Prerequisites Checklist
Missing any of these? See the full setup guide for detailed instructions.
3-Step Installation
Get Your Embed Code
- Navigate to Agency > Auto Billing tab
- Scroll to Step 5: Embeddable Pricing Table
- Copy the iframe code
Add to Your Website
- WordPress
- Webflow
- Wix
- HTML
- Edit your page
- Add Custom HTML block
- Paste the code
- Publish
What Happens Next?
When a customer completes checkout:- ✅ Client account created automatically
- ✅ Organization provisioned with subscription
- ✅ Credits added to their account
- ✅ Redirected to branded dashboard with auto-login
- ✅ Onboarded with your custom onboarding flow
Zero manual work. Pure automation.
Common Issues & Quick Fixes
Iframe shows 404 error
Iframe shows 404 error
Fix: Copy the embed code directly from the Auto Billing tab—don’t manually edit the Agency ID or region.
No plans showing
No plans showing
Fix: Create at least one plan in Step 4: Manage Plans of the Auto Billing tab.
Colors don't match my brand
Colors don't match my brand
Fix: Update Primary Color and Secondary Color in Agency > Overview Tab.
Next Steps
Full Documentation
Read the complete guide with advanced customization
Customize Branding
Fine-tune your agency’s look and feel
Client Onboarding
Configure what happens after checkout
Custom Domain
Use your own domain for client dashboards
Need help? Join our Discord community or contact support.
