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 [email protected]. Your feedback helps shape our roadmap! 🚀