All settings within this article can be found under the My Account section from the Dashboard. These are the relevant details to set up your account to completion.

1. From the Dashboard click on My Account
​2. Click on the Edit icon next to Account Details
​3. Make the relevant changes, then click Save

1. From the Dashboard click on My Account

2. Click on Manage under the subscription panel, select your plan, and then click Upgrade Subscription
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Adding your credit card details to coreplus makes monthly payments a breeze!

1. From the Dashboard click on My Account

2. Click on Manage under the subscription panel, select your plan, and then click Update Payment Method
​3. Click Payment Methods
​4. Add in your new card or direct debit details and click Add
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Give a practitioner, receptionist or bookkeeper access to your account by adding a new user into coreplus.

To set a user to inactive;

1. From the Dashboard click on My Account
​2. Click on View All under Users

3. Click on the relevant user

4. Active > Inactive
​5. Click Save

1. From Dashboard click on My Account
​2. Under Invoices click View Invoives

3. Click on Billing Addresses > Click your details
​4. Update the email address

5. Click Save

Data storage is used by files that are uploaded into Personal, Shared and Client Files. By default, the account receives 500mb.

💡 You can view the usage for shared/personal files or client files by selecting the relevant options in the storage management section.
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To increase the storage;

1. From the Dashboard, select My Account

2. Under Account Storage, select Add Space

3. Click on the dropdown menu and select the amount of storage you wish to add

4. Click Save

💡 Any storage you add will be reflected within your account immediately 

Whilst we don’t like goodbyes, we are sad to see you go 😔
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There are a few steps to follow in order to close off your account with coreplus and cancel your coreplus subscription. The below steps will take you through the process:

1. Go to 'My Account' and under 'Subscription' click on 'Cancel Account'

💡 If the 'Cancel Account' button is greyed out, your account has outstanding invoices which will need to be paid prior to cancelling your account. Should you have any questions regarding your invoices you can contact the Support Team on live chat or via email: Support@coreplus.com.au

💡 Only Supervisor users can cancel a coreplus account.

2. Enter your coreplus password again to confirm

3. Make sure you complete a data backup and click 'Proceed'

NOTE: The data backup for Mac or Windows generates overnight and will be available for download only on the next day.

4. Please select from the options telling us why you have decided to cancel your subscription with coreplus

5. Tick the box confirming that you wish to cancel your coreplus account

6. Click on 'Cancel Account'

7. Click 'Confirm'

Your data will be deleted from coreplus once your account has been closed which will be the last day of the month, but you can continue using coreplus until then. Once your account has been closed you will receive an email confirming the closure of your account.
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