> For the complete documentation index, see [llms.txt](https://manual.formwise.ai/formwise/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://manual.formwise.ai/formwise/advanced-features/login-mode-and-monetization/login-mode-faqs.md).

# Login Mode FAQs

Here's some common questions!

## 📌 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**

🔹 **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).\
🔹 **Step 2:** Inside your **Toolset settings**, create a **$0/month plan** to allow users to sign up without being charged.\
🔹 **Step 3:** Users will still be required to **create an account** in your toolset, meaning you get:\
✅ **User Accounts & Login Access** – Track who is using your tools.\
✅ **Usage Limits & Credits** – Control how many AI responses they can generate.\
✅ **Access Management** – Easily upgrade, downgrade, or revoke access.\
✅ **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.

📌 **Note:** Even though Stripe is required for Login Mode, you won’t be forced to process payments unless you set up a paid plan. 

## 📌 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:

✅ **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.**

🚀 **With Enterprise, you can:**\
✅ **Remove FormWise branding** and run everything under **your own domain.**\
✅ **Customize the user login experience** with your own branding.\
✅ **Create a seamless AI SaaS product under your business name.**

📌 **If you’re interested in white-labeling the entire toolset experience, let’s chat about upgrading to Enterprise!** 

## 📌 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**

✅ **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.\
✅ **They won’t need to log in again** when accessing the toolset from different pages of your portal or environment.\
✅ **Works seamlessly inside any embedded iFrame** – Whether in **GoHighLevel, Kajabi, WordPress, or another system**, users maintain their login state.

📌 **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! 🚀

## 📌 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?**

✅ **Option 1: Use Stripe to Manage Plans & Payments (Recommended)**\
🔹 Stripe allows you to **create & manage multiple pricing plans** (monthly, annual, pay-per-use).\
🔹 Users sign up and pay **seamlessly within the toolset environment**.\
🔹 You can **automate billing, upgrades, and cancellations** without manual intervention.

✅ **Option 2: Workaround – Set Up a $0 Plan & Charge Separately**\
🔹 If you prefer to **handle payments outside of FormWise**, you can still use Login Mode by **creating a $0 plan in Stripe**.\
🔹 This lets users **sign up and access the toolset** while you **bill them separately via another payment method (PayPal, manual invoicing, etc.).**\
🔹 You **still get all the benefits of Login Mode**, including **user accounts, usage limits, and access control.**

📌 **At this time, Stripe is required for enabling Login Mode, but you can bypass Stripe-based billing by using the $0 plan approach.** 🚀

## 📌 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**

✅ **Set up a $0 plan** so users can log in **without immediate payment** while still creating an account.\
✅ 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**

🔹 Keeping users logged in ensures **persistent access** inside their HighLevel subaccount.\
🔹 Over time, we’re planning **deeper GHL integrations** that will allow agencies to view **subaccount usage data** and automate plan upgrades.\
🔹 Even if you’re not charging now, enabling Login Mode **future-proofs your agency** by keeping user data structured and ready for scaling.

📌 **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.** 🚀

## 📌 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?**

✅ **Users can see their past responses** – AI-generated outputs are stored within their session history.\
✅ **Session history allows users to review previous interactions** while they remain logged in.

**What’s Coming Soon?**

🚀 **Full memory capabilities** – We’re working on a feature that will allow:\
🔹 **Saved responses** – Users can **store and edit** past AI-generated outputs.\
🔹 **Using past responses as inputs** – Users will be able to **reference previous AI interactions** inside other tools.\
🔹 **Stronger user engagement** – This will help **make your toolset a stickier product** by enabling a **more dynamic, personalized experience.**

📌 **For now, your users will have history but not full memory—stay tuned for this upcoming feature!** 🚀

## **📌 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?**

✅ **Enable Login Mode for a Toolset** – Users log in once and gain access to all tools inside that toolset.\
✅ **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?**

🚀 We are exploring the ability to enable **Login Mode for individual CoPilots or SmartForms** without requiring a full toolset.

📌 **If this use case is important for you, please let us know at <hello@formwise.ai>.** Your feedback helps shape our roadmap! 🚀