Learn how to manage your Zanda subscription. Discover options to store or close your account, ensuring flexibility for your business needs.
You’re able to store or close your account at any time.
Zanda offers these two different account options so that you have the flexibility to have your account managed in the way that is best for your business' current situation.
Important
To access these options you will need to be the account’s master user (usually the individual who set the account up). If this is someone else, you will need to have them complete this process.
In this article:
Placing Your Account in Storage Mode
Where to Find the Storage Mode Option
1. To place your account in storage mode, navigate to Settings > Practice > Subscription > Subscription Information:
2. In the ' Close or Store Your Account' section, click on the 'See Your Options Here':
- The first option is to switch your account to Storage Mode: for a nominal monthly fee, you will be able to retain your data in securely stored read-only mode.
Switching to Storage Mode Process
- Click the 'Store Your Account' button:
- Read the pop-up message carefully, check to agree to the terms of the Storage Mode and click the 'Switch To Storage Mode Now' button when you are ready. If you are in the middle of your paid subscription period, the storage mode will activate on the next date after your paid subscription expires.
- You will be able to cancel the storage request or end the storage mode once it started, from the same menu on your practice subscription page.
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- While in Storage mode, you will be able to access your account in read-only mode, and you will be able to export all of your data via the Tools > Data Export feature.
Note:
When taking your account out of active storage mode your subscription will be billed the next day.
Closing Your Account
If you decide to close your account, you can do so directly from the Settings > Practice > Subscription > Subscription Information page without contacting our support team.
Follow the steps below to understand the process and the available options:
Where to Find the Close Account Option
- Go to the Settings > Practice > Subscription > Subscription Information page.
- Select Close or Store Your Account.
- Click Close Your Account to start the process.
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Account Closure Process
1. Select a Reason for Closure
2. Acknowledgment of Data Export: Before proceeding, you must confirm:
- That you’ve exported all necessary data.
- That you understand once the account is closed, access to data will no longer be available.
❇️ Option to Switch to Storage Mode
✔️If your account is not already in storage mode, you'll have the option to switch into storage mode instead of closing your account.✔️Users in storage mode can still close their accounts if desired.
3. Confirm Closure Page
- Click the 'Continue with Cancellation' button
- Select your preferred account closure date:
- You can choose to close immediately, or on any future date (not a past date).
- Billing will continue as normal until the closure date you selected.
- Acknowledgment of Data Export: Before proceeding, you must confirm:
- That you’ve exported all necessary data.
- That you understand once the account is closed, access to data will no longer be available.
- Click 'Close My Account' button
What Happens After Account Closure
- Once the closure is confirmed:
- You will see a page listing the closure date.
- You can cancel the closure request at any time by clicking the cancel button.
- You can place the account in Storage mode instead, or continue using it as usual.
- If closure is canceled, you can request closure again later if needed.
Additional Notes
- For Users in Storage Mode:
- You can close your account at any time or switch to storage mode after requesting account closure.
- Billing Information:
- If a future closure date is selected, billing will continue as usual up to that date.
If you have any questions or need assistance, our support team is always here to help at suport@zandahealth.com