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Account Registration

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Overview

During the account registration process, a customer visits your website to register for an account and signs up for a master plan and one or more optional supplemental plans using a payment method specified by your business. Examples of payment methods may include credit card, ACH (electronic check payment), or net terms.

Your account registration process should allow a customer to do the following:

  • Enter account and billing information.
  • Select a master plan and one or more optional supplemental plans.
  • Enter payment information.
  • Before completing account registration, view a confirmation page displaying account and billing information, as well as units and prices of the selected plan(s).
  • Upon successful account registration, view a receipt page displaying the units and prices of the purchased plan(s).

 


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