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And then you can update your product details like name, description, image, and recurring pricing, check the screenshot below:
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Stripe Automatic Tax Setting
If you want to create VAT/Tax in the product you set up in Stripe, you can turn on the Stripe automatic tax setting, and then the subscription will collect GST in the purchase.
After you save your products, Next step, you will be able to connect this subscription plan with your paid plans in UChat.
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Do a demo purchase, and then check if the workspace is updated successfully or not.
Purchase
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if the user’s new workspace created or not. and see if the template you choose installed in the omni channel or not.
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After you selected, please make sure you actually save the plan & templates assigned.
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Please note, you can set up to 10 different plans link to the same plan. Each of the plan can install/assign different templates. |
Test the purchase
After you set up & link Stripe subscription to your plan, now it’s time that you can do a simple test. Do a demo purchase, and then see if the user’s new workspace created or not. and see if the template you choose installed in the omni channel or not.
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Make sure you have enough of the credit in your partner wallet, otherwise the upgrade won’t be successful. It will trigger the “no_enough_credit” event if you set up webhook URL to listen the events. The partner credit should at least cover the cost of the plan you are upgrading. For example, you are upgrading the default business plan, the cost of that plan is $10, so you should at least have $10 in your partner credit. |
If you are existing user
if you are existing user, which means your email on the checkout page is the same as the email to login your white label partner platform, then after the purchase, we will actually create a new workspace under the same email login, and also install the template you have assigned to this workspace.
If you are new user
If you are new user to your platform. We will actually send the welcome email from your own email STMP(if you have set up by following this tutorial).
And since we automatically create a random password for the new user, so it’s best practice that you reminder the user to reset their password to get access to their workspace.
If you set up webhook events in your partner settings:
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And in our partner API, you should be able to pick up the following event:
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And then you can set up your own automation to reminder the user to reset their password.
Transaction history check
If you have enough credit in your partner wallet, you will find the transaction history as per the screenshot below.
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If you don’t have enough credit in your wallet, and you will be able to receive “no_enough_credit” event to your webhook.
You need to follow our partner API documents here to set up the webhook URL.
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cancellation automation
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So if your customer want to cancelation the plan, you can simply go to your Stripe account, and select the customer & subscription, and cancel it for them.
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Please note, this automation will only work if they subscribed through the Stripe billing automation. |
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Billing URL
If you don’t have Stripe account, or can’t set up Stripe account, you want to use your own payment gateway, you can choose to use “Billing URL”.
You should build your own checkout page on your own domain, and you have the below variable to use in the checkout URL.
Workspace ID
Workspace name
Owner name
Owner email
Plan ID
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Manually Upgrade
After receiving the payment from your own checkout page, you can go to “White label Settings” → Workspaces, and manually upgrade the user the plan they purchased.
Automate with Partner API
Or you can connect with UChat partner API, and automatically upgrade the workspace to the plan they purchased.
In the UChat partner API, you can call the partner API to change plan:
https://www.uchat.com.au/partner-api#/Partner%20Management/partnerChangePlan
In this api request, you will need to provide: workspace ID & plan name, you can get the plan details from the api endpoint:
https://www.uchat.com.au/partner-api#/Partner%20Management/partnerPlans
If you want to automate the upgrade process, we will need the workspace ID, so you can add the workspace plan ID dynamically at the checkout URL or ask the workspace ID in your own checkout page.