What Your Users See

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!