43.1 Overview

The Custom Domain feature allows the account owner to display public VCards through a business-owned web address instead of relying only on the platform’s standard VCard address.

Example:

Depending on the approved domain configuration, the address may instead use the root domain:

The Custom Domain workflow includes:

The customer routes include separate operations for submitting a Custom Domain and controlling whether the approved domain should be used for VCard URLs.

Understanding Custom Domains

43.2 What a Custom Domain Does

A Custom Domain changes the public address used to share a VCard.

Without the Custom Domain:

With the Custom Domain enabled:

The VCard’s information, template, Services, Products, Galleries, Blogs, Appointments, and other content remain managed through the Book dashboard.

The domain changes the public host used to reach the content.

43.3 Custom Domain Versus VCard URL Alias

The Custom Domain and VCard Alias are separate parts of the address.

Example:

Changing the domain affects the first part.

Changing the VCard Alias affects the final path.

43.4 Custom Domain Versus Buying a Domain

Book does not register or purchase the domain for the account owner.

The business must already own or control the domain through a registrar or hosting provider such as:

Domain registration fees, renewals, ownership, and registrar security are managed outside Book.

43.5 Custom Domain Versus Website Hosting

Owning a domain does not automatically connect it to Book.

The domain’s DNS must be configured so requests are directed to the server or host identified by the Book Custom Domain instructions.

The Custom Domain process therefore requires both:

43.6 No Domain Transfer Is Normally Required

The domain ordinarily remains registered with its current registrar.

The account owner changes the necessary DNS record instead of transferring ownership to Book.

Do not transfer a domain unless a separate written instruction specifically requires it.

43.7 Account-Wide VCard Use

The customer interface includes a control labeled:

Use Custom Domain URL Everywhere for my VCards

When enabled, the approved Custom Domain becomes the preferred public address used for the account’s VCards.

This is an account-level domain behavior rather than a different domain field inside every VCard.

43.8 Standard URL Versus Custom URL

Before Custom Domain activation:

After activation:

The application’s VCard listing constructs the Custom Domain address only when the domain is approved, active, and selected for VCard use.

What Uses the Custom Domain

43.9 VCard Preview Links

When the approved Custom Domain is active and the account has enabled its use, the VCards list displays the Custom Domain URL in the Preview column.

The Copy action also copies that Custom Domain version.

Example:

rather than:

43.10 Public VCard Pages

The Custom Domain can be used for the VCard’s main public page and related public destinations, including applicable:

The application constructs Custom Domain versions of the VCard, Products, Contact, Blog, Privacy Policy, and Terms destinations when Custom Domain use is enabled.

43.11 QR Codes

A QR code created after Custom Domain activation may use the Custom Domain address where the current VCard URL is used by the generator.

A QR code already downloaded or printed remains static.

After activating the Custom Domain:

1. Open the VCard QR Code section.
2. Generate or download a new code.
3. Scan it.
4. Confirm the Custom Domain opens.
5. Replace older marketing materials where necessary.

Do not assume an existing printed code changes automatically.

43.12 NFC Cards

A physical NFC card may still contain the standard VCard URL that was programmed when the card was created.

After enabling a Custom Domain:

1. Tap the NFC card.
2. Confirm whether the old URL still reaches the correct VCard.
3. Confirm whether a redirect is in place.
4. Reprogram or replace the NFC card only when required.
5. Test the QR code separately.

Changing the dashboard URL display does not remotely rewrite a physical NFC chip.

43.13 Social Sharing and Custom Links

After activation, review:

Replace older addresses when the Custom Domain should become the primary branded URL.

Planning the Domain

43.14 Information to Prepare

Before applying, prepare:

43.15 Choose a Long-Term Domain

Use a domain that the organization intends to maintain.

Good examples:

Avoid:

The exact form must be supported by the application and approved by the administrator.

43.16 Root Domain Versus Subdomain

Root domain

Subdomain

A subdomain can be useful when the root domain already hosts a company website.

Before selecting the root domain, determine whether changing its DNS will affect:

1. Existing website
2. Online Store
3. Email
4. Customer portal
5. Other business services

Do not replace an existing DNS record without understanding its purpose.

43.17 Confirm the Accepted Domain Format

The Custom Domain interface instructs users to enter only the domain.

When the public address is:

enter:

Do not enter:

The programmed note specifically directs the user to remove https://www. and enter only the domain name.

43.18 Do Not Enter a VCard Path

The Domain field should not contain a VCard Alias.

Incorrect:

Correct:

The system adds each VCard Alias to the domain when constructing its public URL.

43.19 Domain Ownership

Apply only with a domain the organization owns or is authorized to control.

Do not submit:

1. Another company’s domain
2. A competitor’s domain
3. A customer’s domain without authorization
4. A public service domain
5. A domain controlled by a former employee
6. A domain that is about to expire

43.20 Domain Renewal

The Custom Domain will stop working when the registration expires or is suspended.

Enable:

1. Automatic renewal
2. Current payment information
3. Registrar security
4. Renewal notifications
5. Domain-lock protection where appropriate

Opening Custom Domain Settings

43.21 Opening Settings

To begin:

1. Sign in to the primary customer account.
2. Select Settings.
3. Open Custom Domain.
4. Review the Custom Domain note and setup guide.
5. Confirm that the domain’s DNS has been prepared.
6. Enter the Domain.
7. Submit the application.

The customer settings structure contains a dedicated user-settings/custom_domain view, and the application provides a customer route for submitting the domain.

43.22 Custom Domain Section Is Missing

Confirm that:

1. The primary customer account is being used.
2. The Settings page loaded completely.
3. The user is not operating through a restricted organization subaccount.
4. The Custom Domain functionality is enabled.
5. The account has appropriate access.
6. The browser is not showing an outdated Settings menu.

43.23 Custom Domain Setup Guide

The interface includes:

The exact DNS values should be copied from the guide displayed by the installation.

Do not guess the DNS target.

Understanding DNS

43.24 What DNS Does

DNS connects a domain name to a destination on the internet.

For the Custom Domain workflow, the required record tells the domain where Book’s VCard service is located.

The setup guide directs the user to:

The displayed steps may vary by registrar.

43.25 What a CNAME Record Is

A CNAME record makes one domain name point to another hostname.

A typical structure is:

The exact Name and Target must come from the Book Custom Domain screen or administrator.

43.26 Do Not Invent the CNAME Target

Do not enter:

or another target merely because it appears to be the platform domain, unless the displayed Custom Domain guide specifically instructs it.

An incorrect target can:

1. Open the wrong site
2. Fail validation
3. Produce an SSL error
4. Disrupt another service
5. Prevent approval

43.27 DNS Fields Can Have Different Names

Registrars use different labels.

The same CNAME form may use:

and:

Use the registrar’s documentation when the labels differ.

43.28 TTL

TTL determines how long DNS resolvers may cache the record.

Common choices include:

Use the provider’s default unless the setup guide specifies another value.

43.29 DNS Propagation

DNS changes may not become visible everywhere immediately.

During propagation:

1. The old destination may appear.
2. The domain may work on one network but not another.
3. Validation may initially fail.
4. HTTPS may not yet be ready.
5. Cached errors may remain in a browser.

Wait for the DNS record to become publicly visible before assuming the configuration is incorrect.

Configuring DNS Through Cloudflare

43.30 Opening Cloudflare DNS

A typical Cloudflare process is:

1. Sign in to Cloudflare.
2. Select the domain.
3. Open DNS.
4. Select Records.
5. Choose Add Record.
6. Select CNAME.
7. Enter the Name supplied by Book.
8. Enter the Target supplied by Book.
9. Review the proxy setting.
10. Save.

The Book interface identifies Cloudflare-specific CNAME guidance within the Custom Domain instructions.

43.31 Cloudflare Proxy Setting

Cloudflare can show:

Use the setting required by the Book setup guide or platform administrator.

When validation or SSL is failing, the administrator may ask for DNS Only temporarily so the destination can be verified directly.

