Once you've embedded your Login Mode Toolset, this is what your users will experience when they visit your page:
Step 1: Sign In or Create an Account
Example Login Mode Toolset Sign Up
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.
New users see this sign up form.
New users are automatically shown the Create Account form, where they’ll enter:
✅ Full Name
✅ Email Address
✅ Password & Password Confirmation
Opened in a new tab.
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.
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
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.
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
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
Users can manage their account settings within the toolset.
Users can see their account usage.
They will be able to buy additional credit packages.
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
Click "users" to view your sign ups.
📌 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!
