Chapter 8: Team and Billing

How to invite team members, manage roles, change plans, and handle billing.

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8.1 Team — Team Members

Go to Team in the sidebar.

Available roles

Invite a member

1. Go to Team
2. Click "Invite member"
3. Enter their email
4. Select the role
5. Click "Send invitation"

The invitee receives an email with a link. When they click it, they join your organization.

Pending invitations

If someone hasn't accepted yet, they appear in "Pending". You can:

• Resend the email
• Copy the link to send via WhatsApp/Slack
• Cancel the invitation

Remove a member

1. In the members list, click the "..." menu on the member
2. "Remove from team"
3. Confirmation

What happens: The member loses access immediately. Their projects and changes remain intact.

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8.2 Billing — Payments

Go to Billing in the sidebar.

Available plans

Public pricing page:

Change plan (Upgrade)

1. Go to Billing
2. Select the new plan
3. Click "Upgrade"
4. You're redirected to Stripe Checkout
5. Complete your card details
6. Upon returning to PageGenius, the plan is active immediately

Downgrade (lower plan)

1. Go to Billing
2. Click "Manage subscription"
3. Takes you to the Stripe Customer Portal
4. Select a lower plan or Cancel

Warning when downgrading:

• If you have more projects than the new plan's limit, excess projects are archived (not deleted, but can't be edited until you upgrade or delete others).
• Extra domains are disconnected.

Cancel subscription

1. Stripe Customer Portal → Cancel subscription
2. Cancellation takes effect at the end of the current period (you don't lose what you already paid for)
3. When it expires, the plan reverts to Free

Payment methods

PageGenius uses Stripe for payment processing.

• Credit/debit cards: Visa, Mastercard, Amex, Discover
• We don't accept PayPal or bank transfers
• The invoice arrives by email from Stripe

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8.3 Organization Settings

Go to Settings in the sidebar.

Tab: General

Tab: Branding

Tab: Advanced

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8.4 Webhooks

If you use n8n, Zapier, Make, or any automation tool:

1. Go to Settings → Advanced
2. In Webhook URL, paste your webhook URL
3. Every time someone completes a form, PageGenius sends a POST:

{
  "event": "form.submission",
  "data": {
    "name": "John Doe",
    "email": "[email protected]",
    "phone": "305-123-4567",
    "message": "Need a quote",
    "projectSlug": "auto-shop",
    "pagePath": "/contact",
    "submittedAt": "2026-06-04T10:23:00Z"
  }
}

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8.5 Team/Billing Problems and Solutions

"I can't invite more members"

• Cause: You've reached your plan's limit.
• Solution: Remove existing members or upgrade to Agency.

"The invitee didn't receive the email"

• Cause: Spam, corporate firewall, or incorrect email.
• Solution: Copy the invitation link from "Pending" and send it via WhatsApp/Slack.

"My payment was rejected"

• Cause: Expired card, insufficient funds, or bank blocking Stripe.
• Solution: Check your details in Stripe Checkout. If it persists, try another card or contact your bank.

"I downgraded to Free and lost projects"

• Cause: Free only allows 1 project. Others are archived (not deleted, but can't be edited).
• Solution: Upgrade again to regain access, or delete projects to stay within the limit.

"I don't know if I'm on Pro or Agency"

• Solution: Look at the plan chip in the top right corner of the dashboard, or go to Billing.

"I want to change the notification email"

• Solution: Settings → Advanced → Notification Email.

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Chapter 8 Summary

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Next chapter: Chapter 9: Problems and Solutions