Do not switch the proxy setting repeatedly without documenting the change.

43.32 Existing Cloudflare Records

Before adding a record:

1. Search for an existing record with the same Name.
2. Determine what it currently controls.
3. Do not create conflicting A and CNAME records.
4. Back up the existing value.
5. Confirm the change with the website administrator.

Configuring a Domain Through cPanel

43.33 cPanel Guidance

The installed Custom Domain instructions include a cPanel workflow involving:

43.34 Opening cPanel Domains

A general process is:

1. Sign in to cPanel.
2. Open Domains.
3. Select Create a New Domain or the applicable Addon Domain action.
4. Enter the Custom Domain.
5. Enter the Document Root provided by the server administrator.
6. Save.
7. Wait for the domain to be created.
8. Test it in a browser.

The exact cPanel wording depends on the hosting version.

43.35 Document Root

Do not guess the Document Root.

An incorrect Document Root can expose:

1. The wrong website
2. A directory listing
3. An unrelated application
4. A blank page
5. A server error

Use the path supplied by the platform or hosting administrator.

43.36 DNS and cPanel Are Separate

Adding the domain inside cPanel does not always update the registrar’s DNS.

A working setup may require:

Confirm both.

Configuring Through Hostinger

43.37 Hostinger Guidance

The installed guide includes a Hostinger workflow based on a Parked Domain.

The general process is:

1. Sign in to Hostinger.
2. Open the applicable website.
3. Locate Parked Domains.
4. Select Add a Parked Domain.
5. Enter the Custom Domain.
6. Save.
7. Open the domain in a browser.
8. Confirm that it reaches the expected installation.

43.38 Parked Domain Versus Redirect

A parked or alias domain serves the same underlying application through another domain.

It is different from a simple redirect that immediately sends the visitor to the platform’s standard URL.

For full branded-domain use, the browser should normally continue displaying the Custom Domain while the VCard loads.

Protecting Existing Services

43.39 Existing Website Risk

Changing the root domain’s DNS can replace an existing website.

Before editing:

1. Record all current DNS entries.
2. Determine which record serves the website.
3. Determine which records serve email.
4. Confirm whether a subdomain can be used.
5. Consult the website administrator.
6. Export or screenshot the DNS zone.

43.40 Email Records

Do not delete or replace:

merely to connect the Custom Domain.

The required VCard CNAME should not require removing unrelated email records.

43.41 Other Business Systems

Review whether the intended domain or subdomain is already used for:

1. Website
2. CRM
3. Customer portal
4. Email marketing
5. File sharing
6. Webmail
7. API
8. Online Store
9. Booking system
10. Employee login

Do not assign the same hostname to two unrelated applications.

Submitting the Custom Domain Application

43.42 Complete DNS First

The application’s instructions tell the user to add the DNS record before or as part of applying for the Custom Domain.

Recommended sequence:

43.43 Entering the Domain

In Domain:

1. Enter only the domain.
2. Remove http://.
3. Remove https://.
4. Remove www. when instructed.
5. Remove trailing /.
6. Remove VCard paths.
7. Review spelling.
8. Submit once.

Correct:

Incorrect:

43.44 Apply for Custom Domain

Select:

After submission, the application creates or updates the account’s Custom Domain request.

The customer submission is handled through the custom.domain.store operation.

43.45 Do Not Submit Repeatedly

After the application succeeds, the interface can display:

You already have applied for custom domain. You will get notified when your custom domain is approved by the administrator.

Do not repeatedly submit the same domain while the request is pending.

43.46 Pending Review

A pending application means:

1. The request has been recorded.
2. The administrator has not yet approved or rejected it.
3. DNS may still be checked.
4. SSL or server mapping may still be prepared.
5. The Custom Domain should not yet be broadly distributed.

Administrative Review

43.47 What the Administrator May Check

Before approval, the administrator may verify:

The administrator-side workflow includes controls for approval, rejection with a note, and domain activation.

43.48 Approval

When approved, the customer interface can display:

You are eligible to use Custom Domain now.

Approval means the domain has passed the administrative review required by the application.

It does not remove the need to test:

1. DNS
2. HTTPS
3. VCard pages
4. Products
5. Forms
6. Payment flows
7. Mobile access

43.49 Rejection

When rejected, the interface states that the rejection reason can be found in the user’s email.

Possible reasons include:

1. DNS record missing
2. Wrong CNAME target
3. Domain entered incorrectly
4. Domain not publicly accessible
5. Domain already in use
6. Root domain conflicting with another website
7. SSL or server configuration incomplete
8. Ownership could not be confirmed

43.50 Re-Apply for Custom Domain

After correcting the issue, use:

Before resubmitting:

1. Read the rejection email.
2. Correct the exact issue.
3. Verify DNS publicly.
4. Confirm the Domain field.
5. Submit once.
6. Wait for a new review.

43.51 Rejection Email Is Missing

Check:

1. Inbox
2. Spam
3. Junk
4. Promotions
5. Account email address
6. Organization administrator’s email
7. Mailbox storage
8. Email filtering

Contact the platform administrator when the reason cannot be located.

Domain Approval, Activation, and Use

43.52 Three Different Conditions

A working Custom Domain can depend on three separate conditions:

These conditions should not be treated as identical.

43.53 Approved

Approved means the administrator accepted the Custom Domain request.

43.54 Active

Active means the domain is enabled by the platform for public use.

An approved domain can still display:

Your domain is inactive. Please contact your administrator.

when its active state has been disabled.

43.55 Use Custom Domain URL Everywhere

The customer controls whether the approved Custom Domain should be used as the preferred VCard URL through:

The application submits this switch through the change.domain.status customer operation. The change is processed asynchronously and displays a success response.

43.56 Enabling the Use Switch

After approval:

1. Open Settings.
2. Open Custom Domain.
3. Confirm that the domain is active.
4. Locate Use Custom Domain URL Everywhere for my VCards.
5. Enable the switch.
6. Wait for the success message.
7. Open VCards.
8. Confirm the Preview URLs.
9. Test every public VCard.

43.57 Disabling Custom Domain Use

When the switch is disabled, Book can return to displaying its standard VCard URLs as the preferred links.

Before disabling:

1. Review distributed Custom Domain links.
2. Confirm whether the Custom Domain will continue resolving.
3. Test the standard links.
4. Review QR codes.
5. Review NFC cards.
6. Inform affected users.

Do not disable the domain merely as a troubleshooting step without recording its previous state.

How the Public URL Changes

43.58 Before Custom Domain

Example:

43.59 After Custom Domain

Example:

The VCard Alias remains:

Only the host changes.

43.60 Multiple VCards

When the Custom Domain is used account-wide:

Each VCard still requires its own unique Alias.

43.61 Product and Policy Examples

Applicable public routes can use the Custom Domain, such as:

The exact route path can vary according to the VCard template and feature.

Testing the Approved Domain

43.62 Basic Browser Test

1. Copy the Custom Domain VCard URL.
2. Open a private browser window.
3. Paste the URL.
4. Confirm that HTTPS loads.
5. Confirm that the correct VCard appears.
6. Confirm that the browser still shows the Custom Domain.
7. Confirm there is no security warning.

43.63 Mobile Test

Test on a phone using:

1. Wi-Fi
2. Cellular data
3. Private browsing
4. QR-code scan
5. Social-message link

Different networks can temporarily see different DNS results during propagation.

43.64 Test Every VCard

Do not test only one Alias.

For each active VCard:

1. Open the VCards list.
2. Copy its Custom Domain URL.
3. Open it while signed out.
4. Confirm the correct card.
5. Confirm the Alias.
6. Test its major actions.

43.65 Test Contact Actions

Confirm:

43.66 Test Content Pages

Open:

Confirm that internal navigation stays on the intended VCard and does not produce a 404 error.

43.67 Test Appointments

1. Open the Custom Domain VCard.
2. Select the Appointment section.
3. Select a date.
4. Select a time.
5. Complete an authorized test booking.
6. Confirm the Appointment appears in the dashboard.
7. Confirm notification links work.

