Onboarding Part 2 – Membership Selection & Billing Logic

Full UX and system breakdown of the Happ membership selection phase, including free vs paid branching, subscription behavior and plan-based feature logic.
Duration: 14 minutes
Updated: 22/02/2026
Onboarding Part 2 – Membership Selection & Billing Logic

Tools

  • Valid payment method for paid plans

Ingredients

  • Completed identity onboarding
  • Selected membership tier

Step 1: Step 1 – Membership Selection Screen (Primary View)

Header displays Choose your Happ membership. Three tiers are visible: Creator (Free per month), Pro (20 dollars per month) and Enterprise (499 dollars per month). Each tier includes a short value description. A notice states that membership tier affects processing fees and AI question access. Buttons visible: Tell me more under each tier, Proceed to payment, Continue for free. Back button is available.

Step 2: Step 2 – Creator Plan (Free Tier Path)

If the user selects Creator and clicks Continue for free, no payment flow is triggered. The system assigns user_plan = creator. No subscription object is created. The user proceeds to the next onboarding stage. Creator includes agreement creation and baseline platform functionality. Processing fees apply according to Creator tier configuration.

Step 3: Step 3 – Pro Plan Selection and Subscription Flow

If the user selects Pro and clicks Proceed to payment, a recurring subscription flow is initiated. The user must enter valid payment details. Upon successful subscription confirmation, user_plan = pro and subscription_status = active. If payment fails, subscription_status remains pending and paid features remain locked.

Step 4: Step 4 – Enterprise Plan Selection and Subscription Flow

If the user selects Enterprise and proceeds to payment, a high-tier recurring subscription flow is initiated. Upon successful payment, user_plan = enterprise and subscription_status = active. Enterprise tier may unlock advanced features such as team scaling and expanded capabilities.

Step 5: Step 5 – Alternate Membership Screen Variant

A secondary membership screen variant appears in the flow with similar structure but slightly adjusted copy. It includes a Login button for returning users and a Learn more link directing to the pricing page. Functional logic remains identical. Plan selection still determines branching path.

Step 6: Step 6 – Billing State Logic and Safeguards

Creator plan: no billing object created. Pro and Enterprise plans: recurring subscription required. Back navigation returns to plan selection without duplicating subscription attempts. Failed payments do not upgrade plan status. Only confirmed subscription activation updates feature access.

Step 7: Step 7 – Feature Gating Based on Plan

Membership tier controls AI access limits, processing fee structure, advanced functionality and potential team features. These are enforced through plan-based feature flags in the system.

Step 8: Step 8 – Completion of Membership Phase

Once a plan is successfully assigned (free or paid), onboarding proceeds to payment activation phase or confirmation stage depending on flow configuration. At this point the user has an active membership tier.

Frequently Asked Questions

Can a user change membership later?

Yes. Users can upgrade or downgrade plans from account settings, subject to billing rules.

Does the free plan require payment details?

No. Creator plan does not require entering payment information.

What happens if a subscription payment fails?

The plan does not activate and paid features remain unavailable until payment succeeds.

Do different plans affect processing fees?

Yes. Processing fees and AI access limits vary according to selected membership tier.

This guide documents the complete Membership Selection and Billing phase of the Happ onboarding flow. It covers every visible screen, button, branching path and system transition related to selecting a plan and activating (or skipping) a subscription. Stripe Connect activation is documented separately in Part 3.