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Account Management Overview

Your Floa account has two main areas for managing settings:

Floa Settings

In-app settings for:
  • Profile & user settings
  • Business information
  • Notification preferences
  • Stripe Connect (for selling)
  • Account deletion

Stripe Portal

External portal for:
  • Payment method
  • Invoices & billing history
  • Subscription plan changes
  • Cancellation
  • Billing address
Billing is managed through Stripe Portal. Click “Billing” in the sidebar, then “Go to Stripe Portal” to access payment and subscription settings.

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Floa Account Settings

Access your account settings in Floa to manage profile, business info, and notifications.

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Profile & User Settings

What you can update:
  • Name
  • Email address
  • Phone number
  • Password
How to access:
  1. Click your profile icon (top-right)
  2. Select Settings
  3. Navigate to Profile or User Settings

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Business Settings

What you can configure:
  • Business name
  • Business address
  • Tax information (if applicable)
  • Company details for invoicing
Why this matters: Business information appears on invoices and can be displayed to your students.

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Notification Settings

Control which notifications you receive:
  • Email notifications (new sales, student enrollments)
  • Product updates (when builds complete)
  • Marketing updates (new features, tips)
How to access:
  1. Go to Settings
  2. Navigate to Notifications
  3. Toggle preferences on/off

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Stripe Connect (For Selling)

Connect your own Stripe account to receive payments directly from students.
Stripe Connect setup is covered in a separate guide. See the Integrations section for detailed instructions.

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Account Deletion

Permanently delete your Floa account and all associated data.
This action is irreversible. All products, students, and account data will be permanently deleted.
How to delete your account:
  1. Go to Settings
  2. Navigate to Account
  3. Scroll to Delete Account
  4. Confirm deletion
What happens when you delete:
  • All your products are removed
  • All account data is permanently deleted
  • Students lose access to courses they purchased from you
  • This action cannot be undone
Looking to cancel your subscription but keep your account? Use the Stripe Portal to cancel billing instead of deleting your account. See below.

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Stripe Portal (Billing Management)

All billing, payment, and subscription changes happen in the Stripe Portal — a secure external page managed by Stripe.

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How to Access Stripe Portal

1

Navigate to Billing

  1. Click Billing in the Floa sidebar
  2. You’ll see your current subscription details
2

Open Stripe Portal

Click the “Go to Stripe Portal” buttonThis opens a new tab with Stripe’s secure billing management interface.
Stripe Portal is a secure, external page. Floa uses Stripe to handle all payment processing, ensuring your payment data is safe and PCI-compliant.

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What You Can Do in Stripe Portal

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Update Payment Method

Add, remove, or change your payment card. Steps:
  1. Open Stripe Portal
  2. Go to Payment Methods
  3. Click Add Payment Method or Update
  4. Enter new card details
  5. Set as default (if applicable)
When it updates: Immediately. Your next invoice will charge the new card.

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View Invoices & Billing History

Download past invoices or view payment history. Steps:
  1. Open Stripe Portal
  2. Navigate to Invoices
  3. Click any invoice to view details
  4. Download as PDF for your records
What’s included:
  • Invoice date and amount
  • Payment status (paid, pending, failed)
  • Plan details (Starter, Pro, Scale)
  • Business information (if you’ve added it)

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Change Your Subscription Plan

Upgrade or downgrade between Starter, Pro, and Scale tiers.
How it works:
  • Instant access to new plan features
  • No prorated charge — you pay the new price at your next billing date
  • Credits increase immediately (e.g., 50 -> 350 AI Message Credits)
Steps:
  1. Open Stripe Portal
  2. Go to Update Plan
  3. Select the higher tier
  4. Confirm change
Example:
  • You’re on Starter ($27/month, 50 credits)
  • You upgrade to Pro ($97/month, 350 credits) on the 15th
  • Immediate: You now have 350 credits available
  • Next billing (1st of next month): You’re charged $97 for Pro
How it works:
  • Takes effect at the end of your current billing period
  • Keep access to current plan until your next billing date
  • Credits adjust when downgrade takes effect
Steps:
  1. Open Stripe Portal
  2. Go to Update Plan
  3. Select the lower tier
  4. Confirm change (you’ll see when it takes effect)
Example:
  • You’re on Pro ($97/month, 350 credits)
  • You downgrade to Starter ($27/month, 50 credits) on the 15th
  • Until end of billing period: You still have Pro access and 350 credits
  • Next billing (1st of next month): Downgrade takes effect, charged $27, credits reset to 50
Save money by switching from monthly to annual billing.How it works:
  • Pay for 12 months upfront
  • Instant access to 12 months of your plan
  • Typically 20-30% cheaper than monthly
Steps:
  1. Open Stripe Portal
  2. Go to Update Plan
  3. Select the annual option
  4. Pay the annual fee upfront
Example:
  • Monthly Pro: $97/month = $1,164/year
  • Annual Pro: $970/year (save $194)
You cannot switch from annual back to monthly until your annual term expires.

