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1. Create a SaaS Offering
Upon logging in to your new instance of ServiceBot, the first thing you should see on the left sidebar is a checklist for important tasks that need to be completed.
Let's look at the first item on the list, Create SaaS Offering. Your SaaS offering (or service offering) is the service you are selling to the public, such as cloud storage, web hosting, or project management. If ServiceBot is the 'house' for your SaaS, your service offerings are the bricks. In your ServiceBot instance, click on the item on the checklist or simply navigate to Services on the dashboard to view the Service Management page.
This is where you will create a service offering template, which can be used to generate embeddables for a pricing page, billing page, and checkout page.
This is an example Service Offering template. This SaaS has three tiers and monthly, metric-based subscription billing with a free trial period of 14 days. Click here for an in-depth guide on creating a template for your service offering.
2. Connect ServiceBot to Stripe
If you see this message at the bottom of your sidebar, you still need to enter Stripe keys.
The next step is connecting your Stripe account to ServiceBot so that you can get paid when customers subscribe to your service. Because ServiceBot is already integrated with Stripe, this step is very easy; all you need to do is paste your Stripe API keys into ServiceBot and create an endpoint in Stripe. Click here for a guide on connecting your ServiceBot to Stripe.
3. What's next?
Now that you have created a service offering template and connected your ServiceBot to Stripe, you may perform many actions, including these:
- Create an embeddable pricing page, billing settings page, login screen, and checkout page.
- Manage email settings to create and edit the templates for emails that will be automatically sent to your users when an event occurs or an action is performed (for example, to notify them when a free trial is about to run out or inform a user of a credit card failure).
- Check out your SaaS metrics on the dashboard.
- Manage subscription settings.
- View user information from active, trialing, and cancelled subscriptions.
- Assign roles for registered users (such as admin, staff, user) and edit their profiles
- Update your company information in system settings.
- Add Webhook endpoints.