How do I manage my subscription plans, add-ons, and user seats?
Overview
This article explains how Ambiki subscriptions work, including payment types, billing behavior, and how to add, upgrade, or remove plans, add-ons, and seats. It also walks through the steps to manage subscriptions based on how your organization is billed. If you’re seeing upgrade messages or missing access to certain features, this guide will help you understand why and how to resolve it.
What subscription payment types does Ambiki have?
Ambiki has two subscription payment types, Automatic Monthly Payment and Pay by Invoice.
Automatic Monthly Payment (Stripe)
Payment method on file is charged each month through Stripe.
Billing period start date is the day the subscription is created
Monthly charge occurs on that same date each month
Upgrading plans and/or adding seats take effect immediately and are charged a prorated amount for the remainder of the current billing period
Downgrading plans and/or removing seats takes effect immediately and your monthly charge is prorated based on what was used during the billing period
Pay by Invoice
Available for large organizations. (contact Ambiki sales or support)
Invoice is sent monthly and paid via check or ACH
Billing period start date can be any day of the month and becomes the monthly due date
Upgrading plans and/or adding seats takes effect immediately and is billed at the full monthly rate for that billing period
Downgrading plans and/or removing seats takes effect at the start of the next billing cycle
If a user does not sign into Ambiki during the billing period, the organization is not charged for that user’s subscription plan
How do I add, upgrade or change subscription plans, add-ons & user seats?
The steps below differ depending on how your organization is billed. Choose the section that matches your subscription payment type (Automatic Monthly Payment or Pay by Invoice).
If you use Automatic Monthly Payment (Stripe)
Step 1: Open the Subscription page At the top left corner of Ambiki, click on the Organization menu dropdown, then click Subscription.
Organization menu dropdown, then click Subscription
Step 2: Manage user plans and add-ons On the Subscription page, click Manage user plans & add-ons to view your current plans, seats, and add-ons.
Manage user plans & add-ons page
Step 3: Add or remove seats On the right-hand side, click Add / remove seats.
Add / remove seats
Step 4: Update seats Increase the number of Professional plan seats and add any add-ons you need, then click Update seats.
Update seats
Step 5: Assign the Professional plan In the Manage user plans & add-on section use the dropdown next to your name to change your plan to Professional. Assign plans to other users as needed.
User plan assignment dropdown
Confirm your upgrade Once the Professional plan is assigned, billing and administrative features should be available right away. If teletherapy add-on is enabled, teletherapy tools will also be available.
If you use Pay by Invoice
Step 1: Open the Subscription page At the top left corner of Ambiki, click on the Organization menu dropdown, then click Subscription.
Organization menu dropdown, then click Subscription
Step 2: Manage user plans and add-ons On the Subscription page, click Manage user plans & add-ons to view your current plans, seats, and add-ons.
Manage user plans and add-ons
Step 3: Manage user subscription On the right-hand side, click Manage subscription.
Manage subscription
Step 4: Update user plans & add-ons Under Subscription Plan, use the dropdown and select Professional plan and add any add-ons you need, then click Update subscription
Update user plans & add-ons
Confirm your upgrade Once the Professional plan is assigned, billing and administrative features should be available right away. If teletherapy add-on is enabled, teletherapy tools will also be available.
Q&A
Q: I am paying for a limited plan. Why am I seeing upgrade messages when I try to add billing rates?
A: Billing and administration tasks are not included with the limited plan. You will need to upgrade to the professional plan to access the full set of features, including adding service rates. The Professional plan is our full-featured plan and is intended for practice owners, admins, and full-time therapists. The Limited plan is intended for part-time therapists and does not include billing or admin access.
Kim Luster
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