Applies to: Agencies on the white label plan selling a SaaS plan
How do I build a checkout form so clients can buy my SaaS plan?
A SaaS plan must be published in the SaaS Configurator before it can be sold on a form.
- Publish your SaaS plan in Settings, SaaS Configurator.
- In the left menu go to Forms and click Create a form. You can start with the AI or build the form by drag and drop.
- Drag the Payment element onto the form and choose the Two step option. Delete the extra button at the top if you do not need it.
- Add a product to the form and choose your SaaS plan.
- Choose what to collect, such as the card number and ZIP code. A switch puts card number, expiration and CVV on one line, and there are style options.
- Give the form a name, for example Order form, and click Save.
To use the form, publish it to get a URL you can send to a client, or open the Website Builder, drag the Form element onto a page and pick your payment form. You can also ask the AI assistant to place it on the page for you.
When a customer pays through the form, the system automatically provisions their usage, sets up their billing, sends a welcome email with their username and password, and installs your snapshot in their account if the snapshot is attached to the SaaS plan.