Billing and subscription

Who can use this: Org admins only. The billing owner has additional billing-specific permissions.

Billing is where you manage the contractual relationship between your organization and Performance Blocks: which plan you're on, how many seats you're paying for, your payment method, your invoices, and your renewal cadence. This article covers each of those, plus the differences between plans and the mechanics of changing tier.

For current pricing, open Admin → Settings → Billing — pricing is shown there in your billing currency. We don't list prices in documentation because they change; the billing surface is always authoritative.

Plan tiers

Performance Blocks offers two plan tiers:

Team plan

Includes:

• Observations (Strength and Opportunity).
• Conversations / 1:1s (async threaded).
• Summaries (with optional admin approval).
• Objectives (org/manager/employee scope).
• 360 Feedback cycles.
• Attributes (org-wide competency library, optional manager ratings).
• Custom fields and departments.
• Employee Portal (when enabled).
• Audit log (12-month default retention).
• Web app, plus invitations and notifications by email.

The Team plan does not include:

• Henry agent (AI assistant) on any surface.
• SSO.
• HRIS sync.
• API keys.
• Knowledge base (Henry RAG).
• Henry analytics.
• Skip-level summaries.

Agentic plan

Includes everything in Team, plus:

• Henry agent in the web app, Slack, Teams, Chrome extension, and via email.
• SSO (SAML 2.0).
• HRIS sync (supported providers listed in Settings → Integrations).
• API keys for programmatic access.
• Knowledge base — upload internal docs that Henry can reference.
• Henry analytics — usage and impact metrics for Henry.
• Skip-level summaries — when paired with team summaries.
• Extended audit log retention (up to 7 years).

Picking a plan

The right plan depends on your team size and how much you'll use AI assistance:

• Small to mid teams that primarily need structured performance management: Team.
• Teams that want AI-assisted feedback drafting, in-Slack/Teams workflows, and SSO/HRIS integration: Agentic.

You can start on Team and upgrade later. The data you create on Team carries forward unchanged.

Seat-based billing

Performance Blocks bills per seat. A seat is one active employee — anyone in your org with an active account, regardless of role. Specifically:

• Counts toward seats: active employees, including managers and org admins.
• Does not count: invited but never-activated, deactivated, archived employees.

Your seat count refreshes daily. Adding employees mid-billing-cycle prorates the cost; removing employees does not refund (the seat is reserved through the end of the cycle).

You can see your current seat count at Admin → Settings → Billing → Seats.

Seat alerts

Configure alerts for seat thresholds in Settings → Billing → Alerts:

• "Notify me when active seats reach X% of paid seats" — useful when you want to add seats proactively before they're needed.
• "Notify me on every Y new active employees" — useful for tracking growth.

Annual versus monthly billing

You can pay:

• Monthly — billed at the end of each calendar month for the seats active during the month.
• Annually — billed once at the start of the year for a committed seat count, with overages billed at the end of each month.

Annual billing typically comes with a discount versus monthly. The exact discount is shown when you select the billing period.

Switching from monthly to annual

You can switch at any time:

1. Open Settings → Billing → Billing Period.
2. Select Annual.
3. Pick your committed seat count (default = current active count).
4. Confirm.

The annual term starts immediately. You're charged for the year (prorated against any unused portion of the current monthly cycle).

Switching from annual to monthly

You can switch at the renewal of your current annual term, not mid-term. Set the change in Settings → Billing → Billing Period before renewal date; the system will switch at renewal.

Switching plans

Upgrading from Team to Agentic

1. Open Settings → Billing → Plan.
2. Click Upgrade to Agentic.
3. Review the price change.
4. Confirm.

The upgrade is immediate. The price change is prorated for the remainder of your current billing cycle.

After upgrading:

• Henry agent and other Agentic features become available immediately.
• You'll likely want to enable the relevant feature flags in Settings → Features — most are off by default even on Agentic.
• HRIS and SSO setup takes additional configuration; they don't automatically connect.

Downgrading from Agentic to Team

Downgrades take effect at the end of your current billing cycle. They are not immediate because:

• Henry conversations in flight get to complete.
• HRIS connections need to be deactivated cleanly.
• API keys need to be informed.

To initiate:

1. Open Settings → Billing → Plan.
2. Click Downgrade to Team.
3. Review what will be lost (a list of Agentic-only features that will become inactive).
4. Confirm.

The downgrade is queued for end of cycle. You can cancel the downgrade any time before it takes effect.

When the downgrade processes:

• Henry agent becomes unavailable on every surface.
• SSO is disabled (users sign in via password again).
• HRIS sync stops (employee data freezes at the last sync).
• API keys are revoked.
• Knowledge base documents remain in storage but Henry cannot use them.
• Extended audit log retention drops to the Team-plan default (data older than 12 months is deleted on the next monthly cleanup).

