This article explains how to manage your CustomerHub account, including viewing your subscription and add‑ons, changing your plan, and accessing the billing portal.
⚙️ Accessing Your Account
To manage your CustomerHub account:
Log in to your Admin account: https://app.customerhub.com/
Click your avatar at the bottom left of the sidebar
Click Account
📋 Plans and Add-ons
The Account page displays a Plans and Add-ons section with a detailed table showing your current subscription and any active add-ons. The table includes the following columns:
TYPE — Whether the item is a Subscription or an Addon
NAME — The name of the plan or add-on
STATUS — Whether the item is active
AMOUNT — The monthly cost
INTERVAL — The billing interval (e.g., month)
NEXT BILL — The next billing date
At the top right of this section, you'll find two buttons: MANAGE and CHANGE PLAN.
🔄 Changing Your Plan
Click the CHANGE PLAN button to open the plan selection dialog. CustomerHub offers three plan tiers:
Onboard — Onboarding flows, Filebox, Reporting, and App connectors
Educate — Everything in Onboard plus Digital product library, Private feed, and Basic community
Engage — Everything in Educate plus Full community
You can toggle between Monthly and Yearly billing. Yearly billing offers a 20% discount.
ℹ️ Your current plan will be labeled "Current plan." To switch plans, click the Upgrade or Downgrade button on the plan you want.
💳 Managing Billing
Click the MANAGE button to open the billing portal (powered by Stripe). From here you can:
View or cancel your current subscription
Add or remove a payment method
Update your billing email and billing address
View your billing history and download past invoices
Return to your CustomerHub account
🧠 Summary
The Account page gives you full visibility into your subscription, add-ons, and billing. Use CHANGE PLAN to switch between Onboard, Educate, and Engage tiers, and use MANAGE to access the Stripe billing portal for payment methods, invoices, and more.