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Onboarding Wizard

Overview

Newly registered users complete a guided onboarding wizard before accessing the full app. The wizard now includes an explicit optional billing preference step to improve plan conversion flow.

Flow

  1. Welcome step
  2. Workspace naming step
  3. Optional billing preference step

Users can choose:

  • Free (continue directly to dashboard), or
  • Pro / Business with Monthly or Yearly billing preference

Billing Preference Behavior

When a paid plan is selected during onboarding:

  • The workspace is still created immediately.
  • The user is marked onboarded.
  • The user is redirected to billing plans with recommendation query params:
    • onboarding=1
    • recommended_plan
    • recommended_billing_period

The billing plans page reads these values to preselect period and show contextual guidance.

Validation

OnboardingController@store validates:

  • workspace_name (required)
  • onboarding_plan (free|pro|business, optional)
  • onboarding_billing_period (monthly|yearly, optional)

Tests

Run targeted tests:

php artisan test --compact tests/Feature/OnboardingTest.php tests/Feature/Billing/BillingTest.php

Coverage includes:

  • standard onboarding workspace creation
  • paid-intent redirect to billing plans
  • billing plans recommendation props mapping