What's in this Article

• Purchase Additional Clients

You can purchase additional clients directly within Canopy's account settings. Additional clients can only be purchased in increments of 50.

Purchase Additional Clients

1. Navigate to the Settings page and click Account Management on the left-side column.

 

2. Click the Purchase clients link in line with your Client Management license.

3.  Input the number of clients you want to purchase in the Additional Client box.

• Clients can only be purchased in 50 client increments.
• The purchase modal will update to show the annual cost for the additional clients and the new annual cost for all clients, including those you are currently purchasing.
• Client rates are prorated depending on when your contract with Canopy started. You can determine this date by viewing your Next renewal date.
• If your account has a current Balance due, you must pay that balance before purchasing additional client.

4. Click Continue.

5. Verify your payment and purchase information and click Confirm and pay.

Please contact Canopy's support team if you see a mistake with your purchase.