How to Navigate the Agreements Tab and Autopay in Customer Portal

How to Navigate the Agreements Tab and Update Autopay Method in Customer Portal (Client POV)

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Learn how to efficiently manage your Agreements and Payment Methods in the Customer Portal.

Go to citylifestylehq.com

1. Click "Agreements"

In the Customer Portal, click on the Agreements tab on the left hand side Click 'Agreements'

2. Click on current agreement

On the next screen, you will be able to view both past and current agreements by clicking on the date of the agreement in the rectangular box. Click on current agreement

3. View Agreement Summary

Here you will see a summary of your agreements information such as Magazine Title. Ad Size, Length of Agreement, Ad Rate and any Agreement Notes View Agreement Summary

4. Click "View Details"

You can also view each individual monthly insertion by clicking on "View Details". Click 'View Details'

5. View Autopay Method

Towards the bottom of the page you can view the current payment method you have set to autopay. You can change it to another payment method on file by clicking the drop down. View Autopay Method

6. Click "Add Payment Method"

To add a new payment method, click the green button to the right of the page. Click 'Add Payment Method'

7. Add New Payment Method

Here you can add a credit card or bank account as your new payment method. After filling each field, click Save. Add New Payment Method

8. Click "Save"

On the main page of the Agreement Tab, click Save in the green box at the bottom to ensure the new information is saved on file. Click 'Save'

9. Click "Save"

To view the Full agreement with terms and conditions. Click on the Download PDF or Terms and Conditions links below the Save button. Click 'Save' This guide covered navigating the agreements tab, updating the autopay method, and managing payment methods effortlessly in the Customer Portal