Overview Your Profile Settings page is the central hub for managing your account, subscription, and personal preferences. This comprehensive guide will walk you through every feature and help you use them effectively. Quick Navigation: Click your avatar (profile picture) in the top-right corner of any page → Select "Profile" from the dropdown menu. What you can do on this page: - Manage Personal Information: Update your display name and view account details - Control Subscriptions: Subscribe, upgrade, downgrade, or cancel premium plans - Organize Content: Access and manage your focus lists - Account Security: Delete your account with safety measures - Billing Management: Access detailed billing through Stripe customer portal --- 🚀 Getting Started: Finding Your Profile Page How to Access Profile Settings Desktop Navigation 1. Look for your profile picture (avatar) in the top-right corner of the screen 2. Click on your avatar to open the dropdown menu 3. Select "Profile" from the menu options 4. You'll be taken to your Profile Settings page Mobile Navigation 1. Tap the menu button (three horizontal lines) in the top-right corner 2. Tap your profile picture in the menu 3. Select "Profile" from the dropdown options Visual Cues to Look For - Avatar Image: Shows your profile picture from your login provider (Google, etc.) - User Menu: Dropdown includes "Profile", "Manage Focuslists", and "Logout" options - Page Title: "Profile Settings" at the top of the page when you arrive --- 📋 Section 1: Profile Information Management Understanding Your Profile Display When you first arrive at the Profile Settings page, you'll see a "Profile Information" card at the top with several sections: Profile Picture Section - Large Avatar: 80x80 pixel display of your profile picture - Source: Automatically synced from your login provider (Google, etc.) - Fallback: If no picture is available, shows the first letter of your email - Note: Profile pictures cannot be changed directly - they're managed by your login provider Account Information Fields Email Field - Display: Shows your current email address - Status: Grayed out (disabled) - cannot be edited - Management: Controlled by your login provider (Google, etc.) - Help Text: "Your email address is managed by your login provider" Display Name Field - Purpose: The name shown throughout the app (in discussions, leaderboards, etc.) - Editable: Active text field you can modify - Placeholder: "Enter your display name" - Tips: Choose a professional name appropriate for a learning environment Role Badge - Display: Small colored badge showing your account type - User Role: Blue badge with "USER" text - Admin Role: Red badge with "ADMIN" text - Note: Role is assigned by administrators and cannot be self-modified Account Created Date - Display: Shows when your account was first created - Format: Standard date format (MM/DD/YYYY) - Purpose: Helpful for account verification and support How to Update Your Display Name Step-by-Step Process 1. Locate the Field: Find the "Display Name" text input in the Profile Information section 2. Clear or Edit: Click in the field and modify your current name 3. Enter New Name: Type your desired display name 4. Save Changes: Click the blue "Save Changes" button below the fields 5. Confirmation: You'll see a green success message: "Profile updated successfully" Important Considerations - Immediate Effect: Your new name appears throughout the app immediately - Character Limits: Keep names reasonable in length (suggested: 2-50 characters) - Appropriateness: Choose names suitable for an educational environment - Uniqueness: Names don't need to be unique across users If Something Goes Wrong - Error Message: Red error toast appears: "Error updating profile" - Network Issues: Check your internet connection and try again - Persistence: Changes are saved to your login provider, so they persist across sessions --- 💳 Section 2: Subscription Management Understanding Your Subscription Status The "Subscription" card appears below your profile information and shows comprehensive billing details: Current Plan Display - Plan Name: Shows "Free", "Monthly", or "Yearly" - Status Badge: - Green "Active": Subscription is current and working - Red "Inactive": Subscription has expired or was cancelled - Billing Information: Start date, end date, and relevant billing details Subscription States Explained Free Plan - Display: Shows "Free" as the plan name - Status: Usually shows "Active" - Features: Basic access to platform features - Upgrade Options: Subscribe buttons for Monthly/Yearly plans available Active Monthly Subscription - Display: "Monthly" with green "Active" badge - Billing: Shows start date and next billing date - Features: Full premium access - Management: "Manage