increase, decrease, or remove additional storage

    • Free-type a number (Gigabytes) of storage, or use the up/down arrow beside the number to go up/down in increments of 1

  • Things to note:

    • You will be charged pro-rata amount for any Add-on that has been enabled for the amount of time it is enabled.

    • Fieldbook is a per-user add-on and can be enabled for specific staff numbers.

  • Click the Calculate button at the bottom of the page to calculate the new total

  • Click Next

  • On the right-hand side, confirm all information is correct

  • Use your pre-registered card, or use a new card

  • Click Pay Now

You can come back to this page any time to add or remove users, view add-ons, or update your credit card details.


Tips!

  • Add-ons can only be viewed on the subscription page. For any modifications, please reach out to our Customer Success Team at subscriptions@totalsynergy.com. If you'd like to discuss or demo any of our add-ons, please reach out and this can be organised for you!


Where to next?
​Configuration overview

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