[The Hub Client] Adjust clients or services without having to cancel a subscription

1

Hi, I’m running into a couple issues/limitations within the Hub in client management.

1 – There is no way to change a client’s email address or personal info after their account is activated. This is very painful, as often times clients change contact info and need to update their record to a new email, or dont have access to their previous email. This requires that the existing subscription be CANCELLED, and a new client account has to be created and billed for this same subscription to be active again under the new contact. There is also seemingly no way to add multiple contacts under one account. This is a big admin headache.

2 – Also, Once a subscription is active, their is no way to adjust the website associated with the subscription without cancelling it again and re-billing for it with a different website selected. Sometimes client billed is added before a website is completed, so it gets assigned after the fact, and therefore the subscription has to be cancelled and re-done, otherwise the client cannot see a particular invoice/subscription is associated with a particular website. This is especially confusing when clients mage multiple websites with us.

Thanks