Invite and manage members

Members get a personal assistant and role-based business access. They can use web chat without the mobile app or a personal subscription.

Before you begin

Only the owner can invite, renew invitations or remove members. Inviting requires an active subscription in good standing. Owners and dashboard editors can view the directory and member activity.

Invite a member

Open Team and select Members.
Select Add member.
Enter the email address the person will use to sign up.
Review the seat price and any subscription discount.
Apply an optional one-time promotion code.
Select Reserve seat to authorize the activation charge and send the invitation.

Botchi emails a signup link; copy the instructions if delivery fails. Re-inviting sends the email again.

The invitee signs up once and waits while payment settles. Activation must succeed before membership begins.

Understand the seat charge

Situation	Activation charge
New seat	The seat price (after any subscription or invite discount) plus tax; no proration. The full per-seat Sparks allowance joins this cycle's pool.
Reused seat vacated this cycle	No extra charge or Sparks grant; both were already covered.
Active subscription discount	Applied automatically if still valid when the member joins, even if it expires before the next renewal. A fixed amount-off applies once across the subscription, not once per seat.
One-time invite promotion	Discounts activation only; renewals keep the full seat price.
Staff-arranged temporary discount	A fixed amount off for an agreed number of seats, for 1–36 months from when it is applied; it then ends automatically. Adding seats does not increase it.

Watch out — Discounts are checked again on acceptance. Activation stops if validation fails or the recalculated charge exceeds the amount you approved.

Resolve an invitation

Use the row's status to decide what to do next.

Status or issue	Action
Expired	Renew the invitation for another 7 days.
Payment in progress	Let the invitee wait on the join screen.
Payment failed	Fix the payment method, then use Retry charge.
Seat price needs review	Use Review price before retrying.
Promotion code needs attention	Use Change code if offered; otherwise cancel and create a new invitation.
Invitation email not sent	Share the copyable signup instructions.

Once an activation invoice exists, changing its promotion requires cancelling the invite and creating a new one.

Remove a member

Open the member's actions menu.
Select Remove from team.
Confirm removal.

The subscription seat count decreases immediately; the next renewal bills one seat less. There is no mid-cycle refund. Set roles and spend limits for members who remain.