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Guides for End Users

Purchases and Subscriptions

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End User Guides- Lesson
Order History and Invoices for Purchases
Go to your account and click on the profile picture and then Your dashboard Once you've logged in successfully, scroll down and select Order History You will then see three tabs: Purchases: Where you will be able to see all the purchases for that vendor, view them and manage them.  Invoices: Where you will see a list of all your past invoices. You can click on the invoice number to view it.  Future installments: A list of all the future installments and subscription payments for that vendor
End User Guides- Lesson
Managing Payment for a Purchase / Changing Your Card Details
Managing Payment Information Do you need to update your card information for a purchase you made from someone using Simplero? Go to the vendor's site Click on the profile picture on the top right side and then Your dashboard Once you've logged in successfully, scroll down and select Order History You will then see three tabs. Click on Purchases where you will be able to see all the purchases for that vendor. Click on View (or Manage) You will be redirected to the Order page. Should you have a past-due payment you will be shown what is due and can pay the balance. Otherwise, you are free to update the payment information for when the next payment is due.  In the case you have due payments, you’ll see the button ‘Pay now’ which will open a popup for you to select or update your payment method too:
End User Guides- Lesson
Managing Your Email Subscriptions
Unsubscribing from an Email list At the bottom of all the emails you have received, there is an "Unsubscribe or Manage  your preferences" link in the footer. Click on that link and you will be redirected to a page where you can unsubscribe or resubscribe to a list.  Note: If you click Unsubscribe it will only remove your from one specific email list. If you are subscribed to more than one list for the same person, you will need to click on manage your preferences. Manage my Email Preferences You can access your email preferences in two different ways: Option 1 - At the bottom of all the emails you have received, there is an "Unsubscribe or Manage your preferences" link in the footer.  Option 2 - Go to your account and click on the profile picture and then Your dashboard Then select Manage email subscriptions Once you access your email preferences using one of the two methods above you will see a list of all the lists that you are subscribed to for that account.  From here, you can: Unsubscribe from one specific list by unticking that list Unsubscribe from All current subscriptions and/or Revoke GDPR consent- This will unsubscribe you from all emails sent to the person's lists. You should still receive emails related to your product purchases and content.  Never email me again - This will unsubscribe you from ALL emails sent by the Simplero account administrator (except the transactional emails).  WARNING! - If you choose this option, you might not receive emails linked to products you have purchased. Are you sure that is what you want? 
End User Guides- Lesson
Accessing a List of Archived Emails
Occasionally an account owner will keep a web archive of all the emails they send to a list. (We do it here at Simplero).  If you want to access a previously sent email and didn't save it, it's simple. (Note: This is only if the list/account owner keeps the web archive. They can deactivate that option) Follow the instructions below to see if you have access: Go to your account and click on the profile picture and then Your dashboard Then select Manage email subscriptions This will open a page showing the lists you are subscribed to. The lists that have the option to see archived emails will show as hyperlinks that you can click on: If you click on the list, it will show a list of all emails sent to you on that list:
End User Guides- Lesson
How to Cancel my Subscription to a product
Notes: Cancelling is only possible before the due date of your payment. After that, you will need to contact your vendor directly.  If your purchase had a minimum commitment time and this hasn't passed, you won't be able to cancel  To cancel a subscription that you purchased... Go to the vendor's site Click on the profile picture on the top right side and then Your dashboard Once you've logged in successfully, scroll down and select Order History You will then see three tabs. Click on Purchases where you will be able to see all the purchases for that vendor. Click on Manage You will be redirected to the Payment management screen. Click the red "Cancel subscription" link on the right sidebar: If there are other subscription prices you can switch to, it will say “Change plan instead?” and give you the option to Change your plan or Cancel auto-renew at the bottom: Press Cancel auto-renew, provide your reason for canceling, and select the red "Cancel Auto-Renew" link:  Your subscription is now cancelled.  You will now see something like this and you can use the red link to renew the subscription again if you change you mind.  If the account owner has any automated messages set up to deliver on cancellation you will receive those.  NOTE: If you need further help cancelling or changing your subscription, you'll want to reach out to the company where you made your purchase. 
End User Guides- Lesson
Upgrade/Downgrade my Subscription
When the vendor allows it, you can switch your subscription to a different plan yourself. You pick a new price, see exactly what you'll be charged, and the change takes effect right away. A vendor is the person or company you bought from. At the end of this guide You'll have switched your subscription to the plan you want, and you'll know what you'll be charged today and at each renewal. Before you start An active subscription you bought from a vendor who uses Simplero. Your subscription offers another plan to switch to. If it doesn't, contact the vendor about your options. Whether they change your plan for you depends on their terms. Overview of the steps Go to the vendor's site Open your dashboard for that vendor Open Order history Select the View button Click Change plan Choose your new plan Step by step Step 1 - Go to the vendor's site Open the website of the vendor you bought from. If you don't have the site handy, open the Global Simplero Dashboard at simplero.com/dashboard and select the vendor under Vendors. That takes you straight to the vendor's dashboard, so you can continue with step 3. Step 2 - Open your dashboard for that vendor Click the profile picture in the top right corner and select Your dashboard. If you opened the vendor from the Global Simplero Dashboard, you're already on their dashboard. Skip to the next step. Step 3 - Open Order history In the menu on the right, under This vendor, select Order history. Order history opens on the Purchases tab, which lists every purchase you've made from this vendor. The other tabs, Invoices and Future installments, show past invoices and upcoming payments. The order history page lives on the vendor's own domain, like vendorname.com/order_history. Step 4 - Select the View button Find your subscription and select View. This opens the order page with your payment details. Step 5 - Click Change plan On the order page, find the Payment information box and click Change plan. Step 6 - Choose your new plan Pick the plan you want. The payment schedule shows what you'll be charged today, when your next payments are due, and any prorated credit from the time left on your current plan. Your change is processed right away, not at the end of your current subscription period. Troubleshooting Why can't I see my purchases? Your purchases are kept on each vendor's own site. There's no single Simplero page listing purchases from all your vendors. Go to the vendor's site, or open the Global Simplero Dashboard at simplero.com/dashboard and select the vendor. There's no Change plan button. The vendor controls which options appear on this page. The button is missing when the vendor hasn't enabled plan changes, your subscription has an unpaid charge waiting, there's no payment method on file, or your subscription is handled outside Simplero, for example through PayPal. Contact the vendor to change your plan. What happens to the money when I change plans? Any prorated credit from the time left on your current plan is applied to the new one. You're charged according to the payment schedule shown before you confirm. I want to cancel instead of change plans. Follow the guide How to Cancel my Subscription to a Product. Who do I contact for help with my purchase? The vendor you bought from. They manage your subscription, payments, and refunds. Keywords - change subscription, change plan, upgrade subscription, downgrade subscription, switch plan, manage subscription, my purchases, order history, vendor dashboard, global dashboard, simplero.com/purchases, where are my purchases, payment management, prorated credit, update plan  
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