Back to Account & Billing Guides

This guide applies to:

  • Basic Edition
  • Plus Edition
  • Pro Edition
  • Business Edition


After completing a purchase, or if you downloaded the free Basic edition from our site, an account is created with your name and email address on the Simply Schedule Appointments site. The account overview is what we use to help you:

  • Always have access to your SSA downloads
  • Keep track of your purchases and subscriptions with us and generate invoices
  • View, create, and reply to our support tickets
  • Update licenses and manage licensed sites

We only use this information for the sake of keeping track of purchase tabs and for the benefit of you having access to all your information.

Logging In

If this is your first time logging in, you’ll need to use the ‘Lost Password’ link to reset your password. This will send an email to the address we have stored, and it’ll prompt you to change your password.

Login to Your Simply Schedule Appointments Account Here

If you’re having trouble logging in or have multiple accounts, and you’re confused, please feel free to send us a message, and we can help you sort it out 🙂

Downloads Tab

You’ll most likely see the Downloads tab open when you first log in. This is where you can see all the downloads available to you. You should see a license key, expiration date, and a download link.

You can click on the green file link, which will automatically start the download of that file.

Downloads Tab in the account center
Downloads Tab in the SSA Account

Purchase History

Under the Purchase History tab, you should see all the purchases that you’ve had between Simply Schedule Appointments. This will also include renewals.

You should be able to see the Date, Amount, Details, and Invoice License Keys on this page.

The Payments Tab in the account
The Purchase History Tab
View Details and Downloads

The details page goes over the following:

  • Payment ID,
  • Status,
  • Payment Method,
  • Date,
  • Discounts
  • Subtotal
  • Total Price
  • License Keys
  • Subscription Details
    • Renewal Date
    • Times Billed
    • Status
  • Products with links to download
Details for specific purchase item
Details for specific purchase item
Generate Invoice

From this page, you can enter information about your organization to create your personal invoice. Find more information on how to set that up in our other guide, Generating an Invoice.

View Licenses

From this page, you can upgrade your license and manage the sites that are registered with your keys.

Manage Sites

On the manage sites page, you can remove or add the license key to your sites.

Manage Licensed Sites
Manage sites page in the account overview

View Upgrades

On the View Upgrades page, you’ll see a list of some upgrades. See our other guide for more information: Upgrading Licenses.


Under the subscriptions section, you’ll see a table with information about your SSA license subscription. Including the status, renewal date, initial paid amount, times billed, and the option to cancel the subscription

You can also upgrade your payment method from here if you paid by credit card.

Pressing the Cancel link prompts you with a popup to confirm the cancellation of your subscription.

Confirming the cancel request for the subscription
Confirming the cancellation request for the subscription

Get Support

If you’ve reached out to us and haven’t received an email, it’s always good to check this tab just to make sure we’re responded.

Our support team responds to emails within one business day; so if you don’t see a response by then, check this tab!

This keeps track of all the threads that you start and also notes when we mark them closed.

You’re also able to send us a reply or start a new thread.

New ticket and reply screen in the account overview

Edit Profile

From this page, you should be able to change the information we have on file. This is useful if you need to pass the account onto a client, and they’ll be the ones in charge of billing.

You can change the name, email, billing information, and password from here.

Still stuck?

File a support ticket with our five-star support team to get more help.

File a ticket

  • Please provide any information that will be helpful in helping you get your issue fixed. What have you tried already? What results did you expect? What did you get instead?
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