If you upgrade again later, most of this resumes when you reconnect (HRIS, API keys, SSO need to be reconfigured).

Payment methods

Payment methods are managed via Stripe.

To update:

1. Open Settings → Billing → Payment Method.
2. Click Update payment method.
3. You're redirected to a Stripe-hosted form.
4. Enter the new card details.
5. Save.

Stripe handles all card processing; Performance Blocks never sees your full card number.

Supported methods:

• Credit/debit card (most major providers).
• ACH debit (US customers, on annual plans).
• Wire transfer (annual plans only, by arrangement; contact sales).

Invoices

Invoices are generated:

• Monthly on the 1st (for monthly customers and for annual overages).
• Annually on your renewal date (for annual customers).

To access:

1. Open Settings → Billing → Invoices.
2. Click an invoice to view a PDF.
3. Download or forward as needed.

Invoices include:

• Itemized seat counts.
• Plan and billing period.
• Any prorations from mid-cycle changes.
• Tax line items where applicable.
• Your billing address (configurable in Settings → Billing → Billing Address).

If your finance team needs invoices sent to a specific address (not the billing owner), configure Send invoice copies to in Settings → Billing → Invoice Recipients.

The billing owner role

The billing owner is a special designation:

• Receives all billing emails (invoices, payment failures, renewal reminders).
• Can update payment methods.
• Can change plans.
• Can update billing address.

By default, the billing owner is the org owner. You can transfer billing ownership separately:

1. Open Settings → Billing → Billing Owner.
2. Click Change billing owner.
3. Pick from the list of org admins.
4. Confirm.

Common pattern: org owner is the founder/CEO; billing owner is the head of Finance.

The billing owner is logged in the audit log alongside billing events.

Pausing versus canceling

If you need to step away for a while:

Pause

1. Open Settings → Billing → Plan.
2. Click Pause subscription.
3. Pick a duration (1, 3, or 6 months).
4. Confirm.

While paused:

• The app is read-only — you can sign in and view data, but no new observations, summaries, etc. can be created.
• No charges are made.
• Active sessions remain valid.
• Integrations stop firing (Slack/Teams/Chrome).

At the end of the pause, the subscription resumes automatically at your previous plan and billing period.

You can unpause early via the same page.

Cancel

1. Open Settings → Billing → Plan.
2. Click Cancel subscription.
3. Acknowledge the data export note (cancellation does not auto-delete data; you have 90 days to export).
4. Confirm.

After cancellation:

• The subscription continues to the end of your current billing cycle (no proration on cancel).
• After cycle end, the workspace becomes read-only.
• After 90 days, the workspace data is deleted.

You can reactivate during the 90-day window with no data loss; just open the workspace and pick a plan.

For permanent deletion before the 90-day mark, contact support.

Where to find usage

Usage data lives in Settings → Billing → Usage:

• Active seats over time (monthly chart).
• Henry conversations per month (Agentic).
• API calls (Agentic).
• Knowledge base storage used (Agentic).
• HRIS sync runs and records affected (Agentic).

For more granular usage breakdowns (per-employee Henry usage, per-API-key call counts), see Settings → Henry Analytics (Agentic) and Settings → API Keys.

Tax

Performance Blocks charges sales tax / VAT where required by jurisdiction. The applicable tax is calculated based on your billing address.

If you're tax-exempt (educational institution, certain non-profits), upload your exemption certificate in Settings → Billing → Tax Exemption. The exemption is reviewed and applied within 1–3 business days.

If you have a VAT ID (EU/UK customers), enter it in Settings → Billing → Billing Address to have invoices issued without VAT (where reverse-charge applies).

Frequently asked

Can I get a refund if I downgrade mid-annual-term? Annual terms are non-refundable, but the downgrade takes effect at term end and you keep all features until then. Mid-term downgrades to Team are still queued for renewal.

What happens if my card is declined? You're notified by email. The system retries automatically over the following days. If still failing after 14 days, the workspace enters a grace period; after 21 days it becomes read-only until payment is resolved.

Can I have separate billing for different departments? Not within a single Performance Blocks org. For finance teams that need cost allocation by department, use the cost center custom field and we provide a usage-by-cost-center breakdown on annual invoices on request.

How do I get a quote for an enterprise contract? Contact sales via the Settings → Billing → Talk to sales link. Enterprise contracts include custom terms (data residency, custom SLAs, security review support).

Where do I see what I'll be charged before it bills? Settings → Billing → Upcoming invoice shows a real-time preview of the next invoice based on current activity.

Next steps

• Audit logs — billing events appear in the audit log.
• Integrations — set up SSO, HRIS, Slack, Teams, Chrome (Agentic).
• Henry agent — the headline Agentic feature.