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Understanding Your ReviewX Client Portal Dashboard

Your Client Portal dashboard is the home screen for your ReviewX account — a snapshot of your current plan and billing, plus quick access to everything else.

Membership Plan card

Shows your current plan name. If you’re on a paid, active subscription, you’ll also see the price, billing interval, current billing period start date, and next payment due date.

Change Plan / Downgrade Plan buttons

Change Plan appears if you’re on the Free plan, and opens the plan-selection flow. Downgrade Plan appears instead for active paid subscriptions — see Cancelling or Downgrading Your Subscription.

Payment Info card

On a paid plan, shows your card brand and last 4 digits, plus its expiry date — a quick way to confirm which card is on file without opening a full billing page.

Top navigation

Switch between Dashboard, Licenses, Billing, and Profile from the persistent top menu. Your avatar and name/email appear in the header, with a Logout link.

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Updated on 03/08/2026