Onboarding Part 2 – Membership Selection & Billing Logic

At a glance

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.
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.
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.
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.
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.
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.
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.
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.