43.68 Test Products and Payments

For each enabled payment workflow:

1. Open the Product through the Custom Domain.
2. Start checkout.
3. Confirm the Price and Currency.
4. Select the Payment Method.
5. Confirm the gateway opens.
6. Confirm return or callback behavior.
7. Verify the Product Order.

A domain change can affect return URLs, cookies, or browser behavior, so payment testing is important.

43.69 Test Embedded Content

Review:

An external service may restrict embedding or recognize the new domain differently.

43.70 Test Social Sharing

Share the Custom Domain URL privately.

Review:

1. Page title
2. Description
3. Preview image
4. Favicon
5. Correct VCard
6. Correct domain

Social platforms may retain an older preview temporarily.

HTTPS and SSL

43.71 HTTPS Is Required

The application constructs Custom Domain VCard URLs using:

The domain therefore needs a valid SSL certificate for normal secure use.

43.72 SSL Certificate

An SSL certificate allows the browser to verify and encrypt the connection.

A working page should open as:

without a security warning.

43.73 SSL Is Not the Same as DNS

DNS tells the browser where to connect.

SSL proves that the server is authorized to serve the domain securely.

A domain can have correct DNS but still show:

1. Certificate mismatch
2. Certificate not yet issued
3. Expired certificate
4. Insecure connection warning

43.74 SSL Provisioning

Do not assume that merely submitting the Custom Domain immediately creates the certificate.

SSL may require:

1. Correct public DNS
2. Administrator approval
3. Server mapping
4. Certificate issuance
5. Renewal configuration
6. Cloudflare SSL settings

Contact the administrator when HTTPS does not become valid after the domain is approved and active.

43.75 Do Not Distribute an Insecure Domain

Do not send customers a Custom Domain that displays:

Continue using the verified standard VCard URL until HTTPS is working.

Updating Existing Marketing Materials

43.76 Email Signatures

Replace old VCard URLs in:

1. Individual signatures
2. Shared company signatures
3. Sales templates
4. Customer-support templates
5. Automated email messages

Send a test email and select the new link.

43.77 Websites

Update:

Test every updated button.

43.78 Social Profiles

Update VCard links in:

1. LinkedIn
2. Facebook
3. Instagram
4. X
5. YouTube
6. Business directories
7. Professional networks

43.79 Printed Materials

Printed materials cannot update automatically.

Review:

1. Business cards
2. Flyers
3. Brochures
4. Event banners
5. Signage
6. QR codes
7. Product packaging
8. NFC cards

Old standard URLs may continue working, but the business should test them before relying on that assumption.

43.80 QR-Code Replacement

Regenerate QR codes when the business wants the code to encode the Custom Domain directly.

Before printing:

1. Scan the exported code.
2. Confirm HTTPS.
3. Confirm the correct Alias.
4. Test on multiple phones.
5. Record the encoded URL.

Domain Maintenance

43.81 Monthly Domain Review

Each month:

1. Open the Custom Domain.
2. Confirm HTTPS.
3. Open several VCards.
4. Test a Product.
5. Test an Appointment.
6. Confirm DNS has not changed.
7. Confirm the domain registration is current.
8. Review SSL expiration where applicable.
9. Confirm the Custom Domain use switch remains enabled.
10. Review new VCard Aliases.

43.82 After DNS Changes

Retest the Custom Domain after changing:

43.83 After Server Migration

A platform or hosting migration may require new DNS values.

Do not retain the old CNAME target without verification.

Obtain the current target from the administrator and update the domain only during an approved migration window.

43.84 After Domain Renewal

Confirm:

1. Domain remains active
2. Nameservers did not reset
3. DNS records remain present
4. SSL still works
5. Custom Domain still opens VCards

43.85 Employee and Organization Changes

When a VCard owner leaves:

1. Decide whether the Alias should remain.
2. Update the VCard.
3. Reassign public content where appropriate.
4. Do not change the account-wide Custom Domain unnecessarily.
5. Review QR and NFC materials belonging to the former employee.

Domain Security

43.86 Protect the Registrar Account

Enable:

1. Strong unique password
2. Two-factor authentication
3. Domain lock
4. Renewal notifications
5. Restricted administrator access
6. Recovery contact review

An attacker who controls DNS can redirect every Custom Domain VCard.

43.87 Do Not Share Registrar Credentials with Book Users

The Book Custom Domain form requires the Domain, not the registrar password.

Do not place registrar credentials in:

43.88 Limit DNS Access

Only authorized technical staff should edit DNS.

Incorrect DNS changes can affect:

1. Website
2. VCards
3. Email
4. Verification records
5. Other business services

43.89 Watch for Domain Impersonation

Confirm that:

1. The spelling is exact.
2. The certificate is valid.
3. The correct business branding appears.
4. There are no unexpected redirects.
5. The registrar account has not been changed.

Troubleshooting Applications

43.90 Domain Application Will Not Submit

Review:

1. Domain field
2. Protocol removed
3. www. removed where instructed
4. No path
5. No spaces
6. No trailing slash
7. Login session
8. Validation message
9. Whether an application already exists

43.91 “Already Applied”

This means a Custom Domain application is already pending or recorded.

Do not create repeated requests.

Wait for approval or contact the administrator when the request has been pending beyond the expected review period.

43.92 Domain Was Rejected

1. Open the rejection email.
2. Identify the stated reason.
3. Correct DNS or domain entry.
4. Wait for DNS propagation.
5. Verify the domain.
6. Select Re-Apply for Custom Domain.
7. Wait for the new decision.

43.93 Domain Is Approved but Inactive

The interface can display:

Your domain is inactive. Please contact your administrator.

Contact the administrator and provide:

The customer-use switch cannot override an administrator-disabled domain.

Troubleshooting DNS

43.94 Domain Does Not Resolve

Confirm:

1. Domain registration is active.
2. Nameservers are correct.
3. CNAME exists.
4. CNAME Name is correct.
5. CNAME Target is correct.
6. No conflicting record exists.
7. DNS propagation has completed.

43.95 Domain Opens the Existing Website Instead

The root domain or hostname may still point to the previous website.

Review:

1. A records
2. AAAA records
3. CNAME records
4. Cloudflare proxy
5. cPanel Domain mapping
6. Parked Domain configuration
7. Browser cache

Do not remove the existing website record without an approved migration plan.

43.96 Domain Opens a Blank Page

Possible causes include:

1. Incorrect server mapping
2. Incorrect Document Root
3. Application error
4. Incomplete domain approval
5. Missing route handling
6. Cached response
7. SSL configuration problem

43.97 Domain Works on Wi-Fi but Not Cellular

DNS propagation or caching may differ between networks.

Try:

1. Waiting
2. Restarting the browser
3. Testing another device
4. Testing another DNS resolver
5. Confirming public DNS records
6. Avoiding repeated record changes

43.98 CNAME Conflict

A hostname generally cannot have a CNAME and another conflicting record at the same name.

Remove or change a record only after identifying what it controls.

Consult the domain administrator when unsure.

Troubleshooting HTTPS

43.99 Certificate Warning

Confirm:

1. Domain is approved.
2. Domain is active.
3. DNS points to the correct destination.
4. Certificate includes the exact hostname.
5. Cloudflare SSL mode is appropriate.
6. Certificate issuance has completed.

43.100 www Works but Root Does Not

The DNS and SSL may be configured only for www.example.com.

The Book input instruction may normalize the domain to example.com.

Confirm with the administrator whether both:

must be configured.

43.101 Root Works but www Does Not

Create or correct the www DNS alias only according to the domain plan.

Do not assume Book automatically handles both names.

43.102 Redirect Loop

A redirect loop can result from:

1. Cloudflare SSL mode
2. Server HTTPS redirect
3. Registrar forwarding
4. WordPress redirect
5. Duplicate proxy rules
6. Incorrect Custom Domain mapping

Remove conflicting forwarding and coordinate with the server administrator.

