Your Teamleader Focus subscription page allows you to modify anything related to your Teamleader Focus account.
- Click the user icon in the top-right corner of your account.
- Choose Manage licence.
Subscription
Your quarterly/yearly package
This is the overview of your current subscription plan.
- Click Change package to switch to another package
- Add users: buy new users to add new employees to your Teamleader Focus account.
- Remove users: remove users from your Teamleader Focus account.
Important: Plan changes (with the exception of adding users) must be made at least 15 days prior to the renewal of the subscription!
Your Boosters
If you have one of our new pricing plans (SMART, GROW, FLOW), these packages are an ideal base, but you may lack certain functionalities to enable your ideal operation.
That’s why we have the following Boosters in store for you that will be displayed on this page:
- Planning
- Lead capture
- Work orders
- Project management
- Advanced insights
- Shared inbox
With the Boosters, you only pay for the functionalities you actually use. As an admin, you can add or remove Boosters from here. Find more information in this article.
Note for our older GO, MOVE & BOOST packages: you won't find all the Boosters here as the functionalities in them are included in your package depending on your plan. There are two exceptions though which you can find in 'Your boosters':
- Lead capture Booster: you'll find an overview here of the active package. You'll be able to change your package to Basic or Beyond, or buy or remove Beyond users. Read more about activating and using the Lead capture Booster here.
- Advanced insights: unlock the full potential of your Insights module with our powerful advanced insights Booster. Read all about it here.
Billing
- Period: change your billing period from quarterly to yearly or vice versa.
Note: Changes to your billing period are applicable only as from the next invoice period! - Update billing information: change your company name, invoicing address or VAT number.
Payment method
Change your payment method to credit card or SEPA direct debit. You'll need to enter a valid credit card number. An expired credit card or a prepaid credit card will not be allowed.
Billing history
Find a history of your most recent invoices here. You can download them or consult their payment status.
Cancel your subscription
Here you can end your Teamleader Focus subscription. If you cancel your subscription, your Teamleader Focus access will be revoked on the final day of your license. If you need any data, make sure to export this.
Next invoice
In the top right-hand corner of your subscription page, you'll find more information on your next invoice and when the renewal date of your subscription is.
Assistance
Here you will be directed to our assistance page where, under the title 'Onboarding', you will see four options.
- Do it yourself is included in your package and is free. You'll handle the set-up of your account yourself.
- Need more help? Enter our paid services:
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Do it with help:
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Up to 5 online sessions with our experts, on top of the analysis of your workflow and preparation
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Assistance with the set-up, tips, tricks and best practices via our online training platform
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Train colleagues in using Teamleader Focus within your company.
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Import your current data (up to 3 modules) and create your quotation and invoice template.
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- Done for you: one of our certified partners will come over and take care of the implementation of Teamleader Focus in your company.
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1-hour session:
- A Teamleader Focus expert will assist you in optimising your account during a one-hour session.
- We’ll answer your questions and help you optimise your account.
- Don’t have time to create your document templates for quotations, invoices, … ? A Teamleader Focus expert will apply your current documents and upload them to Teamleader Focus.
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Wallet
Buy credits for your Teamleader Focus wallet. Do note you can only acquire credits if you have a valid card.
- You can buy a cashpack
- Or enable auto refill
The credits can be used to buy Trendstop data, send text messages or to send invoices with a postal service. In this article you find a full overview what you can do with your Teamleader Focus credits.