Overview
This article explains how to request changes to your Practifi subscription, including reducing your firm’s seats or products and canceling your subscription. Understanding the proper channels and requirements for subscription changes ensures your requests are processed efficiently and helps you maintain uninterrupted service during transitions.
- What You Need to Know
- How to Request a Subscription Change
- Frequently Asked Questions
- Additional Resources
What You Need to Know
Types of Subscription Changes
Practifi supports two primary types of subscription modifications:
Reduction Requests occur when you want to continue using Practifi but need to adjust the products or quantities on your contract. Reductions typically involve decreasing the number of user licenses or removing specific product features from your subscription. These changes take effect on your contract renewal date and, in specific circumstances, may be processed on the anniversary date for multi-year contracts.
Cancellation Requests apply when you wish to terminate your entire Practifi contract. Cancellations can only be processed at your contract renewal date and require advance notice to ensure proper offboarding and data management.
Important Requirements
All subscription changes must meet specific requirements to protect both your organization and Practifi:
Written Documentation Required: All requests to modify your subscription must be submitted in writing. This requirement ensures there’s a clear record of your request, prevents misunderstandings, and protects your organization’s interests. Verbal requests or informal communications do not constitute official notice.
Please note: Submitting a chat message to a support agent in the Practifi Success portal does not constitute written notice. While the chat feature is valuable for quick questions and troubleshooting, subscription changes require formal documentation through either a support ticket or direct communication with your Client Success Manager.
Advance Notice: Cancellation requests must be submitted at least 60 days before the end of your current contract term. This timeline allows Practifi to process your request properly and gives your organization adequate time to plan for the transition.
Contract Timing: Changes to your subscription align with your contract dates to maintain consistency in billing and service delivery. Understanding your renewal and anniversary dates helps you plan subscription modifications effectively.
How to Request a Subscription Change
Option 1: Contact Your Client Success Manager
Your Client Success Manager is your primary point of contact for all subscription changes. Your CSM understands your organization’s unique needs and can guide you through the process efficiently. When you are considering a subscription change, reach out to your CSM directly via email to discuss your requirements and timeline.
What to Include in Your Email:
When contacting your CSM about a subscription change, provide complete information to help expedite processing:
- Clearly state whether you are requesting a reduction or cancellation.
- Specify which products or how many licenses you want to modify.
- Include your preferred effective date (must align with renewal or anniversary dates).
- Explain the business reason for the change, if relevant.
- Provide any supporting documentation that may be helpful.
Option 2: Submit a Support Ticket
If you do not have an assigned CSM or prefer to use the support ticketing system, you can submit a formal request through the Practifi Success portal.
To submit a support ticket for a subscription change:
- Navigate to the Practifi Success portal.
- Click the Submit a Request button.
- Select the appropriate Task Category for subscription modifications.
- In the Description field, include all relevant information about your request.
- Click Submit to send your request.
The Practifi Support team will review your request and route it accordingly.
For detailed instructions on completing the support request form, including how to set priority levels and attach supporting documents, see our article on Submitting a Support Ticket.
Frequently Asked Questions
Can I make changes to my subscription at any time?
Subscription changes take effect at specific contract dates, typically your renewal date. While you can submit a request at any time, the changes will not be implemented until your contract allows for modifications.
What if I need to add licenses or products rather than reduce them?
This article focuses on reductions and cancellations, but your CSM can also help you with expansion requests. Adding licenses or products typically offers more flexibility in timing than reductions.
How far in advance should I plan for a subscription change?
For cancellations, you must provide at least 60 days’ notice before your contract end date. For reductions, we recommend discussing your needs with your CSM as early as possible to ensure proper planning, though the 60-day guideline still applies.
Comments
Please sign in to leave a comment.