Account & Billing
Frequently asked questions about your account.


Account Questions
Learn how to add team members and manage permissions.
Learn about the limitations of the 30-day free trial, including email limits and payout/reward restrictions. Get the full details on how to maximize your trial period.
To cancel your Genius Referrals account...
To pause your Genius Referrals account...
If you need help resetting your password, we can help by sending you a link to reset it.
Learn how to update the registered email address on your Genius Referrals account by following simple steps to edit your profile information.
Learn how to fully white-label your referral program.
Share your feedback or report a system issue to help us improve. Contact our support team for assistance.
Billing Questions
Can I change or cancel my subscription plan later?
Sure! You can upgrade, downgrade, or cancel at any time. If you upgrade, you will be billed at a prorated amount for the difference in cost for the remainder of your then-current term. Please note that while you may downgrade or cancel your account at any time, no refunds will be issued for amounts you pre-pay, and changes will be reflected in your next billing cycle.
To change your plan...
Genius Referrals issues invoices for all payments, and you can download them as a PDF file.

To find your invoice...
What happens when I go over my advocate limit?
If you exceed your advocate limit, we will automatically upgrade you to the next plan at a prorated cost. You will receive email notifications when you reach 80%, 90%, and 100% of your advocate limit to ensure you are aware of the approaching upgrade.






What is an add-on, and how can I incorporate one into my plan?
An add-on is an optional tool you can purchase to enhance and customize your referral program beyond the features included in your plan. They're available for an additional monthly cost and can help you supercharge your program. All Genius Referrals plans allow for the purchase of additional features.
During your free trial, you can also purchase add-ons to try out. The cost of these features will be added to your invoice and charged to your account after the 30-day trial period.

Can I buy additional features (add-ons)?
Yes, our plans are customizable. You can buy extra features as you need them. For example, if you are enrolled in our Starter Plan and want to add a member's approval process, you can buy our "Member's Approval Process" feature without changing your current plan. Various additional features are available to enhance the product and cost extra money.
What's included with my Genius Referrals plan?
Genius Referrals offers four standard plans to choose from Starter, Silver, Gold, and Platinum plan. Please visit our Plans & Pricing webpage to learn more about what features are included in each plan.
Are gift cards and PayPal included in my plan?
Rewards such as gift cards, PayPal, Automated Payout Fulfillment are included with our Gold and Platinum plans. Our Starter customers can buy this feature as an add-on for $45/month.

Do I get charged for an add-on in my free trial?
Some add-ons may require payment during the free trial period, so it's important to check the details of each add-on before adding it to your plan.
Learn how to get a refund from the Tango Card Escrow account.
Learn how to manually pay your invoice by updating your payment method if the automatic payment fails.