Starting Your Coach Subscription
To begin your Coach Subscription:
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Log in to Your Coaching Company Account:
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Navigate to the Subscription Page:
On the left-side panel, scroll down and select "Subscription" -
Enter Your Billing Information:
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Go to the "Billing" tab at the top.
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Enter your payment details.
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Select a Plan:
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Go to the "Payment Plan" tab.
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Under the "Coach Membership" section, use the drop-down menu to select a plan that suits your needs (e.g., up to 30 users).
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Confirm your selection, and your subscription is now active.
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Adjusting Your Coach Plan for Users
As your client base grows or shrinks, you may need to adjust the number of users in your subscription. To do this:
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Review Your Current Plan:
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Go to the "Subscription" page and check the details under "Coach Membership."
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Confirm how many users are currently enabled and ensure your plan accommodates your needs.
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Make Adjustments:
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Use the drop-down menu in the "Coach Membership" section to select a different plan.
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Metronome Software will automatically prorate your billing based on the changes.
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Adding a New Company to Your Subscription
Before adding a new company:
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Check Available Seats:
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Ensure your current plan has enough seats for the new company’s users. For example, if a company needs 8 seats and you have 10 available, you can proceed.
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Add the Company:
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Go to the "My Companies" page on the left-side panel.
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Locate the company you want to add and navigate to its "Subscription" page.
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Click "Link" and confirm the action.
Once linked, the company’s subscription page will update to reflect this change.
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Unlinking a Company from Your Subscription
If you need to unlink a company:
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Navigate to Your Company Account:
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Confirm you are in your coaching company account.
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Unlink the Company:
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Go to the "Subscription" page and view your linked companies.
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Select the company you wish to remove by clicking the unlink button.
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Select a user to be the new company administrator for future subscription management.
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Notify the client they will be placed on a 7 day free trial to allow them time to add in their billing information.
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Please note that no information will be lost during this process.
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Disable Access:
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Go to the "My Companies" page.
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Locate the company, click on the three dots, and select "Disable Access." Confirm the action, and the company will be removed from your list.
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Conclusion
Managing your Coach Subscription is designed to be flexible and user-friendly. Whether you are starting your subscription, adjusting user plans, or managing linked companies, Metronome Software provides tools to streamline the process. For additional assistance, our support team is here to help.