To access the Billing information for your ShiftNote account, you must have Company Admin access.
For more information on ShiftNote Access levels, click here.
Update Your Billing Settings
- Click Admin icon in top menu
- Click Billing and choose the Group you wish to Manage the billing settings for
- Use the hamburger menu (3 horizontal lines with circle around them)
Here's a quick instructional video of adding a payment method in the Billing Portal
To update your billing groups or billing frequency contact firstname.lastname@example.org.