This article provides step-by-step guidance on how to view, select, and upgrade your CE Zoom (V2) personal account plan.
Plan Types:
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Basic: Add and manage licenses for all industries, store CE records, manage renewal dates, and find/take CE courses.
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Pro: Track true compliance by license, state, and CE rules specific to each jurisdiction.
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Elite: For one price, access required courses and full compliance tools—everything you need, all in one place.
Follow the steps below to view and upgrade your CE Zoom account based on your professional licenses:
How to Access the Plans Page in Your CE Zoom (V2) Dashboard
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Log in to your CE Zoom (V2) account.
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From the left-hand menu, click My Account.
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Click the Plans tab at the top of the page.
You will now see the Professional Pricing Plans page, where you can select your industry and licenses to view and upgrade available plans.
Step 1: Select Your Industry
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Use the Industry dropdown to choose the field related to the licenses you want to upgrade.
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If no industries are listed, you’ll need to first add your professional licenses to your account.
More Info: How to add a License
Step 2: Select Your Licenses
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After selecting an industry, use the second dropdown labeled Professional Licenses to select one or more licenses you want to include in your subscription.
⚠️ You can add additional licenses to your plan later, but you cannot swap licenses once subscribed. Each license membership has its own subscription period and cannot be transferred between licenses, even if they fall under the same industry.
Step 3: View Available Plans
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If upgradeable plans are available for the licenses you selected, the Pro and Elite plan cards will appear below.
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- Only licenses supported with available upgrade paths will show pricing options.
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If No upgrade plans are available, the system will default to showing only the Basic (Free) plan.
Step 4: Compare Plan Options
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Each pricing card defaults to showing the Yearly subscription rate.
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To view monthly pricing, click the Monthly tab on each individual plan card.
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Pricing is unique to each plan (Basic, Pro, or Elite) and will update based on the number of licenses selected.
Step 5: Choose and Click "Upgrade"
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Click the Upgrade button on the plan you want to purchase.
Step 6: Confirm Terms & Conditions
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A pop-up will appear asking you to confirm your understanding:
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Monthly plans = 12-month commitment
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Yearly plans = annual payment
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No refunds will be issued
- All memberships are auto-renewed
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Check the box and click Continue.
Step 7: Enter Payment Details
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Complete the payment screen by:
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Entering your email, card info, and billing details
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Agreeing to the Terms of Payment
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Clicking Subscribe
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You're now upgraded! 🎉
If you have questions or need help with selecting the correct license or plan, contact support for assistance.