> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getfloa.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Your Account

> Update your profile, billing, and subscription settings

## Account Management Overview

Your Floa account has two main areas for managing settings:

<CardGroup cols={2}>
  <Card title="Floa Settings" icon="gear">
    **In-app settings for:**

    * Profile & user settings
    * Business information
    * Notification preferences
    * Stripe Connect (for selling)
    * Account deletion
  </Card>

  <Card title="Stripe Portal" icon="credit-card">
    **External portal for:**

    * Payment method
    * Invoices & billing history
    * Subscription plan changes
    * Cancellation
    * Billing address
  </Card>
</CardGroup>

<Info>
  **Billing is managed through Stripe Portal.** Click "Billing" in the sidebar, then "Go to Stripe Portal" to access payment and subscription settings.
</Info>

***

## Floa Account Settings

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

### 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**

### 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.

### 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

### Stripe Connect (For Selling)

Connect your own Stripe account to receive payments directly from students.

<Warning>
  **Stripe Connect setup is covered in a separate guide.** See the Integrations section for detailed instructions.
</Warning>

### Account Deletion

**Permanently delete your Floa account** and all associated data.

<Warning>
  **This action is irreversible.** All products, students, and account data will be permanently deleted.
</Warning>

**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

<Tip>
  **Looking to cancel your subscription but keep your account?** Use the Stripe Portal to cancel billing instead of deleting your account. See below.
</Tip>

***

## Stripe Portal (Billing Management)

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

### How to Access Stripe Portal

<Steps>
  <Step title="Navigate to Billing">
    1. Click **Billing** in the Floa sidebar
    2. You'll see your current subscription details
  </Step>

  <Step title="Open Stripe Portal">
    Click the **"Go to Stripe Portal"** button

    This opens a new tab with Stripe's secure billing management interface.
  </Step>
</Steps>

<Info>
  **Stripe Portal is a secure, external page.** Floa uses Stripe to handle all payment processing, ensuring your payment data is safe and PCI-compliant.
</Info>

***

## What You Can Do in Stripe Portal

### 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.

### 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)

### Change Your Subscription Plan

**Upgrade or downgrade between Starter, Pro, and Scale tiers.**

<AccordionGroup>
  <Accordion title="Upgrading (Starter -> Pro or Pro -> Scale)">
    **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
  </Accordion>

  <Accordion title="Downgrading (Pro -> Starter or Scale -> 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
  </Accordion>

  <Accordion title="Switching to Annual">
    **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)

    <Info>
      **You cannot switch from annual back to monthly** until your annual term expires.
    </Info>
  </Accordion>
</AccordionGroup>

### Cancel Your Subscription

**Stop automatic renewal but keep your account.**

<Warning>
  **Cancelling does NOT delete your account.** Your account remains, but your subscription ends at the end of the current billing period.
</Warning>

**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:**

| Feature           | After Cancellation                    |
| ----------------- | ------------------------------------- |
| Access to Floa    | No access after billing period ends   |
| Existing products | Remain live for students who bought   |
| New sales         | Can't make new sales                  |
| AI Agents         | No access                             |
| Product creation  | Can't create new products             |
| Account data      | Remains 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)

### 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., [accounting@yourcompany.com](mailto:accounting@yourcompany.com))
* Add business address for tax purposes

***

## Subscription Plan Comparison

Quick reference for plan features and credits:

| Plan        | Price (Monthly) | AI Message Credits | Product Credits    |
| ----------- | --------------- | ------------------ | ------------------ |
| **Starter** | \$27/month      | 50/month           | 1 product          |
| **Pro**     | \$97/month      | 350/month          | 5 products         |
| **Scale**   | \$297/month     | 1,000/month        | Unlimited products |

<Tip>
  **Need more details on what each plan includes?** Contact support or check the pricing page for a full feature breakdown.
</Tip>

***

## Common Account Management Questions

<AccordionGroup>
  <Accordion title="Can I pause my subscription?">
    **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)
  </Accordion>

  <Accordion title="What happens to my products if I cancel?">
    **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.
  </Accordion>

  <Accordion title="Can I get a refund if I cancel mid-month?">
    **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
  </Accordion>

  <Accordion title="What happens to unused credits when I downgrade?">
    **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.**
  </Accordion>

  <Accordion title="Can I switch plans multiple times?">
    **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.
  </Accordion>

  <Accordion title="How do I reactivate my subscription?">
    **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.
  </Accordion>

  <Accordion title="Can I transfer my account to someone else?">
    **No.** Floa accounts are non-transferable.

    If you need to transfer products or data, contact support for assistance.
  </Accordion>
</AccordionGroup>

***

## 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 [support@getfloa.com](mailto:support@getfloa.com)

<Info>
  **Stripe Portal issues?** Stripe provides 24/7 support for payment and billing questions. Click "Help" in the Stripe Portal for assistance.
</Info>

***

## Quick Reference

<CardGroup cols={2}>
  <Card title="Change Payment Method" icon="credit-card">
    Billing -> Stripe Portal -> Payment Methods
  </Card>

  <Card title="Upgrade Plan" icon="arrow-up">
    Billing -> Stripe Portal -> Update Plan (instant access)
  </Card>

  <Card title="Downgrade Plan" icon="arrow-down">
    Billing -> Stripe Portal -> Update Plan (takes effect next billing)
  </Card>

  <Card title="Cancel Subscription" icon="xmark">
    Billing -> Stripe Portal -> Cancel Subscription (keep access until period ends)
  </Card>

  <Card title="View Invoices" icon="file-invoice">
    Billing -> Stripe Portal -> Invoices
  </Card>

  <Card title="Delete Account" icon="trash">
    Settings -> Account -> Delete Account (permanent)
  </Card>
</CardGroup>

***

<Tip>
  **Pro tip:** Before cancelling, consider downgrading to Starter (\$27/month) to maintain access to your products and account data at a lower cost.
</Tip>