# What Your Users See

#### **Step 1: Sign In or Create an Account**

<figure><img src="https://728196400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0Lugni2T5TewiPeYs1ka%2Fuploads%2FyKuQjVRYAAHD2h63Rrih%2Fimage.png?alt=media&#x26;token=9cba02b3-f02a-42ba-bd20-561657c9f23f" alt=""><figcaption><p>Example Login Mode Toolset Sign Up</p></figcaption></figure>

When users land on your embedded Toolset, they’ll see a **"Enter Your Email To Continue"** page. The toolset autodetects if they are a new user or an existing user.

<figure><img src="https://728196400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0Lugni2T5TewiPeYs1ka%2Fuploads%2FxGVO9KCij7sYn0CywR6b%2Fimage.png?alt=media&#x26;token=dcd0016f-8155-4a81-baef-498940699586" alt=""><figcaption><p>New users see this sign up form.</p></figcaption></figure>

* **New users** are automatically shown the **Create Account form**, where they’ll enter:\
  ✅ **Full Name**\
  ✅ **Email Address**\
  ✅ **Password & Password Confirmation**

<figure><img src="https://728196400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0Lugni2T5TewiPeYs1ka%2Fuploads%2FuNIqk5UKIFnERDUR7b1b%2Fimage.png?alt=media&#x26;token=997d49fc-85e3-4b54-a3d3-28a11c3194b8" alt=""><figcaption><p>Opened in a new tab.</p></figcaption></figure>

A FormWise authorization page opens in a new tab (the only branding they’ll ever see from FormWise). This is required to authenticate their session. The system grants login access via browser cookies. The tab auto-closes after authentication.&#x20;

Once they create an account, they are immediately **redirected to the pricing plans page** to choose a subscription or credit package.

* **Returning users** can simply **log in** using their email and password.

#### **Step 2: Choosing a Plan**

<figure><img src="https://728196400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0Lugni2T5TewiPeYs1ka%2Fuploads%2FDtr6Zr2WylGOUe6ZMknz%2Fimage.png?alt=media&#x26;token=eba09552-154d-4529-8d95-f812d1a016f9" alt=""><figcaption></figcaption></figure>

After creating their account, users see **your pricing plans**. Here, they can:

✅ **Compare plans** – View the **SmartForms and CoPilots included**, credit usage limits, and any extra features you’ve set.\
✅ **Pick a plan** – Choose between **monthly, annual, or pay-as-you-go** options.

<figure><img src="https://728196400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0Lugni2T5TewiPeYs1ka%2Fuploads%2FbJ8pDeye38lqfZYNk9aZ%2Fimage.png?alt=media&#x26;token=cc3a2936-b688-42f9-bfce-c4cb46f9449f" alt=""><figcaption></figcaption></figure>

#### **Step 3: Stripe Checkout & Payment**

Once a plan is selected, users are redirected to **Stripe Checkout**, where they can:\
✅ **Enter payment details**\
✅ **Apply a coupon code (if available)**\
✅ **Complete their purchase**

<figure><img src="https://728196400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0Lugni2T5TewiPeYs1ka%2Fuploads%2FZpVWDiUfFVFksElGuf3g%2Fimage.png?alt=media&#x26;token=a72abc28-006f-4a1c-84e7-f34b38f1e455" alt=""><figcaption></figcaption></figure>

#### **Step 4: Seamless Login & Instant Access**

After payment, the user is **instantly logged into your Toolset** and can start using your **SmartForms & CoPilots**.

💡 **Persistent Login:** Since login is stored **at the browser level**, users remain signed in—even if they visit an **embedded Toolset elsewhere**.

#### **Step 5: Managing Their Subscription & Usage**

<figure><img src="https://728196400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0Lugni2T5TewiPeYs1ka%2Fuploads%2FYnYzRrEDPnknFQTg5Hqg%2Fimage.png?alt=media&#x26;token=972c0797-55db-4a15-b64c-8092e5f0d0a8" alt=""><figcaption><p>Users can manage their account settings within the toolset.</p></figcaption></figure>

<figure><img src="https://728196400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0Lugni2T5TewiPeYs1ka%2Fuploads%2Fm9AnVJ0QDpDLqiu4aOXO%2Fimage.png?alt=media&#x26;token=68b4228c-493c-4717-ab2f-54eb5ed28d15" alt=""><figcaption><p>Users can see their account usage.</p></figcaption></figure>

<figure><img src="https://728196400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0Lugni2T5TewiPeYs1ka%2Fuploads%2Fxvl2KVsgrGlPe7rWqciz%2Fimage.png?alt=media&#x26;token=bb4a9447-b594-400e-a50b-bd35398888ca" alt=""><figcaption><p>They will be able to buy additional credit packages.</p></figcaption></figure>

Inside the embedded Toolset, users can:\
✅ **Upgrade or downgrade their subscription**\
✅ **Buy additional Credit Packages**\
✅ **View their usage history**\
✅ **Manage their payment details**

#### **Step 6: What You See as the Toolset Owner**

<figure><img src="https://728196400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0Lugni2T5TewiPeYs1ka%2Fuploads%2FY30wXydOjkHZ7WY162pZ%2Fimage.png?alt=media&#x26;token=cbfe8b66-db24-415e-b43b-a147f3c5e606" alt=""><figcaption><p>Click "users" to view your sign ups.</p></figcaption></figure>

📌 In the **Toolset Dashboard** (covered in the next article), you can:\
✅ **View all users** who have signed up\
✅ **Track their usage & payments**\
✅ **Issue refunds if necessary**

🚀 **That’s it! Your users now have full access to your AI-powered Toolset!**