FormWise Manual
Your FormWise Dashboard
  • Welcome
  • Book a 1-on-1 Onboarding Session
  • Core Features
    • Your Dashboard
    • OpenAI API Key
    • SmartForms
    • CoPilots
    • Toolsets
    • Login Mode & Monetization
      • Choose A Toolset To Monetize
      • Setting Up Stripe Payments
      • Setting Up Subscription Plans
      • Embedding Your Login Mode Toolset
      • What Your Users See
      • Login Mode FAQs
      • Creating Credit Add Ons
      • Customizing Your Tool's Credit Usage
      • Using Coupon Codes
      • Editing Default Text And Internationalization
      • Migrating Existing Users
      • Importing Your FormWise AI Tool SaaS Templates
      • Using Webhooks For Login Mode User Sign Ups
      • Login Mode Stripe FAQs
    • OpenAI's GPT Engines Overview
  • Full Features
    • Intro To Prompt Chaining in FormWise
    • Advanced Prompt Chaining Guide
    • Using Front-End File Uploads in SmartForms
    • Using Backend Data Sources in SmartForms
    • Using Backend Data Sources in CoPilots
    • Using Front-End File Uploads in CoPilots
    • Web Searching
    • Web Crawling
    • Cached Input Responses (Toolsets)
    • Using Toolset Starter Packs
      • πŸ“’ Digital Marketing Accelerator - Toolset Starter Pack
      • πŸͺeCommerce A.I. Toolkit - Toolset Starter Pack
      • πŸ“š Blog Writing & SEO Toolkit – Toolset Starter Pack
      • πŸ“š Email Marketing Power Pack – Toolset Starter Pack
      • πŸ“š Course Creator’s Toolkit – Toolset Starter Pack
      • πŸ“š Real Estate Agent Success Toolkit – Toolset Starter Pack
      • πŸ“š Author & Writer A.I. Kit – Toolset Starter Pack
    • Sharing & Adding Toolsets
    • Auto Populate Fields In Your Tool URLs
    • Collaborators & Workspaces
    • Brand Voice Profile Settings
  • Using FormWise & HighLevel
    • HighLevel & FormWise
    • Full HighLevel Agency Plan Setup & Integration
    • Sending FormWise AI Responses to HighLevel Workflows via Webhook
  • Free Resources
    • Activate HighLevel CRM Subaccount
      • Activation Link
      • HighLevel CRM Training Tutorials
    • Use Case Guides
      • GUIDE: CoPilot Best Practices
      • GUIDE: Building Your AI Tool in Seconds with FormWise’s AI Tool Wizard
      • GUIDE: Building a Course Companion CoPilot in FormWise
      • GUIDE: Building a Niche-Specific AI Toolkit for Your GoHighLevel SaaS
      • GUIDE: How to Embed FormWise CoPilots and SmartForms in GoHighLevel Membership or Course Areas
      • GUIDE: Turning Responses Into PDFs
    • Use Case Examples
      • Quick Guides
        • Building A Simple A.I. Tool
        • Building A Chatbot CoPilot
        • Building An A.I. Lead Magnet
        • Building An A.I. Quiz
        • Building An A.I. Toolset
      • Generate A.I. Tool Ideas Here
      • Embedded Tool Examples
      • Watch Me Build
    • CoPilot Prompt Templates
      • ✈️Travel Assistant CoPilot Prompt
      • πŸ“™Course Creator CoPilot Prompt
      • βœ‰οΈEmail Responder Coach CoPilot Prompt
      • πŸ‘œSmall Business Plan Coach CoPilot Prompt
      • πŸ“˜Facebook Ads Copy Coach CoPilot
      • πŸ”SEO Article CoPilot Prompt
      • πŸ“œResume Coach CoPilot Prompt
      • πŸ’ŒEmail Copy Coach CoPilot Prompt
      • πŸ“ˆGoHighLevel Coach CoPilot Prompt
      • πŸ₯‡UVP Coach CoPilot
      • πŸ’ͺFitness Coach CoPilot Prompt
      • πŸ”’Quiz Creator CoPilot Prompt
      • πŸ“œWorking with Transcripts CoPilot Prompt
    • SmartForm Builder GPT
    • CoPilot Builder GPT
  • SUPPORT
    • Account & Billing
    • Support & Office Hours Registration
    • Troubleshooting Errors
      • Page Load Errors
      • Error 500 Troubleshooting
      • Tools Stuck At 75%
      • Form Submission Errors
    • FAQs
    • What’s the Difference Between the Pro and Agency Plans?
  • Integrations
    • OpenAI
    • OpenAI Documentation
    • FormWise API
      • POST a Form Completion to Formwise
      • GET a Form Completion from FormWise
      • Form Completion Webhooks
        • Parsing Responses for Zapier
    • Kajabi
      • How to Send FormWise Lead Data into Kajabi using Webhooks
      • How to Embed FormWise CoPilots and SmartForms into Your Kajabi Course
    • Teachable
      • How to Embed FormWise CoPilots and SmartForms in Teachable
    • Circle.so
    • Third Party Platform Embedding
      • WordPress (Embedding Tools)
      • Webflow (Embedding Tools)
      • Wix (Embedding Tools)
      • Squarespace (Embedding Tools)
      • Bubble.io (Embedding Tools)
Powered by GitBook
On this page
  • πŸ“Œ FAQ – How Can I Charge Without Stripe but Still Offer Login Mode?
  • πŸ“Œ FAQ – Do I Have to Embed My Toolset, or Can I Just Send a Link?
  • πŸ“Œ FAQ – Will My Toolset Users Stay Logged In If I Embed the Toolset Elsewhere?
  • πŸ“Œ FAQ – Do I Have to Use Stripe for Login Mode?
  • πŸ“Œ FAQ – If I Turn on Login Mode, Do My Subaccount (GHL) Users Have to Pick a Plan?
  • πŸ“Œ FAQ – Will My Tools and CoPilots in a Login Mode Toolset Have Memory?
  • πŸ“Œ FAQ – Can I Set Up Login Mode for Just a Single CoPilot or SmartForm?

Was this helpful?

  1. Core Features
  2. Login Mode & Monetization

Login Mode FAQs

Here's some common questions!

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 hello@formwise.ai. Your feedback helps shape our roadmap! πŸš€

PreviousWhat Your Users SeeNextCreating Credit Add Ons

Last updated 1 month ago

Was this helpful?