Learn how to change your subscription, update billing or payment information, and view subscription details (applicable to Software as a Service (SaaS) licenses).
- License Details in Meisterplan
- Your Customer Portal
License Details in Meisterplan
To start managing your subscription, click Manage in the left-hand sidebar and select Subscription. For this, your Meisterplan user account needs the Administrator access level:
You can review your current resource package under My Subscription as well as your planned resources under My Resource Consumption:
- Active Individual Resources: Individual resources are defined as a specific person (Sally Smith, John Doe, etc.). All resources are considered active until their Termination Date.
- Resources Based on Additional Role Capacity: If you plan capacity based on roles, 1 FTE of additional role capacity counts as 1 licensed resource. This is taken from either the Plan of Record or a scenario, whichever uses the highest additional role capacity.
- Total Resource Consumption: The sum of active individual resources and additional role capacity.
See our Licensing & Pricing page for more details.
Your Customer Portal
Access your Customer Portal by clicking Change Subscription in the Meisterplan Manage Subscription page (see above):
Here you can update your license and billing information:
Follow these steps to select a different resource package or switch between monthly and annual payments in the Customer Portal:
Step 1: Scroll down to Subscription, click Manage in the top right corner, and select Change subscription:
Step 2: Select a package and click Save and Continue at the bottom of the screen.
Step 3: Add or remove addons as needed and click Save and Continue.
Step 4: Review your order and confirm it by clicking Change Subscription.
In your Customer Portal, scroll down to Payment History:
You’ll see your past invoices and can download them as PDF documents.
Update Payment Method Information
Follow these steps to view and update your payment information such as credit card details in your Customer Portal:
Step 1: Scroll down to Payment Method Information:
Step 2: Click Update Payment Method at the bottom.
You can also add another payment method by clicking Add in the top right.
Update Contact Information
There are 3 types of contact information in your Customer Portal, which may differ based on your organization’s needs:
|Type||What It’s Used for|
|Account Information||The Contact Person listed here receives email confirmations for important account changes (e.g. changing your subscription)|
|Billing Information||Used for sending invoices|
|Shipping Information||Determines which local taxes apply to your subscription|
To update this information, access your Customer Portal, scroll down to the respective section, and click Edit in the top right corner.
Under Account Information, you can select a different language for your Customer Portal using the Locale option.
If you still want to cancel your subscription, access your Customer Portal, scroll down to Subscription, click Manage in the top right corner, and select Cancel subscription.
You’ll be able to access your Meisterplan account until your current billing term ends.