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Cancel Your Subscription

Stop automatic renewal but keep your account.
Cancelling does NOT delete your account. Your account remains, but your subscription ends at the end of the current billing period.
How it works:
  • Keep access until the end of your billing period
  • After that, you lose subscription features (AI Agents, product creation)
  • Your products remain live for students who already purchased
  • You can’t make new sales without an active subscription
Steps:
  1. Open Stripe Portal
  2. Go to Cancel Subscription
  3. Confirm cancellation
  4. Note your access end date
What happens after cancellation:
FeatureAfter Cancellation
Access to FloaNo access after billing period ends
Existing productsRemain live for students who bought
New salesCan’t make new sales
AI AgentsNo access
Product creationCan’t create new products
Account dataRemains saved (can resubscribe later)
Reactivating your subscription:
  • Return to the Billing page in Floa
  • Click Resubscribe or go to Stripe Portal
  • Select your plan and payment method
  • Note: You start fresh (no old credits or data restored)

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Update Billing Address or Email

Change the email or address on your invoices. Steps:
  1. Open Stripe Portal
  2. Go to Billing Information
  3. Update email or address
  4. Save changes
Why update:
  • Ensure invoices go to the right email (e.g., [email protected])
  • Add business address for tax purposes

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Subscription Plan Comparison

Quick reference for plan features and credits:
PlanPrice (Monthly)AI Message CreditsProduct Credits
Starter$27/month50/month1 product
Pro$97/month350/month5 products
Scale$297/month1,000/monthUnlimited products
Need more details on what each plan includes? Contact support or check the pricing page for a full feature breakdown.

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Common Account Management Questions

No. Floa does not offer subscription pausing.You can:
  • Cancel (keeps account, ends billing at period end)
  • Downgrade to Starter (lower cost, fewer credits)
  • Delete account (permanent removal)
Your products remain live for students who already purchased.However:
  • You can’t make new sales
  • You can’t edit or update products (no Floa access)
  • Students can still access their courses
To make new sales or edits, you’ll need to resubscribe.
No. When you cancel:
  • You keep access until the end of your billing period
  • No prorated refunds for unused days
Example:
  • You’re billed on the 1st for $97 (Pro plan)
  • You cancel on the 15th
  • You have access until the 30th (end of billing period)
  • No refund for the last 15 days
You keep your current credits until your downgrade takes effect.Example:
  • You’re on Pro (350 credits/month), have used 100 credits (250 remaining)
  • You downgrade to Starter (50 credits/month) on the 15th
  • Until end of billing period: You still have 250 credits available
  • Next billing cycle: Downgrade takes effect, you start with 50 credits
Unused credits do not roll over or transfer.
Yes. You can upgrade or downgrade as often as you want.However:
  • Upgrades: Take effect immediately
  • Downgrades: Take effect at the end of your billing period
Multiple upgrades in one month won’t charge you multiple times — you just pay the new plan rate at your next billing date.
If you cancelled but kept your account:
  1. Log back into Floa
  2. Go to Billing
  3. Click Resubscribe (or go to Stripe Portal)
  4. Select your plan and payment method
Note: You start fresh — no old credits or data are restored.If you deleted your account:You’ll need to create a new account. Your old products and data cannot be recovered.
No. Floa accounts are non-transferable.If you need to transfer products or data, contact support for assistance.

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Need Help?

For billing or subscription issues:
  • Check your Stripe Portal for payment failures or billing errors
  • Update your payment method if a charge failed
For account or technical issues:
  • A universal support section is coming soon to Floa
  • For urgent issues, contact [email protected]
Stripe Portal issues? Stripe provides 24/7 support for payment and billing questions. Click “Help” in the Stripe Portal for assistance.

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Quick Reference

Change Payment Method

Billing -> Stripe Portal -> Payment Methods

Upgrade Plan

Billing -> Stripe Portal -> Update Plan (instant access)

Downgrade Plan

Billing -> Stripe Portal -> Update Plan (takes effect next billing)

Cancel Subscription

Billing -> Stripe Portal -> Cancel Subscription (keep access until period ends)

View Invoices

Billing -> Stripe Portal -> Invoices

Delete Account

Settings -> Account -> Delete Account (permanent)
Pro tip: Before cancelling, consider downgrading to Starter ($27/month) to maintain access to your products and account data at a lower cost.