Will Licensing add-on and Free Trial feature work for what I'm trying to do?

[letsurf]

I'm getting ready to set up WHMCS with the licensing add-on and plan to do a free trial. Ideally I would like a button "Start my free trial" on my website and it would take the person to a form to fill out (name, email, company name, phone... This would then start their 30 day trial.

1 week before and 3 days before their trial ends I would like them to receive an email explaining they have 1 week or 3 days left before the trial expires with a link to purchase page.

If user wants to pay before the trial ends I would like them to be taken to a checkout page that 1. collects a setup fee $299 and 2. Set them up for recurring monthly payments (they can pay monthly or annually with a discount). 

If user is late on the payment they would get an email saying they are late. If user is X days late on payment the account would be terminated like it is now with website packages. 

Is this possible to do with the WHMCS licensing add on and Free Trail feature? 

[brian!]

5 hours ago, letsurf said:

I would like a button "Start my free trial" on my website and it would take the person to a form to fill out (name, email, company name, phone... This would then start their 30 day trial.

it would be simpler to just have a trial product and order it in the usual way... your custom solution would take additional coding.

5 hours ago, letsurf said:

1 week before and 3 days before their trial ends I would like them to receive an email explaining they have 1 week or 3 days left before the trial expires with a link to purchase page.

https://docs.whmcs.com/Email_Marketer

5 hours ago, letsurf said:

If user wants to pay before the trial ends I would like them to be taken to a checkout page that 1. collects a setup fee $299 and 2. Set them up for recurring monthly payments (they can pay monthly or annually with a discount).

they could either upgrade to a paid equivalent product, or if the original trial product used a free month promotion code, the product would automatically charge after the first month - though I think payment details would be taken during the initial order (which you may not want to do).

7 hours ago, letsurf said:

If user is late on the payment they would get an email saying they are late. If user is X days late on payment the account would be terminated like it is now with website packages.

emails already created by the reminders and overdue reminders from the Automation Settings... a trial product would terminate after 30 (or whatever you specify in the setup) days anyway, and an unpaid service can be set to terminate x days after due date.

7 hours ago, letsurf said:

Is this possible to do with the WHMCS licensing add on and Free Trail feature? 

it should be possible by default within WHMCS without the licensing addon... that would only come into play with regards to managing licenses, not with the termination/reminders etc.

[letsurf]

Thanks for the response that answers a lot of questions for me. Maybe I misunderstood what the licensing addon is for. Is it not meant to be used for SAAS? When you say managing licenses what do you mean by that? 

[brian!]

22 hours ago, letsurf said:

Thanks for the response that answers a lot of questions for me. Maybe I misunderstood what the licensing addon is for. Is it not meant to be used for SAAS? When you say managing licenses what do you mean by that? 

https://docs.whmcs.com/Licensing_Addon

[twhiting9275]

The licensing addon is not designed for SAAS no, It's designed for a product that is downloaded, activated, like any regular service . You need to have somewhere to activate it, and put in things like activation keys, etc.

Most SAAS systems won't have that.

[letsurf]

13 minutes ago, twhiting9275 said:

The licensing addon is not designed for SAAS no, It's designed for a product that is downloaded, activated, like any regular service . You need to have somewhere to activate it, and put in things like activation keys, etc.

Most SAAS systems won't have that.

I see. So is it possible to have WHMCS handle the payments and activation/deactivation of clients on my saas service or is there a better solution? Hopefully it wouldn't be too hard to custom code that in so whmcs would handle payment and send signals to my web app to activate/deactivate client accounts based on their payment status. 

[twhiting9275]

It may be possible,  you’ll need to work with a skilled developer to pull that off though