Tenant signup walkthrough

What this page helps you set up

Self-serve signup is the front door of your Booknetic SaaS platform. It lets a new tenant create an account from your public website, verify their email, choose their tenant URL, add company details, and enter their own Booknetic admin panel.

Use this page when you want people to start using your SaaS without asking you to create every tenant manually.

Quick start — minimum setup to get tenants signing up

1. Create at least one plan in Booknetic SaaS → Plans.
2. Place [booknetic-saas-signup] on a public WordPress page.
3. Turn on Create WP user on signup in your SaaS settings, if that option is available in your build. This keeps the signup and signin flow connected.

Do not confuse the two signup widgets

Booknetic has more than one signup surface, so this distinction matters.

Disambiguation — SaaS tenant signup vs customer signup

• [booknetic-saas-signup] is for tenant signup — a business creates an account on your SaaS platform.
• [booknetic-signup] is for appointment customer signup — a customer creates an account to book appointments with a tenant.

If your goal is SaaS acquisition, use [booknetic-saas-signup]. If your tenant wants their own appointment customers to register, that is the customer-side signup flow.

A tenant is the business using your SaaS platform. A customer is the person booking appointments with that tenant.

How tenant signup works

The standard Booknetic SaaS signup flow has two main stages.

First, the tenant creates and verifies an account. Then they finish setup by choosing a URL and adding company details.

From the tenant’s point of view, the journey is:

1. They land on your public signup page.
2. They enter their name, email address, and password.
3. Booknetic creates the tenant account and sends the verification / completion email through your workflow setup.
4. They verify their email.
5. They choose their tenant URL slug, such as aurora-wellness.
6. They enter company details, such as company name, address, phone, website, and any extra fields you configured.
7. They click GO TO DASHBOARD and start using their Booknetic panel.

Behind the scenes, Booknetic creates the tenant record, connects it to the configured plan, creates initial tenant data, and prepares the tenant’s admin experience.

Create the WordPress signup page

Create a normal public WordPress page for tenant signup.

1. In WordPress, go to Pages → Add New.

2. Create a page such as Start your free trial or Tenant Signup.

3. Add this shortcode to the page body:

   [booknetic-saas-signup]
   

4. Publish the page.

5. In Booknetic SaaS, go to SaaS → Settings → Pages.

6. Select this WordPress page as your Sign-Up page.

7. Save your settings.

The signup page should be public. Do not put it behind a WordPress login wall, membership restriction, or “coming soon” mode if you expect new tenants to register from your marketing site.

Use a page-builder widget instead of the shortcode

If you build pages with Gutenberg, Elementor, or Divi, you can use the Booknetic SaaS signup block/module instead of typing the shortcode manually.

The outcome is the same: the page renders the tenant signup form for Booknetic SaaS.

Use whichever option fits your WordPress page-building workflow:

Builder	What to insert
WordPress editor / shortcode block	[booknetic-saas-signup]
Gutenberg	Booknetic SaaS Sign Up block
Elementor	Booknetic SaaS Sign Up widget
Divi	Booknetic SaaS Sign Up module

What fields the tenant fills in

The reviewed signup flow asks for the tenant information in stages.

First signup form

The first screen asks for:

• Full name
• Email
• Password

After the tenant submits this form, Booknetic moves them into the email verification step.

Tenant URL step

After verification, the tenant chooses the URL slug for their business.

For example, if your platform uses directory-style URLs, a tenant might choose:

aurora-wellness

That can become a public tenant booking URL such as:

https://your-platform.com/aurora-wellness/

The slug must be unique and valid. In the reviewed flow, the slug must be 3–35 characters and use letters, numbers, hyphen, or underscore. It can also be rejected if it conflicts with an existing WordPress page/post slug.

For full URL guidance, see the tenant URL and routing doc: Tenant URLs and routing.

Company details step

The company-details step can collect:

• company image or logo;
• Company name;
• address;
• phone number;
• website;
• any signup custom fields you configured.

Company name is required in the reviewed signup flow before the tenant can finish registration and go to the dashboard.

Add optional company questions with custom signup fields

If you need more information during signup, configure tenant signup custom fields in Booknetic SaaS → Custom Fields.

Use them for questions such as:

• VAT / Tax ID;
• business category;
• expected booking volume;
• company size;
• business license upload;
• onboarding notes.

Keep this form short. Every additional field adds friction. If you do not truly need the answer before the tenant enters the dashboard, ask for it later.

For field types, validation, file uploads, and workflow shortcodes, use the dedicated custom-fields guide: Custom signup fields.

Plan and trial behavior at signup

Before you publish your signup page, create the plan a new tenant should receive.

In the source-backed signup flow, a new tenant is assigned to the configured default/trial plan when they sign up. That means your plan setup controls the first experience they see after registration.

