Manage Payment Method

How to Manage Your Payment Method in GroupTrack CRM

Update your payment information to ensure uninterrupted service.

Table of Contents

1. Introduction
2. Steps to Update Your Payment Method
   • Step 1: Access the Billing and Upgrade Section
   • Step 2: Manage Your Payment Information
3. Why This Process is Important
4. Additional Resources

Introduction

Purpose

This document provides a simple guide for updating your payment information or method for your GroupTrack CRM subscription. Keeping your payment information up to date ensures uninterrupted access to all the features and services provided by GroupTrack CRM.

Steps to Update Your Payment Method

Step 1: Access the Billing and Upgrade Section

1. Open your GroupTrack CRM web app: app.grouptrackcrm.com.

2. Click on your Name in the top right corner of the screen.

   

3. From the dropdown menu, select Billing and Plan.

Step 2: Manage Your Payment Information

1. In the Billing and Plan section, click on the edit pencil next to your current plan.
2. Add your new payment information in the provided fields if needed.
3. If necessary, set your new payment method as the default by selecting the appropriate option.

Why This Process is Important

Maintaining up-to-date payment information is crucial for ensuring that your GroupTrack CRM subscription remains active. Updating your payment method helps avoid any disruptions in service and keeps your account in good standing.