Understanding Marloo billing
Subscription model:
Monthly rolling basis: Flexible subscription without long-term contracts
Per-adviser pricing: Only advisers are charged, support staff access is free
Cancel anytime: Complete flexibility and control over your subscription
Centralized billing:
Firm-level management: One user can manage billing for the entire organization
Team efficiency: Simplified administration for multi-user firms
Cost control: Clear visibility of team costs and usage
Managing your subscription
Accessing billing settings:
Step 1: Navigate to billing
Go to Settings > Billing in your settings menu
View your current subscription status and details
Step 2: Review subscription details
Current plan: See your active subscription level
Team members: Number of advisers and support staff
Next billing date: When your next payment is due
Payment method: Current payment method on file
Upgrading your subscription:
Step 1: Upgrade process
Click the "Upgrade" button in billing settings
Select your desired plan or team size
Step 2: Stripe checkout
Complete payment through Stripe's secure billing system
Add or update payment information as needed
Confirm upgrade and new billing details
Payment method management
Adding payment methods:
Stripe integration: Secure payment processing through Stripe
Card details: Add credit or debit card information
Updating payment information:
Card updates: Change expired or updated card details
Billing address: Update address information for payments
Method changes: Switch between different payment methods
Automatic updates: Some card updates happen automatically
Managing firm billing
Adding team members affects billing:
Adviser additions: New advisers increase monthly cost
Support staff: Support team members remain free
Real-time updates: Billing adjusts when team changes
Prorated charges: Fair pricing for mid-month additions