> ## Documentation Index
> Fetch the complete documentation index at: https://docs.generalreferral.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Manage Your Membership Plan
> How to change plans, update settings, and manage your General Referral membership
## Quick Access to Member Portal
Manage your membership plan and account settings
## Managing Your Plan
Navigate to [**https://app.generalreferral.com/auth/login**](https://app.generalreferral.com/auth/login)
Enter your email and password
From the sidebar, click on your name, and then click on **Billing**
Click on **Change Plan** in the Current Plan section
Select the plan you want to switch to and click on **Confirm Change**
## Available Plan Changes
**Immediate Benefits**
* Takes effect immediately
* Prorated pricing for current period
* Access to enhanced features right away
* No penalties or waiting periods
**Perfect For:**
* Increased referral activity
* Need for additional features
* Business growth requirements
**Scheduled Change**
* Takes effect at your next renewal date
* Continue current benefits until then
* Lower cost starting next billing cycle
* No penalties for downgrading
**Ideal When:**
* Reducing referral activity
* Budget considerations
* Seasonal business changes
## Plan Comparison
Compare features and pricing of all available plans
Estimate earnings potential with different plans
## What You Can Manage
### Plan Management Options
* **Current Plan Details:** View your active plan and features
* **Plan Changes:** Upgrade or downgrade as needed
* **Renewal Date:** See when your next billing occurs
* **Plan History:** Review past plan changes and billing
### Financial Management
* **Update Credit Cards:** Change expired or replaced cards
* **Modify Bank Info:** Update ACH payment details
* **Billing Address:** Change address for payment processing
* **Payment History:** Review past charges and receipts
Detailed instructions for payment changes
### Profile Management
* **Contact Information:** Update email, phone, address
* **License Details:** Review license status and information
* **Communication Preferences:** Set notification settings
* **Password Setup:** Create or change portal password
## Flexible Plan Features
**General Referral's Promise:** We offer flexibility without penalties. Change your plan anytime based on your business needs.
### Key Benefits:
* **No Long-Term Contracts:** Month-to-month or annual options
* **Free Plan Changes:** No fees for upgrades or downgrades
* **Prorated Billing:** Fair pricing when upgrading mid-cycle
* **Immediate Access:** Upgraded features available instantly
## Video Tutorial
*Additional tutorial showing the member portal features and navigation*
## Independent System Access
**Important:** You cannot access your membership account through the support portal. The member portal and support systems are independent platforms with separate login credentials.
### Two Separate Systems:
* **Member Portal:** Account management, plan changes, payments
* **Support Portal:** Help tickets, documentation, communication
## Common Membership Tasks
**Benefits of Annual:**
* Lower overall cost with discount
* Simplified billing (once per year)
* Better cash flow management
**How to Change:**
1. Log into member portal
2. Select plan change option
3. Choose annual billing version of your current plan
4. Confirm changes
**When to Upgrade:**
* Referral volume is increasing
* Want better commission percentages
* Need access to premium features
**Immediate Benefits:**
* Higher referral fee percentages
* Enhanced platform features
* Priority support access
**Seasonal Strategy:**
* Upgrade during busy seasons
* Downgrade during slower periods
* Align costs with business activity
**Timing Tips:**
* Plan upgrades take effect immediately
* Plan downgrades occur at renewal
* Monitor your referral patterns
## Portal Security
**Security Features:**
* SSL encrypted connections
* Secure authentication methods
* Regular security audits
* Protected payment information
## Troubleshooting Portal Access
**After Making Changes:**
* Refresh your browser
* Log out and log back in
* Check confirmation email
* Allow time for system updates
**If Issues Persist:**
* Contact support for verification
* Provide details of attempted changes
## Need Additional Help?
Access your account to manage your membership
Get personal assistance with account management
## Frequently Asked Questions
Upgrades take effect immediately with prorated billing. Downgrades take effect at your next renewal date to ensure you get full value from your current plan.
Yes, there's a "Cancel Membership" option on the billing page. You'll receive automatic confirmation when the cancellation is processed.
Our support team is available to assist with any account management tasks. Don't hesitate to reach out if you need guidance.
No! We believe in flexibility without penalties. There are no fees for upgrading, downgrading, or changing billing frequency.