Self-Service Plans
Charge your end users for access - a plan catalog where every plan is a group, Stripe Connect payouts, and credit-metered usage.
Self-Service Plans
Rolling out
Storefronts and the Access section are rolling out one workspace at a time. If your sidebar still shows Configure > Monetization, your workspace is on the previous layout: plans are attached to Portals there and carry their own product list. Everything about prices, credits, and Stripe below applies either way.
A Self-Service Plan is a plan your end users can buy - or, at $0, simply join - by themselves. Every plan is also a group: subscribing puts the buyer in the plan's group, and that group is what you assign to assets. Membership is the subscription state; when it ends, the membership ends.
The catalog lives on Deploy > Storefronts, below the list of Storefronts that sell from it. It has two things:
- Your Stripe account connection - payments go to your Stripe account via Stripe Connect. You own the customer relationship and the revenue.
- Your plan list - define a plan once; it behaves the same wherever it is offered.
This is separate from your own FormWise subscription (Settings > Billing) - that's what you pay us; Self-Service Plans are what your users pay you.
Connecting Stripe
- Go to Deploy > Storefronts and scroll to the plan catalog.
- Follow the Stripe Connect onboarding to link (or create) your Stripe account.
- Once the account shows active, you can create paid plans. Free plans work without Stripe - you can build a base of signed-in users on a $0 plan before ever connecting an account.
Paid subscriptions, checkout, invoices, and refunds all run through Stripe - your Stripe dashboard stays the source of truth for money.
The flow at a glance
- Create plans here (plans and credits).
- Assign each plan to the assets it unlocks, on each asset's Assignments tab.
- Offer the plans on a Storefront - displayed on a Portal, embedded on your site, or both.
- End users pick a plan and pay through Stripe Checkout (a $0 plan skips Stripe). They join the plan's group and the assets appear at every Portal that admits it.
- Usage is metered against the plan's credit allowance; when credits run low they're warned, and when exhausted they're prompted to upgrade or top up.
You can also skip Stripe entirely for specific customers - comp a plan from Users & Groups (that is adding them to the plan's group with the billing rule bypassed), or provision accounts via the API after billing them in your own system.
What is no longer on the plan
- Products this plan adds - assignment moved to the asset. Open the asset's Assignments tab and add the plan there. The plan editor shows the result read-only.
- The offer list - offering moved to Storefronts. The plan editor shows a read-only Offered in list of the Storefronts that carry it.