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Professional, Presenter, & Employee Account
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Companies & CE Providers
- Company & CE Provider Overview Articles
- Dashboard
- My Account
- Account Managers
- Adding Events actions that apply to all types
- Adding Conferences
- Adding Single Live Courses
- Adding Self-Study Courses
- Creating a Bundle
- Adding a Repeated Course
- Packages, Plans, and Upgrades
- Certificate Manager
- Certificate Manager - Provider Statements & Logos
- Survey Manager
- Test Manager
- Registration Manager
- Course Manager
- Joint Provider Manager
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Single Office Managers
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Executive Suite (Group Practice)
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Regulatory Agencies
- Regulatory Account Overview Articles
- Dashboard
- Dashboard - Total Professionals Manager
- Dashboard - Submitted for CE Completion Verification Manager
- Dashboard - Chosen for Audit Manager
- Dashboard - Pending Re-submission | Pending Compliance Orders Manager
- Dashboard - Green Light Ready Manager
- Dashboard - Closed Manager
- My Account
- Account Managers
- Tracker - Master Provider Approval
- Tracker - Licenses/Tracker Manager
- Tracker - Course Topics Manager
Why do I need a default payment method?
A default payment method is required to ensure uninterrupted service and handle renewals and upgrades.
Note About the Default Payment Method Warning
If you see the red warning message but are not currently on a Pro or Elite plan, you can ignore it.
To clear the message, you may optionally downgrade to the Basic plan to reset your account.
During this process, the system may prompt you to add a default payment method, but your balance will show $0.00 and you are not required to save a payment method for the Basic plan.
This warning is only relevant if you are subscribed to a paid plan.