SaaS onboarding

Start your Planellio account

Capture the business details first, reserve the preferred subdomain, then send the customer into Stripe with a card on file and a 30-day trial period before recurring billing begins automatically unless cancelled beforehand.

What happens next

  • We capture the company, operational and subdomain setup details first
  • Stripe starts a recurring subscription with card details collected up front
  • The first 30 days are a trial period, then billing starts automatically unless cancelled beforehand
  • Upgrades, downgrades and prorations are handled in the Stripe billing portal

Onboarding + billing

Optional modules