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
      • 📢 Digital Marketing Accelerator - Toolset Starter Pack
      • 🏪eCommerce A.I. Toolkit - Toolset Starter Pack
      • 📚 Blog Writing & SEO Toolkit – Toolset Starter Pack
      • 📚 Email Marketing Power Pack – Toolset Starter Pack
      • 📚 Course Creator’s Toolkit – Toolset Starter Pack
      • 📚 Real Estate Agent Success Toolkit – Toolset Starter Pack
      • 📚 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
      • 📙Course Creator CoPilot Prompt
      • ✉️Email Responder Coach CoPilot Prompt
      • 👜Small Business Plan Coach CoPilot Prompt
      • 📘Facebook Ads Copy Coach CoPilot
      • 🔍SEO Article CoPilot Prompt
      • 📜Resume Coach CoPilot Prompt
      • 💌Email Copy Coach CoPilot Prompt
      • 📈GoHighLevel Coach CoPilot Prompt
      • 🥇UVP Coach CoPilot
      • 💪Fitness Coach CoPilot Prompt
      • 🔢Quiz Creator CoPilot Prompt
      • 📜Working 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)
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  1. Core Features
  2. Login Mode & Monetization

What Your Users See

Once you've embedded your Login Mode Toolset, this is what your users will experience when they visit your page:

PreviousEmbedding Your Login Mode ToolsetNextLogin Mode FAQs

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Step 1: Sign In or Create an Account

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

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

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

📌 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!

Example Login Mode Toolset Sign Up
New users see this sign up form.
Opened in a new tab.
Users can manage their account settings within the toolset.
Users can see their account usage.
They will be able to buy additional credit packages.
Click "users" to view your sign ups.