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How to purchase a subscription

Overview

There are a few ways to place an order for Lucen Timeline. This article covers the most common scenarios and the steps to complete each one. Some actions are only available to Billing Owners. See Subscription Roles for more information.

Use the links below to jump to the scenario you need.


A) Purchase a new subscription

Step 1: Choose your plan

Go to lucensoftware.com and navigate to the purchase page. Choose your plan: Expert, Plus, or Lite, then click Buy to add it to your cart.

Step 2: Log in and open your cart

After you log in, your cart opens in the right panel of the Account Center. Select the number of seats and review the total. Click Continue to checkout.

Step 3: Review and complete your order

  • Review the order summary, including the subtotal, tax, and total Due today.

  • Under Account Info, confirm your billing details, or click Edit to update your name, address, billing country, and ZIP/postal code, then click Done.

  • Optionally, enter a Workspace Admin Email to set who manages the subscription and a PO Number.

While you can edit your billing address during checkout, your changes will only be applied if you complete the order.

Step 4: Choose your payment method

  • Under Payment, click Edit to expand the payment options.

  • Select your Primary card, or choose Pay with a new card and enter the Card number, Expiry, and CVC.

  • When you add a new card, you can select Save this card for renewals and Use my account billing address for this card. Click Done.

Step 5: Complete your order

Click Pay $[amount] to complete your order. After your order is confirmed, you receive an email with your invoice and activation instructions.


B) Renew a subscription

Renewals are governed by your auto-renewal setting. There is currently no manual renewal step in the Account Center.

Step 1: Open your subscription

Sign in to the Account Center at lucensoftware.com with your Billing Owner credentials. From the left menu, go to Admin, then Subscriptions, and select the subscription.

Step 2: Manage auto-renewal

On the subscription's Details, turn auto-renewal on or off. When auto-renewal is on, your subscription renews automatically before the expiration date. When it is off, the subscription expires at the end of the current term. For full steps, see How to Cancel Auto-renewal for My Subscription.


C) Add seats to a subscription

Step 1: Open the subscription

Sign in to the Account Center at lucensoftware.com with your Billing Owner credentials. From the left menu, go to Admin, then Subscriptions, and select the subscription.

Step 2: Open the upgrade options

Click the Manage tab, then select Upgrade.

Step 3: Set the number of seats

Enter the number of seats you want to add and click Review changes.

This step allows you to also upgrade your plan if needed.

Step 4: Confirm your changes

Review the prorated total, then confirm your changes.

Step 5: Review and complete your order

Under Payment, click Edit to expand the payment options. Select your Primary card, or choose Pay with a new card and enter the Card number, Expiry, and CVC. When you add a new card, you can select Save this card for renewals and Use my account billing address for this card. Click Done, then Pay $[amount].

After your order is confirmed, you will receive an email with your invoice and activation instructions.


D) Upgrade your plan

Step 1: Open your subscription

Sign in to the Account Center at lucensoftware.com with your Billing Owner credentials. From the left menu, go to Admin, then Subscriptions, and select the subscription.

Step 2: Open upgrade options

Click the Manage tab, then select Upgrade.

Step 3: Choose your new plan

Choose your new plan, then click Review changes.

This step allows you to also add seats if needed.

Step 4: Confirm your changes

Review the prorated total and any applicable credits, then confirm your changes.

Step 5: Review and complete your order

Under Payment, click Edit to expand the payment options. Select your Primary card, or choose Pay with a new card and enter the Card number, Expiry, and CVC. When you add a new card, you can select Save this card for renewals and Use my account billing address for this card. Click Done, then Pay $[amount].

After your order is confirmed, you will receive an email with your invoice and activation instructions.

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