Summary:

Each client account record contains information on how the client account is integrated with that client’s corresponding Stripe record, and display all of the features that are in the client account. All this information can be edited.

Usage:

To edit a client account record the ‘Edit’ button on their client account record must be clicked. A modal titled ‘Account Update’ will display. This modal contains information that is organized into sections.

The ‘General’ section contains the listed name for the client account as well as the ‘HubSpot Deal ID.’ The HubSpot Deal ID is what connects the client’s account information to its respective deal on HubSpot, which allows any change made to the client account to be changed automatically on their HubSpot deal.

The section ‘Subscription Information’ contains the client account’s ‘Subscription ID,’ ‘Plan/Price ID,’ and ‘Account Value.’ The ‘Subscription ID’ is what links the client account to its customer record on Stripe. The ‘Plan/Price ID’ is the ID of the specific plan that the client account is on. The price of all plans is stored in Stripe, which is why it has its own ID. The ‘Account Value’ is the total monthly cost of the account on its respective plan. All accounts on ‘Free’ have an account value of 0, while accounts on a Paid Plan will have an account value of 50. The ‘Plan/Price ID’ and ‘Account Value’ can be manually changed if a client account is being manually transitioned to a different plan by Hope Trust employees.

The next section of information is ‘Account Features.’ This section lists all the available features that a client account could have access to, and any features that the account does have access to will have a check mark in a box next to each corresponding feature. A Customer Support user can check these features on/off if need be. Any changes done to a client account record need to be applied once changed by clicking the ‘Update’ button on the bottom of the modal.