A good signup setup usually includes:

1. A Trial or Starter plan for new tenants.
2. Enough limits for the tenant to create at least one service, staff member, location, and test booking.
3. A clear upgrade path to paid plans from the tenant Billing page.
4. Stripe, PayPal, or WooCommerce billing configured before you advertise paid upgrades.

If your platform shows plan cards or a pricing grid before signup, use them as a marketing/pricing layer, then send people into the signup page. In the reviewed Booknetic SaaS flow, trial/default plan assignment is the confirmed signup behavior; paid plan switching is handled from the tenant Billing area after the tenant exists.

For plan design, see Plans and plan capabilities. For free trials and what happens when a trial ends, see Trials in Booknetic SaaS.

Free trial vs paid signup

A low-friction SaaS signup usually starts with a free or trial plan.

Free or trial plan

If the new tenant lands on a free/trial plan, they can complete signup without checkout. They verify their email, choose their URL, add company details, and enter the dashboard.

This is the simplest acquisition path because the tenant does not need to stop and pay before seeing the product.

Paid plan conversion

Paid conversion happens through your tenant billing setup. A tenant can open Billing, choose a visible paid plan, and pay through the payment methods you enabled.

Depending on your setup, paid plan checkout can use:

• Stripe Checkout;
• PayPal recurring billing;
• WooCommerce balance / checkout flows, if configured.

For Stripe setup, see Setting up Stripe webhook. For the broader Stripe billing reference, see Stripe subscription billing in Booknetic SaaS.

Turn on “Create WP user on signup”

Tenant signin depends on a usable WordPress user account.

If your Booknetic SaaS build includes Create WP user on signup, keep it turned on for self-serve signup unless you have a very specific manual onboarding process.

Setting state	What happens
On	Signup creates a WordPress user for the tenant. The tenant can use the SaaS signin page and, depending on your access settings, WP-Admin.
Off	The tenant record can exist in Booknetic SaaS without a connected WordPress user created by signup. The tenant may not be able to sign in through [booknetic-saas-signin] until you connect or create a WordPress user manually.

High-confusion gotcha: If tenants say “I signed up, but I cannot log in,” check whether the tenant has a connected WordPress user first. A tenant record without a usable WordPress user can look like a signup problem, but the real issue is account access.

For the tenant signin page and password reset flow, see Tenant signin and forgot password.

Email confirmation and welcome messages

Booknetic SaaS signup depends on email and workflow setup.

Two SaaS workflow events are especially important:

Event	When it is used
tenant_signup	When the tenant starts signup and needs the verification / completion link.
tenant_signup_completed	When the tenant finishes the signup completion step.

If the signup verification email is not sent or not delivered, the tenant may be stuck before they can choose their URL and company details.

Before launch, check:

1. SaaS → Settings → Email — sender name, sender email, mail gateway, SMTP/Gmail SMTP if used.
2. SaaS → Workflows — the tenant_signup workflow is enabled and sends the completion link.
3. The workflow includes the correct tenant email recipient and signup completion URL shortcode.
4. Test the flow with a real inbox, including spam/junk folders.

Booknetic provides the workflow events; the actual welcome/notification emails depend on how you configure workflows. Do not assume a welcome email or owner notification is sent unless the matching workflow action is enabled.

Notify yourself when a tenant signs up

If you want the platform owner or onboarding team to know when a new tenant registers, create a SaaS workflow for a tenant signup event and add an email, webhook, or other action.

Use this for:

• internal onboarding alerts;
• Slack/CRM-style handoffs through supported workflow actions;
• sales-team notification when a trial starts;
• welcome sequences after signup completion.

Because workflow recipients are configurable, test the workflow before launch. Do not rely on a notification until you have confirmed the action, recipient, and email delivery.

Branding the signup journey

The signup form appears inside your WordPress page, so the surrounding landing page is controlled by your theme, builder, and copy.

To make the whole journey feel like your SaaS brand:

• Use a clear headline above the signup form.
• Explain what happens after signup.
• Add pricing or a “View plans” link nearby.
• Configure sender name and sender email in SaaS email settings.
• Configure Booknetic SaaS whitelabel settings for the tenant admin panel.
• Keep the signup, signin, forgot-password, and booking pages visually consistent.

Conversion tips for SaaS owners

Small changes to the signup page can make a big difference.

Put signup where visitors can find it

Link to the signup page from your main navigation, pricing page, and campaign landing pages. If the signup form is hidden behind several clicks, fewer people will start.

Show pricing close to signup

People want to know what happens after the trial or starter plan. Put pricing on the same page or one click away.

Use clear plan names and benefits. Avoid sending users to a signup form before they understand what they are choosing.

Use trials to reduce friction

A trial plan lets people experience the product before paying. This is usually the best first step for self-serve SaaS acquisition.

Keep the trial plan useful enough for evaluation, but not so generous that there is no reason to upgrade.

Ask only for what you need

Custom fields are powerful, but long forms reduce conversion.