Subscription" button opens Stripe customer portal Active Yearly Subscription - Display: "Yearly" with green "Active" badge - Billing: Shows annual billing dates - Benefits: Discounted rate compared to monthly - Management: Full portal access for billing management Free Trial Period - Special Display: Blue informational text about trial status - Timing: Shows when premium access begins after trial ends - Purchase During Trial: Explains that subscription starts after trial completion Scheduled for Cancellation - Warning Display: Shows cancellation date - Reactivation: Options to resubscribe before cancellation - Timeline: Subscription continues until the end of paid period How to Subscribe to Premium Choosing Your Plan 1. Plan Selection: In the Subscription section, you'll see plan options 2. Monthly Option: Select radio button for "Monthly" billing 3. Yearly Option: Select radio button for "Yearly" billing (shows discount) 4. Pricing Display: Current pricing is shown for each option Subscription Process 1. Select Plan: Choose Monthly or Yearly using the radio buttons 2. Click Subscribe: Click the blue "Subscribe" button 3. Stripe Checkout: You'll be redirected to Stripe's secure checkout page 4. Payment: Complete your payment information 5. Confirmation: Return to the app with immediate premium access 6. Verification: Your subscription status updates to "Active" automatically What Happens After Subscribing - Immediate Access: Premium features unlock immediately - Email Confirmation: Stripe sends a receipt to your email - Account Status: Profile page shows "Active" subscription - Billing: Next billing date appears in subscription details Advanced Subscription Management Changing Plans Monthly to Yearly Upgrade 1. Availability: If you have a Monthly plan, you'll see "Change to Yearly Plan" button 2. Scheduling: Click the button to schedule the change 3. Effective Date: Change occurs at your next billing cycle 4. Confirmation: Blue success message shows the effective date 5. Billing: Prorated adjustments handled automatically Plan Change Notifications - Success Message: "Your plan will change to Yearly on [date]. You will continue to have access to your current plan until then." - Visual Indicator: Blue text shows "Yearly plan will start in the next billing cycle" Customer Portal Access What It Does - Stripe Portal: Opens Stripe's customer portal in a new tab - Security: Separate, secure environment for billing management - Features: Update payment methods, view billing history, download invoices, cancel subscriptions How to Access 1. Find Button: Look for "Manage Subscription" button in the Subscription section 2. Click Button: This opens the portal in a new browser tab 3. Portal Features: Use Stripe's interface for detailed billing management 4. Return: Close the tab to return to your profile What You Can Do in the Portal - Payment Methods: Add, remove, or update credit cards - Billing History: View all past invoices and payments - Download Invoices: PDF receipts for expense reporting - Cancel Subscription: Self-service cancellation option - Reactivate: Restart cancelled subscriptions Subscription Errors and Solutions Common Issues - Payment Failed: Check payment method in customer portal - Status Not Updated: Wait 2-3 minutes and refresh the page - Portal Won't Open: Check popup blockers in your browser - Billing Questions: Use customer portal for detailed information Error Messages You Might See - Red Alert: "Failed to create checkout session" - Try refreshing and retry - Red Alert: "Failed to open portal" - Check browser popup settings - Red Alert: "Failed to change plan" - Contact support if persistent --- 📁 Section 3: Content Management Understanding the Content Management Section The "Content Management" card provides quick access to your study materials and personal collections. Focuslists Management What Are Focuslists? - Purpose: Personal collections of questions organized by topic, difficulty, or study goals - Use Cases: Group questions you got wrong, create topic-specific study sets, bookmark important questions - Integration: Works with AI recommendations and practice sessions How to Access 1. Find the Section: Look for "Content Management" card below your subscription information 2. Focuslists Display: Shows title "Focuslists" with description 3. Access Button: Click the "Manage Focuslists" button on the right 4. Navigation: Takes you to the dedicated Focuslists management page What You Can Do - View All Lists: See all your created focuslists - Create New Lists: Add new question collections - Edit Lists: Modify existing collections - Practice from Lists: Use focuslists for targeted practice sessions --- 🛡️ Section 4: Account Deletion (Critical Section) Understanding Account Deletion