Changing your billing settings

To access the Billing information for your ShiftNote account, you must have Company Admin access.

For more information on ShiftNote Access levels, click here.

Update Your Billing Settings

  1. Click Admin icon in top menu
  2. Click Billing and choose the Group you wish to Manage the billing settings for
  3. Use the hamburger menu (3 horizontal lines with circle around them)

Here's a quick instructional video of adding a payment method in the Billing Portal

To update your billing groups or billing frequency contact