Overview

A Licensee/reseller can change the purchase plan for a merchant/business at any time in Bespeak.  This article provides a walk-through of the process.

Solution

Note: Merchants cannot change their own purchase plans. Only resellers and support agents can change purchase plans.

If you are unable to do it yourself, contact support with the following information to change the purchase plan for you:

• Reseller Name
• Business Contact
• Business Name

Process To Change The Purchase Plan

<supportagent>

You can log in as ADMIN to the reseller dashboard by searching the reseller's name in the Manage Resellers tab of the Engage Admin Dashboard for support.

</supportagent>

1. Log in to your Reseller Engage Dashboard.
2. Click on Businesses in the left menu, then search for the business name or company name. Results will show up as you type.
   
   
   
   
3. Click on the drop-down arrow for the account, then click on View Account Details.
   
   
   
   
4. Click on the Edit button.
   
   
   
   
5. Scroll down until you reach the Choose a Plan section. Select a new plan, then click on Save.
   
   
   
   Note: If the account is set to Credit Card, any change of plan you make will immediately charge the card on file and change the billing date.

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Testing

Once the Purchase Plan has been successfully changed, the changed Purchase Plan will be displayed under Businesses (Plan).

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