Adding a Direct Client Package to Your Account

Already on Service Envoy? Buy a DCP Partial or Full Package from Subscription & Plan in a few clicks.

Already have a Service Envoy account and want to add a Direct Client Package (DCP)? You buy it from Subscription & Plan, the same place you manage your plan and add-ons. There's no new sign-up: the package is added to the account you already have, and its clients and training show up in that account a few minutes after you pay.

Who can do this: the account Owner, or anyone the Owner has given the Manage Subscription & Plan permission. If you don't see Subscription & Plan, ask your Owner.

Which package?

DCP Partial Package, $399 one-time. 11+ IT contract clients, with 6 months of client-list updates included.
DCP Full Package, $999 one-time. 41+ IT contract clients, with 12 months of client-list updates included.
Already have Partial? You'll see DCP Partial Upgrade ($699 one-time) instead, which moves you up to Full.

After the included months, client-list updates stay free on a paid plan, or cost $5/month on Marketplace Essentials. The package itself is yours to keep either way. DCP is available to U.S. residents only.

Step 1: Open My Account

While signed in, click your name in the top right corner. In the menu that opens, select My Account.

Your name in the top right corner opens a menu with My Account at the top

Step 2: Open Subscription & Plan

On the My Account page, click Subscription & Plan in the list on the left. (You can also reach it from the Admin menu.)

The My Account page, with Subscription and Plan in the left-hand list

Step 3: Scroll down to Direct Client Package (DCP)

The top of the page shows your current plan, billing and payment method. Scroll down past them.

The top of the Subscription and Plan page: current plan, billing frequency, billing status and payment method

In the Direct Client Package (DCP) section, click Add via Manage Subscription on the package you want. DCP Feature Comparison under the cards shows what's in each one.

The Direct Client Package section with the Partial and Full cards, each with an Add via Manage Subscription button

Step 4: Check your choice and click Proceed to Checkout

The Manage Subscription window opens on Add-ons with the package you clicked already chosen. Clicked the wrong one, or changed your mind? Pick the other package: only one can be chosen at a time, so picking another simply replaces your choice. No Direct Client Package takes it back out.

Have a coupon? Enter it under Coupon Code (Optional) and click Apply. Then click Proceed to Checkout.

The Manage Subscription window on Add-ons, with DCP Partial Package selected and the Proceed to Checkout button

Step 5: Confirm the change

A Confirm Billing Changes window lists what you're adding (for example, Add DCP Full Package) and says you'll pay for it on the secure checkout page next. Click Confirm Changes. Nothing is charged yet.

The Confirm Billing Changes window listing Add DCP Full Package, with the Confirm Changes button

Step 6: Pay on the secure checkout page

You're taken to Stripe's secure checkout page, which shows the package and the total. Pay by card, Cash App Pay, bank account, or spread the cost with Affirm or Klarna, then click Pay. Payments are handled by Stripe; Service Envoy never sees your card number.

Stripe checkout for the DCP Full Package at 999 dollars, with card, Cash App Pay, Affirm, Klarna and bank options

After you pay

You're brought back to Service Envoy and a Syncing Your Data window shows the package being added to your account. It usually takes a minute or two; leave the page open until it says Sync Complete!

Your DCP content is then in two places in the left-hand menu:

Clients: every client in your package, with its onboarding information and rates.
Training: the package's training files and videos.

The dashboard after purchase, with Clients and Training circled in the left-hand menu

Next, see Direct Client Package - How Do I Apply To Each Client? for getting set up with each client.

Common questions

I'm not signed in. Where do I start?
Go to the Direct Client Package page and click Sign in under the packages. After you sign in you land on Subscription & Plan, ready for Step 3. If you're already signed in, the Choose Partial and Choose Full buttons on that page take you straight to Step 4.

I started signing up again and it says I already have an account.
That's expected: a package is added to your existing account, not a new one. Click Sign in in that message and you'll go straight to Subscription & Plan with your package chosen.

Does buying a package change my plan?
No. Your plan stays as it is; the package is a one-time add-on.

The sync window closed before it finished.
The sync keeps running without it. Give it a few minutes, then check Clients. If nothing has appeared by then, contact support.