All CollectionsAccount Management and SettingsAccount Management and SettingsFor details of Plans and Pricing.By Marsha and 3 others4 authors·22 articlesCheckout and BillingWhat makes up your XBert subscription, how a client's plan is decided, and how to check out and pay.How To: Manage Saved Views as an AdminLearn how to access and manage Saved Views created by your teamHow To: Set Your Notification PreferencesHow to control which notifications you receive and how they’re delivered.New Pricing: Notes for Legacy CustomersWhat's changed and how to add new users and new client files.How to: View Your InvoicesHow to view and download your invoice history.How To: Change Date FormatHow to change your date format in XBert.How To: Delete Your XBert AccountHow to cancel your XBert subscription and remove your account, what happens to your data and when, and how to reverse it if you change your mind.How To: Activate Fast-Track Quality Sessions ProgramWork with our dedicated team to understand and configure XBert to your needs.How To: Edit Your Company DetailsFor fixing errors or updating your details.Account SettingsOverview of your account's settingsBilling and PaymentWhat you can and cannot change from your Billing and Payment page, plus where to find your subscription details and invoices.Users and User ManagementSee everyone in your XBert account, check their access and invite status, and invite, edit, resend an invite to or delete a user.User Profile & HelpA quick guide on the options under your user profile and HelpCapacity ManagementThis feature helps automate team capacity via payroll, enhancing workload planning for better control.SettingsA general overview of the Settings tab.How To: Export Client InformationRetain client data by exporting your client information before deleting.Understanding Your Notification PreferencesOverview: Workflow AI (Nano plan)What Workflow AI is, who it suits, what it includes, and how it differs from the Manual (workflow-only) and Financial AI options.Understanding XBert PricingHow XBert charges - the different client plan options, the per-user fee, and how Financial AI plans are worked out from activity volume.FAQ: Account DeletionWhat happens when you delete your XBert account, how long you have to change your mind, and how to stop it.FAQ: Client and User DeletionWhat happens to your data and your billing when you delete a client or a user.How To: Update the Timezone on Connect PortalHow to set your connect portal time zone uniform throughout all users.