Recommended rule: if a field is not needed to create the tenant account or qualify the lead immediately, make it optional or collect it later.

Explain the next step

Tell the tenant what will happen after signup:

• they will verify their email;
• they will choose their booking-page URL;
• they will add company details;
• they will enter their dashboard and start setting up services.

This reduces uncertainty and support tickets.

Common setup mistakes

The shortcode is on the wrong WordPress page

The signup page must be public and should contain [booknetic-saas-signup] or the matching page-builder widget.

Do not place it on a page that requires WP-Admin login. New tenants need to reach it before they have an account.

The signup page is not selected in SaaS Settings

Publishing the WordPress page is not enough. Select it under SaaS → Settings → Pages → Sign-Up page so Booknetic SaaS knows which page to use in signup links and related flows.

Create WP user on signup is off

If Create WP user on signup is off, tenants may be created in SaaS but unable to sign in through the tenant signin form until a WordPress user is connected manually.

If you want a normal self-serve signup flow, keep this setting on.

The plan setup is empty or too restrictive

Create at least one usable plan before launch. If the new tenant lands on a plan with no useful capabilities or very low limits, they may enter the dashboard and immediately feel blocked.

Review your Trial/default plan in Plans and plan capabilities before sending traffic to signup.

Email is not configured

Signup relies on email delivery. If sender settings, SMTP, or the signup workflow are missing, tenants may never receive the verification/completion message.

Test email delivery before launch.

Tenant URL slugs conflict with pages

A tenant slug can be rejected if it already belongs to another tenant or conflicts with an existing WordPress page/post slug.

If a tenant cannot save their chosen URL, ask them to try a different 3–35 character slug using letters, numbers, hyphen, or underscore.

Common questions

Can I require manual approval before a tenant becomes active?
A native manual-approval gate was not confirmed in the reviewed signup sources. The source-backed flow is self-serve: after verification and company details, the tenant can go to the dashboard. If you need approval, use a restrictive Trial/default plan, collect qualifying information with custom signup fields, and review tenants manually in Booknetic SaaS → Tenants. Treat a true pre-activation approval gate as a product/customization question until Product confirms it.

Can I customize the page tenants see after signup?
The reviewed flow ends with a GO TO DASHBOARD action that sends the tenant to their Booknetic admin panel. You can style the public signup page around the form and configure whitelabel/appearance settings for the admin experience. A separate native post-signup welcome-page redirect was not confirmed in the reviewed source, so do not promise one without product confirmation.

What happens if signup stops midway?
If the tenant created the first account step but did not finish verification, URL selection, or company details, they may be incomplete. Ask them to use the latest verification/completion email. In the Tenants list, check whether the tenant exists, whether they have a URL/domain value, and whether a WordPress user is connected.

Can a tenant use WP-Admin instead of the tenant signin page?
Yes, if they have a connected WordPress user. However, the branded tenant signin page using [booknetic-saas-signin] is clearer for most SaaS platforms.

Does a tenant receive a welcome email automatically?
Signup workflow events are available, but the actual email depends on your workflow setup. Configure and test tenant_signup and tenant_signup_completed workflows if you want verification, welcome, or internal notification messages.

Can tenants choose subdomain or directory mode during signup?
Tenants choose the slug/name part of their URL. Whether that appears as example.com/tenant-name/ or tenant-name.example.com depends on your platform’s routing setup. For most platforms, directory-style URLs are the safer starting point. See Tenant URLs and routing.

Can I ask for business documents during signup?
Yes, use a file custom signup field if you need uploads such as business licenses. Remember that document review is not an automatic approval workflow; you still need your own review process.

Pre-launch checklist

Before sending traffic to your signup page, confirm:

• [ ] You created at least one usable plan.
• [ ] Your Trial/default plan has enough capabilities and limits for first-time onboarding.
• [ ] Your signup WordPress page is public.
• [ ] The page contains [booknetic-saas-signup] or the matching page-builder widget.
• [ ] The page is selected under SaaS → Settings → Pages → Sign-Up page.
• [ ] Create WP user on signup is on, if available in your build.
• [ ] Your Sign-in and Forgot-password pages are also created and mapped.
• [ ] Your email settings are configured and tested.
• [ ] Your tenant_signup workflow sends the verification/completion email.
• [ ] Your tenant URL/routing setup works with a test tenant.
• [ ] Your paid plan checkout is configured before you advertise paid upgrades.
• [ ] Your signup page copy explains what happens after submission.

Where to go next

• Configure tenant login and password reset: Tenant signin and forgot password.
• Design your plans and capabilities: Plans and plan capabilities.
• Set up trial behavior: Trials in Booknetic SaaS.
• Add extra signup questions: Custom signup fields.
• Configure tenant URL/routing behavior: Tenant URLs and routing.
• Configure Stripe billing webhooks: Setting up Stripe webhook.