Tenant Signup & Payment

Learn how customers sign up for your SaaS platform, handle trials, and complete payments. Votlie uses Stripe for all payment processing.


Signup Flow

New customers sign up at /signup through a guided multi-step process:

Step 1: Account Information

  • Name - The tenant admin's full name
  • Email - Their email address (used for login and notifications)
  • Password - With a real-time strength indicator (weak, fair, strong)
  • Confirm Password - Must match the password field

Step 2: Plan Selection

  • Browse all available plans with their features and pricing
  • Monthly / Yearly toggle - Switch between billing intervals to compare pricing
  • Coupon Code - Optionally enter a coupon code for a discount
  • Select - Choose a plan to proceed

Step 3: Board Setup

  • Board Name - The display name for the tenant's feedback board
  • Board Slug - The URL-friendly identifier (e.g., my-company), with live availability checking that instantly validates whether the slug is already taken

After Completing Signup

What happens next depends on the selected plan:

Plan TypeWhat Happens
Paid PlanRedirected to Stripe Checkout to complete payment
Free PlanBoard is created immediately and tenant is redirected to their admin panel
Free TrialBoard is created immediately with a trial end date set based on the configured trial duration

Post-Signup Pages

After signup, tenants may see different pages depending on their payment status:

PageWhen It Appears
Payment SuccessAfter successfully completing Stripe Checkout
Payment PendingWhen payment is being processed but not yet confirmed
Signup DisabledWhen registration mode is set to Invite Only and the user does not have an invitation

Landing Page

In SaaS mode, the root URL (/) displays a marketing landing page instead of a feedback board. The landing page is automatically generated based on your platform settings and includes:

  • Hero Section - Headline, subheadline, and call-to-action button
  • Feature Highlights - Key features of your platform presented in a visual grid
  • Pricing Table - All active plans with pricing, features, and "Get Started" buttons
  • FAQ Section - Frequently asked questions and answers
  • Footer - Links, branding, and additional information

Pricing Page

The dedicated pricing page at /pricing provides a detailed plan comparison:

  • Plan names and descriptions for each available plan
  • Monthly and yearly pricing with a toggle to switch between intervals
  • Feature lists showing what is included in each plan
  • Usage limits (users, features, categories, products, storage) displayed per plan
  • "Get Started" buttons that link directly to the signup flow with the selected plan

Plans are configured in the Super Admin Panel.


Free Trial

If you have configured a trial period, new tenants can start using their board immediately without payment.

Trial Reminders

Tenants receive email reminders as the trial approaches expiry:

WhenEmail
7 days beforeFriendly reminder
3 days beforeReminder with upgrade prompt
1 day beforeUrgent reminder

When the trial expires, the tenant must subscribe to a paid plan to continue using their board.

Trial Settings

Configure trial duration and features in Super Admin > Platform Settings:

  • Trial duration (number of days)
  • Features available during trial

Free Plan

If you offer a free plan, tenants can sign up without payment. Free plans typically have reduced limits:

  • Fewer feature requests allowed
  • Fewer users
  • Fewer products
  • No custom domains

Create a free plan by setting a $0 price in Stripe and adding the Price ID to a plan in Votlie.


Payment Processing

Votlie uses Stripe for all payment processing:

  • Secure card payments
  • Automatic subscription billing
  • Invoice generation
  • Proration on plan changes

Setting Up Stripe

  1. Create a Stripe account
  2. Get your API keys from the Stripe Dashboard
  3. Enter them in Super Admin > Platform Settings:
    • Publishable Key
    • Secret Key

Both keys are stored encrypted in the database.

Stripe Webhooks

Stripe sends webhooks to notify Votlie of payment events. Set up the webhook endpoint in your Stripe Dashboard:

https://yourdomain.com/api/stripe/webhook

Ensure the webhook signing secret matches what is configured in Votlie.


Registration Mode

Control who can sign up for your platform:

ModeDescription
OpenAnyone can sign up
Invite OnlyOnly users with an invitation can sign up

Configure this in Super Admin > Platform Settings.


Coupon Codes

If you create coupons in Stripe, tenants can enter a coupon code during signup or plan change to receive a discount.


Next Steps

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