Setting up licenses for your customers

The creation of a license is straightforward and quick.

The main idea is simple:

• You can create a license for your client with a 20% discount and manage it yourself.
• Or, you can refer our products to them, let them handle their own payments, and earn a 20% commission.

Before we go through the process, though, here’s one pro tip.

You don’t need to limit trials to customers who have already shown interest. Instead, treat account creation as a form of lead assignment.

You don’t need to limit trials to customers who have already shown interest. Instead, treat account creation as a form of lead assignment.

Have a client who’s preliminarily interested in the product?

Create a trial for them right away, even before they make a purchase decision as this might improve your chances of having more qualified leads (QLs) and - possibly - conversions.

Remember that extending or reactivating the trial later on is not a problem at all!

License creation

To create a license, you need to log into the Partner Program, and:

• For an organization that’s not yet on your client list, go to the “Solution” section dashboard and hit the “Add client” button.
• For an organization that is already your client, go to the “Solution” section and navigate to “Clients” from the left-hand navigation. Select this organization, then open the “Licenses” tab and click “Add license”.

Here is a path for a new organization:

1. Provide organization details

2. Select a product

Please note that for LiveChat, you can choose the data storage location (Europe or the United States).

3. Decide who manages subscription

Here, you choose whether you want to pay your customers’ invoices or if you want them to pay on their own.

• If you choose “You,” you’ll get a lifetime discount for a given product and we’ll hide all the subscription details so your customer doesn’t see it. Thanks to this, you’ll be able to customize your offer.
• If you choose “Your client,” they will see the subscription details and it will be disabled for you. Going for such a scenario, you still can expect us to pay you a commission whenever a customer subscribes for a full version.

4. Invite users (optional)

Now, you can invite your customer’s co-workers. This is an optional step — you can always add more users later.

For more info, check this article: Adding new users to the license.

If the license invitation isn’t accepted within 48 hours, you’ll receive an email notification to take action.

If the license invitation isn’t accepted within 48 hours, you’ll receive an email notification to take action.

The path is the same for an existing organization, except you skip adding the organization details from the first step.

Read more about:

• License alerts,
• Adding new users to the license.