Account deletion is a permanent and irreversible action with serious consequences. This section includes built-in safety measures to protect your data. The Deletion Process Overview 1. Request Phase: You request deletion and enter a 15-day cooling-off period 2. Cooling-Off Period: 15 days to reconsider and cancel the deletion 3. Permanent Deletion: After 15 days, all data is permanently destroyed What Gets Deleted - Personal Information: Name, email, and account details - Study Data: All focus lists, practice history, and progress tracking - Subscription Data: Billing information and subscription history - Account Access: Complete loss of access to the platform Critical Warnings - No Recovery: Once deleted, accounts cannot be recovered or restored - Email Restriction: You cannot create a new account with the same email address - Data Loss: All progress, achievements, and study materials are permanently lost - Billing Impact: Subscription cancellation is processed, but billing may continue until next cycle How to Delete Your Account Step 1: Access Account Management 1. Location: Scroll to the bottom of the Profile Settings page 2. Section: Find "Account Management" section with a border separator 3. Visual Cue: This section has a more serious, separated appearance Step 2: Initiate Deletion 1. Button: Click the red "Delete Account" button 2. Dialog Opens: A modal dialog appears with detailed warnings 3. Read Carefully: Review all terms and consequences listed Step 3: Confirm Understanding 1. Terms Review: Read the complete deletion terms in the dialog 2. Cooling-Off Information: Understand the 15-day safety period 3. Consequence Awareness: Acknowledge permanent data loss 4. Email Restriction: Confirm you understand the email reuse restriction Step 4: Type Confirmation 1. Confirmation Field: Look for the text input field 2. Required Text: Type exactly delete (lowercase, no spaces) 3. Case Sensitive: Must be exactly "delete" - "Delete" or "DELETE" won't work 4. Button State: Submit button only activates when correct text is entered Step 5: Submit Request 1. Submit Button: Click the "Submit" button (becomes active after typing "delete") 2. Processing: Button shows "Processing..." during submission 3. Success Message: Green toast notification confirms deletion request 4. Status Change: Your account status changes to "scheduled for deletion" During the Cooling-Off Period What Happens - Continued Access: You retain full access to your account for 15 days - Deletion Date: Your profile shows the scheduled deletion date - Status Display: Red text indicates deletion is scheduled - Cancellation Option: "Cancel Deletion Request" button appears Account Status Display - Warning Text: "Your account is scheduled for deletion on [date]" - Color Coding: Text appears in red to indicate the serious status - Date Format: Shows the exact deletion date for clarity How to Cancel Deletion 1. Find Button: Look for "Cancel Deletion Request" button 2. Click to Cancel: Single click immediately cancels the deletion 3. Confirmation: Success message confirms cancellation 4. Status Reset: Account returns to normal active status 5. Full Restoration: All features and data remain intact Account Deletion Troubleshooting Common Issues Can't Type Confirmation - Solution: Ensure you're typing exactly "delete" (lowercase) - Check: Make sure there are no extra spaces before or after - Case: Must be lowercase - "Delete" or "DELETE" won't work Submit Button Disabled - Cause: Confirmation text doesn't match exactly - Solution: Clear the field and type "delete" again - Check: Ensure no autocorrect changed the text Changed Your Mind - Within 15 Days: Click "Cancel Deletion Request" button - After 15 Days: Account cannot be recovered - Prevention: Use the cooling-off period to make sure Still Have Questions - Support: Contact support before the 15-day period expires - Urgency: Don't wait until the last day to ask questions - Alternatives: Consider pausing instead of deleting --- 🎯 Section 5: Best Practices & Tips Profile Management Best Practices Display Name Guidelines - Professional: Use a name appropriate for educational environments - Memorable: Choose something you'll recognize in leaderboards - Consistent: Pick a name you'll use long-term - Appropriate: Keep it suitable for all ages and contexts Subscription Strategy - Annual Savings: Consider yearly plans for significant cost savings - Trial Utilization: Make the most of your free trial period - Billing Awareness: Note your billing dates to avoid surprises - Portal Usage: Use the customer portal for detailed billing management Content Organization - Focus Lists: Regularly organize questions into meaningful collections - Study Strategy: Use focus lists for targeted practice sessions - Progress