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How to manage your Booxi subscription

How to access your subscription page

To view/edit your Booxi subscription, follow these steps:

  1. Go to the "My Business" tab > "Subscription & Billing" > "Review"

  2. Your subscription page page will open
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*Note: if you do not see a "Subscription & Billing" tab in your account, contact a Booxi representative.

On your subscription page, you may perform the following actions:

  1. View your subscription details

  2. View/edit your account information

How to add/update a payment method

To add/update a payment method, follow these steps:

  1. Click "Payment Methods"
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  2. Select an existing payment method you want to edit, or add one by clicking "Add new"
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  3. Click "Edit payment method"
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  4. If you are editing an existing payment method, make the necessary changes and click "Update. If you are adding a new payment method, fill all required fields, then click "Add".

How to access your Booxi billing history

  1. Click "Billing history"

  2. Every invoice is listed; select "Download" to view an invoice.

How to cancel your subscription

  1. Select your plan

  2. Click “Cancel Subscription”
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  3. Confirm the action: your subscription cancellation date will be shown.

Booxi recommends exporting your relevant data (e.g. appointments, clients, etc.) before your subscription ends; see here for info.

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