Online client sign-up

The online sign-up is a public page of your organization (/join/your-organization) that you share over WhatsApp, social media or your website. There your clients fill in their details, choose a plan, add their beneficiaries and pay — Inspow automatically creates the user, their beneficiaries, the subscription and the paid invoice, without your team typing anything.

It is configured in the Public registration menu (Onboarding Settings screen). You need the manage:onboarding permission.

How it works for your client

1. Your details: first name, last name, email, mobile number, document type and number, and address.
2. Plan: they see the plans you decided to offer online, with their price, and choose one.
3. Beneficiaries: they add the people who will use the service (first name, last name, date of birth and allergies). If the service is for themselves, they check Include me as a beneficiary. The name of this step changes depending on your sector.
4. Payment: they review the summary (plan, beneficiaries and total) and pay online through the payment gateway.

Once the payment is approved, the account is created, the invoice is recorded as paid and the subscription is active — or pending payment, if you turned off Auto-approve subscriptions (see Behavior). Inspow emails the client a temporary password so they can sign in to their account.

Note

The payment engine is hardened: if the payment is approved but something fails while creating the account, the system retries automatically and, if it can’t, it alerts the organization’s owner to resolve it by hand — a client is never silently left paid and without an account. The same payment also can’t create the account twice.

Settings

The screen has eight tabs and a single Save button for all of them.

Tab	What it controls
Activation	Onboarding enabled: turns the public page on or off. When off, the link doesn’t allow enrolling.
Branding	The logo and the primary color of the public page. If you leave them empty, your organization’s are used.
Legal	The URLs of your terms and conditions and your privacy policy; they appear as links at the bottom of the sign-up.
Plans	Allowed plans: which of your plans are offered online. If you don’t check any, all active plans are shown.
Behavior	Auto-approve subscriptions and Session expiration (hours): how long the client can take to finish (24 h by default).
Form	Require beneficiaries, the Max beneficiaries per user (5 by default) and the custom fields (Add field button: name, label, type, whether it is required and options).
Analytics	Your Google Analytics measurement ID and the Facebook Pixel ID, to measure the page with your own tools.
Share	Your public link ready to Copy and the Open preview button.

Settings that don’t have an effect yet

In Behavior you will also see Require email verification, Success message and Redirect URL after registration, and in Branding a welcome message and a background image. Today they are saved, but the public page doesn’t use them yet.

Tip

Share the link in your Instagram bio, your WhatsApp status and your Linktree — it’s the cheapest way to turn interested people into paying clients without picking up the phone.