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How do I Remove Licenses on my Clio Subscription?

Objective:

  • Removing unused user licenses on an annual subscription
  •  I want to downgrade licenses 

Environment:

  • Clio Manage

Additional Information:

Please note that you have to deactivate at least one user before the option listed below will appear.

Answer:

There are two different workflows depending on the settings you see in your account.

  1. Click on Settings
  2. Click Manage Users

If you see a table that looks like the following image or see an Invite users button in the top right, please use the steps for the New Workflow below, if not please skip down the page to the Previous Workflow.

Clio_-_Manage_users_2019-08-19_11-52-03.jpg

New Workflow: Removing multiple licenses

  1. In Manage Users, at the bottom of the table, you should see a button to Invite Users and a down arrow. Please click the Arrow.Clio_-_Manage_users_2019-08-19_11-52-50.jpg
  2. Click Remove 
  3. Enter the number of licenses you wish to remove
  4. Click Remove Licenses

New Workflow: Removing a Single User & License

  1. In Manage Users, click the arrow next to the user you wish to disable
  2. Click Deactivate
  3. Confirm the details on the pop-up and ensure the box is checked for Remove licenses from next bill Clio_-_Manage_users_2019-08-19_11-59-00.jpg
  4. Click the Deactivate user button

Previous Workflow

  1. Click on Settings
  2. Click on Account and Payment Info
  3. Click on Payment Info
  4. Scroll to Renewal Options
  5. Click on Change Renewal Options
  6. Check the Remove unused licenses at renewal box
  7. Click on Update Renewal Options

 

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