On this tab, you will be able to see AND edit all of the information you entered during the registration process. To edit any of the fields, you can simply need to click the entry box, make any edits, and then click the “Save” button at the bottom of the page.
Here is a basic rundown of what your users will see and be able to do on this tab of the account page:
See all associated subscription information – You will be shown any active or inactive subscriptions that are either automatically recurring or one-time payment type subscriptions. Subscription information will include the following column headers:
- Membership – this column will show the name of the subscription along with the subscription’s unique ID given by the gateway processor.
- Subscription – this column shows if the renewal status of the subscription (either enabled to rebill, paused, or stopped if the subscription has been canceled). The billing terms of the subscription, along with the next billing date, will be shown if applicable.
- Active – this column will show one of two things, a green ‘Yes’, or a red ‘No’. ‘Yes’ means that the user’s subscription is active and that they will have access to your protected content. ‘No’ means that the user’s subscription is inactive and will not have access to your protected content.
- Created – shows the day the subscription was created.
- Card Exp. – here you will see the expiration date of the user’s credit card. This column will be blank if the user signed up via a PayPal account OR if the subscription price was free.
Manage your subscription – The last column will present available options to you on the far right of each subscription. The options that you will see will be conditional on either administrative settings or the current status of your subscription, which are all explained below:
- Update – this option is conditional on you having an active, automatically recurring subscription. Clicking this link will allow you to update your credit card information. If the user signed up with a PayPal account, then you will be shown a link to update your account information directly at paypal.com
- Change Plan – this option is conditional on the membership being currently a part of a Herbal Nerd Society. Clicking this will trigger the ‘Change Plan Pop-Up’ where you can easily upgrade or downgrade, OR it will take you to your Group Pricing Page.
- Cancel – this option is conditional on your active, automatically recurring subscription. Clicking this will cancel any future billings for the subscription. Important note: canceling does NOT equal an inactive subscription. The subscription will only become inactive once all future billings have ended or been canceled AND the last transaction associated with the subscription has expired.
- Subscribe/Renew – these links can be used if you would like to repurchase a past membership. If the your subscription is expired and has no other memberships active in the same upgrade path Group, it will say Subscribe. You can manually renew and it is not expired, it will say Renew.
The Payments tab of the account page is used to show all payments that you have made during the lifetime of your user profile on the Practical Herbalist.
The following columns will be shown:
- Date – this column will show the date that the payment was made.
- Total – this column will show the total price of the payment (including any taxes paid out).
- Membership – this column will show the name of the Membership the payment was for.
- Method – this column will show the name of the payment method selected that billed the payment.
- Status – this column will show the status of the transaction. Options are Complete, Pending, or Failed.
- Invoice – this column will show the unique transaction ID for the payment. This should match exactly what can be found in the payment gateway for the payment.
This is simply a logout link. When your users click this option, they will be logged out of your site.
