# Login Mode FAQs ## πŸ“Œ FAQ – How Can I Charge Without Stripe but Still Offer Login Mode? Even if you don’t want to charge users through Stripe, you **still need to connect a Stripe account** to enable Login Mode. However, you can work around direct billing by **setting up a $0 plan**, allowing you to manage access without processing payments. **How This Works** πŸ”Ή **Step 1:** Connect your existing **Stripe account** (you don’t need to create a new one if you already have one, just setup Stripe Connect).\ πŸ”Ή **Step 2:** Inside your **Toolset settings**, create a **$0/month plan** to allow users to sign up without being charged.\ πŸ”Ή **Step 3:** Users will still be required to **create an account** in your toolset, meaning you get:\ βœ… **User Accounts & Login Access** – Track who is using your tools.\ βœ… **Usage Limits & Credits** – Control how many AI responses they can generate.\ βœ… **Access Management** – Easily upgrade, downgrade, or revoke access.\ βœ… **History & Logs** – Keep a record of their tool usage. **Why Use a $0 Plan?** * Ideal for **managing free-tier users** before offering an upsell. * Lets you **manually control access** without automatic billing. * Users **experience the gated environment** and are more likely to upgrade to a paid plan. πŸ“Œ **Note:** Even though Stripe is required for Login Mode, you won’t be forced to process payments unless you set up a paid plan. ## πŸ“Œ FAQ – Do I Have to Embed My Toolset, or Can I Just Send a Link? Technically, you **can share a direct link** to your toolset instead of embedding it, but keep in mind: βœ… **Yes, you can send them a link** – Your toolset will be accessible at **app.formwise.ai/toolset/\[your-toolset-name]**.\ ❌ **However, this is not fully white-labeled** – Your users will see **FormWise branding** in the URL and login experience. **Want a Fully White-Labeled Experience?** If you prefer a completely **branded** solution where your toolset runs on **your own custom domain**, we offer **full white-labeling on our Enterprise Plan.** πŸš€ **With Enterprise, you can:**\ βœ… **Remove FormWise branding** and run everything under **your own domain.**\ βœ… **Customize the user login experience** with your own branding.\ βœ… **Create a seamless AI SaaS product under your business name.** πŸ“Œ **If you’re interested in white-labeling the entire toolset experience, let’s chat about upgrading to Enterprise!** ## πŸ“Œ FAQ – Will My Toolset Users Stay Logged In If I Embed the Toolset Elsewhere? Yes! When you embed your **Toolset** into a **portal, website, or CRM**, users will remain logged in as long as their **browser cookies are active.** **How Persistent Login Works** βœ… **User sessions are stored at the browser level** – This means once they log in, their session remains **active across all embedded instances** of your toolset.\ βœ… **They won’t need to log in again** when accessing the toolset from different pages of your portal or environment.\ βœ… **Works seamlessly inside any embedded iFrame** – Whether in **GoHighLevel, Kajabi, WordPress, or another system**, users maintain their login state. πŸ“Œ **Note:** If a user clears their browser cookies or switches devices, they may need to log in again. Otherwise, their session remains persistent for a seamless experience! πŸš€ ## πŸ“Œ FAQ – Do I Have to Use Stripe for Login Mode? Yes, **Stripe is currently the only supported payment gateway** for **Login Mode** and managing **subscription plans directly inside FormWise.** **What Are My Options?** βœ… **Option 1: Use Stripe to Manage Plans & Payments (Recommended)**\ πŸ”Ή Stripe allows you to **create & manage multiple pricing plans** (monthly, annual, pay-per-use).\ πŸ”Ή Users sign up and pay **seamlessly within the toolset environment**.\ πŸ”Ή You can **automate billing, upgrades, and cancellations** without manual intervention. βœ… **Option 2: Workaround – Set Up a $0 Plan & Charge Separately**\ πŸ”Ή If you prefer to **handle payments outside of FormWise**, you can still use Login Mode by **creating a $0 plan in Stripe**.\ πŸ”Ή This lets users **sign up and access the toolset** while you **bill them separately via another payment method (PayPal, manual invoicing, etc.).**\ πŸ”Ή You **still get all the benefits of Login Mode**, including **user accounts, usage limits, and access control.** πŸ“Œ **At this time, Stripe is required for enabling Login Mode, but you can bypass Stripe-based billing by using the $0 plan approach.** πŸš€ ## πŸ“Œ FAQ – If I Turn on Login Mode, Do My Subaccount (GHL) Users Have to Pick a Plan? Yes, when you enable **Login Mode**, your subaccount users will be required to **select a plan** before accessing the toolset. **What We Recommend for GHL Agencies** βœ… **Set up a $0 plan** so users can log in **without immediate payment** while still creating an account.\ βœ… This allows you to **track their usage history**, making it easier to: * View which clients are actively using the toolset. * Offer upsell opportunities for premium plans. * Manage access without giving away unlimited free usage. **Why This Matters for GHL Agencies** πŸ”Ή Keeping users logged in ensures **persistent access** inside their HighLevel subaccount.\ πŸ”Ή Over time, we’re planning **deeper GHL integrations** that will allow agencies to view **subaccount usage data** and automate plan upgrades.\ πŸ”Ή Even if you’re not charging now, enabling Login Mode **future-proofs your agency** by keeping user data structured and ready for scaling. πŸ“Œ **Bottom Line:** **Yes, your users will need to select a plan**, but setting up a **$0 plan ensures smooth onboarding while keeping tracking and monetization options open.** πŸš€ ## πŸ“Œ FAQ – Will My Tools and CoPilots in a Login Mode Toolset Have Memory? Currently, **tools inside a Login Mode toolset do not have persistent memory**, but they **do have history.** **What’s Available Now?** βœ… **Users can see their past responses** – AI-generated outputs are stored within their session history.\ βœ… **Session history allows users to review previous interactions** while they remain logged in. **What’s Coming Soon?** πŸš€ **Full memory capabilities** – We’re working on a feature that will allow:\ πŸ”Ή **Saved responses** – Users can **store and edit** past AI-generated outputs.\ πŸ”Ή **Using past responses as inputs** – Users will be able to **reference previous AI interactions** inside other tools.\ πŸ”Ή **Stronger user engagement** – This will help **make your toolset a stickier product** by enabling a **more dynamic, personalized experience.** πŸ“Œ **For now, your users will have history but not full memoryβ€”stay tuned for this upcoming feature!** πŸš€ ## **πŸ“Œ FAQ – Can I Set Up Login Mode for Just a Single CoPilot or SmartForm?** No, not yet. **Login Mode is currently only available at the Toolset level**, meaning you can gate access to **an entire toolset** and the CoPilots/SmartForms inside it. **What’s Possible Right Now?** βœ… **Enable Login Mode for a Toolset** – Users log in once and gain access to all tools inside that toolset.\ βœ… **Control access & billing at the Toolset level** – Set pricing plans, manage users, and track usage for all tools in the set. **What’s Coming in the Future?** πŸš€ We are exploring the ability to enable **Login Mode for individual CoPilots or SmartForms** without requiring a full toolset. πŸ“Œ **If this use case is important for you, please let us know at .** Your feedback helps shape our roadmap! πŸš€ --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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