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How to Determine Which Webgility Plan You’re Using

This article helps both Webgility Desktop & Webgility Online users determine which Webgility subscription/plan they are using. It explains how to check their current plan details either from the Webgility Customer Portal directly or via the Webgility Desktop and Webgility Online applications.

Unsure which plan you have? Quick tips to identify which Webgility plan you are using. There are two methods to identify your current plan with Webgility

Method 1: Check on the Webgility Customer Portal

  • Login to portal.webgility.com to access your Webgility Portal Account

  • Click on Plan & Usage and check your current plan details.

 

Method 2: Check from the Webgility Application

Webgility Desktop

  • Click on the Webgility Desktop icon from your computer and log in to the application

  • To the top right, you will see your name initial and a drop-down to select from, select My Account from the drop-down and click on Manage My Account.

  • It will redirect you to your Webgility Portal Account from where you can follow Method 1 to check your plan details.


Note: Ensure that you use the email address associated with your account.

Webgility Online

  • Go to my.webgility.com to access your Webgility Online application.

  • Click on the user icon in to top right corner and then click on My Account.

  • It will redirect you to your Webgility Portal Account from where you can check your plan details by again following steps mentioned in Method 1.