Tracking: Review your study materials periodically Security and Safety Tips Account Protection - Regular Review: Check your account information monthly - Deletion Caution: Never request deletion impulsively - Cooling-Off Usage: Use the 15-day period to confirm decisions - Data Backup: Consider manually recording important progress Subscription Security - Payment Monitoring: Regular check payment methods in customer portal - Billing Alerts: Set up bank alerts for subscription charges - Plan Review: Periodically assess if your plan meets your needs --- 🔧 Section 6: Troubleshooting Guide Common Profile Issues Display Name Problems Issue: Changes don't save - Solution: Check internet connection and retry - Check: Look for error messages in red toast notifications - Alternative: Try refreshing the page and attempting again Issue: Name appears incorrectly - Solution: Clear browser cache and reload the page - Check: Verify you clicked "Save Changes" button - Wait: Changes may take a few moments to propagate Subscription Issues Issue: Status not updating after payment - Solution: Wait 2-3 minutes and refresh the page - Check: Verify payment completed successfully in email receipt - Support: Contact support if status doesn't update within 10 minutes Issue: Customer portal won't open - Solution: Check browser popup blocker settings - Try: Right-click the button and select "Open in new tab" - Browser: Try a different browser if problems persist Issue: Plan change not showing - Solution: Plan changes occur at next billing cycle - Check: Look for blue notification text about effective date - Patience: Changes are scheduled, not immediate Account Deletion Problems Issue: Can't confirm deletion - Solution: Type exactly "delete" (lowercase, no spaces) - Check: Ensure no autocorrect or extra characters - Field: Click in the field and clear it completely before typing Issue: Want to cancel during cooling-off period - Solution: Return to profile page and click "Cancel Deletion Request" - Timing: Must be within 15 days of deletion request - Immediate: Cancellation is immediate once clicked Error Messages and Solutions Red Alert Messages - "Failed to create checkout session": Refresh page and try subscribing again - "Failed to open portal": Check popup blockers and try again - "Failed to change plan": Verify subscription is active, contact support if persistent - "Error updating profile": Check internet connection and retry Success Confirmations - "Profile updated successfully": Display name change completed - "Customer portal opened in new tab": Billing management access successful - "Account deletion requested": Deletion process started, 15-day cooling-off period begins --- 📞 Section 7: Getting Additional Help Self-Service Resources Immediate Help - Customer Portal: Access detailed billing information and management - Help Center: Visit the help section for frequently asked questions - Documentation: Review this guide for step-by-step instructions Before Contacting Support - Check Status: Verify your current subscription and account status - Try Solutions: Attempt the troubleshooting steps listed above - Gather Information: Note exact error messages and steps taken When to Contact Support Billing Issues - Use Customer Portal: Most billing questions can be resolved through Stripe - Support Needed: Contact support for billing disputes or unusual charges - Urgency: Billing issues are typically resolved within 24-48 hours Account Problems - Technical Issues: Persistent problems with profile updates or subscription changes - Deletion Questions: Questions about account deletion before the 15-day period expires - Access Issues: Problems logging in or accessing your account Emergency Situations - Accidental Deletion: Contact support immediately if you accidentally requested deletion - Billing Disputes: Urgent billing issues that can't be resolved through the portal - Account Compromise: Suspected unauthorized access to your account --- 🎓 Conclusion Your Profile Settings page is designed to give you complete control over your account while protecting your data through safety measures. Take time to familiarize yourself with all sections, especially the subscription management and account deletion features, as these have significant implications for your learning experience. Remember: - Profile changes are immediate and visible throughout the app - Subscription changes may take effect at your next billing cycle - Account deletion is permanent and irreversible after the 15-day cooling-off period - Customer portal provides the most comprehensive billing management tools By understanding these features thoroughly, you can make informed decisions about your account and get the most out of your learning experience on the platform.
