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Account Management

Account management permits you to switch between our different plans and edit your billing information, cancel your subscription or your account. 

You'll need this:
  • One of these Pointerpro plans:

 Professional          Enterprise           ReportR           DistributR 



On this help guide page:
  1. Edit your billing info
  2. Make Changes to your Plan


1. Edit your billing info

Click on the three dots shown at the top right corner of the screen. Choose 'My Account'. 

Account Management- edit your billing info

Scroll down to the section called Billing info. Click Edit billing info to edit your billing address and credit card number. Here is also where you can display and download your invoices.

Account Management- edit billing info

2. Make Changes to your Plan

2.1 Upgrade

2.2 Downgrade

2.3 Cancel subscription

Further down at My Account screen and you can find Your Plan. Here is where you can change your plan - upgrade to get loads more great features, downgrade, cancel your subscription or your account to change to the Free Plan.

Your Current plan is shown at the top of the box. Click Upgrade my account to view all the plans and Upgrade or Downgrade the plan you're on currently.

Account Management- upgrade my account

2.1 Upgrade

Upgrade and choose an account that will offer you more great features! The features included in each plan are listed below the price so you can choose the plan to suit your needs. Your current plan is indicated with a small flag in the upper left corner.

Click Buy now or Contact us to upgrade to an Enterprise, ReportR or DistributR so we can set up the perfect plan for you!

plans upgrade screen

2.2 Downgrade

If you wish to downgrade to a lower plan, please contact support@pointerpro.com.

WARNING
 

If your surveys were created with a higher plan - using features from the higher plan, and then you downgrade, those surveys will be de-activated.

If you want to be able to edit your surveys again, you will need to upgrade to a the plan you used earlier to create the survey.

2.3 Cancel subscription

If you have Pointerpro Professional plan and won't be needing your account for some time, you can cancel your subscription. Your account will be downgraded to Free plan keeping all your work intact.

Go to My Account page > Plans & Billing > Saying goodbye section.

Click Cancel subscription to downgrade to the Free plan.

Account Management- cancel subscription

If you have Pointerpro Enterprise, ReportR or DistributR plan please email to support@pointerpro.com to cancel your subscription.

WARNING
 

When you cancel your subscription you will automatically downgrade to a free plan. You wont be able to edit your surveys anymore, but you will still be able to collect up to 20 responses per month.

If your surveys were created with a higher plan - using features from the higher plan, and then you downgrade, those surveys will be de-activated.

If you want to be able to edit your surveys again, you will need to upgrade to a the plan you used earlier to create the survey.

What's next?

  • You want to change your email address or password? You can ask for a new password to be sent by email if you forgot your secret code, or just change your password for security reasons. Either way, you can change your email address and password in just a few easy steps or you can contact us for help.
  • White labeling: You can remove Pointerpro brand and logo from our product and replace it with your own. There are a lot of possibilities for branding your questionnaire by design. But if you want to fully brand your questionnaire by using your own link, you can white-label your questionnaire.
  • Team management: With this feature, you can manage what the different team members have access to. You can set up who is allowed to edit the questionnaire or who you only want to give viewing rights to. You could also allow team members to view the reporting dashboard.