Troubleshooting VCard URLs

43.103 VCards List Still Shows Standard URLs

Confirm that:

1. Domain is approved.
2. Domain is active.
3. Use Custom Domain URL Everywhere for my VCards is enabled.
4. The page was refreshed.
5. The correct account is open.
6. The Custom Domain record belongs to the account.

43.104 One VCard Opens and Another Does Not

Review the failing VCard’s:

The domain can be working while one VCard has its own configuration problem.

43.105 Custom URL Opens the Wrong VCard

Confirm the Alias.

Example:

A one-character Alias difference can open another record or return a 404 error.

43.106 Main VCard Works but Product Page Fails

Test:

1. Product exists.
2. Product belongs to the VCard.
3. Product route uses the expected Alias.
4. Custom Domain routing is active.
5. Browser is not using an old product link.
6. Product page is available in the current template.

Report the exact Product URL to the administrator.

43.107 Privacy or Terms Page Fails

Confirm:

1. Policy exists.
2. VCard ID is correct.
3. Alias is correct.
4. Main VCard opens.
5. Custom Domain use is active.
6. The link was generated from the current VCard.

Troubleshooting Forms and Payments

43.108 Inquiry Form Does Not Submit

Confirm:

1. Main VCard loads securely.
2. JavaScript loads.
3. CAPTCHA configuration remains valid.
4. Form endpoint is not blocked.
5. Browser allows cookies where required.
6. Custom code is not interfering.

43.109 Appointment Form Does Not Submit

Review:

1. Available dates
2. Time slots
3. VCard status
4. Custom Domain HTTPS
5. Payment configuration
6. Callback behavior
7. Browser console only when handled by technical support

43.110 Payment Returns to the Wrong Domain

The gateway may still contain an older callback or return address.

Review the gateway configuration and Book-generated callback values.

Do not manually replace callback paths without technical confirmation.

43.111 Customer Is Signed Out During Checkout

A cookie or domain-scope problem may be present.

Record:

1. Custom Domain
2. Browser
3. Product or Appointment
4. Payment Method
5. Exact step
6. Time of failure

Provide this information to technical support.

Changing or Removing a Custom Domain

43.112 Before Changing the Domain

Review all places using the current address:

43.113 Changing the Domain Entry

The standard customer workflow should not be assumed to provide unrestricted editing of an approved domain.

Contact the platform administrator when replacing an approved domain.

The administrator may need to:

1. Disable the old domain
2. Review the new DNS
3. Issue SSL
4. Approve the new request
5. Update server mapping

43.114 Removing the Custom Domain from Use

To stop using it as the preferred VCard host:

1. Open Custom Domain Settings.
2. Disable Use Custom Domain URL Everywhere for my VCards.
3. Wait for the success response.
4. Open VCards.
5. Confirm standard URLs appear.
6. Test the standard URLs.
7. Update distributed links.

43.115 Do Not Delete DNS Immediately

After disabling the Custom Domain, keep the DNS active until:

1. Old links have been replaced.
2. QR codes have been reviewed.
3. NFC cards have been reviewed.
4. Search listings have been updated.
5. Customers have had time to transition.

Removing DNS immediately can break every old link.

43.116 Domain Retirement Plan

A safe retirement plan is:

Recommended Custom Domain Workflow

43.117 Phase One: Preparation

1. Select the long-term domain.
2. Confirm ownership.
3. Review existing website and email services.
4. Decide root domain or subdomain.
5. Back up current DNS.
6. Complete active VCards.
7. Finalize VCard Aliases.

43.118 Phase Two: DNS

1. Open the Book Custom Domain guide.
2. Copy the required record.
3. Open the registrar’s DNS Management.
4. Add the required CNAME.
5. Avoid conflicting records.
6. Save.
7. Verify that the record is public.

43.119 Phase Three: Application

1. Open Settings.
2. Open Custom Domain.
3. Enter only the Domain.
4. Select Apply for Custom Domain.
5. Wait for review.
6. Read approval or rejection email.

43.120 Phase Four: Activation

1. Confirm approval.
2. Confirm the domain is active.
3. Enable Use Custom Domain URL Everywhere for my VCards.
4. Refresh VCards.
5. Copy a Custom Domain URL.
6. Test it privately.

43.121 Phase Five: Complete Testing

Test:

43.122 Phase Six: Distribution

1. Update email signatures.
2. Update websites.
3. Update social profiles.
4. Regenerate QR codes.
5. Review NFC cards.
6. Replace printed materials.
7. Record the activation date.
8. Monitor errors.

Custom Domain Checklist

43.123 Preparation Checklist

Confirm that:

1. The business owns the domain.
2. Registrar access is available.
3. Two-factor authentication is enabled.
4. The domain is not expired.
5. Existing DNS records are backed up.
6. Existing website use was reviewed.
7. Existing email use was reviewed.
8. Root domain or subdomain was selected.
9. VCard Aliases are finalized.
10. Active VCards were tested through the standard URL.

43.124 DNS Checklist

Confirm that:

1. DNS Management was opened.
2. The correct CNAME Name was entered.
3. The exact Book-provided Target was entered.
4. No protocol was placed in the DNS value.
5. No path was added.
6. No conflicting record remains.
7. Cloudflare proxy behavior was reviewed.
8. cPanel or Hostinger mapping was completed where required.
9. The DNS record is publicly visible.
10. Existing email records remain intact.

43.125 Application Checklist

Confirm that:

1. Only the Domain was entered.
2. http:// and https:// were removed.
3. www. was removed where instructed.
4. No trailing slash was entered.
5. No VCard Alias was entered.
6. Spelling is correct.
7. Apply was selected once.
8. The pending message appeared.
9. Approval or rejection communication is monitored.

43.126 Activation Checklist

Confirm that:

1. The Custom Domain is approved.
2. The Custom Domain is active.
3. HTTPS works.
4. No certificate warning appears.
5. The use-for-VCards switch is enabled.
6. VCards list displays Custom Domain URLs.
7. Copy URL copies the correct address.
8. Each Alias opens the correct VCard.

43.127 Functional Testing Checklist

Confirm that:

1. Profile images display.
2. Services display.
3. Products display.
4. Product Details opens.
5. Product checkout works.
6. Blogs open.
7. Galleries display.
8. Contact page opens.
9. Inquiry form submits.
10. Appointment form submits.
11. Payment gateways return correctly.
12. Privacy Policy opens.
13. Terms and Conditions opens.
14. Embedded content works.
15. Social-sharing previews are correct.
16. QR code opens the Custom Domain.
17. NFC card behavior was reviewed.
18. Mobile and desktop tests were completed.

43.128 Security and Maintenance Checklist

Confirm that:

1. Registrar credentials were not shared.
2. DNS access is restricted.
3. Domain renewal is enabled.
4. SSL is monitored.
5. DNS changes are documented.
6. Old URLs are reviewed.
7. QR and NFC destinations are recorded.
8. Monthly domain testing is scheduled internally.
9. A retirement or migration plan exists.
10. An administrator contact is available for domain problems.

Chapter Completion

At the end of this chapter, the user should understand how a Custom Domain changes public VCard URLs, how to prepare and enter a domain, configure the required CNAME record, follow Cloudflare, cPanel, or Hostinger guidance, submit the domain for approval, respond to pending, approved, rejected, or inactive statuses, enable the Custom Domain for all VCards, test HTTPS and related VCard pages, update QR codes and NFC cards, protect DNS and registrar access, and troubleshoot domain, SSL, routing, form, and payment problems.

The next chapter is Managing Organization Users, Profiles, Passwords, and Account Security.

next chapter Subscription, Billing, and Invoices

Worked for 4m 23s

Chapter 44: Managing Subscriptions, Billing, and Invoices

44.1 Overview

The Manage Subscription section allows the primary account owner to review the current Book subscription, examine available subscription options, select a billing period, renew or change the subscription, complete payment, review subscription history, and download subscription invoices.

Subscription management includes:

The primary customer account receives a fixed Manage Subscription navigation item that opens the customer subscription area. Organization subusers do not receive the same account-level billing control.

