Business Vendor Overview

To remove or replace a team member in your plan, follow the steps below:

1. Open the Manage Team Settings to view all your current team members.
2. Click the red 'REMOVE' button to revoke team access and remove the member from your account.

To add a new team member to your plan, follow the steps below:

1. Click the blue Copy button to generate your unique invite link.
2. Share the link by pasting it into an email and sending it to your team members.
3. Team members can click the link to either Sign In (if they already have an account) or Sign Up (if they are new).
4. Once they've successfully joined using the link, you’ll be able to view and manage them in your team settings.

Note: You can only invite the number of team members allowed under your current membership plan. If you’ve reached your team member limit, consider upgrading your plan to add more members.

Switching membership plans can be done by you at any time.

1. Visit the Manage Plan page.
2. Review your current plan details.
3. Scroll down and select a new plan that suits your needs.
4. Click the button for the plan you want and proceed with the switch.
5. Complete the Stripe checkout process to confirm your plan change.

Important Notes:

• Any unused credits from your previous plan will be prorated and applied to your new membership price.
• A detailed invoice reflecting the changes will be emailed to you after the switch.
• All features included in your new plan will be activated automatically. To customize your settings or make changes, visit your Business Vendor Profile Settings or Manage Your Team as desired.

If you have any questions, feel free to contact Lisa at lisa@cvilleweddingsociety.com.

If you work at an organization, there may be time you need to transfer ownership of your admin account to a new person. In order to accomplish this, please follow these steps:

I will no longer manage a CWS member profile, and I need to transfer team ownership and billing to a new CSW member:

1. Visit your Account Settings.
2. If you need to change the card on payment BEFORE transferring ownership, click Plans > Manage Plans to open the secure Stripe payment portal and change your payment details to the new card.
3. Revisit your Account Settings and click Security
4. In the 'Email' field, add the new email address of the person you are transferring ownership to and click save.
5. Instruct the new person to visit the website to reset the password on the account. They will be sent a verification code to the new email address you set in step 4.
6. The new member must now create or connect their own membership profile. Please email Lisa@cvilleweddingsociety.com to request a new member profile for the new team owner.

Important Notes:

• Unless manually changed, Stripe Billing will continue with the same card and details on file.
• The new team owner must create or connect their member profile before being able to use member-specific benefits such as event registration or the member profile tools.

If you have any questions, feel free to contact Lisa at lisa@cvilleweddingsociety.com.