Online sign-up and pricing page

A pricing page and checkout to share or put on your website. Customers pick a plan, subscribe and pay by themselves.

Online sign-up is in the Standard plan and above.

Set it up

1. Go to Settings › Online sign-up & portal.
2. Tick Turn on the sign-up page.
3. Under Plans on the page, tick the plans to offer.
4. Add a page title, words above the plans, a thank-you message and the web address of your terms, if you like.
5. Click Save. The page's link appears at the top.

On each plan's page, under Online sign-up page, write what the plan includes, one line each, for example 5 users or Email support. These show as ticked lines on the pricing page.

Share it or put it on your website

• Link: click Copy and share it by email, WhatsApp or on social media. Add &plan=CODE to the link to open one plan's checkout straight away.
• On your website: copy the code under Put it on your website and paste it into your web page. The pricing table shows there, without your page header.

What the customer does

1. Picks a plan on the pricing page.
2. Enters their name or company, email, mobile, and tax number (optional), and a quantity and coupon where you allow them.
3. Clicks Subscribe, or Start free trial on a plan with a trial.
4. On the thank-you page, clicks Pay now to pay the first invoice online, and Set up automatic payments if you ask for them.

What happens in Ellibo

• A customer is added to your shared customer list. If a customer already has that email, the subscription goes on them and their details are left as they are.
• The subscription starts at once, or its trial starts. The first invoice is made, and emailed if you email invoices.
• The history says Signed up online, admins get an email (untick Email admins about each sign-up to stop it), and the sign-up is listed under Latest online sign-ups.

Online payment and automatic payments need your gateway connected on the Integrations page. Without it, customers pay the invoice the usual way.

Stopping spam

A hidden field and a short wait stop most robots. One address can sign up 5 times an hour, and the page takes 40 sign-ups an hour at most. Untick Turn on the sign-up page to close it; the link then says sign-up is turned off.