Understanding Book Subscriptions

44.2 What the Subscription Controls

The Book subscription controls access to the customer dashboard and the functionality available to the account.

Depending on the active subscription configuration, it can control limits and access associated with:

The exact allowances displayed in the customer interface should be treated as the current source of truth for the account.

44.3 Subscription Billing Versus Customer Payments

Subscription billing is separate from payments collected through public VCards.

Book subscription billing

Money paid by the account owner to maintain access to Book.

Customer-facing payment configuration

Money collected by the account owner from customers for:

Changing Stripe, PayPal, or another gateway inside Settings → Payment Configuration does not necessarily change how the account pays its Book subscription.

44.4 Subscription Versus NFC Card Purchases

A Book subscription is also separate from an NFC Card order.

The account may therefore have different financial records for:

Use the corresponding invoice or transaction record for each purchase.

44.5 Primary Account Responsibility

Subscription management should normally be handled by the primary account owner or an authorized billing administrator.

That person should be responsible for:

44.6 Organization Users

Organization users operate under the primary organization account’s subscription.

An organization user may see a message such as:

Your organisation subscription has expired. Please contact your organisation administrator.

An organization user should not attempt to purchase a separate subscription through an unrelated account unless the organization has approved that arrangement.

Subscription Statuses

44.7 Currently Active

Currently Active means the subscription is recognized as active for the current date.

The page may display:

An active status does not by itself confirm that every optional feature is enabled. Feature access still depends on the subscription’s configured allowances.

44.8 Active Till

Active till identifies the scheduled expiration date.

Example:

The account should be renewed or changed before that date when uninterrupted access is required.

44.9 Active Till Unlimited

The interface may display:

This means the subscription record does not have an ordinary scheduled expiration date.

It should not be interpreted as a guarantee that:

1. The account can never be suspended.
2. Every feature is unlimited.
3. Storage has no limit.
4. The agreement cannot change.
5. The account is exempt from platform policies.

Review the displayed feature limits separately.

44.10 Trial Subscription

A trial subscription provides temporary access for evaluation.

The interface may identify it as:

Before the trial ends:

1. Review the expiration date.
2. Test the required features.
3. Review account usage.
4. Select a continuing subscription.
5. Complete payment.
6. Confirm that the new subscription becomes active.

44.11 Free Subscription

The interface can identify a subscription as Free.

The programmed language also states:

Free Plan cannot be renewed/chosen again.

When this message appears, the account must select another available subscription rather than trying to renew the same free selection.

44.12 Expired Subscription

An expired subscription can display:

or:

Your plan is expired. Please choose a plan to continue the services.

Because most customer operations are protected by subscription middleware, expiration can restrict access to dashboard functionality until a valid subscription is restored. The source confirms that the main operational routes are placed behind a subscription check.

44.13 Pending Subscription

A subscription can remain pending when:

1. Manual payment awaits approval.
2. The gateway has not returned a final result.
3. The administrator has not confirmed the transaction.
4. A payment callback was delayed.
5. The transaction is under review.

Do not submit a second payment until the first transaction has been checked.

44.14 Failed Subscription Payment

A failed payment means the transaction did not successfully activate or renew the subscription.

Possible causes include:

44.15 Cancelled Payment

A cancelled payment can display:

Your Payment is Cancelled.

This generally means that checkout was closed, cancelled, or returned without a completed payment.

A cancelled payment should not activate a paid subscription.

Opening Manage Subscription

44.16 Opening the Subscription Page

To open the subscription area:

1. Sign in to the primary Book account.
2. Locate the fixed navigation item near the bottom of the customer menu.
3. Select Manage Subscription.
4. Wait for the subscription page to load.
5. Review the current subscription details.
6. Review the available actions.

The customer route for this page is admin/manage-subscription, and the menu is shown only for a primary administrator account without an organization-parent assignment.

44.17 Manage Subscription Is Missing

Confirm that:

1. The primary account is signed in.
2. The signed-in user has the customer administrator role.
3. The account is not an organization subuser.
4. The browser page loaded completely.
5. The sidebar is expanded.
6. The account session is still valid.

An organization subuser should contact the organization administrator.

44.18 Subscription Page Does Not Open

Try:

1. Refreshing the dashboard.
2. Signing out and back in.
3. Opening the page in a private browser window.
4. Confirming the account email is verified.
5. Confirming the account has not been disabled.
6. Checking for an expiration notice.
7. Contacting support when the route continues to fail.

Reviewing the Current Subscription

44.19 Current Plan

The Current Plan designation identifies the subscription presently assigned to the account.

Review it together with:

Do not rely only on the plan name.

44.20 Subscribed Date

The Subscribed Date is the date the subscription was recorded or activated.

It may differ from:

1. Payment authorization date
2. Payment settlement date
3. Invoice download date
4. Original account registration date

44.21 Start Date

The Start Date identifies when the subscription period begins.

When changing subscriptions, review whether the displayed Start Date represents:

1. Immediate activation
2. Activation after payment approval
3. The start of a renewed period
4. An administrator-adjusted date

44.22 End Date

The End Date identifies when the subscription period is scheduled to conclude.

Record this date in the organization’s internal billing calendar.

44.23 Remaining Days

Remaining Days represents the time left in the current subscription period.

This information is particularly important before:

44.24 Total Days and Used Days

The subscription interface can display:

These values help explain the subscription’s current position within its billing period.

Example:

The displayed values should be used instead of manually estimating from calendar dates.

44.25 Subscription Features

Review the feature list before renewing or changing the subscription.

Possible limits include:

44.26 Current Usage Versus New Limits

Before selecting a different subscription, compare current account usage against the new limits.

Review:

1. Total VCards.
2. Total WhatsApp Stores.
3. Storage currently used.
4. Custom Domains.
5. Organization users.
6. Active Products and Services.
7. Any visitor or feature restrictions.

Selecting a subscription with lower limits may leave the account above its newly permitted capacity.

44.27 Existing Content Above a New Limit

Do not assume that changing to a subscription with lower limits will automatically delete existing content.

Possible behavior can include:

1. New records cannot be created.
2. Existing records remain but cannot be edited.
3. Some records become inactive.
4. Feature access becomes restricted.
5. The account must reduce usage.
6. Administrative assistance is required.

Review the change carefully before completing payment.

Understanding Billing Periods

44.28 Monthly Billing

A monthly billing selection applies the displayed monthly price and subscription duration.

Example:

Review the exact Start Date, End Date, and Payable Amount before payment.

44.29 Yearly Billing

A yearly billing selection applies the displayed yearly price and duration.

Example:

The yearly price should not be assumed to equal exactly twelve times the monthly price. Use the amount displayed by Book.

44.30 Billing Period Is Not Automatic Renewal

Selecting Monthly or Yearly identifies the subscription duration and price.

It does not, by itself, prove that the system will automatically charge the payment method again.

The source confirms customer-operated purchase, renewal, and payment routes, but a standard automatic recurring-billing control was not confirmed. Treat renewal as a user-initiated process unless the checkout page explicitly states otherwise.

44.31 Unlimited Duration

An Unlimited duration does not use the ordinary monthly or yearly expiration model.

Review:

Unlimited duration does not necessarily mean unlimited use of every feature.

Comparing Subscription Options

44.32 Choose Plan

Select Choose Plan when the account does not currently have a usable subscription or needs to select from the available options.

The page may display:

44.33 Upgrade Plan

Select Upgrade Plan when changing from the current subscription to another available option.

The programmed customer routes include a dedicated subscription upgrade operation and a separate payment-selection process.

44.34 Switch Plan

The interface may use:

Switching replaces the active subscription assignment after the required payment and processing are completed.

44.35 Do Not Select Based Only on Price

Compare:

1. Available features
2. VCard allowance
3. Storage allowance
4. WhatsApp Store allowance
5. Custom Domain allowance
6. Visitor limits
7. Billing period
8. Payable Amount
9. Remaining Balance credit
10. Operational needs

44.36 No Plan Available

When the page shows No Plan Available:

1. Confirm that the page loaded fully.
2. Clear any billing-period filter.
3. Refresh the page.
4. Confirm the account is in the correct region or currency.
5. Contact support.
6. Do not attempt to purchase through an old or copied checkout URL.

