1. At the bottom of the left navigation bar you will see a link to Settings.
Click on it to be taken to the Settings page.
2. This is the initial Settings screen.
It includes two sections at this time: General, and Manage Credit Cards. Click on General to access Subscriptions, Password, upload Photo, and Calendar Sync.
3. General Settings Screen
On this screen you will see your name (where it says "New User" on this image below) and your email address at the top of the page. Beneath that is a button to "Edit Subscriptions" - we'll explain that section a bit further down the page
Update Profile Photo: This is where you can update your profile photo if you don't want to become a Paid Provider. Of course, Paid providers can also use this option. To upload, drag and drop or browse for the photo you'd like to use. Once selected, a message will appear indication your photo has been updated, but you won't see the photo itself here. To check your photo after upload, visit your Profile via the link at the top of the left navigation bar.
Change Password: You can change your password here by entering your desired new password TWICE, to confirm it. You do not need to enter your original password because you are already signed in.
Calendar Syncing: This is where you can set up KnowledgeSuite to automatically sync your meetings to your personal Google and/or Outlook Calendar as you book them. Click on the appropriate Authorize link to be guided through the process. iCal users should sync whichever calendar they view via iCal, and it will automatically update on their system.
When you are done on this page be sure to click "Update" to save your changes.
Edit Subscriptions: This is where you can view and edit your KnowledgeSuite subscription options. As a new user, you begin as FREE user. There are 3 paid plans in KnowledgeSuite:
- LITE: For the solo knowledge provider (6% of your earnings, + 3.5% processing fee per call)
- PRO: For the growing solo knowledge provider ($12.99 per month + 3.5% processing fee per call)
- TEAM: For growing multi-person business (Contact us for pricing details)
More information on all these subscriptions is available via the "Edit Subscriptions" link.
4. Manage Credit Cards screen
As a new user, you will not yet have any credit cards on file yet. To add one, click on the "+New Card" button and follow the instructions provided. You can add or delete cards on this page as you need to, and/or set which card is the default card to use for payment if you have more than one on file.
Note that to make a One on One call or to participate in a Prepaid or By the Minute Group Call hosted by a Paid provider, you must have a credit card on file.