# What Your Users See

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

<figure><img src="/files/otpYwsnKBP8T1gxk0y8w" 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="/files/lC6O2Wm6mKh9P5e5VK8S" 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="/files/nCCHRYsKaUsVEBpHzeCy" 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="/files/dOV77yUkcYtD6BhxiEmT" 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="/files/4JUReZ7cT9KhvpcHE1Hi" 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="/files/hV4VhTpzNhny7R2kmdTT" 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="/files/wnH345M672x545nPrBji" alt=""><figcaption><p>Users can manage their account settings within the toolset.</p></figcaption></figure>

<figure><img src="/files/0gSfuH5eirT2IV2jas9L" alt=""><figcaption><p>Users can see their account usage.</p></figcaption></figure>

<figure><img src="/files/FoOqv2Auem0wWjDZBGVs" 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="/files/nH5yBUQRZlyllSQH8Qcj" 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!**


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