44.37 Already Subscribed

The system can reject a selection when the same subscription is already active.

Messages can indicate:

Use Renew Plan when the goal is to extend the existing subscription.

Reviewing a Subscription Change

44.38 Used Balance

Used Balance represents the calculated portion of the current subscription that has already been consumed.

It can be used as part of the subscription-change calculation.

44.39 Remaining Balance

Remaining Balance or Remaining Balance of Prev. Plan represents the displayed unused value associated with the current subscription.

This may be applied to the new purchase calculation.

44.40 Payable Amount

Payable Amount is the amount Book calculates as due for the requested subscription change.

Review it before selecting Proceed to Payment.

44.41 Do Not Assume a Proration Formula

The source confirms that the interface displays:

However, the exact pricing formula can depend on the installed calculation, subscription duration, current dates, and administrator settings.

Do not manually assume:

Use the system-displayed Payable Amount.

44.42 Review Before Switching

Before selecting Pay / Switch Plan, confirm:

1. Current subscription.
2. Requested subscription.
3. Billing period.
4. Start and End Dates.
5. Used Days.
6. Remaining Days.
7. Remaining Balance.
8. Payable Amount.
9. Currency.
10. Applicable tax.
11. Payment method.
12. New feature limits.

44.43 Payable Amount Is Unexpected

Do not proceed when the amount appears incorrect.

Capture:

Send the information to support before paying.

44.44 Switching to a Free Selection

The system can restrict switching to a zero-cost selection when:

1. A trial is available.
2. A paid subscription is currently active.
3. The free selection has already been used.
4. The transition conflicts with the current subscription state.

Follow the message shown by the application rather than repeatedly submitting the request.

Renewing the Subscription

44.45 When to Renew

Renew before the End Date when uninterrupted access is important.

Recommended renewal timing:

44.46 Opening Renewal

1. Open Manage Subscription.
2. Review the Current Plan.
3. Review the End Date.
4. Select Renew Plan.
5. Confirm the billing period.
6. Confirm the Price.
7. Review the Payable Amount.
8. Select Proceed to Payment.
9. Complete the payment.
10. Return to Manage Subscription.
11. Confirm the new End Date.

44.47 Renewal Date Behavior

A completed renewal should extend the subscription according to the selected duration and application rules.

Do not assume the new period has been applied until the dashboard displays the updated End Date.

44.48 Renewing Too Early

Renewing before expiration may extend from the current End Date or be handled according to the system’s subscription logic.

Review the proposed dates before payment.

Do not assume that early renewal discards or preserves remaining time without checking the displayed result.

44.49 Free Subscription Renewal

When Book displays:

Free Plan cannot be renewed/chosen again.

Select another available subscription rather than repeatedly selecting Renew.

44.50 Renewal Is Missing

Possible reasons include:

1. Current subscription is unlimited.
2. The subscription is not renewable.
3. It is a trial or free selection.
4. The account is an organization subuser.
5. The page has not loaded correctly.
6. A payment is already pending.

Purchasing a Subscription

44.51 Standard Purchase Workflow

A standard purchase generally follows this sequence:

Book provides separate customer routes for selecting a payment type, purchasing a subscription, changing a subscription, processing manual payment, and downloading a subscription invoice.

44.52 Review Details Before Payment

The payment review should be checked for:

44.53 Currency

The currency used for the Book subscription is controlled by the subscription and platform billing configuration.

It is separate from:

1. The default VCard Product currency
2. Appointment currency
3. WhatsApp Store currency
4. Account Payment Configuration

Changing the customer-facing currency does not automatically change the subscription invoice currency.

44.54 Tax

The platform contains administrative plan-tax configuration.

Where tax is applied, the checkout or invoice may display:

Review the displayed total rather than calculating tax from memory.

44.55 Coupon or Promotional Adjustment

Where a coupon or promotional field is available:

1. Enter the code exactly.
2. Apply it before paying.
3. Confirm the discount appears.
4. Confirm the new total.
5. Retain the promotion details with the invoice.

Do not assume a code was applied merely because it was entered.

Platform Subscription Payment Methods

44.56 Available Payment Methods

Depending on the platform’s current configuration, subscription checkout can support programmed payment routes for:

The available payment methods are determined by the platform administrator, configured currency, merchant availability, and the selected checkout. Separate success and failure routes exist for several subscription gateways.

44.57 A Gateway Is Missing

A payment method may be unavailable because:

1. The platform has not enabled it.
2. Required credentials are not configured.
3. The selected currency is unsupported.
4. The merchant service is unavailable.
5. The gateway is restricted by region.
6. The checkout page is cached.
7. The transaction amount is zero.

Select one of the payment methods actually displayed.

44.58 Do Not Add Personal Gateway Credentials

The account owner does not need to enter personal Stripe, PayPal, or other API credentials to pay the Book subscription.

Customer Payment Configuration is for receiving payments through VCards, not for configuring Book’s platform billing gateway.

Paying Through an Online Gateway

44.59 Starting Online Payment

1. Select the subscription.
2. Select the billing period.
3. Review the amount and currency.
4. Select the available online gateway.
5. Select Proceed to Payment.
6. Wait for the gateway page.
7. Confirm the merchant and amount.
8. Complete the payment.
9. Wait for the return to Book.
10. Do not refresh repeatedly during processing.

44.60 Confirm the Merchant

Before entering payment details, confirm:

1. The checkout uses HTTPS.
2. The domain belongs to the expected gateway.
3. The Book merchant identity is recognizable.
4. The amount is correct.
5. The currency is correct.
6. There is no browser security warning.

44.61 Do Not Use the Back Button During Processing

Using Back, Refresh, or closing the window during final processing can cause:

1. A payment to complete without updating Book immediately.
2. Duplicate checkout attempts.
3. A cancelled return.
4. A pending subscription record.
5. Uncertainty about whether payment succeeded.

Wait for the gateway to return to Book.

44.62 Successful Payment Message

A successful transaction may display language such as:

After seeing the message, still verify:

1. Subscription status.
2. Start Date.
3. End Date.
4. Transaction amount.
5. Invoice.
6. Gateway receipt.

44.63 Successful Payment Awaiting Confirmation

A message may state:

You subscribed this plan successfully but wait for confirmation from Admin.

This means payment or subscription activation still requires administrative confirmation.

Do not assume full activation until the status changes.

44.64 Payment Failure Message

The interface may display:

Unable to process the payment at the moment. Try again later.

Before retrying:

1. Check the bank or gateway account.
2. Confirm whether the amount was charged.
3. Review Manage Subscription.
4. Review the invoice or payment status.
5. Wait for delayed processing where appropriate.
6. Retry only after confirming the first payment did not complete.

Manual or Cash Payment

44.65 Understanding Manual Payment

Manual payment allows the account owner to submit a subscription-payment request that is confirmed by an administrator.

Possible payment methods can include:

44.66 Opening Manual Payment

1. Select the desired subscription.
2. Select the billing period.
3. Review the Payable Amount.
4. Choose Manual Payment, Cash Pay, or the displayed equivalent.
5. Read the payment instructions.
6. Complete the payment outside Book.
7. Enter the required information.
8. Attach proof when the form requests it.
9. Submit once.
10. Retain the payment confirmation.

44.67 Bank Details

Manual-payment instructions may contain:

Use only the bank details displayed by the official Book checkout or provided by an authorized administrator.

44.68 Payment Reference

Where the bank or payment service permits it, include the required payment reference.

A useful reference may contain:

Follow the exact instructions shown in Book.

44.69 Manual Payment Pending

After submission, Book may display:

Your Manual Transaction Request Is Pending.

This is expected until the administrator verifies and approves the payment.

44.70 Do Not Submit the Same Manual Payment Repeatedly

Repeated submissions can create duplicate pending records.

