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Trial SaaS - Best Practices WRT WHMCS


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Hi Folks,

We just acquired WHMCS for our backend infrastructure for a product we have developed that we are "SaaSifying".

We are going to offer customers a 30 day trial and offer a transition to one of two paid options with some add-ons. I was wondering if there was any 'best practice' documentation for this kind of scenario with WHMCS?  We are experienced developers, we're just looking to avoid common mistakes or missteps with WHMCS.

Thanks

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