Submit one request and retain:

44.71 Manual Payment Approval

After the administrator approves the transaction:

1. Return to Manage Subscription.
2. Refresh the page.
3. Confirm Currently Active.
4. Confirm the Start Date.
5. Confirm the End Date.
6. Download the invoice.
7. Retain the manual-payment proof.

44.72 Manual Payment Rejected

A manual request may be rejected when:

1. The amount is incorrect.
2. The currency is incorrect.
3. Payment cannot be located.
4. Proof is unreadable.
5. The reference is missing.
6. The payment was sent to the wrong destination.
7. The transaction was reversed.
8. The request was duplicated.

Contact support with the complete payment reference.

Confirming Subscription Activation

44.73 Return to Manage Subscription

After payment:

1. Return to the Book dashboard.
2. Open Manage Subscription.
3. Review the Current Plan.
4. Confirm the active status.
5. Confirm the Start and End Dates.
6. Review the available features.
7. Test a protected dashboard operation.

44.74 Test Dashboard Access

Test:

A successful payment is not fully resolved when the account still cannot access the expected operations.

44.75 Check the Correct Account

A payment can appear missing when it was completed while signed into another Book account.

Confirm:

1. Account name
2. Account email
3. Organization
4. Invoice recipient
5. Transaction email
6. Browser profile

Subscription History

44.76 Opening Subscription History

The Manage Subscription page can include a Subscription History section.

Review it after:

1. Initial purchase
2. Renewal
3. Subscription change
4. Manual-payment approval
5. Administrative adjustment

44.77 History Fields

The history can include information such as:

The exact columns can vary by the installed view.

44.78 Historical Records

A historical subscription should be read according to its original:

A later subscription change should not rewrite the financial meaning of an older invoice.

44.79 Current Versus Historical Subscription

The subscription marked Currently Active represents the present account state.

Older records are retained for billing and account history.

Do not select an older invoice and assume it describes the current subscription.

Downloading a Subscription Invoice

44.80 Subscription Invoice

A Subscription Invoice is the downloadable document associated with a subscription record.

Book provides a dedicated customer route for downloading the subscription PDF by its record identifier.

44.81 Downloading the PDF

1. Open Manage Subscription.
2. Locate Subscription History.
3. Find the intended subscription record.
4. Select the PDF, download, or invoice action.
5. Wait for the file to be generated.
6. Open the PDF.
7. Confirm the record is correct.
8. Save it in the approved accounting location.

44.82 Invoice ID

The Invoice ID distinguishes one subscription invoice from another.

Use it when:

1. Contacting support
2. Reconciling payment
3. Filing accounting records
4. Discussing a billing dispute
5. Matching a gateway receipt

44.83 Plan Details

The invoice may contain a Plan Details section identifying:

44.84 Subscription Details

The Subscription Details section can identify:

44.85 Invoice Amount

Confirm that the invoice amount matches:

1. Payable Amount shown at checkout
2. Gateway receipt
3. Bank charge
4. Approved manual payment
5. Accounting record

44.86 Invoice Currency

A correct number with the wrong currency is not a correct invoice.

Example:

Report a currency mismatch before recording the expense.

44.87 Tax on the Invoice

Where tax applies, review:

Do not alter the downloaded PDF manually.

44.88 Unpaid Invoice

An invoice can display:

An Unpaid invoice is not proof that the subscription charge was settled.

Before treating it as paid, confirm:

1. Payment status
2. Gateway transaction
3. Manual-payment approval
4. Active subscription
5. Updated invoice

44.89 Pending Invoice

A pending or unpaid invoice may later update after:

1. Gateway callback
2. Manual approval
3. Administrative review
4. Delayed settlement confirmation

Download a current copy after the status has changed.

44.90 Invoice Versus Payment Receipt

An invoice and a payment receipt serve different purposes.

Invoice

Describes the amount requested or billed.

Payment receipt

Confirms that a payment was processed.

For complete accounting records, retain both when available.

44.91 Invoice Versus Bank Statement

A bank statement confirms that money moved through the financial account.

It may not identify:

1. The exact Book account
2. Subscription period
3. Features
4. Invoice ID
5. Tax details

Retain the Book invoice with the bank or gateway record.

Protecting Billing Records

44.92 Secure Invoice Storage

Store invoices in an approved accounting location.

Recommended structure:

44.93 Avoid Public Storage

Do not keep subscription invoices in:

1. Publicly shared folders
2. Open website directories
3. Public VCard Galleries
4. Public cloud links
5. Unrestricted team channels
6. Shared personal devices

44.94 Billing Information

Invoices may contain:

Limit access to authorized personnel.

44.95 Accounting Reconciliation

For every completed purchase, compare:

Subscription Expiration

44.96 Expiration Reminders

The platform can use subscription-expiration reminders.

Do not rely solely on email delivery.

Also monitor the Active till date inside Manage Subscription.

44.97 Before Expiration

Before the subscription expires:

1. Review the End Date.
2. Confirm who is responsible for renewal.
3. Review the payment method.
4. Obtain internal approval.
5. Download current invoices.
6. Review account usage.
7. Renew with enough time for processing.
8. Confirm activation.

44.98 Manual Payment Before Expiration

Manual payments require additional time because they can remain pending.

Submit early enough for:

44.99 What Expiration Can Affect

Expiration can restrict:

1. Dashboard access
2. VCard editing
3. New VCard creation
4. WhatsApp Store management
5. Analytics
6. Appointments
7. Storage operations
8. Custom Domain management
9. Other subscription-protected operations

44.100 Public Content After Expiration

Do not assume that expiration immediately deletes VCards or other data.

The exact public behavior can depend on the application configuration and administrative policy.

Possible outcomes include:

1. Public content remains available temporarily.
2. Public content is restricted.
3. Editing is blocked.
4. The account is redirected to subscription selection.
5. Administrative intervention is required.

Renew before expiration rather than relying on uncertain post-expiration behavior.

44.101 Subscription Expiration Is Not Account Deletion

Expiration and account deletion are different actions.

An expired subscription should not automatically be interpreted as confirmation that all account data has been erased.

44.102 Organization Subscription Expiration

When the primary organization subscription expires, organization users may lose access to operations governed by that subscription.

The organization administrator should:

1. Review the expiration date.
2. Renew or change the subscription.
3. Confirm the new status.
4. Inform organization users.
5. Test access with an assigned user account.

Cancelling or Ending a Subscription

44.103 Cancel Subscription Label

The application language includes Cancel Subscription, but a standard customer self-service cancellation route was not confirmed in the reviewed customer routing.

Do not assume a cancellation button will always be available.

44.104 Requesting Cancellation

When cancellation is required:

1. Review the current End Date.
2. Download all invoices.
3. Record the account email.
4. Record the current subscription.
5. Review the refund and cancellation policy.
6. Contact the platform’s authorized support or administrator.
7. Request written confirmation.
8. Retain the response.

44.105 Cancellation Versus Non-Renewal

When automatic recurring billing is not enabled, allowing the subscription to expire may function as non-renewal.

However, this should not be treated as a formal cancellation when:

1. A contract exists.
2. An administrator has configured recurring billing externally.
3. A refund is requested.
4. The account must be closed.
5. Data removal is required.

44.106 Cancellation Does Not Delete the Account

Stopping a subscription does not necessarily delete:

Account deletion is a separate process.

Refunds and Billing Disputes

44.107 Review the Refund Policy

Before requesting a refund, review the platform’s current:

44.108 Refund Request Information

Prepare:

44.109 Do Not Dispute Before Checking the Account

Before initiating a payment dispute through the bank:

1. Review Manage Subscription.
2. Review Subscription History.
3. Check whether the subscription was activated.
4. Check for duplicate transactions.
5. Contact support.
6. Retain the response.

A bank dispute can affect the account while the payment is investigated.

44.110 Duplicate Charge

When two charges appear:

1. Record both transaction IDs.
2. Compare amounts and currencies.
3. Review Subscription History.
4. Confirm whether two subscription periods were created.
5. Do not submit another payment.
6. Contact support.
7. Request review of the duplicate.
8. Retain the resolution.

Troubleshooting Subscription Selection

44.111 Purchase Button Does Not Work

Confirm:

1. A subscription is selected.
2. Monthly or yearly billing is selected where required.
3. JavaScript is enabled.
4. The page has fully loaded.
5. The browser session is valid.
6. The account is the primary account.
7. No payment request is already pending.

44.112 “Plan Already in Use”

The account is already subscribed to that selection.

Use Renew Plan or choose a different available subscription.

44.113 Cannot Select Free Subscription

Possible reasons include:

1. The free subscription was already used.
2. A trial is available.
3. A paid subscription is currently active.
4. The selected transition is restricted.

Review the displayed message and choose an eligible option.

44.114 Incorrect Billing Period

Return to the subscription-selection page and confirm:

Do not proceed until the correct period and price are displayed.

44.115 Features Appear Incorrect

1. Refresh the subscription page.
2. Compare the selected subscription with its feature list.
3. Confirm whether the account has changed subscriptions.
4. Check the active subscription, not a historical record.
5. Contact support with screenshots.

Troubleshooting Payment

44.116 Payment Gateway Does Not Open

Confirm:

1. A payment method is selected.
2. Popups and redirects are permitted.
3. Required fields are complete.
4. The browser is current.
5. The amount is greater than zero.
6. The gateway is available.
7. The connection is stable.

44.117 Payment Was Declined

Check:

Contact the financial institution when the decline originated there.

44.118 Customer Was Charged but Subscription Is Pending

Do not pay again.

Collect:

Contact support and wait for reconciliation.

44.119 Payment Succeeded but End Date Did Not Change

1. Refresh Manage Subscription.
2. Sign out and back in.
3. Review Subscription History.
4. Confirm the correct account.
5. Review the gateway receipt.
6. Confirm the transaction was for renewal rather than another purchase.
7. Contact support.

44.120 Payment Shows Successful but Invoice Shows Unpaid

The payment status and invoice record may not yet be synchronized.

Do not alter the invoice.

Provide support with:

44.121 Payment Failed but Money Is Pending at the Bank

A bank may place a temporary authorization hold even when the final payment failed.

Wait for the financial institution’s processing period and confirm whether the charge settles or disappears.

Do not submit repeated payments without checking.

44.122 Payment Was Cancelled Accidentally

1. Check whether the bank was charged.
2. Check Subscription History.
3. Confirm the subscription remains unchanged.
4. Start a new checkout only when the first attempt did not complete.

44.123 Wrong Amount Charged

Stop further payment attempts and collect:

Contact support.

44.124 Wrong Currency

Do not assume the amount will be automatically converted without fees.

Review:

1. Checkout currency
2. Invoice currency
3. Gateway currency
4. Bank-conversion amount
5. Foreign-transaction fees

Report a mismatch when Book displayed a different currency from the gateway.

Troubleshooting Manual Payments

44.125 Manual Request Remains Pending

Confirm:

1. Payment reached the correct destination.
2. Amount is correct.
3. Currency is correct.
4. Reference is correct.
5. Proof was submitted.
6. The request was submitted only once.
7. Administrator review time has been allowed.

44.126 Manual Payment Is Not Found

Provide:

Do not send sensitive banking passwords or full card information.

44.127 Manual Payment Was Sent to the Wrong Account

Contact the receiving institution immediately.

Book cannot confirm a payment that was not sent to its authorized payment destination.

Troubleshooting Invoices

44.128 Invoice Download Does Not Start

Try:

1. Allowing browser downloads.
2. Opening the invoice action in a new tab.
3. Using a current browser.
4. Disabling download-blocking extensions.
5. Confirming the subscription record belongs to the account.
6. Signing out and back in.

44.129 PDF Opens Blank

1. Download the file again.
2. Open it in another PDF reader.
3. Confirm the file size is not zero.
4. Try another browser.
5. Report the Invoice ID to support.

44.130 Incorrect Name or Address

Subscription invoices may use information from the account profile or billing record.

Before the next purchase:

1. Open the account profile.
2. Correct the business or personal name.
3. Correct the address.
4. Save.
5. Confirm the update.
6. Complete future purchases.

For an already issued invoice, contact support rather than editing the PDF.

44.131 Incorrect Subscription Dates

Compare:

1. Subscription History
2. Manage Subscription
3. Invoice
4. Payment date
5. Gateway receipt

Report the discrepancy with the Invoice ID.

44.132 Missing Invoice

An invoice may be unavailable when:

1. Payment is still pending.
2. Manual payment has not been approved.
3. Checkout was cancelled.
4. The subscription record is incomplete.
5. The wrong account is open.

Recommended Billing Operations

44.133 Initial Subscription Procedure

Use this sequence:

44.134 Renewal Procedure

44.135 Subscription-Change Procedure

44.136 Monthly Billing Review

Each month:

1. Open Manage Subscription.
2. Confirm the active status.
3. Review the End Date.
4. Review current usage.
5. Download new invoices.
6. Match charges with accounting records.
7. Investigate pending transactions.
8. Confirm organization-user access.
9. Review payment responsibility.
10. Prepare for renewal.

Subscription Checklist

44.137 Current Subscription Checklist

Confirm that:

1. The correct primary account is signed in.
2. The Current Plan is identified.
3. The subscription is Currently Active.
4. The Subscribed Date is understood.
5. The Start Date is correct.
6. The End Date is correct.
7. Remaining Days are sufficient.
8. Feature limits meet current usage.
9. Organization users remain covered.
10. Expiration responsibility is assigned.

44.138 Purchase Checklist

Confirm that:

1. The intended subscription is selected.
2. The billing period is correct.
3. The feature limits are appropriate.
4. The Price is correct.
5. The Currency is correct.
6. Remaining Balance is reviewed.
7. Payable Amount is correct.
8. Tax is reviewed.
9. The payment method is authorized.
10. The account email is correct.
11. The purchase is submitted only once.

44.139 Payment Checklist

Confirm that:

1. The checkout uses HTTPS.
2. The merchant is correct.
3. The amount is correct.
4. The currency is correct.
5. The gateway transaction completed.
6. Book displays the result.
7. No duplicate charge exists.
8. The subscription is active.
9. The End Date updated.
10. The receipt is retained.

44.140 Manual-Payment Checklist

Confirm that:

1. Official payment instructions were used.
2. The amount is correct.
3. The currency is correct.
4. The required reference was included.
5. Proof was retained.
6. One request was submitted.
7. Pending status is being monitored.
8. Administrator approval was confirmed.
9. The subscription became active.
10. The invoice was downloaded.

44.141 Invoice Checklist

Confirm that:

1. The Invoice ID is visible.
2. The account name is correct.
3. The subscription details are correct.
4. The Start Date is correct.
5. The End Date is correct.
6. The amount is correct.
7. The currency is correct.
8. Tax is correct where applicable.
9. The payment status is correct.
10. The invoice matches the gateway receipt.
11. The PDF is stored securely.
12. The accounting entry is complete.

44.142 Expiration Checklist

Confirm that:

1. The Active till date is recorded.
2. Renewal reminders are scheduled internally.
3. Payment approval is available.
4. Manual-payment processing time is considered.
5. Current invoices are downloaded.
6. Required account usage has been reviewed.
7. Organization users have been informed.
8. Renewal is confirmed before expiration.
9. The new End Date is verified.
10. Dashboard access is tested.

Chapter Completion

At the end of this chapter, the user should understand how to open Manage Subscription, review the active subscription and its limits, interpret Start Date, End Date, Used Days, Remaining Days, Used Balance, Remaining Balance, and Payable Amount, select monthly or yearly billing, purchase, renew, or change a subscription, complete online or manual payment, respond to pending, failed, cancelled, or successful payment results, review Subscription History, download and verify PDF invoices, reconcile billing records, prepare for expiration, and troubleshoot subscription, payment, and invoice problems.